Civic Intelligence

Markowitz Herbold PC

Plan context: 401(K) Ee Svgs Pl of Markowitz Herbold

EIN 93-0897458 • Portland, OR • 26 filings • 7 plans

1455 SW Broadway AvenueSuite 1900Portland, OR 97201
Current Snapshot

Latest Year

2024

2024 Participants

116

2024 Assets

$30,806,328

2024 Contributions

$2,806,785

Historical Graphs

Total Assets Over Time

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

$31,225,869$15,612,935$0199920132024YearValue
$30,806,328Latest year 2024

Participants Over Time

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

119600199920122024YearValue
116Latest 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
20241116$30,806,328$2,806,785$24,196iApproximate average salary by contribution assumption: employee only about $604,911 at 4% or $403,274 at 6%; with 50% employer match about $403,274 at 4% or $268,849 at 6%; with 100% employer match about $302,455 at 4% or $201,637 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-116$30,806,328$2,806,785$24,196iApproximate average salary by contribution assumption: employee only about $604,911 at 4% or $403,274 at 6%; with 50% employer match about $403,274 at 4% or $268,849 at 6%; with 100% employer match about $302,455 at 4% or $201,637 at 6%.
20231119$30,370,967$2,840,591$23,871iApproximate average salary by contribution assumption: employee only about $596,763 at 4% or $397,842 at 6%; with 50% employer match about $397,842 at 4% or $265,228 at 6%; with 100% employer match about $298,381 at 4% or $198,921 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-119$30,370,967$2,840,591$23,871iApproximate average salary by contribution assumption: employee only about $596,763 at 4% or $397,842 at 6%; with 50% employer match about $397,842 at 4% or $265,228 at 6%; with 100% employer match about $298,381 at 4% or $198,921 at 6%.
20221109$26,143,587$2,488,516$22,830iApproximate average salary by contribution assumption: employee only about $570,761 at 4% or $380,507 at 6%; with 50% employer match about $380,507 at 4% or $253,671 at 6%; with 100% employer match about $285,380 at 4% or $190,254 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-109$26,143,587$2,488,516$22,830iApproximate average salary by contribution assumption: employee only about $570,761 at 4% or $380,507 at 6%; with 50% employer match about $380,507 at 4% or $253,671 at 6%; with 100% employer match about $285,380 at 4% or $190,254 at 6%.
20211111$31,225,869$2,057,465$18,536iApproximate average salary by contribution assumption: employee only about $463,393 at 4% or $308,929 at 6%; with 50% employer match about $308,929 at 4% or $205,952 at 6%; with 100% employer match about $231,697 at 4% or $154,464 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-111$31,225,869$2,057,465$18,536iApproximate average salary by contribution assumption: employee only about $463,393 at 4% or $308,929 at 6%; with 50% employer match about $308,929 at 4% or $205,952 at 6%; with 100% employer match about $231,697 at 4% or $154,464 at 6%.
20201105$26,602,666$1,882,861$17,932iApproximate average salary by contribution assumption: employee only about $448,300 at 4% or $298,867 at 6%; with 50% employer match about $298,867 at 4% or $199,245 at 6%; with 100% employer match about $224,150 at 4% or $149,433 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-105$26,602,666$1,882,861$17,932iApproximate average salary by contribution assumption: employee only about $448,300 at 4% or $298,867 at 6%; with 50% employer match about $298,867 at 4% or $199,245 at 6%; with 100% employer match about $224,150 at 4% or $149,433 at 6%.
20191100$24,258,891$2,178,984$21,790iApproximate average salary by contribution assumption: employee only about $544,746 at 4% or $363,164 at 6%; with 50% employer match about $363,164 at 4% or $242,109 at 6%; with 100% employer match about $272,373 at 4% or $181,582 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-100$24,258,891$2,178,984$21,790iApproximate average salary by contribution assumption: employee only about $544,746 at 4% or $363,164 at 6%; with 50% employer match about $363,164 at 4% or $242,109 at 6%; with 100% employer match about $272,373 at 4% or $181,582 at 6%.
20181115$19,595,864$1,694,985$14,739iApproximate average salary by contribution assumption: employee only about $368,475 at 4% or $245,650 at 6%; with 50% employer match about $245,650 at 4% or $163,767 at 6%; with 100% employer match about $184,238 at 4% or $122,825 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-115$19,595,864$1,694,985$14,739iApproximate average salary by contribution assumption: employee only about $368,475 at 4% or $245,650 at 6%; with 50% employer match about $245,650 at 4% or $163,767 at 6%; with 100% employer match about $184,238 at 4% or $122,825 at 6%.
20171105$20,600,029$2,447,751$23,312iApproximate average salary by contribution assumption: employee only about $582,798 at 4% or $388,532 at 6%; with 50% employer match about $388,532 at 4% or $259,021 at 6%; with 100% employer match about $291,399 at 4% or $194,266 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-105$20,600,029$2,447,751$23,312iApproximate average salary by contribution assumption: employee only about $582,798 at 4% or $388,532 at 6%; with 50% employer match about $388,532 at 4% or $259,021 at 6%; with 100% employer match about $291,399 at 4% or $194,266 at 6%.
2016195$16,317,825$1,724,135$18,149iApproximate average salary by contribution assumption: employee only about $453,720 at 4% or $302,480 at 6%; with 50% employer match about $302,480 at 4% or $201,653 at 6%; with 100% employer match about $226,860 at 4% or $151,240 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-95$16,317,825$1,724,135$18,149iApproximate average salary by contribution assumption: employee only about $453,720 at 4% or $302,480 at 6%; with 50% employer match about $302,480 at 4% or $201,653 at 6%; with 100% employer match about $226,860 at 4% or $151,240 at 6%.
2015183$13,556,145$1,519,136$18,303iApproximate average salary by contribution assumption: employee only about $457,571 at 4% or $305,047 at 6%; with 50% employer match about $305,047 at 4% or $203,365 at 6%; with 100% employer match about $228,786 at 4% or $152,524 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-83$13,556,145$1,519,136$18,303iApproximate average salary by contribution assumption: employee only about $457,571 at 4% or $305,047 at 6%; with 50% employer match about $305,047 at 4% or $203,365 at 6%; with 100% employer match about $228,786 at 4% or $152,524 at 6%.
2014177$14,993,410$1,500,279$19,484iApproximate average salary by contribution assumption: employee only about $487,104 at 4% or $324,736 at 6%; with 50% employer match about $324,736 at 4% or $216,490 at 6%; with 100% employer match about $243,552 at 4% or $162,368 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-77$14,993,410$1,500,279$19,484iApproximate average salary by contribution assumption: employee only about $487,104 at 4% or $324,736 at 6%; with 50% employer match about $324,736 at 4% or $216,490 at 6%; with 100% employer match about $243,552 at 4% or $162,368 at 6%.
2013165$12,784,745$1,128,461$17,361iApproximate average salary by contribution assumption: employee only about $434,023 at 4% or $289,349 at 6%; with 50% employer match about $289,349 at 4% or $192,899 at 6%; with 100% employer match about $217,012 at 4% or $144,674 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-65$12,784,745$1,128,461$17,361iApproximate average salary by contribution assumption: employee only about $434,023 at 4% or $289,349 at 6%; with 50% employer match about $289,349 at 4% or $192,899 at 6%; with 100% employer match about $217,012 at 4% or $144,674 at 6%.
2012162$10,095,284$1,058,314$17,070iApproximate average salary by contribution assumption: employee only about $426,740 at 4% or $284,493 at 6%; with 50% employer match about $284,493 at 4% or $189,662 at 6%; with 100% employer match about $213,370 at 4% or $142,247 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-62$10,095,284$1,058,314$17,070iApproximate average salary by contribution assumption: employee only about $426,740 at 4% or $284,493 at 6%; with 50% employer match about $284,493 at 4% or $189,662 at 6%; with 100% employer match about $213,370 at 4% or $142,247 at 6%.
2011159$8,922,565$812,471$13,771iApproximate average salary by contribution assumption: employee only about $344,267 at 4% or $229,512 at 6%; with 50% employer match about $229,512 at 4% or $153,008 at 6%; with 100% employer match about $172,134 at 4% or $114,756 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-59$8,922,565$812,471$13,771iApproximate average salary by contribution assumption: employee only about $344,267 at 4% or $229,512 at 6%; with 50% employer match about $229,512 at 4% or $153,008 at 6%; with 100% employer match about $172,134 at 4% or $114,756 at 6%.
2010159$8,591,556$625,047$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-59$8,591,556$625,047$10,594iApproximate average salary by contribution assumption: employee only about $264,850 at 4% or $176,567 at 6%; with 50% employer match about $176,567 at 4% or $117,711 at 6%; with 100% employer match about $132,425 at 4% or $88,283 at 6%.
2009155$7,133,070$847,935$15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-55$7,133,070$847,935$15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%.
2008145$5,275,882$704,405$15,653iApproximate average salary by contribution assumption: employee only about $391,336 at 4% or $260,891 at 6%; with 50% employer match about $260,891 at 4% or $173,927 at 6%; with 100% employer match about $195,668 at 4% or $130,445 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-45$5,275,882$704,405$15,653iApproximate average salary by contribution assumption: employee only about $391,336 at 4% or $260,891 at 6%; with 50% employer match about $260,891 at 4% or $173,927 at 6%; with 100% employer match about $195,668 at 4% or $130,445 at 6%.
2007137$6,982,086$679,119$18,355iApproximate average salary by contribution assumption: employee only about $458,864 at 4% or $305,909 at 6%; with 50% employer match about $305,909 at 4% or $203,940 at 6%; with 100% employer match about $229,432 at 4% or $152,955 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-37$6,982,086$679,119$18,355iApproximate average salary by contribution assumption: employee only about $458,864 at 4% or $305,909 at 6%; with 50% employer match about $305,909 at 4% or $203,940 at 6%; with 100% employer match about $229,432 at 4% or $152,955 at 6%.
2006139$6,393,379$531,354$13,624iApproximate average salary by contribution assumption: employee only about $340,612 at 4% or $227,074 at 6%; with 50% employer match about $227,074 at 4% or $151,383 at 6%; with 100% employer match about $170,306 at 4% or $113,537 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-39$6,393,379$531,354$13,624iApproximate average salary by contribution assumption: employee only about $340,612 at 4% or $227,074 at 6%; with 50% employer match about $227,074 at 4% or $151,383 at 6%; with 100% employer match about $170,306 at 4% or $113,537 at 6%.
2005136$5,765,932$615,857$17,107iApproximate average salary by contribution assumption: employee only about $427,678 at 4% or $285,119 at 6%; with 50% employer match about $285,119 at 4% or $190,079 at 6%; with 100% employer match about $213,839 at 4% or $142,559 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-36$5,765,932$615,857$17,107iApproximate average salary by contribution assumption: employee only about $427,678 at 4% or $285,119 at 6%; with 50% employer match about $285,119 at 4% or $190,079 at 6%; with 100% employer match about $213,839 at 4% or $142,559 at 6%.
2004143$5,169,091$649,313$15,100iApproximate average salary by contribution assumption: employee only about $377,508 at 4% or $251,672 at 6%; with 50% employer match about $251,672 at 4% or $167,781 at 6%; with 100% employer match about $188,754 at 4% or $125,836 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-43$5,169,091$649,313$15,100iApproximate average salary by contribution assumption: employee only about $377,508 at 4% or $251,672 at 6%; with 50% employer match about $251,672 at 4% or $167,781 at 6%; with 100% employer match about $188,754 at 4% or $125,836 at 6%.
2003148$4,049,091$518,730$10,807iApproximate average salary by contribution assumption: employee only about $270,172 at 4% or $180,115 at 6%; with 50% employer match about $180,115 at 4% or $120,076 at 6%; with 100% employer match about $135,086 at 4% or $90,057 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-48$4,049,091$518,730$10,807iApproximate average salary by contribution assumption: employee only about $270,172 at 4% or $180,115 at 6%; with 50% employer match about $180,115 at 4% or $120,076 at 6%; with 100% employer match about $135,086 at 4% or $90,057 at 6%.
2002145$2,856,853$496,187$11,026iApproximate average salary by contribution assumption: employee only about $275,659 at 4% or $183,773 at 6%; with 50% employer match about $183,773 at 4% or $122,515 at 6%; with 100% employer match about $137,830 at 4% or $91,886 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-45$2,856,853$496,187$11,026iApproximate average salary by contribution assumption: employee only about $275,659 at 4% or $183,773 at 6%; with 50% employer match about $183,773 at 4% or $122,515 at 6%; with 100% employer match about $137,830 at 4% or $91,886 at 6%.
2001142$0$0-
401(K) Ee Svgs Pl of Markowitz Herbold-42---
2000131$0$0-
401(K) Ee Svgs Pl of Markowitz Herbold-31---
1999138$2,764,453$220,710$5,808iApproximate average salary by contribution assumption: employee only about $145,204 at 4% or $96,803 at 6%; with 50% employer match about $96,803 at 4% or $64,535 at 6%; with 100% employer match about $72,602 at 4% or $48,401 at 6%.
401(K) Ee Svgs Pl of Markowitz Herbold-38$2,764,453$220,710$5,808iApproximate average salary by contribution assumption: employee only about $145,204 at 4% or $96,803 at 6%; with 50% employer match about $96,803 at 4% or $64,535 at 6%; with 100% employer match about $72,602 at 4% or $48,401 at 6%.