Marks Wealth LLC
Plan context: Marks Wealth Management LLC 401(K) Profit Sharing Plan & Trust
EIN 85-3079278 • Annapolis, MD • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$228,496
2024 Contributions
$68,475
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 | 7 | $228,496 | $68,475 | $9,782iApproximate average salary by contribution assumption: employee only about $244,554 at 4% or $163,036 at 6%; with 50% employer match about $163,036 at 4% or $108,690 at 6%; with 100% employer match about $122,277 at 4% or $81,518 at 6%. |
| Marks Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $228,496 | $68,475 | $9,782iApproximate average salary by contribution assumption: employee only about $244,554 at 4% or $163,036 at 6%; with 50% employer match about $163,036 at 4% or $108,690 at 6%; with 100% employer match about $122,277 at 4% or $81,518 at 6%. |
| 2023 | 1 | 4 | $143,535 | $57,005 | $14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,141 at 4% or $118,760 at 6%. |
| Marks Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $143,535 | $57,005 | $14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,141 at 4% or $118,760 at 6%. |
| 2022 | 1 | 5 | $126,208 | $52,847 | $10,569iApproximate average salary by contribution assumption: employee only about $264,235 at 4% or $176,157 at 6%; with 50% employer match about $176,157 at 4% or $117,438 at 6%; with 100% employer match about $132,118 at 4% or $88,078 at 6%. |
| Marks Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $126,208 | $52,847 | $10,569iApproximate average salary by contribution assumption: employee only about $264,235 at 4% or $176,157 at 6%; with 50% employer match about $176,157 at 4% or $117,438 at 6%; with 100% employer match about $132,118 at 4% or $88,078 at 6%. |
| 2021 | 1 | 4 | $105,724 | $100,442 | $25,111iApproximate average salary by contribution assumption: employee only about $627,763 at 4% or $418,508 at 6%; with 50% employer match about $418,508 at 4% or $279,006 at 6%; with 100% employer match about $313,881 at 4% or $209,254 at 6%. |
| Marks Wealth Management LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $105,724 | $100,442 | $25,111iApproximate average salary by contribution assumption: employee only about $627,763 at 4% or $418,508 at 6%; with 50% employer match about $418,508 at 4% or $279,006 at 6%; with 100% employer match about $313,881 at 4% or $209,254 at 6%. |