Civic Intelligence

William L. Marshall & Associates, I

Plan context: William L. Marshall & Associates Inc. 401K Plan

EIN 23-2067635 • Doylestown, PA • 17 filings • 3 plans

33 West Court StreetDoylestown, PA 18901
Current Snapshot

Latest Year

2015

2015 Participants

19

2015 Assets

$5,883,475

2015 Contributions

$339,784

Historical Graphs

Total Assets Over Time

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

$5,883,475$2,941,738$0199920072015YearValue
$5,883,475Latest year 2015

Participants Over Time

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

21110199920072015YearValue
19Latest year 2015

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
2015119$5,883,475$339,784$17,883iApproximate average salary by contribution assumption: employee only about $447,084 at 4% or $298,056 at 6%; with 50% employer match about $298,056 at 4% or $198,704 at 6%; with 100% employer match about $223,542 at 4% or $149,028 at 6%.
William L. Marshall & Associates Inc. 401K Plan-19$5,883,475$339,784$17,883iApproximate average salary by contribution assumption: employee only about $447,084 at 4% or $298,056 at 6%; with 50% employer match about $298,056 at 4% or $198,704 at 6%; with 100% employer match about $223,542 at 4% or $149,028 at 6%.
2014121$5,774,205$317,887$15,137iApproximate average salary by contribution assumption: employee only about $378,437 at 4% or $252,291 at 6%; with 50% employer match about $252,291 at 4% or $168,194 at 6%; with 100% employer match about $189,218 at 4% or $126,146 at 6%.
William L. Marshall & Associates Inc. 401K Plan-21$5,774,205$317,887$15,137iApproximate average salary by contribution assumption: employee only about $378,437 at 4% or $252,291 at 6%; with 50% employer match about $252,291 at 4% or $168,194 at 6%; with 100% employer match about $189,218 at 4% or $126,146 at 6%.
2013121$5,152,961$296,511$14,120iApproximate average salary by contribution assumption: employee only about $352,989 at 4% or $235,326 at 6%; with 50% employer match about $235,326 at 4% or $156,884 at 6%; with 100% employer match about $176,495 at 4% or $117,663 at 6%.
William L. Marshall & Associates Inc. 401K Plan-21$5,152,961$296,511$14,120iApproximate average salary by contribution assumption: employee only about $352,989 at 4% or $235,326 at 6%; with 50% employer match about $235,326 at 4% or $156,884 at 6%; with 100% employer match about $176,495 at 4% or $117,663 at 6%.
2012121$4,023,514$246,893$11,757iApproximate average salary by contribution assumption: employee only about $293,920 at 4% or $195,947 at 6%; with 50% employer match about $195,947 at 4% or $130,631 at 6%; with 100% employer match about $146,960 at 4% or $97,973 at 6%.
William L. Marshall & Associates Inc. 401K Plan-21$4,023,514$246,893$11,757iApproximate average salary by contribution assumption: employee only about $293,920 at 4% or $195,947 at 6%; with 50% employer match about $195,947 at 4% or $130,631 at 6%; with 100% employer match about $146,960 at 4% or $97,973 at 6%.
2011120$3,389,735$244,266$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,555 at 6%; with 50% employer match about $203,555 at 4% or $135,703 at 6%; with 100% employer match about $152,666 at 4% or $101,778 at 6%.
William L. Marshall & Associates Inc. 401K Plan-20$3,389,735$244,266$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,555 at 6%; with 50% employer match about $203,555 at 4% or $135,703 at 6%; with 100% employer match about $152,666 at 4% or $101,778 at 6%.
2010119$3,325,242$207,684$10,931iApproximate average salary by contribution assumption: employee only about $273,268 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,089 at 6%.
William L. Marshall & Associates Inc. 401K Plan-19$3,325,242$207,684$10,931iApproximate average salary by contribution assumption: employee only about $273,268 at 4% or $182,179 at 6%; with 50% employer match about $182,179 at 4% or $121,453 at 6%; with 100% employer match about $136,634 at 4% or $91,089 at 6%.
2009120$2,778,393$198,489$9,924iApproximate average salary by contribution assumption: employee only about $248,111 at 4% or $165,408 at 6%; with 50% employer match about $165,408 at 4% or $110,272 at 6%; with 100% employer match about $124,056 at 4% or $82,704 at 6%.
William L. Marshall & Associates Inc. 401K Plan-20$2,778,393$198,489$9,924iApproximate average salary by contribution assumption: employee only about $248,111 at 4% or $165,408 at 6%; with 50% employer match about $165,408 at 4% or $110,272 at 6%; with 100% employer match about $124,056 at 4% or $82,704 at 6%.
2008118$1,931,277$256,454$14,247iApproximate average salary by contribution assumption: employee only about $356,186 at 4% or $237,457 at 6%; with 50% employer match about $237,457 at 4% or $158,305 at 6%; with 100% employer match about $178,093 at 4% or $118,729 at 6%.
William L. Marshall & Associates Inc. 401K Plan-18$1,931,277$256,454$14,247iApproximate average salary by contribution assumption: employee only about $356,186 at 4% or $237,457 at 6%; with 50% employer match about $237,457 at 4% or $158,305 at 6%; with 100% employer match about $178,093 at 4% or $118,729 at 6%.
2007116$2,823,056$243,383$15,211iApproximate average salary by contribution assumption: employee only about $380,286 at 4% or $253,524 at 6%; with 50% employer match about $253,524 at 4% or $169,016 at 6%; with 100% employer match about $190,143 at 4% or $126,762 at 6%.
William L. Marshall & Associates Inc. 401K Plan-16$2,823,056$243,383$15,211iApproximate average salary by contribution assumption: employee only about $380,286 at 4% or $253,524 at 6%; with 50% employer match about $253,524 at 4% or $169,016 at 6%; with 100% employer match about $190,143 at 4% or $126,762 at 6%.
2006115$2,276,496$199,535$13,302iApproximate average salary by contribution assumption: employee only about $332,558 at 4% or $221,706 at 6%; with 50% employer match about $221,706 at 4% or $147,804 at 6%; with 100% employer match about $166,279 at 4% or $110,853 at 6%.
William L. Marshall & Associates Inc. 401K Plan-15$2,276,496$199,535$13,302iApproximate average salary by contribution assumption: employee only about $332,558 at 4% or $221,706 at 6%; with 50% employer match about $221,706 at 4% or $147,804 at 6%; with 100% employer match about $166,279 at 4% or $110,853 at 6%.
2005116$1,725,047$178,821$11,176iApproximate average salary by contribution assumption: employee only about $279,408 at 4% or $186,272 at 6%; with 50% employer match about $186,272 at 4% or $124,181 at 6%; with 100% employer match about $139,704 at 4% or $93,136 at 6%.
William L. Marshall & Associates Inc. 401K Plan-16$1,725,047$178,821$11,176iApproximate average salary by contribution assumption: employee only about $279,408 at 4% or $186,272 at 6%; with 50% employer match about $186,272 at 4% or $124,181 at 6%; with 100% employer match about $139,704 at 4% or $93,136 at 6%.
2004114$1,457,145$149,445$10,675iApproximate average salary by contribution assumption: employee only about $266,866 at 4% or $177,911 at 6%; with 50% employer match about $177,911 at 4% or $118,607 at 6%; with 100% employer match about $133,433 at 4% or $88,955 at 6%.
William L. Marshall & Associates Inc. 401K Plan-14$1,457,145$149,445$10,675iApproximate average salary by contribution assumption: employee only about $266,866 at 4% or $177,911 at 6%; with 50% employer match about $177,911 at 4% or $118,607 at 6%; with 100% employer match about $133,433 at 4% or $88,955 at 6%.
2003113$1,119,424$115,488$8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,062 at 6%; with 50% employer match about $148,062 at 4% or $98,708 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%.
William L. Marshall & Associates Inc. 401K Plan-13$1,119,424$115,488$8,884iApproximate average salary by contribution assumption: employee only about $222,092 at 4% or $148,062 at 6%; with 50% employer match about $148,062 at 4% or $98,708 at 6%; with 100% employer match about $111,046 at 4% or $74,031 at 6%.
2002114$729,166$114,889$8,206iApproximate average salary by contribution assumption: employee only about $205,159 at 4% or $136,773 at 6%; with 50% employer match about $136,773 at 4% or $91,182 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%.
William L. Marshall & Associates Inc. 401K Plan-14$729,166$114,889$8,206iApproximate average salary by contribution assumption: employee only about $205,159 at 4% or $136,773 at 6%; with 50% employer match about $136,773 at 4% or $91,182 at 6%; with 100% employer match about $102,579 at 4% or $68,386 at 6%.
2001113$743,552$116,661$8,974iApproximate average salary by contribution assumption: employee only about $224,348 at 4% or $149,565 at 6%; with 50% employer match about $149,565 at 4% or $99,710 at 6%; with 100% employer match about $112,174 at 4% or $74,783 at 6%.
William L. Marshall & Associates Inc. 401K Plan-13$743,552$116,661$8,974iApproximate average salary by contribution assumption: employee only about $224,348 at 4% or $149,565 at 6%; with 50% employer match about $149,565 at 4% or $99,710 at 6%; with 100% employer match about $112,174 at 4% or $74,783 at 6%.
2000112$683,457$105,927$8,827iApproximate average salary by contribution assumption: employee only about $220,681 at 4% or $147,121 at 6%; with 50% employer match about $147,121 at 4% or $98,081 at 6%; with 100% employer match about $110,341 at 4% or $73,560 at 6%.
William L. Marshall & Associates Inc. 401K Plan-12$683,457$105,927$8,827iApproximate average salary by contribution assumption: employee only about $220,681 at 4% or $147,121 at 6%; with 50% employer match about $147,121 at 4% or $98,081 at 6%; with 100% employer match about $110,341 at 4% or $73,560 at 6%.
1999113$586,617$79,686$6,130iApproximate average salary by contribution assumption: employee only about $153,242 at 4% or $102,162 at 6%; with 50% employer match about $102,162 at 4% or $68,108 at 6%; with 100% employer match about $76,621 at 4% or $51,081 at 6%.
William L. Marshall & Associates Inc. 401K Plan-13$586,617$79,686$6,130iApproximate average salary by contribution assumption: employee only about $153,242 at 4% or $102,162 at 6%; with 50% employer match about $102,162 at 4% or $68,108 at 6%; with 100% employer match about $76,621 at 4% or $51,081 at 6%.