Civic Intelligence

Marshall Financial Group Inc.

Plan context: Marshall Financial Group Inc. Retirement Savings Plan

EIN 41-1624808 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$9,764

2005 Contributions

$2,518

Historical Graphs

Total Assets Over Time

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

$246,614$123,307$0199920022005YearValue
$9,764Latest year 2005

Participants Over Time

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

420199920022004YearValue
2Latest year 2004

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
200510$9,764$2,518-
Marshall Financial Group Inc. Retirement Savings Plan-0$9,764$2,518-
200412$223,971$13,422$6,711iApproximate average salary by contribution assumption: employee only about $167,775 at 4% or $111,850 at 6%; with 50% employer match about $111,850 at 4% or $74,567 at 6%; with 100% employer match about $83,888 at 4% or $55,925 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-2$223,971$13,422$6,711iApproximate average salary by contribution assumption: employee only about $167,775 at 4% or $111,850 at 6%; with 50% employer match about $111,850 at 4% or $74,567 at 6%; with 100% employer match about $83,888 at 4% or $55,925 at 6%.
200312$165,954$15,256$7,628iApproximate average salary by contribution assumption: employee only about $190,700 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-2$165,954$15,256$7,628iApproximate average salary by contribution assumption: employee only about $190,700 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%.
200212$116,561$15,676$7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-2$116,561$15,676$7,838iApproximate average salary by contribution assumption: employee only about $195,950 at 4% or $130,633 at 6%; with 50% employer match about $130,633 at 4% or $87,089 at 6%; with 100% employer match about $97,975 at 4% or $65,317 at 6%.
200111$121,814$14,475$14,475iApproximate average salary by contribution assumption: employee only about $361,875 at 4% or $241,250 at 6%; with 50% employer match about $241,250 at 4% or $160,833 at 6%; with 100% employer match about $180,938 at 4% or $120,625 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-1$121,814$14,475$14,475iApproximate average salary by contribution assumption: employee only about $361,875 at 4% or $241,250 at 6%; with 50% employer match about $241,250 at 4% or $160,833 at 6%; with 100% employer match about $180,938 at 4% or $120,625 at 6%.
200013$246,614$34,045$11,348iApproximate average salary by contribution assumption: employee only about $283,708 at 4% or $189,139 at 6%; with 50% employer match about $189,139 at 4% or $126,093 at 6%; with 100% employer match about $141,854 at 4% or $94,569 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-3$246,614$34,045$11,348iApproximate average salary by contribution assumption: employee only about $283,708 at 4% or $189,139 at 6%; with 50% employer match about $189,139 at 4% or $126,093 at 6%; with 100% employer match about $141,854 at 4% or $94,569 at 6%.
199914$180,820$35,705$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,771 at 6%; with 50% employer match about $148,771 at 4% or $99,181 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
Marshall Financial Group Inc. Retirement Savings Plan-4$180,820$35,705$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,771 at 6%; with 50% employer match about $148,771 at 4% or $99,181 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.