Civic Intelligence

Marshall Insurance Services Inc.

Plan context: Marshall Insurance Services Inc. 401(K) Plan

EIN 45-5377115 • Bradford, PA • 8 filings • 1 plans

34 Foster Brook BlvdBradford, PA 16701
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,097,320

2025 Contributions

$1,270

Historical Graphs

Total Assets Over Time

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

$1,097,320$548,660$0201820212024YearValue
$1,097,320Latest year 2024

Participants Over Time

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

1680201820212024YearValue
16Latest year 2024

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
202510$0$1,270-
Marshall Insurance Services Inc. 401(K) Plan-0$0$1,270-
2024116$1,097,320$107,302$6,706iApproximate average salary by contribution assumption: employee only about $167,659 at 4% or $111,773 at 6%; with 50% employer match about $111,773 at 4% or $74,515 at 6%; with 100% employer match about $83,830 at 4% or $55,886 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-16$1,097,320$107,302$6,706iApproximate average salary by contribution assumption: employee only about $167,659 at 4% or $111,773 at 6%; with 50% employer match about $111,773 at 4% or $74,515 at 6%; with 100% employer match about $83,830 at 4% or $55,886 at 6%.
2023115$982,852$127,709$8,514iApproximate average salary by contribution assumption: employee only about $212,848 at 4% or $141,899 at 6%; with 50% employer match about $141,899 at 4% or $94,599 at 6%; with 100% employer match about $106,424 at 4% or $70,949 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-15$982,852$127,709$8,514iApproximate average salary by contribution assumption: employee only about $212,848 at 4% or $141,899 at 6%; with 50% employer match about $141,899 at 4% or $94,599 at 6%; with 100% employer match about $106,424 at 4% or $70,949 at 6%.
2022113$747,188$99,636$7,664iApproximate average salary by contribution assumption: employee only about $191,608 at 4% or $127,738 at 6%; with 50% employer match about $127,738 at 4% or $85,159 at 6%; with 100% employer match about $95,804 at 4% or $63,869 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-13$747,188$99,636$7,664iApproximate average salary by contribution assumption: employee only about $191,608 at 4% or $127,738 at 6%; with 50% employer match about $127,738 at 4% or $85,159 at 6%; with 100% employer match about $95,804 at 4% or $63,869 at 6%.
2021113$756,022$96,284$7,406iApproximate average salary by contribution assumption: employee only about $185,162 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,721 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-13$756,022$96,284$7,406iApproximate average salary by contribution assumption: employee only about $185,162 at 4% or $123,441 at 6%; with 50% employer match about $123,441 at 4% or $82,294 at 6%; with 100% employer match about $92,581 at 4% or $61,721 at 6%.
2020112$571,242$93,474$7,790iApproximate average salary by contribution assumption: employee only about $194,738 at 4% or $129,825 at 6%; with 50% employer match about $129,825 at 4% or $86,550 at 6%; with 100% employer match about $97,369 at 4% or $64,913 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-12$571,242$93,474$7,790iApproximate average salary by contribution assumption: employee only about $194,738 at 4% or $129,825 at 6%; with 50% employer match about $129,825 at 4% or $86,550 at 6%; with 100% employer match about $97,369 at 4% or $64,913 at 6%.
2019114$417,065$87,812$6,272iApproximate average salary by contribution assumption: employee only about $156,807 at 4% or $104,538 at 6%; with 50% employer match about $104,538 at 4% or $69,692 at 6%; with 100% employer match about $78,404 at 4% or $52,269 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-14$417,065$87,812$6,272iApproximate average salary by contribution assumption: employee only about $156,807 at 4% or $104,538 at 6%; with 50% employer match about $104,538 at 4% or $69,692 at 6%; with 100% employer match about $78,404 at 4% or $52,269 at 6%.
2018115$264,011$292,781$19,519iApproximate average salary by contribution assumption: employee only about $487,968 at 4% or $325,312 at 6%; with 50% employer match about $325,312 at 4% or $216,875 at 6%; with 100% employer match about $243,984 at 4% or $162,656 at 6%.
Marshall Insurance Services Inc. 401(K) Plan-15$264,011$292,781$19,519iApproximate average salary by contribution assumption: employee only about $487,968 at 4% or $325,312 at 6%; with 50% employer match about $325,312 at 4% or $216,875 at 6%; with 100% employer match about $243,984 at 4% or $162,656 at 6%.