Civic Intelligence

David Margulies & Associates Inc.

Plan context: David Margulies & Associates Inc. Profit Sharing Plan

EIN 75-2114370 • Addison, TX • 26 filings • 2 plans

14275 Midway Road, Ste 130Addison, TX 75001
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,791,129

2024 Contributions

$136,752

Historical Graphs

Total Assets Over Time

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

$2,791,129$1,395,565$0199920122024YearValue
$2,791,129Latest year 2024

Participants Over Time

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

840199920122024YearValue
7Latest year 2024

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
202417$2,791,129$136,752$19,536iApproximate average salary by contribution assumption: employee only about $488,400 at 4% or $325,600 at 6%; with 50% employer match about $325,600 at 4% or $217,067 at 6%; with 100% employer match about $244,200 at 4% or $162,800 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-7$2,791,129$136,752$19,536iApproximate average salary by contribution assumption: employee only about $488,400 at 4% or $325,600 at 6%; with 50% employer match about $325,600 at 4% or $217,067 at 6%; with 100% employer match about $244,200 at 4% or $162,800 at 6%.
202316$2,610,184$130,992$21,832iApproximate average salary by contribution assumption: employee only about $545,800 at 4% or $363,867 at 6%; with 50% employer match about $363,867 at 4% or $242,578 at 6%; with 100% employer match about $272,900 at 4% or $181,933 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$2,610,184$130,992$21,832iApproximate average salary by contribution assumption: employee only about $545,800 at 4% or $363,867 at 6%; with 50% employer match about $363,867 at 4% or $242,578 at 6%; with 100% employer match about $272,900 at 4% or $181,933 at 6%.
202216$2,603,670$121,245$20,208iApproximate average salary by contribution assumption: employee only about $505,188 at 4% or $336,792 at 6%; with 50% employer match about $336,792 at 4% or $224,528 at 6%; with 100% employer match about $252,594 at 4% or $168,396 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$2,603,670$121,245$20,208iApproximate average salary by contribution assumption: employee only about $505,188 at 4% or $336,792 at 6%; with 50% employer match about $336,792 at 4% or $224,528 at 6%; with 100% employer match about $252,594 at 4% or $168,396 at 6%.
202118$2,605,014$127,643$15,955iApproximate average salary by contribution assumption: employee only about $398,884 at 4% or $265,923 at 6%; with 50% employer match about $265,923 at 4% or $177,282 at 6%; with 100% employer match about $199,442 at 4% or $132,961 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-8$2,605,014$127,643$15,955iApproximate average salary by contribution assumption: employee only about $398,884 at 4% or $265,923 at 6%; with 50% employer match about $265,923 at 4% or $177,282 at 6%; with 100% employer match about $199,442 at 4% or $132,961 at 6%.
202018$2,406,342$154,563$19,320iApproximate average salary by contribution assumption: employee only about $483,009 at 4% or $322,006 at 6%; with 50% employer match about $322,006 at 4% or $214,671 at 6%; with 100% employer match about $241,505 at 4% or $161,003 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-8$2,406,342$154,563$19,320iApproximate average salary by contribution assumption: employee only about $483,009 at 4% or $322,006 at 6%; with 50% employer match about $322,006 at 4% or $214,671 at 6%; with 100% employer match about $241,505 at 4% or $161,003 at 6%.
201917$2,241,398$152,666$21,809iApproximate average salary by contribution assumption: employee only about $545,236 at 4% or $363,490 at 6%; with 50% employer match about $363,490 at 4% or $242,327 at 6%; with 100% employer match about $272,618 at 4% or $181,745 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-7$2,241,398$152,666$21,809iApproximate average salary by contribution assumption: employee only about $545,236 at 4% or $363,490 at 6%; with 50% employer match about $363,490 at 4% or $242,327 at 6%; with 100% employer match about $272,618 at 4% or $181,745 at 6%.
201817$2,027,099$154,861$22,123iApproximate average salary by contribution assumption: employee only about $553,075 at 4% or $368,717 at 6%; with 50% employer match about $368,717 at 4% or $245,811 at 6%; with 100% employer match about $276,538 at 4% or $184,358 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-7$2,027,099$154,861$22,123iApproximate average salary by contribution assumption: employee only about $553,075 at 4% or $368,717 at 6%; with 50% employer match about $368,717 at 4% or $245,811 at 6%; with 100% employer match about $276,538 at 4% or $184,358 at 6%.
201716$1,998,042$74,218$12,370iApproximate average salary by contribution assumption: employee only about $309,242 at 4% or $206,161 at 6%; with 50% employer match about $206,161 at 4% or $137,441 at 6%; with 100% employer match about $154,621 at 4% or $103,081 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$1,998,042$74,218$12,370iApproximate average salary by contribution assumption: employee only about $309,242 at 4% or $206,161 at 6%; with 50% employer match about $206,161 at 4% or $137,441 at 6%; with 100% employer match about $154,621 at 4% or $103,081 at 6%.
201615$1,818,288$70,520$14,104iApproximate average salary by contribution assumption: employee only about $352,600 at 4% or $235,067 at 6%; with 50% employer match about $235,067 at 4% or $156,711 at 6%; with 100% employer match about $176,300 at 4% or $117,533 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$1,818,288$70,520$14,104iApproximate average salary by contribution assumption: employee only about $352,600 at 4% or $235,067 at 6%; with 50% employer match about $235,067 at 4% or $156,711 at 6%; with 100% employer match about $176,300 at 4% or $117,533 at 6%.
201515$1,636,683$69,662$13,932iApproximate average salary by contribution assumption: employee only about $348,310 at 4% or $232,207 at 6%; with 50% employer match about $232,207 at 4% or $154,804 at 6%; with 100% employer match about $174,155 at 4% or $116,103 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$1,636,683$69,662$13,932iApproximate average salary by contribution assumption: employee only about $348,310 at 4% or $232,207 at 6%; with 50% employer match about $232,207 at 4% or $154,804 at 6%; with 100% employer match about $174,155 at 4% or $116,103 at 6%.
201416$1,616,483$66,724$11,121iApproximate average salary by contribution assumption: employee only about $278,017 at 4% or $185,344 at 6%; with 50% employer match about $185,344 at 4% or $123,563 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$1,616,483$66,724$11,121iApproximate average salary by contribution assumption: employee only about $278,017 at 4% or $185,344 at 6%; with 50% employer match about $185,344 at 4% or $123,563 at 6%; with 100% employer match about $139,008 at 4% or $92,672 at 6%.
201315$1,491,404$63,592$12,718iApproximate average salary by contribution assumption: employee only about $317,960 at 4% or $211,973 at 6%; with 50% employer match about $211,973 at 4% or $141,316 at 6%; with 100% employer match about $158,980 at 4% or $105,987 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$1,491,404$63,592$12,718iApproximate average salary by contribution assumption: employee only about $317,960 at 4% or $211,973 at 6%; with 50% employer match about $211,973 at 4% or $141,316 at 6%; with 100% employer match about $158,980 at 4% or $105,987 at 6%.
201215$1,288,823$61,095$12,219iApproximate average salary by contribution assumption: employee only about $305,475 at 4% or $203,650 at 6%; with 50% employer match about $203,650 at 4% or $135,767 at 6%; with 100% employer match about $152,738 at 4% or $101,825 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$1,288,823$61,095$12,219iApproximate average salary by contribution assumption: employee only about $305,475 at 4% or $203,650 at 6%; with 50% employer match about $203,650 at 4% or $135,767 at 6%; with 100% employer match about $152,738 at 4% or $101,825 at 6%.
201116$1,164,880$57,629$9,605iApproximate average salary by contribution assumption: employee only about $240,121 at 4% or $160,081 at 6%; with 50% employer match about $160,081 at 4% or $106,720 at 6%; with 100% employer match about $120,060 at 4% or $80,040 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$1,164,880$57,629$9,605iApproximate average salary by contribution assumption: employee only about $240,121 at 4% or $160,081 at 6%; with 50% employer match about $160,081 at 4% or $106,720 at 6%; with 100% employer match about $120,060 at 4% or $80,040 at 6%.
201016$1,100,431$51,126$8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-6$1,100,431$51,126$8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%.
200917$939,895$63,139$9,020iApproximate average salary by contribution assumption: employee only about $225,496 at 4% or $150,331 at 6%; with 50% employer match about $150,331 at 4% or $100,221 at 6%; with 100% employer match about $112,748 at 4% or $75,165 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-7$939,895$63,139$9,020iApproximate average salary by contribution assumption: employee only about $225,496 at 4% or $150,331 at 6%; with 50% employer match about $150,331 at 4% or $100,221 at 6%; with 100% employer match about $112,748 at 4% or $75,165 at 6%.
200815$745,518$54,281$10,856iApproximate average salary by contribution assumption: employee only about $271,405 at 4% or $180,937 at 6%; with 50% employer match about $180,937 at 4% or $120,624 at 6%; with 100% employer match about $135,703 at 4% or $90,468 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$745,518$54,281$10,856iApproximate average salary by contribution assumption: employee only about $271,405 at 4% or $180,937 at 6%; with 50% employer match about $180,937 at 4% or $120,624 at 6%; with 100% employer match about $135,703 at 4% or $90,468 at 6%.
200714$795,041$52,702$13,176iApproximate average salary by contribution assumption: employee only about $329,388 at 4% or $219,592 at 6%; with 50% employer match about $219,592 at 4% or $146,394 at 6%; with 100% employer match about $164,694 at 4% or $109,796 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-4$795,041$52,702$13,176iApproximate average salary by contribution assumption: employee only about $329,388 at 4% or $219,592 at 6%; with 50% employer match about $219,592 at 4% or $146,394 at 6%; with 100% employer match about $164,694 at 4% or $109,796 at 6%.
200615$683,863$52,009$10,402iApproximate average salary by contribution assumption: employee only about $260,045 at 4% or $173,363 at 6%; with 50% employer match about $173,363 at 4% or $115,576 at 6%; with 100% employer match about $130,022 at 4% or $86,682 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-5$683,863$52,009$10,402iApproximate average salary by contribution assumption: employee only about $260,045 at 4% or $173,363 at 6%; with 50% employer match about $173,363 at 4% or $115,576 at 6%; with 100% employer match about $130,022 at 4% or $86,682 at 6%.
200513$574,965$45,002$15,001iApproximate average salary by contribution assumption: employee only about $375,017 at 4% or $250,011 at 6%; with 50% employer match about $250,011 at 4% or $166,674 at 6%; with 100% employer match about $187,508 at 4% or $125,006 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-3$574,965$45,002$15,001iApproximate average salary by contribution assumption: employee only about $375,017 at 4% or $250,011 at 6%; with 50% employer match about $250,011 at 4% or $166,674 at 6%; with 100% employer match about $187,508 at 4% or $125,006 at 6%.
200412$511,532$39,770$19,885iApproximate average salary by contribution assumption: employee only about $497,125 at 4% or $331,417 at 6%; with 50% employer match about $331,417 at 4% or $220,944 at 6%; with 100% employer match about $248,563 at 4% or $165,708 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-2$511,532$39,770$19,885iApproximate average salary by contribution assumption: employee only about $497,125 at 4% or $331,417 at 6%; with 50% employer match about $331,417 at 4% or $220,944 at 6%; with 100% employer match about $248,563 at 4% or $165,708 at 6%.
200314$490,943$31,786$7,947iApproximate average salary by contribution assumption: employee only about $198,663 at 4% or $132,442 at 6%; with 50% employer match about $132,442 at 4% or $88,294 at 6%; with 100% employer match about $99,331 at 4% or $66,221 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-4$490,943$31,786$7,947iApproximate average salary by contribution assumption: employee only about $198,663 at 4% or $132,442 at 6%; with 50% employer match about $132,442 at 4% or $88,294 at 6%; with 100% employer match about $99,331 at 4% or $66,221 at 6%.
200214$450,237$54,504$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-4$450,237$54,504$13,626iApproximate average salary by contribution assumption: employee only about $340,650 at 4% or $227,100 at 6%; with 50% employer match about $227,100 at 4% or $151,400 at 6%; with 100% employer match about $170,325 at 4% or $113,550 at 6%.
200114$418,957$44,581$11,145iApproximate average salary by contribution assumption: employee only about $278,631 at 4% or $185,754 at 6%; with 50% employer match about $185,754 at 4% or $123,836 at 6%; with 100% employer match about $139,316 at 4% or $92,877 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-4$418,957$44,581$11,145iApproximate average salary by contribution assumption: employee only about $278,631 at 4% or $185,754 at 6%; with 50% employer match about $185,754 at 4% or $123,836 at 6%; with 100% employer match about $139,316 at 4% or $92,877 at 6%.
200014$379,136$44,079$11,020iApproximate average salary by contribution assumption: employee only about $275,494 at 4% or $183,663 at 6%; with 50% employer match about $183,663 at 4% or $122,442 at 6%; with 100% employer match about $137,747 at 4% or $91,831 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-4$379,136$44,079$11,020iApproximate average salary by contribution assumption: employee only about $275,494 at 4% or $183,663 at 6%; with 50% employer match about $183,663 at 4% or $122,442 at 6%; with 100% employer match about $137,747 at 4% or $91,831 at 6%.
199913$305,975$29,178$9,726iApproximate average salary by contribution assumption: employee only about $243,150 at 4% or $162,100 at 6%; with 50% employer match about $162,100 at 4% or $108,067 at 6%; with 100% employer match about $121,575 at 4% or $81,050 at 6%.
David Margulies & Associates Inc. Profit Sharing Plan-3$305,975$29,178$9,726iApproximate average salary by contribution assumption: employee only about $243,150 at 4% or $162,100 at 6%; with 50% employer match about $162,100 at 4% or $108,067 at 6%; with 100% employer match about $121,575 at 4% or $81,050 at 6%.