Civic Intelligence

Marshall Halem LLC

Plan context: Marshall Halem LLC 401(K) Plan

EIN 47-5260845 • Newton, MA • 9 filings • 1 plans

144 Concord StreetNewton, MA 02462
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$460,849

2024 Contributions

$87,503

Historical Graphs

Total Assets Over Time

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

$641,422$320,711$0201620202023YearValue
$460,849Latest year 2023

Participants Over Time

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

320201620202023YearValue
1Latest year 2023

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
202410$0$0-
Marshall Halem LLC 401(K) Plan-0$0--
202311$460,849$0-
Marshall Halem LLC 401(K) Plan-1$460,849--
202213$487,879$87,503$29,168iApproximate average salary by contribution assumption: employee only about $729,192 at 4% or $486,128 at 6%; with 50% employer match about $486,128 at 4% or $324,085 at 6%; with 100% employer match about $364,596 at 4% or $243,064 at 6%.
Marshall Halem LLC 401(K) Plan-3$487,879$87,503$29,168iApproximate average salary by contribution assumption: employee only about $729,192 at 4% or $486,128 at 6%; with 50% employer match about $486,128 at 4% or $324,085 at 6%; with 100% employer match about $364,596 at 4% or $243,064 at 6%.
202113$641,422$87,541$29,180iApproximate average salary by contribution assumption: employee only about $729,508 at 4% or $486,339 at 6%; with 50% employer match about $486,339 at 4% or $324,226 at 6%; with 100% employer match about $364,754 at 4% or $243,169 at 6%.
Marshall Halem LLC 401(K) Plan-3$641,422$87,541$29,180iApproximate average salary by contribution assumption: employee only about $729,508 at 4% or $486,339 at 6%; with 50% employer match about $486,339 at 4% or $324,226 at 6%; with 100% employer match about $364,754 at 4% or $243,169 at 6%.
202013$455,525$97,516$32,505iApproximate average salary by contribution assumption: employee only about $812,633 at 4% or $541,756 at 6%; with 50% employer match about $541,756 at 4% or $361,170 at 6%; with 100% employer match about $406,317 at 4% or $270,878 at 6%.
Marshall Halem LLC 401(K) Plan-3$455,525$97,516$32,505iApproximate average salary by contribution assumption: employee only about $812,633 at 4% or $541,756 at 6%; with 50% employer match about $541,756 at 4% or $361,170 at 6%; with 100% employer match about $406,317 at 4% or $270,878 at 6%.
201913$324,809$91,401$30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%.
Marshall Halem LLC 401(K) Plan-3$324,809$91,401$30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%.
201813$192,723$89,280$29,760iApproximate average salary by contribution assumption: employee only about $744,000 at 4% or $496,000 at 6%; with 50% employer match about $496,000 at 4% or $330,667 at 6%; with 100% employer match about $372,000 at 4% or $248,000 at 6%.
Marshall Halem LLC 401(K) Plan-3$192,723$89,280$29,760iApproximate average salary by contribution assumption: employee only about $744,000 at 4% or $496,000 at 6%; with 50% employer match about $496,000 at 4% or $330,667 at 6%; with 100% employer match about $372,000 at 4% or $248,000 at 6%.
201713$105,488$51,503$17,168iApproximate average salary by contribution assumption: employee only about $429,192 at 4% or $286,128 at 6%; with 50% employer match about $286,128 at 4% or $190,752 at 6%; with 100% employer match about $214,596 at 4% or $143,064 at 6%.
Marshall Halem LLC 401(K) Plan-3$105,488$51,503$17,168iApproximate average salary by contribution assumption: employee only about $429,192 at 4% or $286,128 at 6%; with 50% employer match about $286,128 at 4% or $190,752 at 6%; with 100% employer match about $214,596 at 4% or $143,064 at 6%.
201613$45,135$43,957$14,652iApproximate average salary by contribution assumption: employee only about $366,308 at 4% or $244,206 at 6%; with 50% employer match about $244,206 at 4% or $162,804 at 6%; with 100% employer match about $183,154 at 4% or $122,103 at 6%.
Marshall Halem LLC 401(K) Plan-3$45,135$43,957$14,652iApproximate average salary by contribution assumption: employee only about $366,308 at 4% or $244,206 at 6%; with 50% employer match about $244,206 at 4% or $162,804 at 6%; with 100% employer match about $183,154 at 4% or $122,103 at 6%.