Civic Intelligence

Herbert Kravitz Marion Present

Plan context: Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust

EIN 59-1651525 • Fort Lauderdale, FL • 15 filings • 3 plans

440 NE 4th Avenue, Leasing OfficeFort Lauderdale, FL 33301
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,602,308

2025 Contributions

$111,568

Historical Graphs

Total Assets Over Time

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

$1,602,308$801,154$0201120182025YearValue
$1,602,308Latest year 2025

Participants Over Time

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

21110201120182025YearValue
10Latest 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
2025110$1,602,308$111,568$11,157iApproximate average salary by contribution assumption: employee only about $278,920 at 4% or $185,947 at 6%; with 50% employer match about $185,947 at 4% or $123,964 at 6%; with 100% employer match about $139,460 at 4% or $92,973 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-10$1,602,308$111,568$11,157iApproximate average salary by contribution assumption: employee only about $278,920 at 4% or $185,947 at 6%; with 50% employer match about $185,947 at 4% or $123,964 at 6%; with 100% employer match about $139,460 at 4% or $92,973 at 6%.
2024110$1,277,125$113,572$11,357iApproximate average salary by contribution assumption: employee only about $283,930 at 4% or $189,287 at 6%; with 50% employer match about $189,287 at 4% or $126,191 at 6%; with 100% employer match about $141,965 at 4% or $94,643 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-10$1,277,125$113,572$11,357iApproximate average salary by contribution assumption: employee only about $283,930 at 4% or $189,287 at 6%; with 50% employer match about $189,287 at 4% or $126,191 at 6%; with 100% employer match about $141,965 at 4% or $94,643 at 6%.
2023110$1,045,780$107,531$10,753iApproximate average salary by contribution assumption: employee only about $268,828 at 4% or $179,218 at 6%; with 50% employer match about $179,218 at 4% or $119,479 at 6%; with 100% employer match about $134,414 at 4% or $89,609 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-10$1,045,780$107,531$10,753iApproximate average salary by contribution assumption: employee only about $268,828 at 4% or $179,218 at 6%; with 50% employer match about $179,218 at 4% or $119,479 at 6%; with 100% employer match about $134,414 at 4% or $89,609 at 6%.
2022110$858,259$100,829$10,083iApproximate average salary by contribution assumption: employee only about $252,073 at 4% or $168,048 at 6%; with 50% employer match about $168,048 at 4% or $112,032 at 6%; with 100% employer match about $126,036 at 4% or $84,024 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-10$858,259$100,829$10,083iApproximate average salary by contribution assumption: employee only about $252,073 at 4% or $168,048 at 6%; with 50% employer match about $168,048 at 4% or $112,032 at 6%; with 100% employer match about $126,036 at 4% or $84,024 at 6%.
2021111$933,593$94,169$8,561iApproximate average salary by contribution assumption: employee only about $214,020 at 4% or $142,680 at 6%; with 50% employer match about $142,680 at 4% or $95,120 at 6%; with 100% employer match about $107,010 at 4% or $71,340 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-11$933,593$94,169$8,561iApproximate average salary by contribution assumption: employee only about $214,020 at 4% or $142,680 at 6%; with 50% employer match about $142,680 at 4% or $95,120 at 6%; with 100% employer match about $107,010 at 4% or $71,340 at 6%.
2020114$734,313$80,508$5,751iApproximate average salary by contribution assumption: employee only about $143,764 at 4% or $95,843 at 6%; with 50% employer match about $95,843 at 4% or $63,895 at 6%; with 100% employer match about $71,882 at 4% or $47,921 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-14$734,313$80,508$5,751iApproximate average salary by contribution assumption: employee only about $143,764 at 4% or $95,843 at 6%; with 50% employer match about $95,843 at 4% or $63,895 at 6%; with 100% employer match about $71,882 at 4% or $47,921 at 6%.
2019116$590,094$91,492$5,718iApproximate average salary by contribution assumption: employee only about $142,956 at 4% or $95,304 at 6%; with 50% employer match about $95,304 at 4% or $63,536 at 6%; with 100% employer match about $71,478 at 4% or $47,652 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-16$590,094$91,492$5,718iApproximate average salary by contribution assumption: employee only about $142,956 at 4% or $95,304 at 6%; with 50% employer match about $95,304 at 4% or $63,536 at 6%; with 100% employer match about $71,478 at 4% or $47,652 at 6%.
2018120$405,942$86,222$4,311iApproximate average salary by contribution assumption: employee only about $107,778 at 4% or $71,852 at 6%; with 50% employer match about $71,852 at 4% or $47,901 at 6%; with 100% employer match about $53,889 at 4% or $35,926 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-20$405,942$86,222$4,311iApproximate average salary by contribution assumption: employee only about $107,778 at 4% or $71,852 at 6%; with 50% employer match about $71,852 at 4% or $47,901 at 6%; with 100% employer match about $53,889 at 4% or $35,926 at 6%.
2017120$353,040$47,093$2,355iApproximate average salary by contribution assumption: employee only about $58,866 at 4% or $39,244 at 6%; with 50% employer match about $39,244 at 4% or $26,163 at 6%; with 100% employer match about $29,433 at 4% or $19,622 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-20$353,040$47,093$2,355iApproximate average salary by contribution assumption: employee only about $58,866 at 4% or $39,244 at 6%; with 50% employer match about $39,244 at 4% or $26,163 at 6%; with 100% employer match about $29,433 at 4% or $19,622 at 6%.
201614$256,547$25,796$6,449iApproximate average salary by contribution assumption: employee only about $161,225 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,656 at 6%; with 100% employer match about $80,613 at 4% or $53,742 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-4$256,547$25,796$6,449iApproximate average salary by contribution assumption: employee only about $161,225 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,656 at 6%; with 100% employer match about $80,613 at 4% or $53,742 at 6%.
201514$216,945$23,211$5,803iApproximate average salary by contribution assumption: employee only about $145,069 at 4% or $96,713 at 6%; with 50% employer match about $96,713 at 4% or $64,475 at 6%; with 100% employer match about $72,534 at 4% or $48,356 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-4$216,945$23,211$5,803iApproximate average salary by contribution assumption: employee only about $145,069 at 4% or $96,713 at 6%; with 50% employer match about $96,713 at 4% or $64,475 at 6%; with 100% employer match about $72,534 at 4% or $48,356 at 6%.
201414$202,071$25,618$6,405iApproximate average salary by contribution assumption: employee only about $160,113 at 4% or $106,742 at 6%; with 50% employer match about $106,742 at 4% or $71,161 at 6%; with 100% employer match about $80,056 at 4% or $53,371 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-4$202,071$25,618$6,405iApproximate average salary by contribution assumption: employee only about $160,113 at 4% or $106,742 at 6%; with 50% employer match about $106,742 at 4% or $71,161 at 6%; with 100% employer match about $80,056 at 4% or $53,371 at 6%.
201314$167,844$23,399$5,850iApproximate average salary by contribution assumption: employee only about $146,244 at 4% or $97,496 at 6%; with 50% employer match about $97,496 at 4% or $64,997 at 6%; with 100% employer match about $73,122 at 4% or $48,748 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-4$167,844$23,399$5,850iApproximate average salary by contribution assumption: employee only about $146,244 at 4% or $97,496 at 6%; with 50% employer match about $97,496 at 4% or $64,997 at 6%; with 100% employer match about $73,122 at 4% or $48,748 at 6%.
201214$123,826$23,947$5,987iApproximate average salary by contribution assumption: employee only about $149,669 at 4% or $99,779 at 6%; with 50% employer match about $99,779 at 4% or $66,519 at 6%; with 100% employer match about $74,834 at 4% or $49,890 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-4$123,826$23,947$5,987iApproximate average salary by contribution assumption: employee only about $149,669 at 4% or $99,779 at 6%; with 50% employer match about $99,779 at 4% or $66,519 at 6%; with 100% employer match about $74,834 at 4% or $49,890 at 6%.
2011121$87,940$22,744$1,083iApproximate average salary by contribution assumption: employee only about $27,076 at 4% or $18,051 at 6%; with 50% employer match about $18,051 at 4% or $12,034 at 6%; with 100% employer match about $13,538 at 4% or $9,025 at 6%.
Herbert Kravitz Marion Present 401(K) Profit Sharing Plan & Trust-21$87,940$22,744$1,083iApproximate average salary by contribution assumption: employee only about $27,076 at 4% or $18,051 at 6%; with 50% employer match about $18,051 at 4% or $12,034 at 6%; with 100% employer match about $13,538 at 4% or $9,025 at 6%.