Civic Intelligence

Marquess & Associates Inc.

Plan context: Marquess & Associates Inc. 401K Profit Sharing Plan & Trust

EIN 93-0579644 • Medford, OR • 34 filings • 4 plans

1120 East JacksonMedford, OR 97501
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,164,434

2024 Contributions

$45,972

Historical Graphs

Total Assets Over Time

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

$4,164,434$2,082,217$0199920132024YearValue
$4,164,434Latest year 2024

Participants Over Time

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

31160199920112024YearValue
20Latest year 2024

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
2024120$4,164,434$45,972$2,299iApproximate average salary by contribution assumption: employee only about $57,465 at 4% or $38,310 at 6%; with 50% employer match about $38,310 at 4% or $25,540 at 6%; with 100% employer match about $28,733 at 4% or $19,155 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-20$4,164,434$45,972$2,299iApproximate average salary by contribution assumption: employee only about $57,465 at 4% or $38,310 at 6%; with 50% employer match about $38,310 at 4% or $25,540 at 6%; with 100% employer match about $28,733 at 4% or $19,155 at 6%.
2023118$3,745,731$263,542$14,641iApproximate average salary by contribution assumption: employee only about $366,031 at 4% or $244,020 at 6%; with 50% employer match about $244,020 at 4% or $162,680 at 6%; with 100% employer match about $183,015 at 4% or $122,010 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-18$3,745,731$263,542$14,641iApproximate average salary by contribution assumption: employee only about $366,031 at 4% or $244,020 at 6%; with 50% employer match about $244,020 at 4% or $162,680 at 6%; with 100% employer match about $183,015 at 4% or $122,010 at 6%.
2022117$2,824,353$179,062$10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,551 at 6%; with 50% employer match about $175,551 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-17$2,824,353$179,062$10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,551 at 6%; with 50% employer match about $175,551 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
2021119$3,509,358$245,280$12,909iApproximate average salary by contribution assumption: employee only about $322,737 at 4% or $215,158 at 6%; with 50% employer match about $215,158 at 4% or $143,439 at 6%; with 100% employer match about $161,368 at 4% or $107,579 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-19$3,509,358$245,280$12,909iApproximate average salary by contribution assumption: employee only about $322,737 at 4% or $215,158 at 6%; with 50% employer match about $215,158 at 4% or $143,439 at 6%; with 100% employer match about $161,368 at 4% or $107,579 at 6%.
2020120$2,781,055$430,371$21,519iApproximate average salary by contribution assumption: employee only about $537,964 at 4% or $358,643 at 6%; with 50% employer match about $358,643 at 4% or $239,095 at 6%; with 100% employer match about $268,982 at 4% or $179,321 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-20$2,781,055$430,371$21,519iApproximate average salary by contribution assumption: employee only about $537,964 at 4% or $358,643 at 6%; with 50% employer match about $358,643 at 4% or $239,095 at 6%; with 100% employer match about $268,982 at 4% or $179,321 at 6%.
2019121$1,922,605$281,749$13,417iApproximate average salary by contribution assumption: employee only about $335,415 at 4% or $223,610 at 6%; with 50% employer match about $223,610 at 4% or $149,074 at 6%; with 100% employer match about $167,708 at 4% or $111,805 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-21$1,922,605$281,749$13,417iApproximate average salary by contribution assumption: employee only about $335,415 at 4% or $223,610 at 6%; with 50% employer match about $223,610 at 4% or $149,074 at 6%; with 100% employer match about $167,708 at 4% or $111,805 at 6%.
2018120$1,288,539$244,123$12,206iApproximate average salary by contribution assumption: employee only about $305,154 at 4% or $203,436 at 6%; with 50% employer match about $203,436 at 4% or $135,624 at 6%; with 100% employer match about $152,577 at 4% or $101,718 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-20$1,288,539$244,123$12,206iApproximate average salary by contribution assumption: employee only about $305,154 at 4% or $203,436 at 6%; with 50% employer match about $203,436 at 4% or $135,624 at 6%; with 100% employer match about $152,577 at 4% or $101,718 at 6%.
2017118$1,196,989$270,876$15,049iApproximate average salary by contribution assumption: employee only about $376,217 at 4% or $250,811 at 6%; with 50% employer match about $250,811 at 4% or $167,207 at 6%; with 100% employer match about $188,108 at 4% or $125,406 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-18$1,196,989$270,876$15,049iApproximate average salary by contribution assumption: employee only about $376,217 at 4% or $250,811 at 6%; with 50% employer match about $250,811 at 4% or $167,207 at 6%; with 100% employer match about $188,108 at 4% or $125,406 at 6%.
2016115$988,062$88,201$5,880iApproximate average salary by contribution assumption: employee only about $147,002 at 4% or $98,001 at 6%; with 50% employer match about $98,001 at 4% or $65,334 at 6%; with 100% employer match about $73,501 at 4% or $49,001 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-15$988,062$88,201$5,880iApproximate average salary by contribution assumption: employee only about $147,002 at 4% or $98,001 at 6%; with 50% employer match about $98,001 at 4% or $65,334 at 6%; with 100% employer match about $73,501 at 4% or $49,001 at 6%.
2015113$1,599,337$82,753$6,366iApproximate average salary by contribution assumption: employee only about $159,140 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,729 at 6%; with 100% employer match about $79,570 at 4% or $53,047 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-13$1,599,337$82,753$6,366iApproximate average salary by contribution assumption: employee only about $159,140 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,729 at 6%; with 100% employer match about $79,570 at 4% or $53,047 at 6%.
2014115$1,811,186$9,719$648iApproximate average salary by contribution assumption: employee only about $16,198 at 4% or $10,799 at 6%; with 50% employer match about $10,799 at 4% or $7,199 at 6%; with 100% employer match about $8,099 at 4% or $5,399 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-15$1,811,186$9,719$648iApproximate average salary by contribution assumption: employee only about $16,198 at 4% or $10,799 at 6%; with 50% employer match about $10,799 at 4% or $7,199 at 6%; with 100% employer match about $8,099 at 4% or $5,399 at 6%.
2013114$1,962,188$27,423$1,959iApproximate average salary by contribution assumption: employee only about $48,970 at 4% or $32,646 at 6%; with 50% employer match about $32,646 at 4% or $21,764 at 6%; with 100% employer match about $24,485 at 4% or $16,323 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-14$1,962,188$27,423$1,959iApproximate average salary by contribution assumption: employee only about $48,970 at 4% or $32,646 at 6%; with 50% employer match about $32,646 at 4% or $21,764 at 6%; with 100% employer match about $24,485 at 4% or $16,323 at 6%.
2011115$1,690,520$29,722$1,981iApproximate average salary by contribution assumption: employee only about $49,537 at 4% or $33,024 at 6%; with 50% employer match about $33,024 at 4% or $22,016 at 6%; with 100% employer match about $24,768 at 4% or $16,512 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-15$1,690,520$29,722$1,981iApproximate average salary by contribution assumption: employee only about $49,537 at 4% or $33,024 at 6%; with 50% employer match about $33,024 at 4% or $22,016 at 6%; with 100% employer match about $24,768 at 4% or $16,512 at 6%.
2010115$1,928,398$26,164$1,744iApproximate average salary by contribution assumption: employee only about $43,607 at 4% or $29,071 at 6%; with 50% employer match about $29,071 at 4% or $19,381 at 6%; with 100% employer match about $21,803 at 4% or $14,536 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-15$1,928,398$26,164$1,744iApproximate average salary by contribution assumption: employee only about $43,607 at 4% or $29,071 at 6%; with 50% employer match about $29,071 at 4% or $19,381 at 6%; with 100% employer match about $21,803 at 4% or $14,536 at 6%.
2009126$1,645,695$37,198$1,431iApproximate average salary by contribution assumption: employee only about $35,767 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,922 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-26$1,645,695$37,198$1,431iApproximate average salary by contribution assumption: employee only about $35,767 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,922 at 6%.
2008115$1,286,025$165,099$11,007iApproximate average salary by contribution assumption: employee only about $275,165 at 4% or $183,443 at 6%; with 50% employer match about $183,443 at 4% or $122,296 at 6%; with 100% employer match about $137,583 at 4% or $91,722 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-15$1,286,025$165,099$11,007iApproximate average salary by contribution assumption: employee only about $275,165 at 4% or $183,443 at 6%; with 50% employer match about $183,443 at 4% or $122,296 at 6%; with 100% employer match about $137,583 at 4% or $91,722 at 6%.
2007216$2,048,670$142,427$8,902iApproximate average salary by contribution assumption: employee only about $222,542 at 4% or $148,361 at 6%; with 50% employer match about $148,361 at 4% or $98,908 at 6%; with 100% employer match about $111,271 at 4% or $74,181 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-16$2,048,670$142,427$8,902iApproximate average salary by contribution assumption: employee only about $222,542 at 4% or $148,361 at 6%; with 50% employer match about $148,361 at 4% or $98,908 at 6%; with 100% employer match about $111,271 at 4% or $74,181 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-0---
2006216$2,340,185$173,511$10,844iApproximate average salary by contribution assumption: employee only about $271,111 at 4% or $180,741 at 6%; with 50% employer match about $180,741 at 4% or $120,494 at 6%; with 100% employer match about $135,555 at 4% or $90,370 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-16$2,029,237$173,511$10,844iApproximate average salary by contribution assumption: employee only about $271,111 at 4% or $180,741 at 6%; with 50% employer match about $180,741 at 4% or $120,494 at 6%; with 100% employer match about $135,555 at 4% or $90,370 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-6$310,948--
2005225$2,230,105$128,429$5,137iApproximate average salary by contribution assumption: employee only about $128,429 at 4% or $85,619 at 6%; with 50% employer match about $85,619 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-25$1,898,757$128,429$5,137iApproximate average salary by contribution assumption: employee only about $128,429 at 4% or $85,619 at 6%; with 50% employer match about $85,619 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-6$331,348--
2004231$2,268,867$85,630$2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,038 at 6%; with 50% employer match about $46,038 at 4% or $30,692 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-31$1,946,993$85,630$2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,038 at 6%; with 50% employer match about $46,038 at 4% or $30,692 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-6$321,874--
2003223$2,265,035$113,566$4,938iApproximate average salary by contribution assumption: employee only about $123,441 at 4% or $82,294 at 6%; with 50% employer match about $82,294 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,147 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-23$1,927,356$113,566$4,938iApproximate average salary by contribution assumption: employee only about $123,441 at 4% or $82,294 at 6%; with 50% employer match about $82,294 at 4% or $54,863 at 6%; with 100% employer match about $61,721 at 4% or $41,147 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-18$337,679--
2002227$2,054,401$137,321$5,086iApproximate average salary by contribution assumption: employee only about $127,149 at 4% or $84,766 at 6%; with 50% employer match about $84,766 at 4% or $56,511 at 6%; with 100% employer match about $63,575 at 4% or $42,383 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan & Trust-27$1,650,931$122,583$4,540iApproximate average salary by contribution assumption: employee only about $113,503 at 4% or $75,669 at 6%; with 50% employer match about $75,669 at 4% or $50,446 at 6%; with 100% employer match about $56,751 at 4% or $37,834 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-25$403,470$14,738$590iApproximate average salary by contribution assumption: employee only about $14,738 at 4% or $9,825 at 6%; with 50% employer match about $9,825 at 4% or $6,550 at 6%; with 100% employer match about $7,369 at 4% or $4,913 at 6%.
2001230$2,223,542$124,784$4,159iApproximate average salary by contribution assumption: employee only about $103,987 at 4% or $69,324 at 6%; with 50% employer match about $69,324 at 4% or $46,216 at 6%; with 100% employer match about $51,993 at 4% or $34,662 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-30$2,223,542$91,043$3,035iApproximate average salary by contribution assumption: employee only about $75,869 at 4% or $50,579 at 6%; with 50% employer match about $50,579 at 4% or $33,720 at 6%; with 100% employer match about $37,935 at 4% or $25,290 at 6%.
Marquess & Associates Inc. Money Purchase Pension Plan & Trust-0-$33,741-
2000230$0$0-
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-30---
Marquess & Associates Inc. Money Purchase Pension Plan & Trust-29---
1999226$2,932,806$109,025$4,193iApproximate average salary by contribution assumption: employee only about $104,832 at 4% or $69,888 at 6%; with 50% employer match about $69,888 at 4% or $46,592 at 6%; with 100% employer match about $52,416 at 4% or $34,944 at 6%.
Marquess & Associates Inc. 401K Profit Sharing Plan Trust-26$2,790,296$83,671$3,218iApproximate average salary by contribution assumption: employee only about $80,453 at 4% or $53,635 at 6%; with 50% employer match about $53,635 at 4% or $35,757 at 6%; with 100% employer match about $40,226 at 4% or $26,818 at 6%.
Marquess & Associates Inc. Money Purchase Pension Plan & Trust-23$142,510$25,354$1,102iApproximate average salary by contribution assumption: employee only about $27,559 at 4% or $18,372 at 6%; with 50% employer match about $18,372 at 4% or $12,248 at 6%; with 100% employer match about $13,779 at 4% or $9,186 at 6%.