Civic Intelligence

Dan Marx & Co.

Plan context: Dan Marx 401K Retirement Plan

EIN 93-0775865 • 4 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$63,759

2008 Contributions

$1,200

Historical Graphs

Total Assets Over Time

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

$88,334$44,167$0200320072008YearValue
$63,759Latest year 2008

Participants Over Time

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

110200320062007YearValue
1Latest year 2007

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
200810$63,759$1,200-
Dan Marx 401K Retirement Plan-0$63,759$1,200-
200711$88,334$1,550$1,550iApproximate average salary by contribution assumption: employee only about $38,750 at 4% or $25,833 at 6%; with 50% employer match about $25,833 at 4% or $17,222 at 6%; with 100% employer match about $19,375 at 4% or $12,917 at 6%.
Dan Marx 401K Retirement Plan-1$88,334$1,550$1,550iApproximate average salary by contribution assumption: employee only about $38,750 at 4% or $25,833 at 6%; with 50% employer match about $25,833 at 4% or $17,222 at 6%; with 100% employer match about $19,375 at 4% or $12,917 at 6%.
200611$82,054$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
Dan Marx 401K Retirement Plan-1$82,054$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
200311$5,765$6,910$6,910iApproximate average salary by contribution assumption: employee only about $172,750 at 4% or $115,167 at 6%; with 50% employer match about $115,167 at 4% or $76,778 at 6%; with 100% employer match about $86,375 at 4% or $57,583 at 6%.
Dan Marx 401K Retirement Plan-1$5,765$6,910$6,910iApproximate average salary by contribution assumption: employee only about $172,750 at 4% or $115,167 at 6%; with 50% employer match about $115,167 at 4% or $76,778 at 6%; with 100% employer match about $86,375 at 4% or $57,583 at 6%.