Civic Intelligence

Marks & Williams LLC

Plan context: Marks & Williams LLC 401(K) Profit Sharing Plan & Trust

EIN 58-2279621 • 11 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,751,607

2025 Contributions

$94,054

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,751,607$875,804$0201520202025YearValue
$1,751,607Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201520202025YearValue
4Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$1,751,607$94,054$23,514iApproximate average salary by contribution assumption: employee only about $587,838 at 4% or $391,892 at 6%; with 50% employer match about $391,892 at 4% or $261,261 at 6%; with 100% employer match about $293,919 at 4% or $195,946 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$1,751,607$94,054$23,514iApproximate average salary by contribution assumption: employee only about $587,838 at 4% or $391,892 at 6%; with 50% employer match about $391,892 at 4% or $261,261 at 6%; with 100% employer match about $293,919 at 4% or $195,946 at 6%.
202414$1,391,903$92,933$23,233iApproximate average salary by contribution assumption: employee only about $580,831 at 4% or $387,221 at 6%; with 50% employer match about $387,221 at 4% or $258,147 at 6%; with 100% employer match about $290,416 at 4% or $193,610 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$1,391,903$92,933$23,233iApproximate average salary by contribution assumption: employee only about $580,831 at 4% or $387,221 at 6%; with 50% employer match about $387,221 at 4% or $258,147 at 6%; with 100% employer match about $290,416 at 4% or $193,610 at 6%.
202314$1,009,955$80,999$20,250iApproximate average salary by contribution assumption: employee only about $506,244 at 4% or $337,496 at 6%; with 50% employer match about $337,496 at 4% or $224,997 at 6%; with 100% employer match about $253,122 at 4% or $168,748 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$1,009,955$80,999$20,250iApproximate average salary by contribution assumption: employee only about $506,244 at 4% or $337,496 at 6%; with 50% employer match about $337,496 at 4% or $224,997 at 6%; with 100% employer match about $253,122 at 4% or $168,748 at 6%.
202214$694,195$72,670$18,168iApproximate average salary by contribution assumption: employee only about $454,188 at 4% or $302,792 at 6%; with 50% employer match about $302,792 at 4% or $201,861 at 6%; with 100% employer match about $227,094 at 4% or $151,396 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$694,195$72,670$18,168iApproximate average salary by contribution assumption: employee only about $454,188 at 4% or $302,792 at 6%; with 50% employer match about $302,792 at 4% or $201,861 at 6%; with 100% employer match about $227,094 at 4% or $151,396 at 6%.
202114$850,574$72,618$18,155iApproximate average salary by contribution assumption: employee only about $453,863 at 4% or $302,575 at 6%; with 50% employer match about $302,575 at 4% or $201,717 at 6%; with 100% employer match about $226,931 at 4% or $151,288 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$850,574$72,618$18,155iApproximate average salary by contribution assumption: employee only about $453,863 at 4% or $302,575 at 6%; with 50% employer match about $302,575 at 4% or $201,717 at 6%; with 100% employer match about $226,931 at 4% or $151,288 at 6%.
202014$637,491$66,665$16,666iApproximate average salary by contribution assumption: employee only about $416,656 at 4% or $277,771 at 6%; with 50% employer match about $277,771 at 4% or $185,181 at 6%; with 100% employer match about $208,328 at 4% or $138,885 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$637,491$66,665$16,666iApproximate average salary by contribution assumption: employee only about $416,656 at 4% or $277,771 at 6%; with 50% employer match about $277,771 at 4% or $185,181 at 6%; with 100% employer match about $208,328 at 4% or $138,885 at 6%.
201913$412,542$61,804$20,601iApproximate average salary by contribution assumption: employee only about $515,033 at 4% or $343,356 at 6%; with 50% employer match about $343,356 at 4% or $228,904 at 6%; with 100% employer match about $257,517 at 4% or $171,678 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-3$412,542$61,804$20,601iApproximate average salary by contribution assumption: employee only about $515,033 at 4% or $343,356 at 6%; with 50% employer match about $343,356 at 4% or $228,904 at 6%; with 100% employer match about $257,517 at 4% or $171,678 at 6%.
201815$258,749$62,184$12,437iApproximate average salary by contribution assumption: employee only about $310,920 at 4% or $207,280 at 6%; with 50% employer match about $207,280 at 4% or $138,187 at 6%; with 100% employer match about $155,460 at 4% or $103,640 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-5$258,749$62,184$12,437iApproximate average salary by contribution assumption: employee only about $310,920 at 4% or $207,280 at 6%; with 50% employer match about $207,280 at 4% or $138,187 at 6%; with 100% employer match about $155,460 at 4% or $103,640 at 6%.
201714$215,980$56,914$14,229iApproximate average salary by contribution assumption: employee only about $355,713 at 4% or $237,142 at 6%; with 50% employer match about $237,142 at 4% or $158,094 at 6%; with 100% employer match about $177,856 at 4% or $118,571 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$215,980$56,914$14,229iApproximate average salary by contribution assumption: employee only about $355,713 at 4% or $237,142 at 6%; with 50% employer match about $237,142 at 4% or $158,094 at 6%; with 100% employer match about $177,856 at 4% or $118,571 at 6%.
201614$123,633$69,037$17,259iApproximate average salary by contribution assumption: employee only about $431,481 at 4% or $287,654 at 6%; with 50% employer match about $287,654 at 4% or $191,769 at 6%; with 100% employer match about $215,741 at 4% or $143,827 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-4$123,633$69,037$17,259iApproximate average salary by contribution assumption: employee only about $431,481 at 4% or $287,654 at 6%; with 50% employer match about $287,654 at 4% or $191,769 at 6%; with 100% employer match about $215,741 at 4% or $143,827 at 6%.
201513$44,978$44,911$14,970iApproximate average salary by contribution assumption: employee only about $374,258 at 4% or $249,506 at 6%; with 50% employer match about $249,506 at 4% or $166,337 at 6%; with 100% employer match about $187,129 at 4% or $124,753 at 6%.
Marks & Williams LLC 401(K) Profit Sharing Plan & Trust-3$44,978$44,911$14,970iApproximate average salary by contribution assumption: employee only about $374,258 at 4% or $249,506 at 6%; with 50% employer match about $249,506 at 4% or $166,337 at 6%; with 100% employer match about $187,129 at 4% or $124,753 at 6%.