Civic Intelligence

Strategic Alternatives

Plan context: Ira Marks 401 (K) Plan

EIN 94-3079200 • Laguna Niguel, CA • 34 filings • 8 plans

31 Woodhaven DriveLaguna Niguel, CA 92677
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$341,953

2017 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$473,318$236,659$0199920102017YearValue
$341,953Latest year 2017

Participants Over Time

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

320199920092017YearValue
1Latest 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
201711$341,953$0-
Ira Marks 401 (K) Plan-1$341,953--
201611$355,814$0-
Ira Marks 401 (K) Plan-1$355,814--
201511$397,740$0-
Ira Marks 401 (K) Plan-1$397,740--
201411$439,846$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Ira Marks 401 (K) Plan-1$439,846$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201311$427,360$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Ira Marks 401 (K) Plan-1$427,360$48,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
201211$343,529$157,799$157,799iApproximate average salary by contribution assumption: employee only about $3,944,975 at 4% or $2,629,983 at 6%; with 50% employer match about $2,629,983 at 4% or $1,753,322 at 6%; with 100% employer match about $1,972,488 at 4% or $1,314,992 at 6%.
Ira Marks 401 (K) Plan-1$343,529$157,799$157,799iApproximate average salary by contribution assumption: employee only about $3,944,975 at 4% or $2,629,983 at 6%; with 50% employer match about $2,629,983 at 4% or $1,753,322 at 6%; with 100% employer match about $1,972,488 at 4% or $1,314,992 at 6%.
201111$169,779$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Ira Marks 401 (K) Plan-1$169,779$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201011$153,622$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Ira Marks 401 (K) Plan-1$153,622$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200911$121,530$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Ira Marks 401 (K) Plan-1$121,530$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200811$0$0-
Ira Marks 401 (K) Plan-1---
200711$0$0-
Ira Marks 401 (K) Plan-1---
200631$123,290$21,138$21,138iApproximate average salary by contribution assumption: employee only about $528,450 at 4% or $352,300 at 6%; with 50% employer match about $352,300 at 4% or $234,867 at 6%; with 100% employer match about $264,225 at 4% or $176,150 at 6%.
Ira Marks 401 (K) Plan-1$123,290$21,138$21,138iApproximate average salary by contribution assumption: employee only about $528,450 at 4% or $352,300 at 6%; with 50% employer match about $352,300 at 4% or $234,867 at 6%; with 100% employer match about $264,225 at 4% or $176,150 at 6%.
Ira Marks Profit Sharing Plan-0---
Ira Marks Money Purchase Pension Plan-0---
200520$90,302$0-
Ira Marks Profit Sharing Plan-0$56,054--
Ira Marks Money Purchase Pension Plan-0$34,248--
200430$97,028$0-
IRA MARKS PROFIT SHARING PLAN-0$56,174--
IRA MARKS MONEY PURCHASE PENSION PLAN-0$40,854--
Ira M. Marks Defined Benefit Pension Plan-0---
200332$38,339$0-
Ira Marks Money Purchase Pension Plan-0$38,339--
Ira M. Marks Defined Benefit Pension Plan-2---
Ira Marks Profit Sharing Plan-0---
200232$0$0-
Ira Marks Money Purchase Pension Plan-1---
Ira Marks Profit Sharing Plan-1---
Ira M. Marks Defined Benefit Pension Plan-2---
200133$0$0-
Ira Marks Money Purchase Pension Plan-3---
Ira Marks Profit Sharing Plan-3---
Ira M. Marks Defined Benefit Pension Plan-2---
200032$299,740$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Ira Marks Profit Sharing Plan-2$204,162$15,240$7,620iApproximate average salary by contribution assumption: employee only about $190,500 at 4% or $127,000 at 6%; with 50% employer match about $127,000 at 4% or $84,667 at 6%; with 100% employer match about $95,250 at 4% or $63,500 at 6%.
Ira Marks Money Purchase Pension Plan-2$95,578$14,760$7,380iApproximate average salary by contribution assumption: employee only about $184,500 at 4% or $123,000 at 6%; with 50% employer match about $123,000 at 4% or $82,000 at 6%; with 100% employer match about $92,250 at 4% or $61,500 at 6%.
Ira M. Marks Defined Benefit Pension Plan-2---
199932$473,318$168,150$84,075iApproximate average salary by contribution assumption: employee only about $2,101,875 at 4% or $1,401,250 at 6%; with 50% employer match about $1,401,250 at 4% or $934,167 at 6%; with 100% employer match about $1,050,938 at 4% or $700,625 at 6%.
Ira Marks Profit Sharing Plan-2$211,638$16,679$8,340iApproximate average salary by contribution assumption: employee only about $208,488 at 4% or $138,992 at 6%; with 50% employer match about $138,992 at 4% or $92,661 at 6%; with 100% employer match about $104,244 at 4% or $69,496 at 6%.
Ira M. Marks Defined Benefit Pension Plan-2$138,150$138,150$69,075iApproximate average salary by contribution assumption: employee only about $1,726,875 at 4% or $1,151,250 at 6%; with 50% employer match about $1,151,250 at 4% or $767,500 at 6%; with 100% employer match about $863,438 at 4% or $575,625 at 6%.
Ira Marks Money Purchase Pension Plan-2$123,530$13,321$6,661iApproximate average salary by contribution assumption: employee only about $166,513 at 4% or $111,008 at 6%; with 50% employer match about $111,008 at 4% or $74,006 at 6%; with 100% employer match about $83,256 at 4% or $55,504 at 6%.