Jim Marshall Insurance, Inc.
Plan context: Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan
EIN 30-0344640 • 11 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
3
2013 Assets
$125,403
2013 Contributions
$8,275
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 |
|---|---|---|---|---|---|
| 2013 | 2 | 3 | $125,403 | $8,275 | $2,758iApproximate average salary by contribution assumption: employee only about $68,958 at 4% or $45,972 at 6%; with 50% employer match about $45,972 at 4% or $30,648 at 6%; with 100% employer match about $34,479 at 4% or $22,986 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 3 | $125,403 | $8,275 | $2,758iApproximate average salary by contribution assumption: employee only about $68,958 at 4% or $45,972 at 6%; with 50% employer match about $45,972 at 4% or $30,648 at 6%; with 100% employer match about $34,479 at 4% or $22,986 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2012 | 1 | 3 | $117,546 | $3,020 | $1,007iApproximate average salary by contribution assumption: employee only about $25,167 at 4% or $16,778 at 6%; with 50% employer match about $16,778 at 4% or $11,185 at 6%; with 100% employer match about $12,583 at 4% or $8,389 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 3 | $117,546 | $3,020 | $1,007iApproximate average salary by contribution assumption: employee only about $25,167 at 4% or $16,778 at 6%; with 50% employer match about $16,778 at 4% or $11,185 at 6%; with 100% employer match about $12,583 at 4% or $8,389 at 6%. |
| 2011 | 1 | 4 | $116,149 | $2,415 | $604iApproximate average salary by contribution assumption: employee only about $15,094 at 4% or $10,063 at 6%; with 50% employer match about $10,063 at 4% or $6,708 at 6%; with 100% employer match about $7,547 at 4% or $5,031 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 4 | $116,149 | $2,415 | $604iApproximate average salary by contribution assumption: employee only about $15,094 at 4% or $10,063 at 6%; with 50% employer match about $10,063 at 4% or $6,708 at 6%; with 100% employer match about $7,547 at 4% or $5,031 at 6%. |
| 2010 | 1 | 4 | $114,458 | $1,110 | $278iApproximate average salary by contribution assumption: employee only about $6,938 at 4% or $4,625 at 6%; with 50% employer match about $4,625 at 4% or $3,083 at 6%; with 100% employer match about $3,469 at 4% or $2,313 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 4 | $114,458 | $1,110 | $278iApproximate average salary by contribution assumption: employee only about $6,938 at 4% or $4,625 at 6%; with 50% employer match about $4,625 at 4% or $3,083 at 6%; with 100% employer match about $3,469 at 4% or $2,313 at 6%. |
| 2009 | 2 | 5 | $115,093 | $11,836 | $2,367iApproximate average salary by contribution assumption: employee only about $59,180 at 4% or $39,453 at 6%; with 50% employer match about $39,453 at 4% or $26,302 at 6%; with 100% employer match about $29,590 at 4% or $19,727 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 5 | $115,093 | $11,836 | $2,367iApproximate average salary by contribution assumption: employee only about $59,180 at 4% or $39,453 at 6%; with 50% employer match about $39,453 at 4% or $26,302 at 6%; with 100% employer match about $29,590 at 4% or $19,727 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | - | - | - | - |
| 2008 | 1 | 4 | $84,598 | $16,696 | $4,174iApproximate average salary by contribution assumption: employee only about $104,350 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,175 at 4% or $34,783 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 4 | $84,598 | $16,696 | $4,174iApproximate average salary by contribution assumption: employee only about $104,350 at 4% or $69,567 at 6%; with 50% employer match about $69,567 at 4% or $46,378 at 6%; with 100% employer match about $52,175 at 4% or $34,783 at 6%. |
| 2007 | 2 | 5 | $204,670 | $107,116 | $21,423iApproximate average salary by contribution assumption: employee only about $535,580 at 4% or $357,053 at 6%; with 50% employer match about $357,053 at 4% or $238,036 at 6%; with 100% employer match about $267,790 at 4% or $178,527 at 6%. |
| Jim Marshall Insurance Agency Inc. 401(K) Profit Sharing Plan | - | 5 | $108,573 | $107,116 | $21,423iApproximate average salary by contribution assumption: employee only about $535,580 at 4% or $357,053 at 6%; with 50% employer match about $357,053 at 4% or $238,036 at 6%; with 100% employer match about $267,790 at 4% or $178,527 at 6%. |
| Jim Marshall Insurance Agency Profit Sharing Plan | - | 5 | $96,097 | - | - |
| 2006 | 1 | 5 | $96,097 | $0 | - |
| Jim Marshall Insurance Agency Profit Sharing Plan | - | 5 | $96,097 | - | - |