Civic Intelligence

Deborah J. Marx

Plan context: Deborah J. Marx 401(K) Plan

EIN 68-0224097 • Berkeley, CA • 13 filings • 1 plans

1400 Shattuck Ave., Suite 12-124Berkeley, CA 94709
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$772,712

2023 Contributions

$75,385

Historical Graphs

Total Assets Over Time

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

$794,590$397,295$0201120172022YearValue
$772,712Latest year 2022

Participants Over Time

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

210201120172022YearValue
2Latest year 2022

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
202310$0$0-
Deborah J. Marx 401(K) Plan-0$0$0-
202212$772,712$75,385$37,693iApproximate average salary by contribution assumption: employee only about $942,313 at 4% or $628,208 at 6%; with 50% employer match about $628,208 at 4% or $418,806 at 6%; with 100% employer match about $471,156 at 4% or $314,104 at 6%.
Deborah J. Marx 401(K) Plan-2$772,712$75,385$37,693iApproximate average salary by contribution assumption: employee only about $942,313 at 4% or $628,208 at 6%; with 50% employer match about $628,208 at 4% or $418,806 at 6%; with 100% employer match about $471,156 at 4% or $314,104 at 6%.
202112$794,590$71,357$35,679iApproximate average salary by contribution assumption: employee only about $891,963 at 4% or $594,642 at 6%; with 50% employer match about $594,642 at 4% or $396,428 at 6%; with 100% employer match about $445,981 at 4% or $297,321 at 6%.
Deborah J. Marx 401(K) Plan-2$794,590$71,357$35,679iApproximate average salary by contribution assumption: employee only about $891,963 at 4% or $594,642 at 6%; with 50% employer match about $594,642 at 4% or $396,428 at 6%; with 100% employer match about $445,981 at 4% or $297,321 at 6%.
202012$666,893$68,789$34,395iApproximate average salary by contribution assumption: employee only about $859,863 at 4% or $573,242 at 6%; with 50% employer match about $573,242 at 4% or $382,161 at 6%; with 100% employer match about $429,931 at 4% or $286,621 at 6%.
Deborah J. Marx 401(K) Plan-2$666,893$68,789$34,395iApproximate average salary by contribution assumption: employee only about $859,863 at 4% or $573,242 at 6%; with 50% employer match about $573,242 at 4% or $382,161 at 6%; with 100% employer match about $429,931 at 4% or $286,621 at 6%.
201912$554,721$65,712$32,856iApproximate average salary by contribution assumption: employee only about $821,400 at 4% or $547,600 at 6%; with 50% employer match about $547,600 at 4% or $365,067 at 6%; with 100% employer match about $410,700 at 4% or $273,800 at 6%.
Deborah J. Marx 401(K) Plan-2$554,721$65,712$32,856iApproximate average salary by contribution assumption: employee only about $821,400 at 4% or $547,600 at 6%; with 50% employer match about $547,600 at 4% or $365,067 at 6%; with 100% employer match about $410,700 at 4% or $273,800 at 6%.
201812$415,802$61,317$30,659iApproximate average salary by contribution assumption: employee only about $766,463 at 4% or $510,975 at 6%; with 50% employer match about $510,975 at 4% or $340,650 at 6%; with 100% employer match about $383,231 at 4% or $255,488 at 6%.
Deborah J. Marx 401(K) Plan-2$415,802$61,317$30,659iApproximate average salary by contribution assumption: employee only about $766,463 at 4% or $510,975 at 6%; with 50% employer match about $510,975 at 4% or $340,650 at 6%; with 100% employer match about $383,231 at 4% or $255,488 at 6%.
201712$372,269$50,707$25,354iApproximate average salary by contribution assumption: employee only about $633,838 at 4% or $422,558 at 6%; with 50% employer match about $422,558 at 4% or $281,706 at 6%; with 100% employer match about $316,919 at 4% or $211,279 at 6%.
Deborah J. Marx 401(K) Plan-2$372,269$50,707$25,354iApproximate average salary by contribution assumption: employee only about $633,838 at 4% or $422,558 at 6%; with 50% employer match about $422,558 at 4% or $281,706 at 6%; with 100% employer match about $316,919 at 4% or $211,279 at 6%.
201612$288,154$51,310$25,655iApproximate average salary by contribution assumption: employee only about $641,375 at 4% or $427,583 at 6%; with 50% employer match about $427,583 at 4% or $285,056 at 6%; with 100% employer match about $320,688 at 4% or $213,792 at 6%.
Deborah J. Marx 401(K) Plan-2$288,154$51,310$25,655iApproximate average salary by contribution assumption: employee only about $641,375 at 4% or $427,583 at 6%; with 50% employer match about $427,583 at 4% or $285,056 at 6%; with 100% employer match about $320,688 at 4% or $213,792 at 6%.
201512$222,699$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Deborah J. Marx 401(K) Plan-2$222,699$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201412$167,886$45,520$22,760iApproximate average salary by contribution assumption: employee only about $569,000 at 4% or $379,333 at 6%; with 50% employer match about $379,333 at 4% or $252,889 at 6%; with 100% employer match about $284,500 at 4% or $189,667 at 6%.
Deborah J. Marx 401(K) Plan-2$167,886$45,520$22,760iApproximate average salary by contribution assumption: employee only about $569,000 at 4% or $379,333 at 6%; with 50% employer match about $379,333 at 4% or $252,889 at 6%; with 100% employer match about $284,500 at 4% or $189,667 at 6%.
201312$126,991$42,664$21,332iApproximate average salary by contribution assumption: employee only about $533,300 at 4% or $355,533 at 6%; with 50% employer match about $355,533 at 4% or $237,022 at 6%; with 100% employer match about $266,650 at 4% or $177,767 at 6%.
Deborah J. Marx 401(K) Plan-2$126,991$42,664$21,332iApproximate average salary by contribution assumption: employee only about $533,300 at 4% or $355,533 at 6%; with 50% employer match about $355,533 at 4% or $237,022 at 6%; with 100% employer match about $266,650 at 4% or $177,767 at 6%.
201212$83,589$41,416$20,708iApproximate average salary by contribution assumption: employee only about $517,700 at 4% or $345,133 at 6%; with 50% employer match about $345,133 at 4% or $230,089 at 6%; with 100% employer match about $258,850 at 4% or $172,567 at 6%.
Deborah J. Marx 401(K) Plan-2$83,589$41,416$20,708iApproximate average salary by contribution assumption: employee only about $517,700 at 4% or $345,133 at 6%; with 50% employer match about $345,133 at 4% or $230,089 at 6%; with 100% employer match about $258,850 at 4% or $172,567 at 6%.
201112$42,031$42,031$21,016iApproximate average salary by contribution assumption: employee only about $525,388 at 4% or $350,258 at 6%; with 50% employer match about $350,258 at 4% or $233,506 at 6%; with 100% employer match about $262,694 at 4% or $175,129 at 6%.
Deborah J. Marx 401(K) Plan-2$42,031$42,031$21,016iApproximate average salary by contribution assumption: employee only about $525,388 at 4% or $350,258 at 6%; with 50% employer match about $350,258 at 4% or $233,506 at 6%; with 100% employer match about $262,694 at 4% or $175,129 at 6%.