Civic Intelligence
Filing

The Rj Marshall Co 401K Profit Sharing Plan && Trust

The Rj Marshall Co • EIN 38-2241450 • Southfield, MI • Plan year 2001

Company ProfileSource Archive
26776 W. 12 Mile Road, #201Southfield, MI 48034-7807
Filing Insights

Participants

Down

76 → 71

-5 • -6.58%

Assets

Down

$1,217,828 → $1,125,223

-$92,605 • -7.60%

Investment Management Fee

-

Admin expenses - • Total expenses $171,444

Filing Details

Context
Net investment result
$-92,623
Pension payor EIN
16-1470238

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$53,687-
The Rj Marshall Co 401K Profit Sharing Plan && Trust-0$0$53,687-
2023146$5,642,736$226,714$4,929iApproximate average salary by contribution assumption: employee only about $123,214 at 4% or $82,143 at 6%; with 50% employer match about $82,143 at 4% or $54,762 at 6%; with 100% employer match about $61,607 at 4% or $41,071 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-46$5,642,736$226,714$4,929iApproximate average salary by contribution assumption: employee only about $123,214 at 4% or $82,143 at 6%; with 50% employer match about $82,143 at 4% or $54,762 at 6%; with 100% employer match about $61,607 at 4% or $41,071 at 6%.
2022169$4,870,657$272,253$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,762 at 6%; with 50% employer match about $65,762 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-69$4,870,657$272,253$3,946iApproximate average salary by contribution assumption: employee only about $98,642 at 4% or $65,762 at 6%; with 50% employer match about $65,762 at 4% or $43,841 at 6%; with 100% employer match about $49,321 at 4% or $32,881 at 6%.
2021168$5,890,420$271,997$4,000iApproximate average salary by contribution assumption: employee only about $99,999 at 4% or $66,666 at 6%; with 50% employer match about $66,666 at 4% or $44,444 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-68$5,890,420$271,997$4,000iApproximate average salary by contribution assumption: employee only about $99,999 at 4% or $66,666 at 6%; with 50% employer match about $66,666 at 4% or $44,444 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
2020162$5,226,319$253,635$4,091iApproximate average salary by contribution assumption: employee only about $102,272 at 4% or $68,181 at 6%; with 50% employer match about $68,181 at 4% or $45,454 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-62$5,226,319$253,635$4,091iApproximate average salary by contribution assumption: employee only about $102,272 at 4% or $68,181 at 6%; with 50% employer match about $68,181 at 4% or $45,454 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
2019168$5,275,870$289,729$4,261iApproximate average salary by contribution assumption: employee only about $106,518 at 4% or $71,012 at 6%; with 50% employer match about $71,012 at 4% or $47,341 at 6%; with 100% employer match about $53,259 at 4% or $35,506 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-68$5,275,870$289,729$4,261iApproximate average salary by contribution assumption: employee only about $106,518 at 4% or $71,012 at 6%; with 50% employer match about $71,012 at 4% or $47,341 at 6%; with 100% employer match about $53,259 at 4% or $35,506 at 6%.
2018163$4,358,058$231,052$3,667iApproximate average salary by contribution assumption: employee only about $91,687 at 4% or $61,125 at 6%; with 50% employer match about $61,125 at 4% or $40,750 at 6%; with 100% employer match about $45,844 at 4% or $30,562 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-63$4,358,058$231,052$3,667iApproximate average salary by contribution assumption: employee only about $91,687 at 4% or $61,125 at 6%; with 50% employer match about $61,125 at 4% or $40,750 at 6%; with 100% employer match about $45,844 at 4% or $30,562 at 6%.
2017110$4,451,257$204,326$20,433iApproximate average salary by contribution assumption: employee only about $510,815 at 4% or $340,543 at 6%; with 50% employer match about $340,543 at 4% or $227,029 at 6%; with 100% employer match about $255,407 at 4% or $170,272 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-10$4,451,257$204,326$20,433iApproximate average salary by contribution assumption: employee only about $510,815 at 4% or $340,543 at 6%; with 50% employer match about $340,543 at 4% or $227,029 at 6%; with 100% employer match about $255,407 at 4% or $170,272 at 6%.
2016138$4,057,831$606,355$15,957iApproximate average salary by contribution assumption: employee only about $398,918 at 4% or $265,945 at 6%; with 50% employer match about $265,945 at 4% or $177,297 at 6%; with 100% employer match about $199,459 at 4% or $132,973 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-38$4,057,831$606,355$15,957iApproximate average salary by contribution assumption: employee only about $398,918 at 4% or $265,945 at 6%; with 50% employer match about $265,945 at 4% or $177,297 at 6%; with 100% employer match about $199,459 at 4% or $132,973 at 6%.
2015165$3,563,436$167,271$2,573iApproximate average salary by contribution assumption: employee only about $64,335 at 4% or $42,890 at 6%; with 50% employer match about $42,890 at 4% or $28,593 at 6%; with 100% employer match about $32,168 at 4% or $21,445 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-65$3,563,436$167,271$2,573iApproximate average salary by contribution assumption: employee only about $64,335 at 4% or $42,890 at 6%; with 50% employer match about $42,890 at 4% or $28,593 at 6%; with 100% employer match about $32,168 at 4% or $21,445 at 6%.
2014157$3,485,630$148,079$2,598iApproximate average salary by contribution assumption: employee only about $64,947 at 4% or $43,298 at 6%; with 50% employer match about $43,298 at 4% or $28,865 at 6%; with 100% employer match about $32,473 at 4% or $21,649 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-57$3,485,630$148,079$2,598iApproximate average salary by contribution assumption: employee only about $64,947 at 4% or $43,298 at 6%; with 50% employer match about $43,298 at 4% or $28,865 at 6%; with 100% employer match about $32,473 at 4% or $21,649 at 6%.
2012158$2,744,786$68,325$1,178iApproximate average salary by contribution assumption: employee only about $29,450 at 4% or $19,634 at 6%; with 50% employer match about $19,634 at 4% or $13,089 at 6%; with 100% employer match about $14,725 at 4% or $9,817 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-58$2,744,786$68,325$1,178iApproximate average salary by contribution assumption: employee only about $29,450 at 4% or $19,634 at 6%; with 50% employer match about $19,634 at 4% or $13,089 at 6%; with 100% employer match about $14,725 at 4% or $9,817 at 6%.
2011158$2,507,735$77,987$1,345iApproximate average salary by contribution assumption: employee only about $33,615 at 4% or $22,410 at 6%; with 50% employer match about $22,410 at 4% or $14,940 at 6%; with 100% employer match about $16,808 at 4% or $11,205 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-58$2,507,735$77,987$1,345iApproximate average salary by contribution assumption: employee only about $33,615 at 4% or $22,410 at 6%; with 50% employer match about $22,410 at 4% or $14,940 at 6%; with 100% employer match about $16,808 at 4% or $11,205 at 6%.
2010161$2,516,287$85,296$1,398iApproximate average salary by contribution assumption: employee only about $34,957 at 4% or $23,305 at 6%; with 50% employer match about $23,305 at 4% or $15,537 at 6%; with 100% employer match about $17,479 at 4% or $11,652 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-61$2,516,287$85,296$1,398iApproximate average salary by contribution assumption: employee only about $34,957 at 4% or $23,305 at 6%; with 50% employer match about $23,305 at 4% or $15,537 at 6%; with 100% employer match about $17,479 at 4% or $11,652 at 6%.
2009260$2,278,927$90,639$1,511iApproximate average salary by contribution assumption: employee only about $37,766 at 4% or $25,178 at 6%; with 50% employer match about $25,178 at 4% or $16,785 at 6%; with 100% employer match about $18,883 at 4% or $12,589 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-58$2,278,927$90,639$1,563iApproximate average salary by contribution assumption: employee only about $39,069 at 4% or $26,046 at 6%; with 50% employer match about $26,046 at 4% or $17,364 at 6%; with 100% employer match about $19,534 at 4% or $13,023 at 6%.
RJ MARSHALL FRINGE BENEFIT PLAN-60---
2008280$2,374,796$153,653$1,921iApproximate average salary by contribution assumption: employee only about $48,017 at 4% or $32,011 at 6%; with 50% employer match about $32,011 at 4% or $21,341 at 6%; with 100% employer match about $24,008 at 4% or $16,006 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-71$2,374,796$153,653$2,164iApproximate average salary by contribution assumption: employee only about $54,103 at 4% or $36,069 at 6%; with 50% employer match about $36,069 at 4% or $24,046 at 6%; with 100% employer match about $27,052 at 4% or $18,034 at 6%.
RJ MARSHALL FRINGE BENEFIT PLAN-80---
2007283$2,843,923$291,746$3,515iApproximate average salary by contribution assumption: employee only about $87,875 at 4% or $58,584 at 6%; with 50% employer match about $58,584 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-81$2,843,923$291,746$3,602iApproximate average salary by contribution assumption: employee only about $90,045 at 4% or $60,030 at 6%; with 50% employer match about $60,030 at 4% or $40,020 at 6%; with 100% employer match about $45,023 at 4% or $30,015 at 6%.
RJ MARSHALL FRINGE BENEFIT PLAN-83---
2006299$2,438,038$290,913$2,939iApproximate average salary by contribution assumption: employee only about $73,463 at 4% or $48,975 at 6%; with 50% employer match about $48,975 at 4% or $32,650 at 6%; with 100% employer match about $36,731 at 4% or $24,488 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-90$2,438,038$290,913$3,232iApproximate average salary by contribution assumption: employee only about $80,809 at 4% or $53,873 at 6%; with 50% employer match about $53,873 at 4% or $35,915 at 6%; with 100% employer match about $40,405 at 4% or $26,936 at 6%.
RJ MARSHALL FRINGE BENEFIT PLAN-99---
20052112$2,045,169$246,282$2,199iApproximate average salary by contribution assumption: employee only about $54,974 at 4% or $36,649 at 6%; with 50% employer match about $36,649 at 4% or $24,433 at 6%; with 100% employer match about $27,487 at 4% or $18,325 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-90$2,045,169$246,282$2,736iApproximate average salary by contribution assumption: employee only about $68,412 at 4% or $45,608 at 6%; with 50% employer match about $45,608 at 4% or $30,405 at 6%; with 100% employer match about $34,206 at 4% or $22,804 at 6%.
RJ MARSHALL FRINGE BENEFIT PLAN-112---
2004188$1,723,982$226,377$2,572iApproximate average salary by contribution assumption: employee only about $64,312 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,156 at 4% or $21,437 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-88$1,723,982$226,377$2,572iApproximate average salary by contribution assumption: employee only about $64,312 at 4% or $42,874 at 6%; with 50% employer match about $42,874 at 4% or $28,583 at 6%; with 100% employer match about $32,156 at 4% or $21,437 at 6%.
2003187$1,432,713$217,883$2,504iApproximate average salary by contribution assumption: employee only about $62,610 at 4% or $41,740 at 6%; with 50% employer match about $41,740 at 4% or $27,827 at 6%; with 100% employer match about $31,305 at 4% or $20,870 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-87$1,432,713$217,883$2,504iApproximate average salary by contribution assumption: employee only about $62,610 at 4% or $41,740 at 6%; with 50% employer match about $41,740 at 4% or $27,827 at 6%; with 100% employer match about $31,305 at 4% or $20,870 at 6%.
2002175$1,076,071$185,538$2,474iApproximate average salary by contribution assumption: employee only about $61,846 at 4% or $41,231 at 6%; with 50% employer match about $41,231 at 4% or $27,487 at 6%; with 100% employer match about $30,923 at 4% or $20,615 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-75$1,076,071$185,538$2,474iApproximate average salary by contribution assumption: employee only about $61,846 at 4% or $41,231 at 6%; with 50% employer match about $41,231 at 4% or $27,487 at 6%; with 100% employer match about $30,923 at 4% or $20,615 at 6%.
2001171$1,125,223$188,285$2,652iApproximate average salary by contribution assumption: employee only about $66,298 at 4% or $44,198 at 6%; with 50% employer match about $44,198 at 4% or $29,466 at 6%; with 100% employer match about $33,149 at 4% or $22,099 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && TrustCurrent71$1,125,223$188,285$2,652iApproximate average salary by contribution assumption: employee only about $66,298 at 4% or $44,198 at 6%; with 50% employer match about $44,198 at 4% or $29,466 at 6%; with 100% employer match about $33,149 at 4% or $22,099 at 6%.
2000257$2,435,656$509,960$8,947iApproximate average salary by contribution assumption: employee only about $223,667 at 4% or $149,111 at 6%; with 50% employer match about $149,111 at 4% or $99,407 at 6%; with 100% employer match about $111,833 at 4% or $74,556 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-57$1,217,828$254,980$4,473iApproximate average salary by contribution assumption: employee only about $111,833 at 4% or $74,556 at 6%; with 50% employer match about $74,556 at 4% or $49,704 at 6%; with 100% employer match about $55,917 at 4% or $37,278 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-57$1,217,828$254,980$4,473iApproximate average salary by contribution assumption: employee only about $111,833 at 4% or $74,556 at 6%; with 50% employer match about $74,556 at 4% or $49,704 at 6%; with 100% employer match about $55,917 at 4% or $37,278 at 6%.
1999161$1,210,650$151,265$2,480iApproximate average salary by contribution assumption: employee only about $61,994 at 4% or $41,329 at 6%; with 50% employer match about $41,329 at 4% or $27,553 at 6%; with 100% employer match about $30,997 at 4% or $20,665 at 6%.
The Rj Marshall Co 401K Profit Sharing Plan && Trust-61$1,210,650$151,265$2,480iApproximate average salary by contribution assumption: employee only about $61,994 at 4% or $41,329 at 6%; with 50% employer match about $41,329 at 4% or $27,553 at 6%; with 100% employer match about $30,997 at 4% or $20,665 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,125,223-$92,605 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,217,828$1,125,223Decrease -$92,605 (-7.60%)
Total liabilities$0$0No change $0
Net assets$1,217,828$1,125,223Decrease -$92,605 (-7.60%)

Contributions

Employer contributions$69,852
Participant contributions$116,697
Other contributions$1,736

Income & Expenses

Total income$78,821
Total expenses$171,444
Net income$-92,623
Source fields
Schedule I source fields
Filing Id
84037347320052
Schedule I EIN
38-2241450
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$1,217,828
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,217,828
Small plan total assets at end of year
$1,125,223
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,125,223
Small plan employer contributions
$69,852
Small plan participant contributions
$116,697
Small Oth Contribution Rcvd Amount
$1,736
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-109,464
Small plan total income
$78,821
Small plan total benefit distributions
$171,444
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$171,444
Small plan net income or loss
$-92,623
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$44,691
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$150,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN16-1470238

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1470238
Filing Id
84037347320052
Schedule R EIN
38-2241450
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
16-1470238
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0