Civic Intelligence

Marshall & Stevens Incorporated

Plan context: Marshall & Stevens Incorporated Investment Savings Plan

EIN 36-2919252 • 28 filings • 7 plans

Current Snapshot

Latest Year

2025

2025 Participants

196

2025 Assets

$9,312,221

2025 Contributions

$907,404

Historical Graphs

Total Assets Over Time

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

$13,559,275$6,779,638$0200020122021YearValue
$9,312,221Latest year 2021

Participants Over Time

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

196980200020112025YearValue
196Latest year 2025

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
20251196$0$0-
MARSHALL & STEVENS INC. HEALTH & WELFARE PLAN-196---
2021161$9,312,221$907,404$14,875iApproximate average salary by contribution assumption: employee only about $371,887 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,943 at 4% or $123,962 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-61$9,312,221$907,404$14,875iApproximate average salary by contribution assumption: employee only about $371,887 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,943 at 4% or $123,962 at 6%.
2020161$7,917,790$614,814$10,079iApproximate average salary by contribution assumption: employee only about $251,973 at 4% or $167,982 at 6%; with 50% employer match about $167,982 at 4% or $111,988 at 6%; with 100% employer match about $125,986 at 4% or $83,991 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-61$7,917,790$614,814$10,079iApproximate average salary by contribution assumption: employee only about $251,973 at 4% or $167,982 at 6%; with 50% employer match about $167,982 at 4% or $111,988 at 6%; with 100% employer match about $125,986 at 4% or $83,991 at 6%.
2019169$7,316,971$571,800$8,287iApproximate average salary by contribution assumption: employee only about $207,174 at 4% or $138,116 at 6%; with 50% employer match about $138,116 at 4% or $92,077 at 6%; with 100% employer match about $103,587 at 4% or $69,058 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-69$7,316,971$571,800$8,287iApproximate average salary by contribution assumption: employee only about $207,174 at 4% or $138,116 at 6%; with 50% employer match about $138,116 at 4% or $92,077 at 6%; with 100% employer match about $103,587 at 4% or $69,058 at 6%.
2018159$7,295,095$553,045$9,374iApproximate average salary by contribution assumption: employee only about $234,341 at 4% or $156,227 at 6%; with 50% employer match about $156,227 at 4% or $104,152 at 6%; with 100% employer match about $117,171 at 4% or $78,114 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-59$7,295,095$553,045$9,374iApproximate average salary by contribution assumption: employee only about $234,341 at 4% or $156,227 at 6%; with 50% employer match about $156,227 at 4% or $104,152 at 6%; with 100% employer match about $117,171 at 4% or $78,114 at 6%.
2017156$7,471,015$470,936$8,410iApproximate average salary by contribution assumption: employee only about $210,239 at 4% or $140,160 at 6%; with 50% employer match about $140,160 at 4% or $93,440 at 6%; with 100% employer match about $105,120 at 4% or $70,080 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-56$7,471,015$470,936$8,410iApproximate average salary by contribution assumption: employee only about $210,239 at 4% or $140,160 at 6%; with 50% employer match about $140,160 at 4% or $93,440 at 6%; with 100% employer match about $105,120 at 4% or $70,080 at 6%.
2016156$6,685,582$486,196$8,682iApproximate average salary by contribution assumption: employee only about $217,052 at 4% or $144,701 at 6%; with 50% employer match about $144,701 at 4% or $96,467 at 6%; with 100% employer match about $108,526 at 4% or $72,351 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-56$6,685,582$486,196$8,682iApproximate average salary by contribution assumption: employee only about $217,052 at 4% or $144,701 at 6%; with 50% employer match about $144,701 at 4% or $96,467 at 6%; with 100% employer match about $108,526 at 4% or $72,351 at 6%.
2015161$5,938,946$450,417$7,384iApproximate average salary by contribution assumption: employee only about $184,597 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,043 at 6%; with 100% employer match about $92,299 at 4% or $61,532 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-61$5,938,946$450,417$7,384iApproximate average salary by contribution assumption: employee only about $184,597 at 4% or $123,065 at 6%; with 50% employer match about $123,065 at 4% or $82,043 at 6%; with 100% employer match about $92,299 at 4% or $61,532 at 6%.
2014158$6,894,038$400,509$6,905iApproximate average salary by contribution assumption: employee only about $172,633 at 4% or $115,089 at 6%; with 50% employer match about $115,089 at 4% or $76,726 at 6%; with 100% employer match about $86,317 at 4% or $57,544 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-58$6,894,038$400,509$6,905iApproximate average salary by contribution assumption: employee only about $172,633 at 4% or $115,089 at 6%; with 50% employer match about $115,089 at 4% or $76,726 at 6%; with 100% employer match about $86,317 at 4% or $57,544 at 6%.
2013159$6,882,540$438,556$7,433iApproximate average salary by contribution assumption: employee only about $185,829 at 4% or $123,886 at 6%; with 50% employer match about $123,886 at 4% or $82,591 at 6%; with 100% employer match about $92,914 at 4% or $61,943 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-59$6,882,540$438,556$7,433iApproximate average salary by contribution assumption: employee only about $185,829 at 4% or $123,886 at 6%; with 50% employer match about $123,886 at 4% or $82,591 at 6%; with 100% employer match about $92,914 at 4% or $61,943 at 6%.
2012151$5,598,463$347,989$6,823iApproximate average salary by contribution assumption: employee only about $170,583 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,291 at 4% or $56,861 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-51$5,598,463$347,989$6,823iApproximate average salary by contribution assumption: employee only about $170,583 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,291 at 4% or $56,861 at 6%.
2011352$13,559,275$1,259,864$24,228iApproximate average salary by contribution assumption: employee only about $605,704 at 4% or $403,803 at 6%; with 50% employer match about $403,803 at 4% or $269,202 at 6%; with 100% employer match about $302,852 at 4% or $201,901 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-52$5,122,743$496,324$9,545iApproximate average salary by contribution assumption: employee only about $238,617 at 4% or $159,078 at 6%; with 50% employer match about $159,078 at 4% or $106,052 at 6%; with 100% employer match about $119,309 at 4% or $79,539 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-52$4,218,266$381,770$7,342iApproximate average salary by contribution assumption: employee only about $183,543 at 4% or $122,362 at 6%; with 50% employer match about $122,362 at 4% or $81,575 at 6%; with 100% employer match about $91,772 at 4% or $61,181 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-52$4,218,266$381,770$7,342iApproximate average salary by contribution assumption: employee only about $183,543 at 4% or $122,362 at 6%; with 50% employer match about $122,362 at 4% or $81,575 at 6%; with 100% employer match about $91,772 at 4% or $61,181 at 6%.
2010258$10,327,866$1,421,010$24,500iApproximate average salary by contribution assumption: employee only about $612,504 at 4% or $408,336 at 6%; with 50% employer match about $408,336 at 4% or $272,224 at 6%; with 100% employer match about $306,252 at 4% or $204,168 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-58$5,442,648$710,505$12,250iApproximate average salary by contribution assumption: employee only about $306,252 at 4% or $204,168 at 6%; with 50% employer match about $204,168 at 4% or $136,112 at 6%; with 100% employer match about $153,126 at 4% or $102,084 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-58$4,885,218$710,505$12,250iApproximate average salary by contribution assumption: employee only about $306,252 at 4% or $204,168 at 6%; with 50% employer match about $204,168 at 4% or $136,112 at 6%; with 100% employer match about $153,126 at 4% or $102,084 at 6%.
2009258$10,978,612$882,320$15,212iApproximate average salary by contribution assumption: employee only about $380,310 at 4% or $253,540 at 6%; with 50% employer match about $253,540 at 4% or $169,027 at 6%; with 100% employer match about $190,155 at 4% or $126,770 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-58$5,818,681$441,160$7,606iApproximate average salary by contribution assumption: employee only about $190,155 at 4% or $126,770 at 6%; with 50% employer match about $126,770 at 4% or $84,513 at 6%; with 100% employer match about $95,078 at 4% or $63,385 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-58$5,159,931$441,160$7,606iApproximate average salary by contribution assumption: employee only about $190,155 at 4% or $126,770 at 6%; with 50% employer match about $126,770 at 4% or $84,513 at 6%; with 100% employer match about $95,078 at 4% or $63,385 at 6%.
2008161$5,117,115$560,262$9,185iApproximate average salary by contribution assumption: employee only about $229,616 at 4% or $153,077 at 6%; with 50% employer match about $153,077 at 4% or $102,051 at 6%; with 100% employer match about $114,808 at 4% or $76,539 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-61$5,117,115$560,262$9,185iApproximate average salary by contribution assumption: employee only about $229,616 at 4% or $153,077 at 6%; with 50% employer match about $153,077 at 4% or $102,051 at 6%; with 100% employer match about $114,808 at 4% or $76,539 at 6%.
2007167$7,027,458$799,144$11,928iApproximate average salary by contribution assumption: employee only about $298,188 at 4% or $198,792 at 6%; with 50% employer match about $198,792 at 4% or $132,528 at 6%; with 100% employer match about $149,094 at 4% or $99,396 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-67$7,027,458$799,144$11,928iApproximate average salary by contribution assumption: employee only about $298,188 at 4% or $198,792 at 6%; with 50% employer match about $198,792 at 4% or $132,528 at 6%; with 100% employer match about $149,094 at 4% or $99,396 at 6%.
2006180$7,675,068$936,043$11,701iApproximate average salary by contribution assumption: employee only about $292,513 at 4% or $195,009 at 6%; with 50% employer match about $195,009 at 4% or $130,006 at 6%; with 100% employer match about $146,257 at 4% or $97,504 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-80$7,675,068$936,043$11,701iApproximate average salary by contribution assumption: employee only about $292,513 at 4% or $195,009 at 6%; with 50% employer match about $195,009 at 4% or $130,006 at 6%; with 100% employer match about $146,257 at 4% or $97,504 at 6%.
2005195$0$0-
Marshall & Stevens Incorporated Investment Savings Plan-95---
2004188$5,578,102$526,536$5,983iApproximate average salary by contribution assumption: employee only about $149,584 at 4% or $99,723 at 6%; with 50% employer match about $99,723 at 4% or $66,482 at 6%; with 100% employer match about $74,792 at 4% or $49,861 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-88$5,578,102$526,536$5,983iApproximate average salary by contribution assumption: employee only about $149,584 at 4% or $99,723 at 6%; with 50% employer match about $99,723 at 4% or $66,482 at 6%; with 100% employer match about $74,792 at 4% or $49,861 at 6%.
2003185$0$0-
Marshall & Stevens Incorporated Investment Savings Plan-85---
2002193$3,771,466$480,004$5,161iApproximate average salary by contribution assumption: employee only about $129,033 at 4% or $86,022 at 6%; with 50% employer match about $86,022 at 4% or $57,348 at 6%; with 100% employer match about $64,517 at 4% or $43,011 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-93$3,771,466$480,004$5,161iApproximate average salary by contribution assumption: employee only about $129,033 at 4% or $86,022 at 6%; with 50% employer match about $86,022 at 4% or $57,348 at 6%; with 100% employer match about $64,517 at 4% or $43,011 at 6%.
2001183$4,284,886$1,379,649$16,622iApproximate average salary by contribution assumption: employee only about $415,557 at 4% or $277,038 at 6%; with 50% employer match about $277,038 at 4% or $184,692 at 6%; with 100% employer match about $207,778 at 4% or $138,519 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-83$4,284,886$1,379,649$16,622iApproximate average salary by contribution assumption: employee only about $415,557 at 4% or $277,038 at 6%; with 50% employer match about $277,038 at 4% or $184,692 at 6%; with 100% employer match about $207,778 at 4% or $138,519 at 6%.
2000295$3,722,975$574,460$6,047iApproximate average salary by contribution assumption: employee only about $151,174 at 4% or $100,782 at 6%; with 50% employer match about $100,782 at 4% or $67,188 at 6%; with 100% employer match about $75,587 at 4% or $50,391 at 6%.
Marshall & Stevens Incorporated Investment Savings Plan-87$3,722,975$574,460$6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,537 at 4% or $55,025 at 6%.
MARSHALL & STEVENS HEALTH & WELFARE PLANS-95---