Marcus & Regalado
Plan context: Marcus & Regalado Profit Sharing Plan & Trust
EIN 68-0242505 • Sacramento, CA • 32 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$4,463,252
2025 Contributions
$232,279
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 | 13 | $4,463,252 | $232,279 | $17,868iApproximate average salary by contribution assumption: employee only about $446,690 at 4% or $297,794 at 6%; with 50% employer match about $297,794 at 4% or $198,529 at 6%; with 100% employer match about $223,345 at 4% or $148,897 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 13 | $4,463,252 | $232,279 | $17,868iApproximate average salary by contribution assumption: employee only about $446,690 at 4% or $297,794 at 6%; with 50% employer match about $297,794 at 4% or $198,529 at 6%; with 100% employer match about $223,345 at 4% or $148,897 at 6%. |
| 2024 | 1 | 14 | $8,093,847 | $331,191 | $23,657iApproximate average salary by contribution assumption: employee only about $591,413 at 4% or $394,275 at 6%; with 50% employer match about $394,275 at 4% or $262,850 at 6%; with 100% employer match about $295,706 at 4% or $197,138 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 14 | $8,093,847 | $331,191 | $23,657iApproximate average salary by contribution assumption: employee only about $591,413 at 4% or $394,275 at 6%; with 50% employer match about $394,275 at 4% or $262,850 at 6%; with 100% employer match about $295,706 at 4% or $197,138 at 6%. |
| 2023 | 1 | 17 | $6,720,738 | $301,839 | $17,755iApproximate average salary by contribution assumption: employee only about $443,881 at 4% or $295,921 at 6%; with 50% employer match about $295,921 at 4% or $197,280 at 6%; with 100% employer match about $221,940 at 4% or $147,960 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 17 | $6,720,738 | $301,839 | $17,755iApproximate average salary by contribution assumption: employee only about $443,881 at 4% or $295,921 at 6%; with 50% employer match about $295,921 at 4% or $197,280 at 6%; with 100% employer match about $221,940 at 4% or $147,960 at 6%. |
| 2022 | 1 | 16 | $5,533,370 | $307,076 | $19,192iApproximate average salary by contribution assumption: employee only about $479,806 at 4% or $319,871 at 6%; with 50% employer match about $319,871 at 4% or $213,247 at 6%; with 100% employer match about $239,903 at 4% or $159,935 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 16 | $5,533,370 | $307,076 | $19,192iApproximate average salary by contribution assumption: employee only about $479,806 at 4% or $319,871 at 6%; with 50% employer match about $319,871 at 4% or $213,247 at 6%; with 100% employer match about $239,903 at 4% or $159,935 at 6%. |
| 2021 | 1 | 16 | $7,381,157 | $294,284 | $18,393iApproximate average salary by contribution assumption: employee only about $459,819 at 4% or $306,546 at 6%; with 50% employer match about $306,546 at 4% or $204,364 at 6%; with 100% employer match about $229,909 at 4% or $153,273 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 16 | $7,381,157 | $294,284 | $18,393iApproximate average salary by contribution assumption: employee only about $459,819 at 4% or $306,546 at 6%; with 50% employer match about $306,546 at 4% or $204,364 at 6%; with 100% employer match about $229,909 at 4% or $153,273 at 6%. |
| 2020 | 1 | 16 | $6,044,202 | $267,945 | $16,747iApproximate average salary by contribution assumption: employee only about $418,664 at 4% or $279,109 at 6%; with 50% employer match about $279,109 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,555 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 16 | $6,044,202 | $267,945 | $16,747iApproximate average salary by contribution assumption: employee only about $418,664 at 4% or $279,109 at 6%; with 50% employer match about $279,109 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,555 at 6%. |
| 2019 | 1 | 14 | $5,153,296 | $237,389 | $16,956iApproximate average salary by contribution assumption: employee only about $423,909 at 4% or $282,606 at 6%; with 50% employer match about $282,606 at 4% or $188,404 at 6%; with 100% employer match about $211,954 at 4% or $141,303 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 14 | $5,153,296 | $237,389 | $16,956iApproximate average salary by contribution assumption: employee only about $423,909 at 4% or $282,606 at 6%; with 50% employer match about $282,606 at 4% or $188,404 at 6%; with 100% employer match about $211,954 at 4% or $141,303 at 6%. |
| 2018 | 1 | 15 | $5,504,608 | $288,397 | $19,226iApproximate average salary by contribution assumption: employee only about $480,662 at 4% or $320,441 at 6%; with 50% employer match about $320,441 at 4% or $213,627 at 6%; with 100% employer match about $240,331 at 4% or $160,221 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 15 | $5,504,608 | $288,397 | $19,226iApproximate average salary by contribution assumption: employee only about $480,662 at 4% or $320,441 at 6%; with 50% employer match about $320,441 at 4% or $213,627 at 6%; with 100% employer match about $240,331 at 4% or $160,221 at 6%. |
| 2017 | 1 | 15 | $5,086,794 | $257,951 | $17,197iApproximate average salary by contribution assumption: employee only about $429,918 at 4% or $286,612 at 6%; with 50% employer match about $286,612 at 4% or $191,075 at 6%; with 100% employer match about $214,959 at 4% or $143,306 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 15 | $5,086,794 | $257,951 | $17,197iApproximate average salary by contribution assumption: employee only about $429,918 at 4% or $286,612 at 6%; with 50% employer match about $286,612 at 4% or $191,075 at 6%; with 100% employer match about $214,959 at 4% or $143,306 at 6%. |
| 2016 | 1 | 12 | $4,122,632 | $219,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 12 | $4,122,632 | $219,600 | $18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%. |
| 2015 | 1 | 12 | $3,599,080 | $233,875 | $19,490iApproximate average salary by contribution assumption: employee only about $487,240 at 4% or $324,826 at 6%; with 50% employer match about $324,826 at 4% or $216,551 at 6%; with 100% employer match about $243,620 at 4% or $162,413 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 12 | $3,599,080 | $233,875 | $19,490iApproximate average salary by contribution assumption: employee only about $487,240 at 4% or $324,826 at 6%; with 50% employer match about $324,826 at 4% or $216,551 at 6%; with 100% employer match about $243,620 at 4% or $162,413 at 6%. |
| 2014 | 1 | 11 | $3,533,535 | $217,735 | $19,794iApproximate average salary by contribution assumption: employee only about $494,852 at 4% or $329,902 at 6%; with 50% employer match about $329,902 at 4% or $219,934 at 6%; with 100% employer match about $247,426 at 4% or $164,951 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 11 | $3,533,535 | $217,735 | $19,794iApproximate average salary by contribution assumption: employee only about $494,852 at 4% or $329,902 at 6%; with 50% employer match about $329,902 at 4% or $219,934 at 6%; with 100% employer match about $247,426 at 4% or $164,951 at 6%. |
| 2013 | 1 | 11 | $3,060,849 | $205,129 | $18,648iApproximate average salary by contribution assumption: employee only about $466,202 at 4% or $310,802 at 6%; with 50% employer match about $310,802 at 4% or $207,201 at 6%; with 100% employer match about $233,101 at 4% or $155,401 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 11 | $3,060,849 | $205,129 | $18,648iApproximate average salary by contribution assumption: employee only about $466,202 at 4% or $310,802 at 6%; with 50% employer match about $310,802 at 4% or $207,201 at 6%; with 100% employer match about $233,101 at 4% or $155,401 at 6%. |
| 2012 | 1 | 10 | $2,272,483 | $176,210 | $17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 10 | $2,272,483 | $176,210 | $17,621iApproximate average salary by contribution assumption: employee only about $440,525 at 4% or $293,683 at 6%; with 50% employer match about $293,683 at 4% or $195,789 at 6%; with 100% employer match about $220,263 at 4% or $146,842 at 6%. |
| 2011 | 1 | 9 | $1,896,292 | $169,358 | $18,818iApproximate average salary by contribution assumption: employee only about $470,439 at 4% or $313,626 at 6%; with 50% employer match about $313,626 at 4% or $209,084 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | $1,896,292 | $169,358 | $18,818iApproximate average salary by contribution assumption: employee only about $470,439 at 4% or $313,626 at 6%; with 50% employer match about $313,626 at 4% or $209,084 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%. |
| 2010 | 2 | 10 | $2,674,949 | $238,279 | $23,828iApproximate average salary by contribution assumption: employee only about $595,698 at 4% or $397,132 at 6%; with 50% employer match about $397,132 at 4% or $264,754 at 6%; with 100% employer match about $297,849 at 4% or $198,566 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 10 | $1,635,955 | $103,191 | $10,319iApproximate average salary by contribution assumption: employee only about $257,978 at 4% or $171,985 at 6%; with 50% employer match about $171,985 at 4% or $114,657 at 6%; with 100% employer match about $128,989 at 4% or $85,993 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | $1,038,994 | $135,088 | $15,010iApproximate average salary by contribution assumption: employee only about $375,244 at 4% or $250,163 at 6%; with 50% employer match about $250,163 at 4% or $166,775 at 6%; with 100% employer match about $187,622 at 4% or $125,081 at 6%. |
| 2009 | 1 | 9 | $1,384,430 | $142,371 | $15,819iApproximate average salary by contribution assumption: employee only about $395,475 at 4% or $263,650 at 6%; with 50% employer match about $263,650 at 4% or $175,767 at 6%; with 100% employer match about $197,738 at 4% or $131,825 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | $1,384,430 | $142,371 | $15,819iApproximate average salary by contribution assumption: employee only about $395,475 at 4% or $263,650 at 6%; with 50% employer match about $263,650 at 4% or $175,767 at 6%; with 100% employer match about $197,738 at 4% or $131,825 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 8 | - | - | - |
| 2006 | 1 | 7 | $1,324,092 | $116,478 | $16,640iApproximate average salary by contribution assumption: employee only about $415,993 at 4% or $277,329 at 6%; with 50% employer match about $277,329 at 4% or $184,886 at 6%; with 100% employer match about $207,996 at 4% or $138,664 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 7 | $1,324,092 | $116,478 | $16,640iApproximate average salary by contribution assumption: employee only about $415,993 at 4% or $277,329 at 6%; with 50% employer match about $277,329 at 4% or $184,886 at 6%; with 100% employer match about $207,996 at 4% or $138,664 at 6%. |
| 2005 | 1 | 8 | $1,057,247 | $111,453 | $13,932iApproximate average salary by contribution assumption: employee only about $348,291 at 4% or $232,194 at 6%; with 50% employer match about $232,194 at 4% or $154,796 at 6%; with 100% employer match about $174,145 at 4% or $116,097 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 8 | $1,057,247 | $111,453 | $13,932iApproximate average salary by contribution assumption: employee only about $348,291 at 4% or $232,194 at 6%; with 50% employer match about $232,194 at 4% or $154,796 at 6%; with 100% employer match about $174,145 at 4% or $116,097 at 6%. |
| 2004 | 1 | 9 | $931,501 | $91,141 | $10,127iApproximate average salary by contribution assumption: employee only about $253,169 at 4% or $168,780 at 6%; with 50% employer match about $168,780 at 4% or $112,520 at 6%; with 100% employer match about $126,585 at 4% or $84,390 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | $931,501 | $91,141 | $10,127iApproximate average salary by contribution assumption: employee only about $253,169 at 4% or $168,780 at 6%; with 50% employer match about $168,780 at 4% or $112,520 at 6%; with 100% employer match about $126,585 at 4% or $84,390 at 6%. |
| 2003 | 1 | 9 | $830,411 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 9 | $830,411 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2002 | 2 | 8 | $0 | $0 | - |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 8 | - | - | - |
| Marcus & Regalado Money Purchase Plan & Trust | - | 0 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| Marcus & Regalado Money Purchase Plan & Trust | - | 7 | - | - | - |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2000 | 2 | 7 | $876,614 | $88,410 | $12,630iApproximate average salary by contribution assumption: employee only about $315,750 at 4% or $210,500 at 6%; with 50% employer match about $210,500 at 4% or $140,333 at 6%; with 100% employer match about $157,875 at 4% or $105,250 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 7 | $741,515 | $61,615 | $8,802iApproximate average salary by contribution assumption: employee only about $220,054 at 4% or $146,702 at 6%; with 50% employer match about $146,702 at 4% or $97,802 at 6%; with 100% employer match about $110,027 at 4% or $73,351 at 6%. |
| Marcus & Regalado Money Purchase Plan & Trust | - | 7 | $135,099 | $26,795 | $3,828iApproximate average salary by contribution assumption: employee only about $95,696 at 4% or $63,798 at 6%; with 50% employer match about $63,798 at 4% or $42,532 at 6%; with 100% employer match about $47,848 at 4% or $31,899 at 6%. |
| 1999 | 2 | 7 | $1,206,676 | $80,315 | $11,474iApproximate average salary by contribution assumption: employee only about $286,839 at 4% or $191,226 at 6%; with 50% employer match about $191,226 at 4% or $127,484 at 6%; with 100% employer match about $143,420 at 4% or $95,613 at 6%. |
| Marcus & Regalado Profit Sharing Plan & Trust | - | 7 | $1,065,444 | $60,236 | $8,605iApproximate average salary by contribution assumption: employee only about $215,129 at 4% or $143,419 at 6%; with 50% employer match about $143,419 at 4% or $95,613 at 6%; with 100% employer match about $107,564 at 4% or $71,710 at 6%. |
| Marcus & Regalado Money Purchase Plan & Trust | - | 7 | $141,232 | $20,079 | $2,868iApproximate average salary by contribution assumption: employee only about $71,711 at 4% or $47,807 at 6%; with 50% employer match about $47,807 at 4% or $31,871 at 6%; with 100% employer match about $35,855 at 4% or $23,904 at 6%. |