Begam Marks & Traulsen, P.A.
Plan context: BEGAM MARKS & TRAULSEN PA - 401K
EIN 86-0214810 • Phoenix, AZ • 20 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$180,292
2024 Contributions
$107,316
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 | 6 | $180,292 | $107,316 | $17,886iApproximate average salary by contribution assumption: employee only about $447,150 at 4% or $298,100 at 6%; with 50% employer match about $298,100 at 4% or $198,733 at 6%; with 100% employer match about $223,575 at 4% or $149,050 at 6%. |
| BEGAM MARKS & TRAULSEN PA - 401K | - | 6 | $180,292 | $107,316 | $17,886iApproximate average salary by contribution assumption: employee only about $447,150 at 4% or $298,100 at 6%; with 50% employer match about $298,100 at 4% or $198,733 at 6%; with 100% employer match about $223,575 at 4% or $149,050 at 6%. |
| 2023 | 1 | 6 | $61,078 | $55,985 | $9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,635 at 4% or $77,757 at 6%. |
| BEGAM MARKS & TRAULSEN PA - 401K | - | 6 | $61,078 | $55,985 | $9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,635 at 4% or $77,757 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| Begam & Marks, P.A. 401(K) Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 8 | $1,264,389 | $46,743 | $5,843iApproximate average salary by contribution assumption: employee only about $146,072 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,921 at 6%; with 100% employer match about $73,036 at 4% or $48,691 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 8 | $1,264,389 | $46,743 | $5,843iApproximate average salary by contribution assumption: employee only about $146,072 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,921 at 6%; with 100% employer match about $73,036 at 4% or $48,691 at 6%. |
| 2016 | 1 | 10 | $1,546,823 | $39,499 | $3,950iApproximate average salary by contribution assumption: employee only about $98,748 at 4% or $65,832 at 6%; with 50% employer match about $65,832 at 4% or $43,888 at 6%; with 100% employer match about $49,374 at 4% or $32,916 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 10 | $1,546,823 | $39,499 | $3,950iApproximate average salary by contribution assumption: employee only about $98,748 at 4% or $65,832 at 6%; with 50% employer match about $65,832 at 4% or $43,888 at 6%; with 100% employer match about $49,374 at 4% or $32,916 at 6%. |
| 2015 | 1 | 10 | $1,415,177 | $98,590 | $9,859iApproximate average salary by contribution assumption: employee only about $246,475 at 4% or $164,317 at 6%; with 50% employer match about $164,317 at 4% or $109,544 at 6%; with 100% employer match about $123,238 at 4% or $82,158 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 10 | $1,415,177 | $98,590 | $9,859iApproximate average salary by contribution assumption: employee only about $246,475 at 4% or $164,317 at 6%; with 50% employer match about $164,317 at 4% or $109,544 at 6%; with 100% employer match about $123,238 at 4% or $82,158 at 6%. |
| 2014 | 1 | 11 | $1,429,318 | $39,941 | $3,631iApproximate average salary by contribution assumption: employee only about $90,775 at 4% or $60,517 at 6%; with 50% employer match about $60,517 at 4% or $40,344 at 6%; with 100% employer match about $45,388 at 4% or $30,258 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 11 | $1,429,318 | $39,941 | $3,631iApproximate average salary by contribution assumption: employee only about $90,775 at 4% or $60,517 at 6%; with 50% employer match about $60,517 at 4% or $40,344 at 6%; with 100% employer match about $45,388 at 4% or $30,258 at 6%. |
| 2013 | 1 | 12 | $1,437,207 | $46,006 | $3,834iApproximate average salary by contribution assumption: employee only about $95,846 at 4% or $63,897 at 6%; with 50% employer match about $63,897 at 4% or $42,598 at 6%; with 100% employer match about $47,923 at 4% or $31,949 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 12 | $1,437,207 | $46,006 | $3,834iApproximate average salary by contribution assumption: employee only about $95,846 at 4% or $63,897 at 6%; with 50% employer match about $63,897 at 4% or $42,598 at 6%; with 100% employer match about $47,923 at 4% or $31,949 at 6%. |
| 2012 | 1 | 12 | $1,188,224 | $78,719 | $6,560iApproximate average salary by contribution assumption: employee only about $163,998 at 4% or $109,332 at 6%; with 50% employer match about $109,332 at 4% or $72,888 at 6%; with 100% employer match about $81,999 at 4% or $54,666 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 12 | $1,188,224 | $78,719 | $6,560iApproximate average salary by contribution assumption: employee only about $163,998 at 4% or $109,332 at 6%; with 50% employer match about $109,332 at 4% or $72,888 at 6%; with 100% employer match about $81,999 at 4% or $54,666 at 6%. |
| 2011 | 1 | 12 | $986,433 | $75,458 | $6,288iApproximate average salary by contribution assumption: employee only about $157,204 at 4% or $104,803 at 6%; with 50% employer match about $104,803 at 4% or $69,869 at 6%; with 100% employer match about $78,602 at 4% or $52,401 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 12 | $986,433 | $75,458 | $6,288iApproximate average salary by contribution assumption: employee only about $157,204 at 4% or $104,803 at 6%; with 50% employer match about $104,803 at 4% or $69,869 at 6%; with 100% employer match about $78,602 at 4% or $52,401 at 6%. |
| 2010 | 1 | 14 | $1,006,915 | $71,700 | $5,121iApproximate average salary by contribution assumption: employee only about $128,036 at 4% or $85,357 at 6%; with 50% employer match about $85,357 at 4% or $56,905 at 6%; with 100% employer match about $64,018 at 4% or $42,679 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 14 | $1,006,915 | $71,700 | $5,121iApproximate average salary by contribution assumption: employee only about $128,036 at 4% or $85,357 at 6%; with 50% employer match about $85,357 at 4% or $56,905 at 6%; with 100% employer match about $64,018 at 4% or $42,679 at 6%. |
| 2009 | 1 | 12 | $989,544 | $42,294 | $3,525iApproximate average salary by contribution assumption: employee only about $88,113 at 4% or $58,742 at 6%; with 50% employer match about $58,742 at 4% or $39,161 at 6%; with 100% employer match about $44,056 at 4% or $29,371 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 12 | $989,544 | $42,294 | $3,525iApproximate average salary by contribution assumption: employee only about $88,113 at 4% or $58,742 at 6%; with 50% employer match about $58,742 at 4% or $39,161 at 6%; with 100% employer match about $44,056 at 4% or $29,371 at 6%. |
| 2007 | 1 | 15 | $1,319,504 | $62,308 | $4,154iApproximate average salary by contribution assumption: employee only about $103,847 at 4% or $69,231 at 6%; with 50% employer match about $69,231 at 4% or $46,154 at 6%; with 100% employer match about $51,923 at 4% or $34,616 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 15 | $1,319,504 | $62,308 | $4,154iApproximate average salary by contribution assumption: employee only about $103,847 at 4% or $69,231 at 6%; with 50% employer match about $69,231 at 4% or $46,154 at 6%; with 100% employer match about $51,923 at 4% or $34,616 at 6%. |
| 2006 | 1 | 17 | $1,429,849 | $114,328 | $6,725iApproximate average salary by contribution assumption: employee only about $168,129 at 4% or $112,086 at 6%; with 50% employer match about $112,086 at 4% or $74,724 at 6%; with 100% employer match about $84,065 at 4% or $56,043 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 17 | $1,429,849 | $114,328 | $6,725iApproximate average salary by contribution assumption: employee only about $168,129 at 4% or $112,086 at 6%; with 50% employer match about $112,086 at 4% or $74,724 at 6%; with 100% employer match about $84,065 at 4% or $56,043 at 6%. |
| 2005 | 1 | 24 | $1,735,762 | $157,091 | $6,545iApproximate average salary by contribution assumption: employee only about $163,636 at 4% or $109,091 at 6%; with 50% employer match about $109,091 at 4% or $72,727 at 6%; with 100% employer match about $81,818 at 4% or $54,545 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 24 | $1,735,762 | $157,091 | $6,545iApproximate average salary by contribution assumption: employee only about $163,636 at 4% or $109,091 at 6%; with 50% employer match about $109,091 at 4% or $72,727 at 6%; with 100% employer match about $81,818 at 4% or $54,545 at 6%. |
| 2004 | 1 | 26 | $1,588,999 | $142,316 | $5,474iApproximate average salary by contribution assumption: employee only about $136,842 at 4% or $91,228 at 6%; with 50% employer match about $91,228 at 4% or $60,819 at 6%; with 100% employer match about $68,421 at 4% or $45,614 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 26 | $1,588,999 | $142,316 | $5,474iApproximate average salary by contribution assumption: employee only about $136,842 at 4% or $91,228 at 6%; with 50% employer match about $91,228 at 4% or $60,819 at 6%; with 100% employer match about $68,421 at 4% or $45,614 at 6%. |
| 2003 | 1 | 30 | $1,433,938 | $141,589 | $4,720iApproximate average salary by contribution assumption: employee only about $117,991 at 4% or $78,661 at 6%; with 50% employer match about $78,661 at 4% or $52,440 at 6%; with 100% employer match about $58,995 at 4% or $39,330 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 30 | $1,433,938 | $141,589 | $4,720iApproximate average salary by contribution assumption: employee only about $117,991 at 4% or $78,661 at 6%; with 50% employer match about $78,661 at 4% or $52,440 at 6%; with 100% employer match about $58,995 at 4% or $39,330 at 6%. |
| 2002 | 1 | 33 | $1,252,731 | $167,971 | $5,090iApproximate average salary by contribution assumption: employee only about $127,251 at 4% or $84,834 at 6%; with 50% employer match about $84,834 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 33 | $1,252,731 | $167,971 | $5,090iApproximate average salary by contribution assumption: employee only about $127,251 at 4% or $84,834 at 6%; with 50% employer match about $84,834 at 4% or $56,556 at 6%; with 100% employer match about $63,625 at 4% or $42,417 at 6%. |
| 2001 | 1 | 31 | $0 | $0 | - |
| Begam & Marks, P.A. 401(K) Plan | - | 31 | - | - | - |
| 2000 | 1 | 32 | $1,255,529 | $134,802 | $4,213iApproximate average salary by contribution assumption: employee only about $105,314 at 4% or $70,209 at 6%; with 50% employer match about $70,209 at 4% or $46,806 at 6%; with 100% employer match about $52,657 at 4% or $35,105 at 6%. |
| Begam & Marks, P.A. 401(K) Plan | - | 32 | $1,255,529 | $134,802 | $4,213iApproximate average salary by contribution assumption: employee only about $105,314 at 4% or $70,209 at 6%; with 50% employer match about $70,209 at 4% or $46,806 at 6%; with 100% employer match about $52,657 at 4% or $35,105 at 6%. |