Civic Intelligence

J Marshall & Associates LLC

Plan context: J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust

EIN 26-3114705 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$167,918

2024 Contributions

$9,900

Historical Graphs

Total Assets Over Time

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

$311,810$155,905$0201820212024YearValue
$167,918Latest year 2024

Participants Over Time

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

740201820212024YearValue
5Latest year 2024

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
202415$167,918$9,900$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-5$167,918$9,900$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
202316$172,317$45,644$7,607iApproximate average salary by contribution assumption: employee only about $190,183 at 4% or $126,789 at 6%; with 50% employer match about $126,789 at 4% or $84,526 at 6%; with 100% employer match about $95,092 at 4% or $63,394 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-6$172,317$45,644$7,607iApproximate average salary by contribution assumption: employee only about $190,183 at 4% or $126,789 at 6%; with 50% employer match about $126,789 at 4% or $84,526 at 6%; with 100% employer match about $95,092 at 4% or $63,394 at 6%.
202217$226,281$54,649$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-7$226,281$54,649$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.
202117$311,810$53,895$7,699iApproximate average salary by contribution assumption: employee only about $192,482 at 4% or $128,321 at 6%; with 50% employer match about $128,321 at 4% or $85,548 at 6%; with 100% employer match about $96,241 at 4% or $64,161 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-7$311,810$53,895$7,699iApproximate average salary by contribution assumption: employee only about $192,482 at 4% or $128,321 at 6%; with 50% employer match about $128,321 at 4% or $85,548 at 6%; with 100% employer match about $96,241 at 4% or $64,161 at 6%.
202017$216,875$66,124$9,446iApproximate average salary by contribution assumption: employee only about $236,157 at 4% or $157,438 at 6%; with 50% employer match about $157,438 at 4% or $104,959 at 6%; with 100% employer match about $118,079 at 4% or $78,719 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-7$216,875$66,124$9,446iApproximate average salary by contribution assumption: employee only about $236,157 at 4% or $157,438 at 6%; with 50% employer match about $157,438 at 4% or $104,959 at 6%; with 100% employer match about $118,079 at 4% or $78,719 at 6%.
201916$110,672$81,884$13,647iApproximate average salary by contribution assumption: employee only about $341,183 at 4% or $227,456 at 6%; with 50% employer match about $227,456 at 4% or $151,637 at 6%; with 100% employer match about $170,592 at 4% or $113,728 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-6$110,672$81,884$13,647iApproximate average salary by contribution assumption: employee only about $341,183 at 4% or $227,456 at 6%; with 50% employer match about $227,456 at 4% or $151,637 at 6%; with 100% employer match about $170,592 at 4% or $113,728 at 6%.
201817$17,354$18,079$2,583iApproximate average salary by contribution assumption: employee only about $64,568 at 4% or $43,045 at 6%; with 50% employer match about $43,045 at 4% or $28,697 at 6%; with 100% employer match about $32,284 at 4% or $21,523 at 6%.
J Marshall & Associates LLC 401(K) Profit Sharing Plan & Trust-7$17,354$18,079$2,583iApproximate average salary by contribution assumption: employee only about $64,568 at 4% or $43,045 at 6%; with 50% employer match about $43,045 at 4% or $28,697 at 6%; with 100% employer match about $32,284 at 4% or $21,523 at 6%.