Marcheso & Thew Financial Advisors LLC
Plan context: John Marcheso & Associates Inc. 401(K) Plan
EIN 82-0501311 • Coeur Dalene, ID • 13 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$2,337,526
2019 Contributions
$101,696
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $101,696 | - |
| John Marcheso & Associates Inc. 401(K) Plan | - | 0 | $0 | $101,696 | - |
| 2018 | 1 | 4 | $2,337,526 | $109,924 | $27,481iApproximate average salary by contribution assumption: employee only about $687,025 at 4% or $458,017 at 6%; with 50% employer match about $458,017 at 4% or $305,344 at 6%; with 100% employer match about $343,513 at 4% or $229,008 at 6%. |
| John Marcheso & Associates Inc. 401(K) Plan | - | 4 | $2,337,526 | $109,924 | $27,481iApproximate average salary by contribution assumption: employee only about $687,025 at 4% or $458,017 at 6%; with 50% employer match about $458,017 at 4% or $305,344 at 6%; with 100% employer match about $343,513 at 4% or $229,008 at 6%. |
| 2017 | 1 | 3 | $2,047,016 | $97,009 | $32,336iApproximate average salary by contribution assumption: employee only about $808,408 at 4% or $538,939 at 6%; with 50% employer match about $538,939 at 4% or $359,293 at 6%; with 100% employer match about $404,204 at 4% or $269,469 at 6%. |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $2,047,016 | $97,009 | $32,336iApproximate average salary by contribution assumption: employee only about $808,408 at 4% or $538,939 at 6%; with 50% employer match about $538,939 at 4% or $359,293 at 6%; with 100% employer match about $404,204 at 4% or $269,469 at 6%. |
| 2016 | 1 | 3 | $2,059,119 | $135,575 | $45,192iApproximate average salary by contribution assumption: employee only about $1,129,792 at 4% or $753,194 at 6%; with 50% employer match about $753,194 at 4% or $502,130 at 6%; with 100% employer match about $564,896 at 4% or $376,597 at 6%. |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $2,059,119 | $135,575 | $45,192iApproximate average salary by contribution assumption: employee only about $1,129,792 at 4% or $753,194 at 6%; with 50% employer match about $753,194 at 4% or $502,130 at 6%; with 100% employer match about $564,896 at 4% or $376,597 at 6%. |
| 2015 | 2 | 3 | $1,410,776 | $1,188,249 | $396,083iApproximate average salary by contribution assumption: employee only about $9,902,075 at 4% or $6,601,383 at 6%; with 50% employer match about $6,601,383 at 4% or $4,400,922 at 6%; with 100% employer match about $4,951,038 at 4% or $3,300,692 at 6%. |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $1,410,776 | $1,188,249 | $396,083iApproximate average salary by contribution assumption: employee only about $9,902,075 at 4% or $6,601,383 at 6%; with 50% employer match about $6,601,383 at 4% or $4,400,922 at 6%; with 100% employer match about $4,951,038 at 4% or $3,300,692 at 6%. |
| JOHN MARCHESO & ASSOCIATES, INC. RETIREMENT PLAN ONE | - | 0 | $0 | $0 | - |
| 2014 | 2 | 3 | $308,916 | $92,630 | $30,877iApproximate average salary by contribution assumption: employee only about $771,917 at 4% or $514,611 at 6%; with 50% employer match about $514,611 at 4% or $343,074 at 6%; with 100% employer match about $385,958 at 4% or $257,306 at 6%. |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $266,131 | $92,630 | $30,877iApproximate average salary by contribution assumption: employee only about $771,917 at 4% or $514,611 at 6%; with 50% employer match about $514,611 at 4% or $343,074 at 6%; with 100% employer match about $385,958 at 4% or $257,306 at 6%. |
| JOHN MARCHESO & ASSOCIATES, INC. RETIREMENT PLAN ONE | - | 1 | $42,785 | $0 | - |
| 2013 | 2 | 3 | $1,963,266 | $78,996 | $26,332iApproximate average salary by contribution assumption: employee only about $658,300 at 4% or $438,867 at 6%; with 50% employer match about $438,867 at 4% or $292,578 at 6%; with 100% employer match about $329,150 at 4% or $219,433 at 6%. |
| JOHN MARCHESO & ASSOCIATES, INC. RETIREMENT PLAN ONE | - | 3 | $1,779,065 | $0 | - |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $184,201 | $78,996 | $26,332iApproximate average salary by contribution assumption: employee only about $658,300 at 4% or $438,867 at 6%; with 50% employer match about $438,867 at 4% or $292,578 at 6%; with 100% employer match about $329,150 at 4% or $219,433 at 6%. |
| 2012 | 2 | 3 | $1,958,243 | $79,036 | $26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%. |
| JOHN MARCHESO & ASSOCIATES, INC. RETIREMENT PLAN ONE | - | 3 | $1,879,034 | $0 | - |
| John Marcheso & Associates Inc. 401(K) Plan | - | 3 | $79,209 | $79,036 | $26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%. |
| 2011 | 1 | 3 | $1,738,677 | $0 | - |
| JOHN MARCHESO & ASSOCIATES, INC. RETIREMENT PLAN ONE | - | 3 | $1,738,677 | $0 | - |