Jeffrey M. Markus Inc.
Plan context: Jeffrey M. Markus Inc. Defined Benefit Plan
EIN 95-4025471 • Van Nuys, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$1,227,054
2016 Contributions
$4,500
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $4,500 | - |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 0 | $0 | $4,500 | - |
| 2015 | 2 | 3 | $1,227,054 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $1,227,054 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2014 | 2 | 8 | $2,255,175 | $108,823 | $13,603iApproximate average salary by contribution assumption: employee only about $340,072 at 4% or $226,715 at 6%; with 50% employer match about $226,715 at 4% or $151,143 at 6%; with 100% employer match about $170,036 at 4% or $113,357 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $1,154,658 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 8 | $1,100,517 | $8,823 | $1,103iApproximate average salary by contribution assumption: employee only about $27,572 at 4% or $18,381 at 6%; with 50% employer match about $18,381 at 4% or $12,254 at 6%; with 100% employer match about $13,786 at 4% or $9,191 at 6%. |
| 2013 | 2 | 7 | $2,454,150 | $139,824 | $19,975iApproximate average salary by contribution assumption: employee only about $499,371 at 4% or $332,914 at 6%; with 50% employer match about $332,914 at 4% or $221,943 at 6%; with 100% employer match about $249,686 at 4% or $166,457 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 4 | $1,383,578 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 7 | $1,070,572 | $9,824 | $1,403iApproximate average salary by contribution assumption: employee only about $35,086 at 4% or $23,390 at 6%; with 50% employer match about $23,390 at 4% or $15,594 at 6%; with 100% employer match about $17,543 at 4% or $11,695 at 6%. |
| 2012 | 2 | 6 | $2,240,614 | $174,036 | $29,006iApproximate average salary by contribution assumption: employee only about $725,150 at 4% or $483,433 at 6%; with 50% employer match about $483,433 at 4% or $322,289 at 6%; with 100% employer match about $362,575 at 4% or $241,717 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $1,234,837 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 6 | $1,005,777 | $9,036 | $1,506iApproximate average salary by contribution assumption: employee only about $37,650 at 4% or $25,100 at 6%; with 50% employer match about $25,100 at 4% or $16,733 at 6%; with 100% employer match about $18,825 at 4% or $12,550 at 6%. |
| 2011 | 2 | 6 | $1,993,254 | $158,142 | $26,357iApproximate average salary by contribution assumption: employee only about $658,925 at 4% or $439,283 at 6%; with 50% employer match about $439,283 at 4% or $292,856 at 6%; with 100% employer match about $329,463 at 4% or $219,642 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $1,035,047 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 6 | $958,207 | $8,142 | $1,357iApproximate average salary by contribution assumption: employee only about $33,925 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,963 at 4% or $11,308 at 6%. |
| 2010 | 2 | 7 | $1,864,508 | $185,828 | $26,547iApproximate average salary by contribution assumption: employee only about $663,671 at 4% or $442,448 at 6%; with 50% employer match about $442,448 at 4% or $294,965 at 6%; with 100% employer match about $331,836 at 4% or $221,224 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 7 | $969,798 | $10,114 | $1,445iApproximate average salary by contribution assumption: employee only about $36,121 at 4% or $24,081 at 6%; with 50% employer match about $24,081 at 4% or $16,054 at 6%; with 100% employer match about $18,061 at 4% or $12,040 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $894,710 | $175,714 | $58,571iApproximate average salary by contribution assumption: employee only about $1,464,283 at 4% or $976,189 at 6%; with 50% employer match about $976,189 at 4% or $650,793 at 6%; with 100% employer match about $732,142 at 4% or $488,094 at 6%. |
| 2009 | 2 | 6 | $1,613,008 | $185,827 | $30,971iApproximate average salary by contribution assumption: employee only about $774,279 at 4% or $516,186 at 6%; with 50% employer match about $516,186 at 4% or $344,124 at 6%; with 100% employer match about $387,140 at 4% or $258,093 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 6 | $923,912 | $3,874 | $646iApproximate average salary by contribution assumption: employee only about $16,142 at 4% or $10,761 at 6%; with 50% employer match about $10,761 at 4% or $7,174 at 6%; with 100% employer match about $8,071 at 4% or $5,381 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $689,096 | $181,953 | $60,651iApproximate average salary by contribution assumption: employee only about $1,516,275 at 4% or $1,010,850 at 6%; with 50% employer match about $1,010,850 at 4% or $673,900 at 6%; with 100% employer match about $758,138 at 4% or $505,425 at 6%. |
| 2008 | 2 | 3 | $0 | $0 | - |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 3 | - | - | - |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | - | - | - |
| 2007 | 3 | 4 | $0 | $0 | - |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | - | - | - |
| JEFFREY M. MARKUS, INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 3 | 5 | $1,102,242 | $223,056 | $44,611iApproximate average salary by contribution assumption: employee only about $1,115,280 at 4% or $743,520 at 6%; with 50% employer match about $743,520 at 4% or $495,680 at 6%; with 100% employer match about $557,640 at 4% or $371,760 at 6%. |
| JEFFREY M. MARKUS, INC. MONEY PURCHASE PENSION PLAN | - | 5 | $801,300 | $17,547 | $3,509iApproximate average salary by contribution assumption: employee only about $87,735 at 4% or $58,490 at 6%; with 50% employer match about $58,490 at 4% or $38,993 at 6%; with 100% employer match about $43,868 at 4% or $29,245 at 6%. |
| Jeffrey M. Markus Inc. Defined Benefit Plan | - | 3 | $205,509 | $205,509 | $68,503iApproximate average salary by contribution assumption: employee only about $1,712,575 at 4% or $1,141,717 at 6%; with 50% employer match about $1,141,717 at 4% or $761,144 at 6%; with 100% employer match about $856,288 at 4% or $570,858 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 2 | $95,433 | - | - |
| 2005 | 2 | 5 | $823,935 | $61,512 | $12,302iApproximate average salary by contribution assumption: employee only about $307,560 at 4% or $205,040 at 6%; with 50% employer match about $205,040 at 4% or $136,693 at 6%; with 100% employer match about $153,780 at 4% or $102,520 at 6%. |
| JEFFREY M. MARKUS, INC. MONEY PURCHASE PENSION PLAN | - | 5 | $732,148 | $12,312 | $2,462iApproximate average salary by contribution assumption: employee only about $61,560 at 4% or $41,040 at 6%; with 50% employer match about $41,040 at 4% or $27,360 at 6%; with 100% employer match about $30,780 at 4% or $20,520 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 2 | $91,787 | $49,200 | $24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%. |
| 2004 | 2 | 4 | $687,088 | $10,603 | $2,651iApproximate average salary by contribution assumption: employee only about $66,269 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,453 at 6%; with 100% employer match about $33,134 at 4% or $22,090 at 6%. |
| JEFFREY M. MARKUS, INC. MONEY PURCHASE PENSION PLAN | - | 4 | $687,088 | $10,603 | $2,651iApproximate average salary by contribution assumption: employee only about $66,269 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,453 at 6%; with 100% employer match about $33,134 at 4% or $22,090 at 6%. |
| Jeffrey M. Markus Inc. Profit Sharing Plan | - | 2 | - | - | - |