Civic Intelligence

Jeffrey a Marshall Marshall & Associates

Plan context: Marshall & Associates 401K Plan

EIN 23-2168786 • 7 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

17

2005 Assets

$871,367

2005 Contributions

$60,319

Historical Graphs

Total Assets Over Time

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

$871,367$435,684$0199920032005YearValue
$871,367Latest year 2005

Participants Over Time

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

1890199920022005YearValue
17Latest year 2005

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
2005117$871,367$60,319$3,548iApproximate average salary by contribution assumption: employee only about $88,704 at 4% or $59,136 at 6%; with 50% employer match about $59,136 at 4% or $39,424 at 6%; with 100% employer match about $44,352 at 4% or $29,568 at 6%.
Marshall & Associates 401K Plan-17$871,367$60,319$3,548iApproximate average salary by contribution assumption: employee only about $88,704 at 4% or $59,136 at 6%; with 50% employer match about $59,136 at 4% or $39,424 at 6%; with 100% employer match about $44,352 at 4% or $29,568 at 6%.
2004118$768,027$33,887$1,883iApproximate average salary by contribution assumption: employee only about $47,065 at 4% or $31,377 at 6%; with 50% employer match about $31,377 at 4% or $20,918 at 6%; with 100% employer match about $23,533 at 4% or $15,688 at 6%.
Marshall & Associates 401K Plan-18$768,027$33,887$1,883iApproximate average salary by contribution assumption: employee only about $47,065 at 4% or $31,377 at 6%; with 50% employer match about $31,377 at 4% or $20,918 at 6%; with 100% employer match about $23,533 at 4% or $15,688 at 6%.
2003114$679,055$58,992$4,214iApproximate average salary by contribution assumption: employee only about $105,343 at 4% or $70,229 at 6%; with 50% employer match about $70,229 at 4% or $46,819 at 6%; with 100% employer match about $52,671 at 4% or $35,114 at 6%.
Marshall & Associates 401K Plan-14$679,055$58,992$4,214iApproximate average salary by contribution assumption: employee only about $105,343 at 4% or $70,229 at 6%; with 50% employer match about $70,229 at 4% or $46,819 at 6%; with 100% employer match about $52,671 at 4% or $35,114 at 6%.
2002112$0$0-
Marshall & Associates 401K Plan-12---
200119$0$0-
Marshall & Associates 401K Plan-9---
200019$559,976$49,585$5,509iApproximate average salary by contribution assumption: employee only about $137,736 at 4% or $91,824 at 6%; with 50% employer match about $91,824 at 4% or $61,216 at 6%; with 100% employer match about $68,868 at 4% or $45,912 at 6%.
Marshall & Associates 401K Plan-9$559,976$49,585$5,509iApproximate average salary by contribution assumption: employee only about $137,736 at 4% or $91,824 at 6%; with 50% employer match about $91,824 at 4% or $61,216 at 6%; with 100% employer match about $68,868 at 4% or $45,912 at 6%.
199917$536,083$50,532$7,219iApproximate average salary by contribution assumption: employee only about $180,471 at 4% or $120,314 at 6%; with 50% employer match about $120,314 at 4% or $80,210 at 6%; with 100% employer match about $90,236 at 4% or $60,157 at 6%.
Marshall & Associates 401K Plan-7$536,083$50,532$7,219iApproximate average salary by contribution assumption: employee only about $180,471 at 4% or $120,314 at 6%; with 50% employer match about $120,314 at 4% or $80,210 at 6%; with 100% employer match about $90,236 at 4% or $60,157 at 6%.