Marshall Strategy Inc
Plan context: Marshall Strategy Inc 401 K Profit Sharing Plan Trust
EIN 27-0007183 • San Francisco, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$271,899
2019 Contributions
$52,013
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Marshall Strategy Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2018 | 1 | 5 | $271,899 | $52,013 | $10,403iApproximate average salary by contribution assumption: employee only about $260,065 at 4% or $173,377 at 6%; with 50% employer match about $173,377 at 4% or $115,584 at 6%; with 100% employer match about $130,033 at 4% or $86,688 at 6%. |
| Marshall Strategy Inc 401 K Profit Sharing Plan Trust | - | 5 | $271,899 | $52,013 | $10,403iApproximate average salary by contribution assumption: employee only about $260,065 at 4% or $173,377 at 6%; with 50% employer match about $173,377 at 4% or $115,584 at 6%; with 100% employer match about $130,033 at 4% or $86,688 at 6%. |
| 2017 | 1 | 5 | $246,916 | $72,897 | $14,579iApproximate average salary by contribution assumption: employee only about $364,485 at 4% or $242,990 at 6%; with 50% employer match about $242,990 at 4% or $161,993 at 6%; with 100% employer match about $182,243 at 4% or $121,495 at 6%. |
| Marshall Strategy Inc 401 K Profit Sharing Plan Trust | - | 5 | $246,916 | $72,897 | $14,579iApproximate average salary by contribution assumption: employee only about $364,485 at 4% or $242,990 at 6%; with 50% employer match about $242,990 at 4% or $161,993 at 6%; with 100% employer match about $182,243 at 4% or $121,495 at 6%. |
| 2016 | 1 | 5 | $136,134 | $53,659 | $10,732iApproximate average salary by contribution assumption: employee only about $268,295 at 4% or $178,863 at 6%; with 50% employer match about $178,863 at 4% or $119,242 at 6%; with 100% employer match about $134,148 at 4% or $89,432 at 6%. |
| Marshall Strategy Inc 401 K Profit Sharing Plan Trust | - | 5 | $136,134 | $53,659 | $10,732iApproximate average salary by contribution assumption: employee only about $268,295 at 4% or $178,863 at 6%; with 50% employer match about $178,863 at 4% or $119,242 at 6%; with 100% employer match about $134,148 at 4% or $89,432 at 6%. |
| 2015 | 1 | 4 | $77,379 | $78,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Marshall Strategy Inc 401 K Profit Sharing Plan Trust | - | 4 | $77,379 | $78,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |