Marksnelson Advisory LLC
Plan context: Marksnelson Advisory LLC 401(K) Plan
EIN 92-1368147 • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
155
2024 Assets
$24,083,845
2024 Contributions
$3,134,752
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 | 2 | 155 | $24,083,845 | $3,134,752 | $20,224iApproximate average salary by contribution assumption: employee only about $505,605 at 4% or $337,070 at 6%; with 50% employer match about $337,070 at 4% or $224,713 at 6%; with 100% employer match about $252,803 at 4% or $168,535 at 6%. |
| Marksnelson Advisory LLC 401(K) Plan | - | 155 | $24,083,845 | $3,134,752 | $20,224iApproximate average salary by contribution assumption: employee only about $505,605 at 4% or $337,070 at 6%; with 50% employer match about $337,070 at 4% or $224,713 at 6%; with 100% employer match about $252,803 at 4% or $168,535 at 6%. |
| Marksnelson LLC Employee Health Plan | - | 0 | - | - | - |
| 2023 | 2 | 137 | $21,912,497 | $3,558,476 | $25,974iApproximate average salary by contribution assumption: employee only about $649,357 at 4% or $432,905 at 6%; with 50% employer match about $432,905 at 4% or $288,603 at 6%; with 100% employer match about $324,678 at 4% or $216,452 at 6%. |
| Marksnelson Advisory LLC 401(K) Plan | - | 137 | $21,912,497 | $3,558,476 | $25,974iApproximate average salary by contribution assumption: employee only about $649,357 at 4% or $432,905 at 6%; with 50% employer match about $432,905 at 4% or $288,603 at 6%; with 100% employer match about $324,678 at 4% or $216,452 at 6%. |
| Marksnelson LLC Employee Health Plan | - | 132 | - | - | - |