Civic Intelligence

MARBLE WEALTH LLC

Plan context: MARBLE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 88-3687702 • Montgomery, AL • 3 filings • 2 plans

4137 Carmichael Rd Ste 210Montgomery, AL 36106-3614
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$494,199

2025 Contributions

$135,241

Historical Graphs

Total Assets Over Time

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

$494,199$247,100$0202320242025YearValue
$494,199Latest year 2025

Participants Over Time

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

530202320242025YearValue
5Latest year 2025

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
202515$494,199$135,241$27,048iApproximate average salary by contribution assumption: employee only about $676,205 at 4% or $450,803 at 6%; with 50% employer match about $450,803 at 4% or $300,536 at 6%; with 100% employer match about $338,103 at 4% or $225,402 at 6%.
MARBLE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST-5$494,199$135,241$27,048iApproximate average salary by contribution assumption: employee only about $676,205 at 4% or $450,803 at 6%; with 50% employer match about $450,803 at 4% or $300,536 at 6%; with 100% employer match about $338,103 at 4% or $225,402 at 6%.
202415$302,515$126,126$25,225iApproximate average salary by contribution assumption: employee only about $630,630 at 4% or $420,420 at 6%; with 50% employer match about $420,420 at 4% or $280,280 at 6%; with 100% employer match about $315,315 at 4% or $210,210 at 6%.
MARBLE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST-5$302,515$126,126$25,225iApproximate average salary by contribution assumption: employee only about $630,630 at 4% or $420,420 at 6%; with 50% employer match about $420,420 at 4% or $280,280 at 6%; with 100% employer match about $315,315 at 4% or $210,210 at 6%.
202314$141,436$128,539$32,135iApproximate average salary by contribution assumption: employee only about $803,369 at 4% or $535,579 at 6%; with 50% employer match about $535,579 at 4% or $357,053 at 6%; with 100% employer match about $401,684 at 4% or $267,790 at 6%.
MARBLE WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST-4$141,436$128,539$32,135iApproximate average salary by contribution assumption: employee only about $803,369 at 4% or $535,579 at 6%; with 50% employer match about $535,579 at 4% or $357,053 at 6%; with 100% employer match about $401,684 at 4% or $267,790 at 6%.