Civic Intelligence

Bill Marshall & Associates Inc.

Plan context: Bill Marshall & Associates Inc 401K Plan

EIN 41-1926753 • 23 filings • 6 plans

Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$99,948

2015 Contributions

$1,817

Historical Graphs

Total Assets Over Time

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

$1,323,247$661,624$0199920072014YearValue
$99,948Latest year 2014

Participants Over Time

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

420199920072014YearValue
1Latest year 2014

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
201510$0$0-
Bill Marshall & Associates Inc 401K Plan-0---
201411$99,948$1,817$1,817iApproximate average salary by contribution assumption: employee only about $45,425 at 4% or $30,283 at 6%; with 50% employer match about $30,283 at 4% or $20,189 at 6%; with 100% employer match about $22,713 at 4% or $15,142 at 6%.
Bill Marshall & Associates Inc 401K Plan-1$99,948$1,817$1,817iApproximate average salary by contribution assumption: employee only about $45,425 at 4% or $30,283 at 6%; with 50% employer match about $30,283 at 4% or $20,189 at 6%; with 100% employer match about $22,713 at 4% or $15,142 at 6%.
201311$92,223$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Bill Marshall & Associates Inc 401K Plan-1$92,223$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201211$41,872$0-
Bill Marshall & Associates Inc 401K Plan-1$41,872--
201111$36,799$0-
Bill Marshall & Associates Inc 401K Plan-1$36,799--
201011$48,048$23,475$23,475iApproximate average salary by contribution assumption: employee only about $586,875 at 4% or $391,250 at 6%; with 50% employer match about $391,250 at 4% or $260,833 at 6%; with 100% employer match about $293,438 at 4% or $195,625 at 6%.
Bill Marshall & Associates Inc 401K Plan-1$48,048$23,475$23,475iApproximate average salary by contribution assumption: employee only about $586,875 at 4% or $391,250 at 6%; with 50% employer match about $391,250 at 4% or $260,833 at 6%; with 100% employer match about $293,438 at 4% or $195,625 at 6%.
200912$24,370$24,370$12,185iApproximate average salary by contribution assumption: employee only about $304,625 at 4% or $203,083 at 6%; with 50% employer match about $203,083 at 4% or $135,389 at 6%; with 100% employer match about $152,313 at 4% or $101,542 at 6%.
Bill Marshall & Associates Inc 401K Plan-2$24,370$24,370$12,185iApproximate average salary by contribution assumption: employee only about $304,625 at 4% or $203,083 at 6%; with 50% employer match about $203,083 at 4% or $135,389 at 6%; with 100% employer match about $152,313 at 4% or $101,542 at 6%.
200810$0$0-
BILL MARSHALL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-0---
200712$1,323,247$136,420$68,210iApproximate average salary by contribution assumption: employee only about $1,705,250 at 4% or $1,136,833 at 6%; with 50% employer match about $1,136,833 at 4% or $757,889 at 6%; with 100% employer match about $852,625 at 4% or $568,417 at 6%.
BILL MARSHALL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$1,323,247$136,420$68,210iApproximate average salary by contribution assumption: employee only about $1,705,250 at 4% or $1,136,833 at 6%; with 50% employer match about $1,136,833 at 4% or $757,889 at 6%; with 100% employer match about $852,625 at 4% or $568,417 at 6%.
200612$1,107,672$199,554$99,777iApproximate average salary by contribution assumption: employee only about $2,494,425 at 4% or $1,662,950 at 6%; with 50% employer match about $1,662,950 at 4% or $1,108,633 at 6%; with 100% employer match about $1,247,213 at 4% or $831,475 at 6%.
BILL MARSHALL & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2$1,107,672$199,554$99,777iApproximate average salary by contribution assumption: employee only about $2,494,425 at 4% or $1,662,950 at 6%; with 50% employer match about $1,662,950 at 4% or $1,108,633 at 6%; with 100% employer match about $1,247,213 at 4% or $831,475 at 6%.
200422$582,215$191,786$95,893iApproximate average salary by contribution assumption: employee only about $2,397,325 at 4% or $1,598,217 at 6%; with 50% employer match about $1,598,217 at 4% or $1,065,478 at 6%; with 100% employer match about $1,198,663 at 4% or $799,108 at 6%.
BILL MARSHALL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$582,215$191,786$95,893iApproximate average salary by contribution assumption: employee only about $2,397,325 at 4% or $1,598,217 at 6%; with 50% employer match about $1,598,217 at 4% or $1,065,478 at 6%; with 100% employer match about $1,198,663 at 4% or $799,108 at 6%.
Bill Marshall & Associates Inc. Profit Sharing Plan-0---
200322$389,346$189,027$94,514iApproximate average salary by contribution assumption: employee only about $2,362,838 at 4% or $1,575,225 at 6%; with 50% employer match about $1,575,225 at 4% or $1,050,150 at 6%; with 100% employer match about $1,181,419 at 4% or $787,613 at 6%.
BILL MARSHALL & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$381,213$189,027$94,514iApproximate average salary by contribution assumption: employee only about $2,362,838 at 4% or $1,575,225 at 6%; with 50% employer match about $1,575,225 at 4% or $1,050,150 at 6%; with 100% employer match about $1,181,419 at 4% or $787,613 at 6%.
Bill Marshall & Associates Inc. Profit Sharing Plan-2$8,133--
200233$431,868$186,565$62,188iApproximate average salary by contribution assumption: employee only about $1,554,708 at 4% or $1,036,472 at 6%; with 50% employer match about $1,036,472 at 4% or $690,981 at 6%; with 100% employer match about $777,354 at 4% or $518,236 at 6%.
Bill Marshall & Associates Inc. Profit Sharing Plan-2$245,303--
Bill Marshall & Associates Inc. Pension Plan-3$186,565$186,565$62,188iApproximate average salary by contribution assumption: employee only about $1,554,708 at 4% or $1,036,472 at 6%; with 50% employer match about $1,036,472 at 4% or $690,981 at 6%; with 100% employer match about $777,354 at 4% or $518,236 at 6%.
Bill Marshall & Associates Inc. Pension Plan-0---
200124$0$0-
Bill Marshall & Associates Inc. Profit Sharing Plan-4---
Bill Marshall & Associates Inc. Pension Plan-4---
200022$272,144$35,991$17,996iApproximate average salary by contribution assumption: employee only about $449,888 at 4% or $299,925 at 6%; with 50% employer match about $299,925 at 4% or $199,950 at 6%; with 100% employer match about $224,944 at 4% or $149,963 at 6%.
Bill Marshall & Associates Inc. Profit Sharing Plan-2$151,418$19,928$9,964iApproximate average salary by contribution assumption: employee only about $249,100 at 4% or $166,067 at 6%; with 50% employer match about $166,067 at 4% or $110,711 at 6%; with 100% employer match about $124,550 at 4% or $83,033 at 6%.
Bill Marshall & Associates Inc. Pension Plan-2$120,726$16,063$8,032iApproximate average salary by contribution assumption: employee only about $200,788 at 4% or $133,858 at 6%; with 50% employer match about $133,858 at 4% or $89,239 at 6%; with 100% employer match about $100,394 at 4% or $66,929 at 6%.
199922$283,312$42,509$21,255iApproximate average salary by contribution assumption: employee only about $531,363 at 4% or $354,242 at 6%; with 50% employer match about $354,242 at 4% or $236,161 at 6%; with 100% employer match about $265,681 at 4% or $177,121 at 6%.
Bill Marshall & Associates Inc. Profit Sharing Plan-2$157,926$23,847$11,924iApproximate average salary by contribution assumption: employee only about $298,088 at 4% or $198,725 at 6%; with 50% employer match about $198,725 at 4% or $132,483 at 6%; with 100% employer match about $149,044 at 4% or $99,363 at 6%.
Bill Marshall & Associates Inc. Pension Plan-2$125,386$18,662$9,331iApproximate average salary by contribution assumption: employee only about $233,275 at 4% or $155,517 at 6%; with 50% employer match about $155,517 at 4% or $103,678 at 6%; with 100% employer match about $116,638 at 4% or $77,758 at 6%.