Robert J. Marx, M.D., a Sole Proprietor
Plan context: Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan
EIN 77-0003954 • Los Gatos, CA • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,138,741
2024 Contributions
$2,957
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,138,741 | $2,957 | $986iApproximate average salary by contribution assumption: employee only about $24,642 at 4% or $16,428 at 6%; with 50% employer match about $16,428 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $2,138,741 | $2,957 | $986iApproximate average salary by contribution assumption: employee only about $24,642 at 4% or $16,428 at 6%; with 50% employer match about $16,428 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| 2023 | 1 | 4 | $1,860,462 | $0 | - |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $1,860,462 | $0 | - |
| 2022 | 1 | 3 | $1,563,592 | $0 | - |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,563,592 | $0 | - |
| 2021 | 1 | 3 | $2,090,787 | $0 | - |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $2,090,787 | $0 | - |
| 2020 | 1 | 4 | $1,873,985 | $1,732 | $433iApproximate average salary by contribution assumption: employee only about $10,825 at 4% or $7,217 at 6%; with 50% employer match about $7,217 at 4% or $4,811 at 6%; with 100% employer match about $5,413 at 4% or $3,608 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $1,873,985 | $1,732 | $433iApproximate average salary by contribution assumption: employee only about $10,825 at 4% or $7,217 at 6%; with 50% employer match about $7,217 at 4% or $4,811 at 6%; with 100% employer match about $5,413 at 4% or $3,608 at 6%. |
| 2019 | 1 | 4 | $1,534,634 | $19,494 | $4,874iApproximate average salary by contribution assumption: employee only about $121,838 at 4% or $81,225 at 6%; with 50% employer match about $81,225 at 4% or $54,150 at 6%; with 100% employer match about $60,919 at 4% or $40,613 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $1,534,634 | $19,494 | $4,874iApproximate average salary by contribution assumption: employee only about $121,838 at 4% or $81,225 at 6%; with 50% employer match about $81,225 at 4% or $54,150 at 6%; with 100% employer match about $60,919 at 4% or $40,613 at 6%. |
| 2018 | 1 | 4 | $1,261,750 | $23,067 | $5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,084 at 4% or $48,056 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $1,261,750 | $23,067 | $5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,084 at 4% or $48,056 at 6%. |
| 2017 | 1 | 4 | $1,330,168 | $23,671 | $5,918iApproximate average salary by contribution assumption: employee only about $147,944 at 4% or $98,629 at 6%; with 50% employer match about $98,629 at 4% or $65,753 at 6%; with 100% employer match about $73,972 at 4% or $49,315 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $1,330,168 | $23,671 | $5,918iApproximate average salary by contribution assumption: employee only about $147,944 at 4% or $98,629 at 6%; with 50% employer match about $98,629 at 4% or $65,753 at 6%; with 100% employer match about $73,972 at 4% or $49,315 at 6%. |
| 2016 | 1 | 3 | $1,064,924 | $55,013 | $18,338iApproximate average salary by contribution assumption: employee only about $458,442 at 4% or $305,628 at 6%; with 50% employer match about $305,628 at 4% or $203,752 at 6%; with 100% employer match about $229,221 at 4% or $152,814 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $1,064,924 | $55,013 | $18,338iApproximate average salary by contribution assumption: employee only about $458,442 at 4% or $305,628 at 6%; with 50% employer match about $305,628 at 4% or $203,752 at 6%; with 100% employer match about $229,221 at 4% or $152,814 at 6%. |
| 2015 | 1 | 4 | $975,189 | $58,134 | $14,534iApproximate average salary by contribution assumption: employee only about $363,338 at 4% or $242,225 at 6%; with 50% employer match about $242,225 at 4% or $161,483 at 6%; with 100% employer match about $181,669 at 4% or $121,113 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $975,189 | $58,134 | $14,534iApproximate average salary by contribution assumption: employee only about $363,338 at 4% or $242,225 at 6%; with 50% employer match about $242,225 at 4% or $161,483 at 6%; with 100% employer match about $181,669 at 4% or $121,113 at 6%. |
| 2014 | 1 | 4 | $941,218 | $24,684 | $6,171iApproximate average salary by contribution assumption: employee only about $154,275 at 4% or $102,850 at 6%; with 50% employer match about $102,850 at 4% or $68,567 at 6%; with 100% employer match about $77,138 at 4% or $51,425 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $941,218 | $24,684 | $6,171iApproximate average salary by contribution assumption: employee only about $154,275 at 4% or $102,850 at 6%; with 50% employer match about $102,850 at 4% or $68,567 at 6%; with 100% employer match about $77,138 at 4% or $51,425 at 6%. |
| 2013 | 1 | 4 | $885,961 | $23,828 | $5,957iApproximate average salary by contribution assumption: employee only about $148,925 at 4% or $99,283 at 6%; with 50% employer match about $99,283 at 4% or $66,189 at 6%; with 100% employer match about $74,463 at 4% or $49,642 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $885,961 | $23,828 | $5,957iApproximate average salary by contribution assumption: employee only about $148,925 at 4% or $99,283 at 6%; with 50% employer match about $99,283 at 4% or $66,189 at 6%; with 100% employer match about $74,463 at 4% or $49,642 at 6%. |
| 2012 | 1 | 4 | $754,142 | $25,161 | $6,290iApproximate average salary by contribution assumption: employee only about $157,256 at 4% or $104,838 at 6%; with 50% employer match about $104,838 at 4% or $69,892 at 6%; with 100% employer match about $78,628 at 4% or $52,419 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $754,142 | $25,161 | $6,290iApproximate average salary by contribution assumption: employee only about $157,256 at 4% or $104,838 at 6%; with 50% employer match about $104,838 at 4% or $69,892 at 6%; with 100% employer match about $78,628 at 4% or $52,419 at 6%. |
| 2011 | 1 | 4 | $649,842 | $25,220 | $6,305iApproximate average salary by contribution assumption: employee only about $157,625 at 4% or $105,083 at 6%; with 50% employer match about $105,083 at 4% or $70,056 at 6%; with 100% employer match about $78,813 at 4% or $52,542 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $649,842 | $25,220 | $6,305iApproximate average salary by contribution assumption: employee only about $157,625 at 4% or $105,083 at 6%; with 50% employer match about $105,083 at 4% or $70,056 at 6%; with 100% employer match about $78,813 at 4% or $52,542 at 6%. |
| 2010 | 1 | 4 | $683,201 | $52,560 | $13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $683,201 | $52,560 | $13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%. |
| 2009 | 1 | 5 | $1,052,043 | $0 | - |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 5 | $1,052,043 | $0 | - |
| 2008 | 1 | 2 | $837,385 | $54,627 | $27,314iApproximate average salary by contribution assumption: employee only about $682,838 at 4% or $455,225 at 6%; with 50% employer match about $455,225 at 4% or $303,483 at 6%; with 100% employer match about $341,419 at 4% or $227,613 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $837,385 | $54,627 | $27,314iApproximate average salary by contribution assumption: employee only about $682,838 at 4% or $455,225 at 6%; with 50% employer match about $455,225 at 4% or $303,483 at 6%; with 100% employer match about $341,419 at 4% or $227,613 at 6%. |
| 2007 | 1 | 2 | $1,129,466 | $26,165 | $13,083iApproximate average salary by contribution assumption: employee only about $327,063 at 4% or $218,042 at 6%; with 50% employer match about $218,042 at 4% or $145,361 at 6%; with 100% employer match about $163,531 at 4% or $109,021 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $1,129,466 | $26,165 | $13,083iApproximate average salary by contribution assumption: employee only about $327,063 at 4% or $218,042 at 6%; with 50% employer match about $218,042 at 4% or $145,361 at 6%; with 100% employer match about $163,531 at 4% or $109,021 at 6%. |
| 2006 | 1 | 2 | $1,011,772 | $47,624 | $23,812iApproximate average salary by contribution assumption: employee only about $595,300 at 4% or $396,867 at 6%; with 50% employer match about $396,867 at 4% or $264,578 at 6%; with 100% employer match about $297,650 at 4% or $198,433 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $1,011,772 | $47,624 | $23,812iApproximate average salary by contribution assumption: employee only about $595,300 at 4% or $396,867 at 6%; with 50% employer match about $396,867 at 4% or $264,578 at 6%; with 100% employer match about $297,650 at 4% or $198,433 at 6%. |
| 2005 | 1 | 4 | $835,484 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $835,484 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2004 | 1 | 2 | $748,098 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | $748,098 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2003 | 1 | 3 | $651,700 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $651,700 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 1 | 4 | $625,471 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $625,471 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 4 | $696,393 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 4 | $696,393 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 1999 | 1 | 3 | $712,426 | $17,500 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Robert J. Marx, M.D., a Sole Proprietor Profit Sharing Plan | - | 3 | $712,426 | $17,500 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |