Civic Intelligence

Marion Desantis Team LLC

Plan context: Marion Desantis Team LLC 401(K) Profit Sharing Plan & Trust

EIN 82-3675921 • Latham, NY • 3 filings • 2 plans

935 New Loudon RoadLatham, NY 12110
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$184,399

2024 Contributions

$137,317

Historical Graphs

Total Assets Over Time

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

$184,399$92,200$020222024YearValue
$184,399Latest year 2024

Participants Over Time

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

2102024YearValue
2Latest 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
202412$184,399$137,317$68,659iApproximate average salary by contribution assumption: employee only about $1,716,463 at 4% or $1,144,308 at 6%; with 50% employer match about $1,144,308 at 4% or $762,872 at 6%; with 100% employer match about $858,231 at 4% or $572,154 at 6%.
Marion Desantis Team LLC 401(K) Profit Sharing Plan & Trust-2$184,399$137,317$68,659iApproximate average salary by contribution assumption: employee only about $1,716,463 at 4% or $1,144,308 at 6%; with 50% employer match about $1,144,308 at 4% or $762,872 at 6%; with 100% employer match about $858,231 at 4% or $572,154 at 6%.
202310$0$61,924-
Marion Desantis Team LLC 401(K) Profit Sharing Plan & Trust-0$0$61,924-
202210$9,288$9,400-
Marion Desantis Team LLC 401(K) Profit Sharing Plan & Trust-0$9,288$9,400-