Joe H. Marks & Associates Inc.
Plan context: Joe H. Marks & Associates Inc. Profit Sharing Plan
EIN 63-0958433 • 4 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$453,851
2003 Contributions
$26,685
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Joe H. Marks & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 2 | $453,851 | $26,685 | $13,343iApproximate average salary by contribution assumption: employee only about $333,563 at 4% or $222,375 at 6%; with 50% employer match about $222,375 at 4% or $148,250 at 6%; with 100% employer match about $166,781 at 4% or $111,188 at 6%. |
| Joe H. Marks & Associates Inc. Profit Sharing Plan | - | 2 | $453,851 | $26,685 | $13,343iApproximate average salary by contribution assumption: employee only about $333,563 at 4% or $222,375 at 6%; with 50% employer match about $222,375 at 4% or $148,250 at 6%; with 100% employer match about $166,781 at 4% or $111,188 at 6%. |
| 2001 | 1 | 2 | $478,595 | $16,413 | $8,207iApproximate average salary by contribution assumption: employee only about $205,163 at 4% or $136,775 at 6%; with 50% employer match about $136,775 at 4% or $91,183 at 6%; with 100% employer match about $102,581 at 4% or $68,388 at 6%. |
| Joe H. Marks & Associates Inc. Profit Sharing Plan | - | 2 | $478,595 | $16,413 | $8,207iApproximate average salary by contribution assumption: employee only about $205,163 at 4% or $136,775 at 6%; with 50% employer match about $136,775 at 4% or $91,183 at 6%; with 100% employer match about $102,581 at 4% or $68,388 at 6%. |
| 2000 | 1 | 2 | $489,099 | $28,488 | $14,244iApproximate average salary by contribution assumption: employee only about $356,100 at 4% or $237,400 at 6%; with 50% employer match about $237,400 at 4% or $158,267 at 6%; with 100% employer match about $178,050 at 4% or $118,700 at 6%. |
| Joe H. Marks & Associates Inc. Profit Sharing Plan | - | 2 | $489,099 | $28,488 | $14,244iApproximate average salary by contribution assumption: employee only about $356,100 at 4% or $237,400 at 6%; with 50% employer match about $237,400 at 4% or $158,267 at 6%; with 100% employer match about $178,050 at 4% or $118,700 at 6%. |