Marcus Family Office LLC
Plan context: Marcus Family Office LLC 401(K) Profit Sharing Plan
EIN 58-2590386 • Atlanta, GA • 25 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$5,373,865
2025 Contributions
$686,435
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 | 20 | $5,373,865 | $686,435 | $34,322iApproximate average salary by contribution assumption: employee only about $858,044 at 4% or $572,029 at 6%; with 50% employer match about $572,029 at 4% or $381,353 at 6%; with 100% employer match about $429,022 at 4% or $286,015 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 20 | $5,373,865 | $686,435 | $34,322iApproximate average salary by contribution assumption: employee only about $858,044 at 4% or $572,029 at 6%; with 50% employer match about $572,029 at 4% or $381,353 at 6%; with 100% employer match about $429,022 at 4% or $286,015 at 6%. |
| 2024 | 1 | 21 | $7,430,053 | $748,040 | $35,621iApproximate average salary by contribution assumption: employee only about $890,524 at 4% or $593,683 at 6%; with 50% employer match about $593,683 at 4% or $395,788 at 6%; with 100% employer match about $445,262 at 4% or $296,841 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 21 | $7,430,053 | $748,040 | $35,621iApproximate average salary by contribution assumption: employee only about $890,524 at 4% or $593,683 at 6%; with 50% employer match about $593,683 at 4% or $395,788 at 6%; with 100% employer match about $445,262 at 4% or $296,841 at 6%. |
| 2023 | 1 | 23 | $6,178,320 | $774,825 | $33,688iApproximate average salary by contribution assumption: employee only about $842,201 at 4% or $561,467 at 6%; with 50% employer match about $561,467 at 4% or $374,312 at 6%; with 100% employer match about $421,101 at 4% or $280,734 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 23 | $6,178,320 | $774,825 | $33,688iApproximate average salary by contribution assumption: employee only about $842,201 at 4% or $561,467 at 6%; with 50% employer match about $561,467 at 4% or $374,312 at 6%; with 100% employer match about $421,101 at 4% or $280,734 at 6%. |
| 2022 | 1 | 24 | $7,440,800 | $755,289 | $31,470iApproximate average salary by contribution assumption: employee only about $786,759 at 4% or $524,506 at 6%; with 50% employer match about $524,506 at 4% or $349,671 at 6%; with 100% employer match about $393,380 at 4% or $262,253 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 24 | $7,440,800 | $755,289 | $31,470iApproximate average salary by contribution assumption: employee only about $786,759 at 4% or $524,506 at 6%; with 50% employer match about $524,506 at 4% or $349,671 at 6%; with 100% employer match about $393,380 at 4% or $262,253 at 6%. |
| 2021 | 1 | 24 | $8,292,591 | $673,139 | $28,047iApproximate average salary by contribution assumption: employee only about $701,186 at 4% or $467,458 at 6%; with 50% employer match about $467,458 at 4% or $311,638 at 6%; with 100% employer match about $350,593 at 4% or $233,729 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 24 | $8,292,591 | $673,139 | $28,047iApproximate average salary by contribution assumption: employee only about $701,186 at 4% or $467,458 at 6%; with 50% employer match about $467,458 at 4% or $311,638 at 6%; with 100% employer match about $350,593 at 4% or $233,729 at 6%. |
| 2020 | 1 | 22 | $7,383,972 | $594,989 | $27,045iApproximate average salary by contribution assumption: employee only about $676,124 at 4% or $450,749 at 6%; with 50% employer match about $450,749 at 4% or $300,499 at 6%; with 100% employer match about $338,062 at 4% or $225,375 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $7,383,972 | $594,989 | $27,045iApproximate average salary by contribution assumption: employee only about $676,124 at 4% or $450,749 at 6%; with 50% employer match about $450,749 at 4% or $300,499 at 6%; with 100% employer match about $338,062 at 4% or $225,375 at 6%. |
| 2019 | 1 | 22 | $7,372,693 | $572,497 | $26,023iApproximate average salary by contribution assumption: employee only about $650,565 at 4% or $433,710 at 6%; with 50% employer match about $433,710 at 4% or $289,140 at 6%; with 100% employer match about $325,282 at 4% or $216,855 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $7,372,693 | $572,497 | $26,023iApproximate average salary by contribution assumption: employee only about $650,565 at 4% or $433,710 at 6%; with 50% employer match about $433,710 at 4% or $289,140 at 6%; with 100% employer match about $325,282 at 4% or $216,855 at 6%. |
| 2018 | 1 | 22 | $5,814,568 | $548,505 | $24,932iApproximate average salary by contribution assumption: employee only about $623,301 at 4% or $415,534 at 6%; with 50% employer match about $415,534 at 4% or $277,023 at 6%; with 100% employer match about $311,651 at 4% or $207,767 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $5,814,568 | $548,505 | $24,932iApproximate average salary by contribution assumption: employee only about $623,301 at 4% or $415,534 at 6%; with 50% employer match about $415,534 at 4% or $277,023 at 6%; with 100% employer match about $311,651 at 4% or $207,767 at 6%. |
| 2017 | 1 | 25 | $8,050,709 | $546,058 | $21,842iApproximate average salary by contribution assumption: employee only about $546,058 at 4% or $364,039 at 6%; with 50% employer match about $364,039 at 4% or $242,692 at 6%; with 100% employer match about $273,029 at 4% or $182,019 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 25 | $8,050,709 | $546,058 | $21,842iApproximate average salary by contribution assumption: employee only about $546,058 at 4% or $364,039 at 6%; with 50% employer match about $364,039 at 4% or $242,692 at 6%; with 100% employer match about $273,029 at 4% or $182,019 at 6%. |
| 2016 | 1 | 22 | $7,676,734 | $586,463 | $26,657iApproximate average salary by contribution assumption: employee only about $666,435 at 4% or $444,290 at 6%; with 50% employer match about $444,290 at 4% or $296,193 at 6%; with 100% employer match about $333,218 at 4% or $222,145 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $7,676,734 | $586,463 | $26,657iApproximate average salary by contribution assumption: employee only about $666,435 at 4% or $444,290 at 6%; with 50% employer match about $444,290 at 4% or $296,193 at 6%; with 100% employer match about $333,218 at 4% or $222,145 at 6%. |
| 2015 | 1 | 22 | $6,513,225 | $545,153 | $24,780iApproximate average salary by contribution assumption: employee only about $619,492 at 4% or $412,995 at 6%; with 50% employer match about $412,995 at 4% or $275,330 at 6%; with 100% employer match about $309,746 at 4% or $206,497 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $6,513,225 | $545,153 | $24,780iApproximate average salary by contribution assumption: employee only about $619,492 at 4% or $412,995 at 6%; with 50% employer match about $412,995 at 4% or $275,330 at 6%; with 100% employer match about $309,746 at 4% or $206,497 at 6%. |
| 2014 | 1 | 22 | $6,102,420 | $508,408 | $23,109iApproximate average salary by contribution assumption: employee only about $577,736 at 4% or $385,158 at 6%; with 50% employer match about $385,158 at 4% or $256,772 at 6%; with 100% employer match about $288,868 at 4% or $192,579 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $6,102,420 | $508,408 | $23,109iApproximate average salary by contribution assumption: employee only about $577,736 at 4% or $385,158 at 6%; with 50% employer match about $385,158 at 4% or $256,772 at 6%; with 100% employer match about $288,868 at 4% or $192,579 at 6%. |
| 2013 | 1 | 22 | $5,378,707 | $488,806 | $22,218iApproximate average salary by contribution assumption: employee only about $555,461 at 4% or $370,308 at 6%; with 50% employer match about $370,308 at 4% or $246,872 at 6%; with 100% employer match about $277,731 at 4% or $185,154 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $5,378,707 | $488,806 | $22,218iApproximate average salary by contribution assumption: employee only about $555,461 at 4% or $370,308 at 6%; with 50% employer match about $370,308 at 4% or $246,872 at 6%; with 100% employer match about $277,731 at 4% or $185,154 at 6%. |
| 2012 | 1 | 24 | $4,572,122 | $454,047 | $18,919iApproximate average salary by contribution assumption: employee only about $472,966 at 4% or $315,310 at 6%; with 50% employer match about $315,310 at 4% or $210,207 at 6%; with 100% employer match about $236,483 at 4% or $157,655 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 24 | $4,572,122 | $454,047 | $18,919iApproximate average salary by contribution assumption: employee only about $472,966 at 4% or $315,310 at 6%; with 50% employer match about $315,310 at 4% or $210,207 at 6%; with 100% employer match about $236,483 at 4% or $157,655 at 6%. |
| 2011 | 1 | 21 | $3,702,451 | $441,451 | $21,021iApproximate average salary by contribution assumption: employee only about $525,537 at 4% or $350,358 at 6%; with 50% employer match about $350,358 at 4% or $233,572 at 6%; with 100% employer match about $262,768 at 4% or $175,179 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 21 | $3,702,451 | $441,451 | $21,021iApproximate average salary by contribution assumption: employee only about $525,537 at 4% or $350,358 at 6%; with 50% employer match about $350,358 at 4% or $233,572 at 6%; with 100% employer match about $262,768 at 4% or $175,179 at 6%. |
| 2010 | 1 | 21 | $3,382,307 | $436,185 | $20,771iApproximate average salary by contribution assumption: employee only about $519,268 at 4% or $346,179 at 6%; with 50% employer match about $346,179 at 4% or $230,786 at 6%; with 100% employer match about $259,634 at 4% or $173,089 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 21 | $3,382,307 | $436,185 | $20,771iApproximate average salary by contribution assumption: employee only about $519,268 at 4% or $346,179 at 6%; with 50% employer match about $346,179 at 4% or $230,786 at 6%; with 100% employer match about $259,634 at 4% or $173,089 at 6%. |
| 2009 | 1 | 22 | $2,667,231 | $430,416 | $19,564iApproximate average salary by contribution assumption: employee only about $489,109 at 4% or $326,073 at 6%; with 50% employer match about $326,073 at 4% or $217,382 at 6%; with 100% employer match about $244,555 at 4% or $163,036 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 22 | $2,667,231 | $430,416 | $19,564iApproximate average salary by contribution assumption: employee only about $489,109 at 4% or $326,073 at 6%; with 50% employer match about $326,073 at 4% or $217,382 at 6%; with 100% employer match about $244,555 at 4% or $163,036 at 6%. |
| 2008 | 1 | 19 | $2,325,649 | $487,043 | $25,634iApproximate average salary by contribution assumption: employee only about $640,846 at 4% or $427,231 at 6%; with 50% employer match about $427,231 at 4% or $284,820 at 6%; with 100% employer match about $320,423 at 4% or $213,615 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 19 | $2,325,649 | $487,043 | $25,634iApproximate average salary by contribution assumption: employee only about $640,846 at 4% or $427,231 at 6%; with 50% employer match about $427,231 at 4% or $284,820 at 6%; with 100% employer match about $320,423 at 4% or $213,615 at 6%. |
| 2007 | 1 | 20 | $2,609,933 | $454,479 | $22,724iApproximate average salary by contribution assumption: employee only about $568,099 at 4% or $378,733 at 6%; with 50% employer match about $378,733 at 4% or $252,488 at 6%; with 100% employer match about $284,049 at 4% or $189,366 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 20 | $2,609,933 | $454,479 | $22,724iApproximate average salary by contribution assumption: employee only about $568,099 at 4% or $378,733 at 6%; with 50% employer match about $378,733 at 4% or $252,488 at 6%; with 100% employer match about $284,049 at 4% or $189,366 at 6%. |
| 2006 | 1 | 18 | $2,073,658 | $373,776 | $20,765iApproximate average salary by contribution assumption: employee only about $519,133 at 4% or $346,089 at 6%; with 50% employer match about $346,089 at 4% or $230,726 at 6%; with 100% employer match about $259,567 at 4% or $173,044 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 18 | $2,073,658 | $373,776 | $20,765iApproximate average salary by contribution assumption: employee only about $519,133 at 4% or $346,089 at 6%; with 50% employer match about $346,089 at 4% or $230,726 at 6%; with 100% employer match about $259,567 at 4% or $173,044 at 6%. |
| 2005 | 1 | 16 | $1,531,339 | $327,410 | $20,463iApproximate average salary by contribution assumption: employee only about $511,578 at 4% or $341,052 at 6%; with 50% employer match about $341,052 at 4% or $227,368 at 6%; with 100% employer match about $255,789 at 4% or $170,526 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 16 | $1,531,339 | $327,410 | $20,463iApproximate average salary by contribution assumption: employee only about $511,578 at 4% or $341,052 at 6%; with 50% employer match about $341,052 at 4% or $227,368 at 6%; with 100% employer match about $255,789 at 4% or $170,526 at 6%. |
| 2004 | 1 | 15 | $1,306,240 | $344,406 | $22,960iApproximate average salary by contribution assumption: employee only about $574,010 at 4% or $382,673 at 6%; with 50% employer match about $382,673 at 4% or $255,116 at 6%; with 100% employer match about $287,005 at 4% or $191,337 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 15 | $1,306,240 | $344,406 | $22,960iApproximate average salary by contribution assumption: employee only about $574,010 at 4% or $382,673 at 6%; with 50% employer match about $382,673 at 4% or $255,116 at 6%; with 100% employer match about $287,005 at 4% or $191,337 at 6%. |
| 2003 | 1 | 14 | $875,665 | $276,090 | $19,721iApproximate average salary by contribution assumption: employee only about $493,018 at 4% or $328,679 at 6%; with 50% employer match about $328,679 at 4% or $219,119 at 6%; with 100% employer match about $246,509 at 4% or $164,339 at 6%. |
| Marcus Family Office LLC 401(K) Profit Sharing Plan | - | 14 | $875,665 | $276,090 | $19,721iApproximate average salary by contribution assumption: employee only about $493,018 at 4% or $328,679 at 6%; with 50% employer match about $328,679 at 4% or $219,119 at 6%; with 100% employer match about $246,509 at 4% or $164,339 at 6%. |
| 2002 | 1 | 14 | $522,761 | $214,552 | $15,325iApproximate average salary by contribution assumption: employee only about $383,129 at 4% or $255,419 at 6%; with 50% employer match about $255,419 at 4% or $170,279 at 6%; with 100% employer match about $191,564 at 4% or $127,710 at 6%. |
| Marcus Family Office LLC 401K Profit Sharing Plan | - | 14 | $522,761 | $214,552 | $15,325iApproximate average salary by contribution assumption: employee only about $383,129 at 4% or $255,419 at 6%; with 50% employer match about $255,419 at 4% or $170,279 at 6%; with 100% employer match about $191,564 at 4% or $127,710 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Marcus Family Office LLC 401K Profit Sharing Plan | - | 10 | - | - | - |