Richard Marx Inc.
Plan context: Richard Marx Inc. Profit Sharing Plan
EIN 95-4033421 • 17 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$946,221
2016 Contributions
$44,000
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 | 1 | $946,221 | $0 | - |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $946,221 | - | - |
| 2015 | 1 | 1 | $1,829,555 | $0 | - |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $1,829,555 | - | - |
| 2014 | 1 | 1 | $1,845,142 | $0 | - |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $1,845,142 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Richard Marx Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 2 | $1,188,936 | $44,000 | $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%. |
| Richard Marx Inc. Profit Sharing Plan | - | 2 | $1,188,936 | $44,000 | $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%. |
| 2005 | 1 | 2 | $1,096,648 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| Richard Marx Inc. Profit Sharing Plan | - | 2 | $1,096,648 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2004 | 1 | 1 | $954,163 | $35,883 | $35,883iApproximate average salary by contribution assumption: employee only about $897,075 at 4% or $598,050 at 6%; with 50% employer match about $598,050 at 4% or $398,700 at 6%; with 100% employer match about $448,538 at 4% or $299,025 at 6%. |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $954,163 | $35,883 | $35,883iApproximate average salary by contribution assumption: employee only about $897,075 at 4% or $598,050 at 6%; with 50% employer match about $598,050 at 4% or $398,700 at 6%; with 100% employer match about $448,538 at 4% or $299,025 at 6%. |
| 2003 | 1 | 1 | $912,071 | $19,385 | $19,385iApproximate average salary by contribution assumption: employee only about $484,625 at 4% or $323,083 at 6%; with 50% employer match about $323,083 at 4% or $215,389 at 6%; with 100% employer match about $242,313 at 4% or $161,542 at 6%. |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $912,071 | $19,385 | $19,385iApproximate average salary by contribution assumption: employee only about $484,625 at 4% or $323,083 at 6%; with 50% employer match about $323,083 at 4% or $215,389 at 6%; with 100% employer match about $242,313 at 4% or $161,542 at 6%. |
| 2002 | 2 | 1 | $983,527 | $184,762 | $184,762iApproximate average salary by contribution assumption: employee only about $4,619,050 at 4% or $3,079,367 at 6%; with 50% employer match about $3,079,367 at 4% or $2,052,911 at 6%; with 100% employer match about $2,309,525 at 4% or $1,539,683 at 6%. |
| Richard Marx Inc. Profit Sharing Plan | - | 1 | $983,527 | $175,962 | $175,962iApproximate average salary by contribution assumption: employee only about $4,399,050 at 4% or $2,932,700 at 6%; with 50% employer match about $2,932,700 at 4% or $1,955,133 at 6%; with 100% employer match about $2,199,525 at 4% or $1,466,350 at 6%. |
| Richard Marx Inc. Money Purchase Pension Plan | - | 0 | - | $8,800 | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Richard Marx Inc. Money Purchase Pension Plan | - | 2 | - | - | - |
| Richard Marx Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $598,651 | $14,873 | $7,437iApproximate average salary by contribution assumption: employee only about $185,913 at 4% or $123,942 at 6%; with 50% employer match about $123,942 at 4% or $82,628 at 6%; with 100% employer match about $92,956 at 4% or $61,971 at 6%. |
| Richard Marx Inc. Profit Sharing Plan | - | 2 | $305,370 | $14,873 | $7,437iApproximate average salary by contribution assumption: employee only about $185,913 at 4% or $123,942 at 6%; with 50% employer match about $123,942 at 4% or $82,628 at 6%; with 100% employer match about $92,956 at 4% or $61,971 at 6%. |
| Richard Marx Inc. Money Purchase Pension Plan | - | 2 | $293,281 | - | - |
| 1999 | 2 | 3 | $488,911 | $6,240 | $2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%. |
| Richard Marx Inc. Money Purchase Pension Plan | - | 3 | $253,075 | - | - |
| Richard Marx Inc. Profit Sharing Plan | - | 3 | $235,836 | $6,240 | $2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%. |