Civic Intelligence

GARY A. MARGOLIS, ACCT. CORP.

Plan context: GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN

EIN 95-4356130 • Pasadena, CA • 31 filings • 3 plans

3452 E. Foothill Blvd. #125Pasadena, CA 91107
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$6,857,564

2025 Contributions

$67,412

Historical Graphs

Total Assets Over Time

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

$6,857,564$3,428,782$0200420162025YearValue
$6,857,564Latest year 2025

Participants Over Time

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

1470200420152025YearValue
12Latest year 2025

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
2025112$6,857,564$0-
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-12$6,857,564$0-
2024114$5,576,730$0-
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-14$5,576,730$0-
2023113$2,342,859$67,412$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,426 at 6%; with 50% employer match about $86,426 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-13$2,342,859$67,412$5,186iApproximate average salary by contribution assumption: employee only about $129,638 at 4% or $86,426 at 6%; with 50% employer match about $86,426 at 4% or $57,617 at 6%; with 100% employer match about $64,819 at 4% or $43,213 at 6%.
2022214$961,494$91,599$6,543iApproximate average salary by contribution assumption: employee only about $163,570 at 4% or $109,046 at 6%; with 50% employer match about $109,046 at 4% or $72,698 at 6%; with 100% employer match about $81,785 at 4% or $54,523 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-14$961,494$91,599$6,543iApproximate average salary by contribution assumption: employee only about $163,570 at 4% or $109,046 at 6%; with 50% employer match about $109,046 at 4% or $72,698 at 6%; with 100% employer match about $81,785 at 4% or $54,523 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-0$0$0-
2021213$4,166,842$196,123$15,086iApproximate average salary by contribution assumption: employee only about $377,160 at 4% or $251,440 at 6%; with 50% employer match about $251,440 at 4% or $167,626 at 6%; with 100% employer match about $188,580 at 4% or $125,720 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-11$2,572,052$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-13$1,594,790$96,123$7,394iApproximate average salary by contribution assumption: employee only about $184,852 at 4% or $123,235 at 6%; with 50% employer match about $123,235 at 4% or $82,156 at 6%; with 100% employer match about $92,426 at 4% or $61,617 at 6%.
2020214$3,339,682$93,576$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-12$2,492,628$0-
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-14$847,054$93,576$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.
2019214$2,712,360$273,774$19,555iApproximate average salary by contribution assumption: employee only about $488,882 at 4% or $325,921 at 6%; with 50% employer match about $325,921 at 4% or $217,281 at 6%; with 100% employer match about $244,441 at 4% or $162,961 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-11$2,206,704$242,000$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%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-14$505,656$31,774$2,270iApproximate average salary by contribution assumption: employee only about $56,739 at 4% or $37,826 at 6%; with 50% employer match about $37,826 at 4% or $25,217 at 6%; with 100% employer match about $28,370 at 4% or $18,913 at 6%.
2018214$1,821,781$327,776$23,413iApproximate average salary by contribution assumption: employee only about $585,314 at 4% or $390,210 at 6%; with 50% employer match about $390,210 at 4% or $260,140 at 6%; with 100% employer match about $292,657 at 4% or $195,105 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-11$1,312,609$244,225$22,202iApproximate average salary by contribution assumption: employee only about $555,057 at 4% or $370,038 at 6%; with 50% employer match about $370,038 at 4% or $246,692 at 6%; with 100% employer match about $277,528 at 4% or $185,019 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-14$509,172$83,551$5,968iApproximate average salary by contribution assumption: employee only about $149,198 at 4% or $99,465 at 6%; with 50% employer match about $99,465 at 4% or $66,310 at 6%; with 100% employer match about $74,599 at 4% or $49,733 at 6%.
2017212$1,900,945$354,548$29,546iApproximate average salary by contribution assumption: employee only about $738,642 at 4% or $492,428 at 6%; with 50% employer match about $492,428 at 4% or $328,285 at 6%; with 100% employer match about $369,321 at 4% or $246,214 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-12$1,279,138$316,439$26,370iApproximate average salary by contribution assumption: employee only about $659,248 at 4% or $439,499 at 6%; with 50% employer match about $439,499 at 4% or $292,999 at 6%; with 100% employer match about $329,624 at 4% or $219,749 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-12$621,807$38,109$3,176iApproximate average salary by contribution assumption: employee only about $79,394 at 4% or $52,929 at 6%; with 50% employer match about $52,929 at 4% or $35,286 at 6%; with 100% employer match about $39,697 at 4% or $26,465 at 6%.
2016212$1,313,970$254,509$21,209iApproximate average salary by contribution assumption: employee only about $530,227 at 4% or $353,485 at 6%; with 50% employer match about $353,485 at 4% or $235,656 at 6%; with 100% employer match about $265,114 at 4% or $176,742 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-5$891,740$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. 401K PROFIT SHARING PLAN-12$422,230$54,509$4,542iApproximate average salary by contribution assumption: employee only about $113,560 at 4% or $75,707 at 6%; with 50% employer match about $75,707 at 4% or $50,471 at 6%; with 100% employer match about $56,780 at 4% or $37,853 at 6%.
201519$611,554$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-9$611,554$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
2014213$952,359$194,478$14,960iApproximate average salary by contribution assumption: employee only about $373,996 at 4% or $249,331 at 6%; with 50% employer match about $249,331 at 4% or $166,221 at 6%; with 100% employer match about $186,998 at 4% or $124,665 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-9$497,909$160,000$17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-13$454,450$34,478$2,652iApproximate average salary by contribution assumption: employee only about $66,304 at 4% or $44,203 at 6%; with 50% employer match about $44,203 at 4% or $29,468 at 6%; with 100% employer match about $33,152 at 4% or $22,101 at 6%.
2013213$697,786$197,406$15,185iApproximate average salary by contribution assumption: employee only about $379,627 at 4% or $253,085 at 6%; with 50% employer match about $253,085 at 4% or $168,723 at 6%; with 100% employer match about $189,813 at 4% or $126,542 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-13$384,462$37,406$2,877iApproximate average salary by contribution assumption: employee only about $71,935 at 4% or $47,956 at 6%; with 50% employer match about $47,956 at 4% or $31,971 at 6%; with 100% employer match about $35,967 at 4% or $23,978 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-9$313,324$160,000$17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%.
2012212$513,305$180,196$15,016iApproximate average salary by contribution assumption: employee only about $375,408 at 4% or $250,272 at 6%; with 50% employer match about $250,272 at 4% or $166,848 at 6%; with 100% employer match about $187,704 at 4% or $125,136 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-12$366,254$33,145$2,762iApproximate average salary by contribution assumption: employee only about $69,052 at 4% or $46,035 at 6%; with 50% employer match about $46,035 at 4% or $30,690 at 6%; with 100% employer match about $34,526 at 4% or $23,017 at 6%.
GARY A. MARGOLIS, ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN-8$147,051$147,051$18,381iApproximate average salary by contribution assumption: employee only about $459,534 at 4% or $306,356 at 6%; with 50% employer match about $306,356 at 4% or $204,238 at 6%; with 100% employer match about $229,767 at 4% or $153,178 at 6%.
2011111$331,292$68,551$6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-11$331,292$68,551$6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%.
2010110$312,418$62,249$6,225iApproximate average salary by contribution assumption: employee only about $155,623 at 4% or $103,748 at 6%; with 50% employer match about $103,748 at 4% or $69,166 at 6%; with 100% employer match about $77,811 at 4% or $51,874 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-10$312,418$62,249$6,225iApproximate average salary by contribution assumption: employee only about $155,623 at 4% or $103,748 at 6%; with 50% employer match about $103,748 at 4% or $69,166 at 6%; with 100% employer match about $77,811 at 4% or $51,874 at 6%.
2009110$243,330$61,709$6,171iApproximate average salary by contribution assumption: employee only about $154,273 at 4% or $102,848 at 6%; with 50% employer match about $102,848 at 4% or $68,566 at 6%; with 100% employer match about $77,136 at 4% or $51,424 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-10$243,330$61,709$6,171iApproximate average salary by contribution assumption: employee only about $154,273 at 4% or $102,848 at 6%; with 50% employer match about $102,848 at 4% or $68,566 at 6%; with 100% employer match about $77,136 at 4% or $51,424 at 6%.
200815$0$0-
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-5---
200713$215,449$54,195$18,065iApproximate average salary by contribution assumption: employee only about $451,625 at 4% or $301,083 at 6%; with 50% employer match about $301,083 at 4% or $200,722 at 6%; with 100% employer match about $225,813 at 4% or $150,542 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-3$215,449$54,195$18,065iApproximate average salary by contribution assumption: employee only about $451,625 at 4% or $301,083 at 6%; with 50% employer match about $301,083 at 4% or $200,722 at 6%; with 100% employer match about $225,813 at 4% or $150,542 at 6%.
200514$145,137$51,643$12,911iApproximate average salary by contribution assumption: employee only about $322,769 at 4% or $215,179 at 6%; with 50% employer match about $215,179 at 4% or $143,453 at 6%; with 100% employer match about $161,384 at 4% or $107,590 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-4$145,137$51,643$12,911iApproximate average salary by contribution assumption: employee only about $322,769 at 4% or $215,179 at 6%; with 50% employer match about $215,179 at 4% or $143,453 at 6%; with 100% employer match about $161,384 at 4% or $107,590 at 6%.
200413$94,191$48,149$16,050iApproximate average salary by contribution assumption: employee only about $401,242 at 4% or $267,494 at 6%; with 50% employer match about $267,494 at 4% or $178,330 at 6%; with 100% employer match about $200,621 at 4% or $133,747 at 6%.
GARY A. MARGOLIS ACCOUNTANCY CORP. PROFIT SHARING PLAN-3$94,191$48,149$16,050iApproximate average salary by contribution assumption: employee only about $401,242 at 4% or $267,494 at 6%; with 50% employer match about $267,494 at 4% or $178,330 at 6%; with 100% employer match about $200,621 at 4% or $133,747 at 6%.