Civic Intelligence

Stephen Markowitz & Associates

Plan context: Stephen Markowitz & Associates Profit Sharing Keogh

EIN 91-1615639 • Seattle, WA • 23 filings • 3 plans

330 Randolph AveSeattle, WA 98122-6550
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$12,003,666

2018 Contributions

$590,368

Historical Graphs

Total Assets Over Time

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

$12,003,666$6,001,833$0200020092017YearValue
$12,003,666Latest year 2017

Participants Over Time

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

1260200020092017YearValue
11Latest year 2017

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
201810$0$0-
Stephen Markowitz & Associates Profit Sharing Keogh-0$0--
2017111$12,003,666$590,368$53,670iApproximate average salary by contribution assumption: employee only about $1,341,745 at 4% or $894,497 at 6%; with 50% employer match about $894,497 at 4% or $596,331 at 6%; with 100% employer match about $670,873 at 4% or $447,248 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-11$12,003,666$590,368$53,670iApproximate average salary by contribution assumption: employee only about $1,341,745 at 4% or $894,497 at 6%; with 50% employer match about $894,497 at 4% or $596,331 at 6%; with 100% employer match about $670,873 at 4% or $447,248 at 6%.
2016112$10,284,236$549,417$45,785iApproximate average salary by contribution assumption: employee only about $1,144,619 at 4% or $763,079 at 6%; with 50% employer match about $763,079 at 4% or $508,719 at 6%; with 100% employer match about $572,309 at 4% or $381,540 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-12$10,284,236$549,417$45,785iApproximate average salary by contribution assumption: employee only about $1,144,619 at 4% or $763,079 at 6%; with 50% employer match about $763,079 at 4% or $508,719 at 6%; with 100% employer match about $572,309 at 4% or $381,540 at 6%.
2015111$9,095,528$504,039$45,822iApproximate average salary by contribution assumption: employee only about $1,145,543 at 4% or $763,695 at 6%; with 50% employer match about $763,695 at 4% or $509,130 at 6%; with 100% employer match about $572,772 at 4% or $381,848 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-11$9,095,528$504,039$45,822iApproximate average salary by contribution assumption: employee only about $1,145,543 at 4% or $763,695 at 6%; with 50% employer match about $763,695 at 4% or $509,130 at 6%; with 100% employer match about $572,772 at 4% or $381,848 at 6%.
2014110$8,546,660$485,995$48,600iApproximate average salary by contribution assumption: employee only about $1,214,988 at 4% or $809,992 at 6%; with 50% employer match about $809,992 at 4% or $539,994 at 6%; with 100% employer match about $607,494 at 4% or $404,996 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$8,546,660$485,995$48,600iApproximate average salary by contribution assumption: employee only about $1,214,988 at 4% or $809,992 at 6%; with 50% employer match about $809,992 at 4% or $539,994 at 6%; with 100% employer match about $607,494 at 4% or $404,996 at 6%.
2013110$7,634,859$464,013$46,401iApproximate average salary by contribution assumption: employee only about $1,160,033 at 4% or $773,355 at 6%; with 50% employer match about $773,355 at 4% or $515,570 at 6%; with 100% employer match about $580,016 at 4% or $386,678 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$7,634,859$464,013$46,401iApproximate average salary by contribution assumption: employee only about $1,160,033 at 4% or $773,355 at 6%; with 50% employer match about $773,355 at 4% or $515,570 at 6%; with 100% employer match about $580,016 at 4% or $386,678 at 6%.
201219$6,157,179$450,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-9$6,157,179$450,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201119$5,236,134$442,576$49,175iApproximate average salary by contribution assumption: employee only about $1,229,378 at 4% or $819,585 at 6%; with 50% employer match about $819,585 at 4% or $546,390 at 6%; with 100% employer match about $614,689 at 4% or $409,793 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-9$5,236,134$442,576$49,175iApproximate average salary by contribution assumption: employee only about $1,229,378 at 4% or $819,585 at 6%; with 50% employer match about $819,585 at 4% or $546,390 at 6%; with 100% employer match about $614,689 at 4% or $409,793 at 6%.
2010110$5,021,966$470,517$47,052iApproximate average salary by contribution assumption: employee only about $1,176,293 at 4% or $784,195 at 6%; with 50% employer match about $784,195 at 4% or $522,797 at 6%; with 100% employer match about $588,146 at 4% or $392,098 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$5,021,966$470,517$47,052iApproximate average salary by contribution assumption: employee only about $1,176,293 at 4% or $784,195 at 6%; with 50% employer match about $784,195 at 4% or $522,797 at 6%; with 100% employer match about $588,146 at 4% or $392,098 at 6%.
2009110$4,146,823$474,026$47,403iApproximate average salary by contribution assumption: employee only about $1,185,065 at 4% or $790,043 at 6%; with 50% employer match about $790,043 at 4% or $526,696 at 6%; with 100% employer match about $592,533 at 4% or $395,022 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$4,146,823$474,026$47,403iApproximate average salary by contribution assumption: employee only about $1,185,065 at 4% or $790,043 at 6%; with 50% employer match about $790,043 at 4% or $526,696 at 6%; with 100% employer match about $592,533 at 4% or $395,022 at 6%.
2008110$2,848,451$450,300$45,030iApproximate average salary by contribution assumption: employee only about $1,125,750 at 4% or $750,500 at 6%; with 50% employer match about $750,500 at 4% or $500,333 at 6%; with 100% employer match about $562,875 at 4% or $375,250 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$2,848,451$450,300$45,030iApproximate average salary by contribution assumption: employee only about $1,125,750 at 4% or $750,500 at 6%; with 50% employer match about $750,500 at 4% or $500,333 at 6%; with 100% employer match about $562,875 at 4% or $375,250 at 6%.
2007110$0$0-
Stephen Markowitz & Associates Profit Sharing Keogh-10---
2006110$2,726,491$405,692$40,569iApproximate average salary by contribution assumption: employee only about $1,014,230 at 4% or $676,153 at 6%; with 50% employer match about $676,153 at 4% or $450,769 at 6%; with 100% employer match about $507,115 at 4% or $338,077 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$2,726,491$405,692$40,569iApproximate average salary by contribution assumption: employee only about $1,014,230 at 4% or $676,153 at 6%; with 50% employer match about $676,153 at 4% or $450,769 at 6%; with 100% employer match about $507,115 at 4% or $338,077 at 6%.
2005110$2,091,455$389,745$38,975iApproximate average salary by contribution assumption: employee only about $974,363 at 4% or $649,575 at 6%; with 50% employer match about $649,575 at 4% or $433,050 at 6%; with 100% employer match about $487,181 at 4% or $324,788 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$2,091,455$389,745$38,975iApproximate average salary by contribution assumption: employee only about $974,363 at 4% or $649,575 at 6%; with 50% employer match about $649,575 at 4% or $433,050 at 6%; with 100% employer match about $487,181 at 4% or $324,788 at 6%.
2004110$1,802,385$324,594$32,459iApproximate average salary by contribution assumption: employee only about $811,485 at 4% or $540,990 at 6%; with 50% employer match about $540,990 at 4% or $360,660 at 6%; with 100% employer match about $405,743 at 4% or $270,495 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-10$1,802,385$324,594$32,459iApproximate average salary by contribution assumption: employee only about $811,485 at 4% or $540,990 at 6%; with 50% employer match about $540,990 at 4% or $360,660 at 6%; with 100% employer match about $405,743 at 4% or $270,495 at 6%.
200329$1,404,950$292,453$32,495iApproximate average salary by contribution assumption: employee only about $812,369 at 4% or $541,580 at 6%; with 50% employer match about $541,580 at 4% or $361,053 at 6%; with 100% employer match about $406,185 at 4% or $270,790 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-9$1,404,950$292,453$32,495iApproximate average salary by contribution assumption: employee only about $812,369 at 4% or $541,580 at 6%; with 50% employer match about $541,580 at 4% or $361,053 at 6%; with 100% employer match about $406,185 at 4% or $270,790 at 6%.
STEPHEN MARKOWITZ & ASSOC. MONEY PURCHASE KEOGH-0---
200226$925,693$239,902$39,984iApproximate average salary by contribution assumption: employee only about $999,592 at 4% or $666,394 at 6%; with 50% employer match about $666,394 at 4% or $444,263 at 6%; with 100% employer match about $499,796 at 4% or $333,197 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-6$833,316$239,902$39,984iApproximate average salary by contribution assumption: employee only about $999,592 at 4% or $666,394 at 6%; with 50% employer match about $666,394 at 4% or $444,263 at 6%; with 100% employer match about $499,796 at 4% or $333,197 at 6%.
STEPHEN MARKOWITZ & ASSOC. MONEY PURCHASE KEOGH-2$92,377--
200127$434,417$93,027$13,290iApproximate average salary by contribution assumption: employee only about $332,239 at 4% or $221,493 at 6%; with 50% employer match about $221,493 at 4% or $147,662 at 6%; with 100% employer match about $166,120 at 4% or $110,746 at 6%.
STEPHEN MARKOWITZ & ASSOCIATES MONEY PURCHASE KEOGH-7$434,417$93,027$13,290iApproximate average salary by contribution assumption: employee only about $332,239 at 4% or $221,493 at 6%; with 50% employer match about $221,493 at 4% or $147,662 at 6%; with 100% employer match about $166,120 at 4% or $110,746 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-7---
200027$771,363$179,123$25,589iApproximate average salary by contribution assumption: employee only about $639,725 at 4% or $426,483 at 6%; with 50% employer match about $426,483 at 4% or $284,322 at 6%; with 100% employer match about $319,863 at 4% or $213,242 at 6%.
Stephen Markowitz & Associates Profit Sharing Keogh-7$409,764$92,474$13,211iApproximate average salary by contribution assumption: employee only about $330,264 at 4% or $220,176 at 6%; with 50% employer match about $220,176 at 4% or $146,784 at 6%; with 100% employer match about $165,132 at 4% or $110,088 at 6%.
STEPHEN MARKOWITZ & ASSOCIATES MONEY PURCHASE KEOGH-7$361,599$86,649$12,378iApproximate average salary by contribution assumption: employee only about $309,461 at 4% or $206,307 at 6%; with 50% employer match about $206,307 at 4% or $137,538 at 6%; with 100% employer match about $154,730 at 4% or $103,154 at 6%.