Mark III Brokerage Inc
Plan context: Mark III Brokerage Inc. 401(K) Plan
EIN 56-1055004 • Charlotte, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
57
2025 Assets
$2,600,809
2025 Contributions
$570,165
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 57 | $2,600,809 | $570,165 | $10,003iApproximate average salary by contribution assumption: employee only about $250,072 at 4% or $166,715 at 6%; with 50% employer match about $166,715 at 4% or $111,143 at 6%; with 100% employer match about $125,036 at 4% or $83,357 at 6%. |
| Mark III Brokerage Inc. 401(K) Plan | - | 57 | $2,600,809 | $570,165 | $10,003iApproximate average salary by contribution assumption: employee only about $250,072 at 4% or $166,715 at 6%; with 50% employer match about $166,715 at 4% or $111,143 at 6%; with 100% employer match about $125,036 at 4% or $83,357 at 6%. |
| 2024 | 1 | 50 | $1,903,778 | $679,306 | $13,586iApproximate average salary by contribution assumption: employee only about $339,653 at 4% or $226,435 at 6%; with 50% employer match about $226,435 at 4% or $150,957 at 6%; with 100% employer match about $169,827 at 4% or $113,218 at 6%. |
| Mark III Brokerage Inc. 401(K) Plan | - | 50 | $1,903,778 | $679,306 | $13,586iApproximate average salary by contribution assumption: employee only about $339,653 at 4% or $226,435 at 6%; with 50% employer match about $226,435 at 4% or $150,957 at 6%; with 100% employer match about $169,827 at 4% or $113,218 at 6%. |
| 2023 | 1 | 45 | $1,131,916 | $483,643 | $10,748iApproximate average salary by contribution assumption: employee only about $268,691 at 4% or $179,127 at 6%; with 50% employer match about $179,127 at 4% or $119,418 at 6%; with 100% employer match about $134,345 at 4% or $89,564 at 6%. |
| Mark III Brokerage Inc. 401(K) Plan | - | 45 | $1,131,916 | $483,643 | $10,748iApproximate average salary by contribution assumption: employee only about $268,691 at 4% or $179,127 at 6%; with 50% employer match about $179,127 at 4% or $119,418 at 6%; with 100% employer match about $134,345 at 4% or $89,564 at 6%. |
| 2022 | 1 | 37 | $531,953 | $574,553 | $15,528iApproximate average salary by contribution assumption: employee only about $388,211 at 4% or $258,808 at 6%; with 50% employer match about $258,808 at 4% or $172,538 at 6%; with 100% employer match about $194,106 at 4% or $129,404 at 6%. |
| Mark III Brokerage Inc. 401(K) Plan | - | 37 | $531,953 | $574,553 | $15,528iApproximate average salary by contribution assumption: employee only about $388,211 at 4% or $258,808 at 6%; with 50% employer match about $258,808 at 4% or $172,538 at 6%; with 100% employer match about $194,106 at 4% or $129,404 at 6%. |