Civic Intelligence

Marshall & Taylor PC

Plan context: Marshall & Taylor PC. 401(K) Plan

EIN 56-2243071 • Raleigh, NC • 23 filings • 4 plans

221 Glenwood AvenueRaleigh, NC 27603
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$5,852,881

2024 Contributions

$198,295

Historical Graphs

Total Assets Over Time

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

$5,852,881$2,926,441$0200220142024YearValue
$5,852,881Latest year 2024

Participants Over Time

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

530200220132024YearValue
5Latest 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
202415$5,852,881$198,295$39,659iApproximate average salary by contribution assumption: employee only about $991,475 at 4% or $660,983 at 6%; with 50% employer match about $660,983 at 4% or $440,656 at 6%; with 100% employer match about $495,738 at 4% or $330,492 at 6%.
Marshall & Taylor PC. 401(K) Plan-5$5,852,881$198,295$39,659iApproximate average salary by contribution assumption: employee only about $991,475 at 4% or $660,983 at 6%; with 50% employer match about $660,983 at 4% or $440,656 at 6%; with 100% employer match about $495,738 at 4% or $330,492 at 6%.
202314$5,041,974$237,101$59,275iApproximate average salary by contribution assumption: employee only about $1,481,881 at 4% or $987,921 at 6%; with 50% employer match about $987,921 at 4% or $658,614 at 6%; with 100% employer match about $740,941 at 4% or $493,960 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$5,041,974$237,101$59,275iApproximate average salary by contribution assumption: employee only about $1,481,881 at 4% or $987,921 at 6%; with 50% employer match about $987,921 at 4% or $658,614 at 6%; with 100% employer match about $740,941 at 4% or $493,960 at 6%.
202215$4,085,826$219,439$43,888iApproximate average salary by contribution assumption: employee only about $1,097,195 at 4% or $731,463 at 6%; with 50% employer match about $731,463 at 4% or $487,642 at 6%; with 100% employer match about $548,598 at 4% or $365,732 at 6%.
Marshall & Taylor PC. 401(K) Plan-5$4,085,826$219,439$43,888iApproximate average salary by contribution assumption: employee only about $1,097,195 at 4% or $731,463 at 6%; with 50% employer match about $731,463 at 4% or $487,642 at 6%; with 100% employer match about $548,598 at 4% or $365,732 at 6%.
202115$4,581,036$287,491$57,498iApproximate average salary by contribution assumption: employee only about $1,437,455 at 4% or $958,303 at 6%; with 50% employer match about $958,303 at 4% or $638,869 at 6%; with 100% employer match about $718,728 at 4% or $479,152 at 6%.
Marshall & Taylor PC. 401(K) Plan-5$4,581,036$287,491$57,498iApproximate average salary by contribution assumption: employee only about $1,437,455 at 4% or $958,303 at 6%; with 50% employer match about $958,303 at 4% or $638,869 at 6%; with 100% employer match about $718,728 at 4% or $479,152 at 6%.
202014$3,835,145$128,292$32,073iApproximate average salary by contribution assumption: employee only about $801,825 at 4% or $534,550 at 6%; with 50% employer match about $534,550 at 4% or $356,367 at 6%; with 100% employer match about $400,913 at 4% or $267,275 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$3,835,145$128,292$32,073iApproximate average salary by contribution assumption: employee only about $801,825 at 4% or $534,550 at 6%; with 50% employer match about $534,550 at 4% or $356,367 at 6%; with 100% employer match about $400,913 at 4% or $267,275 at 6%.
201914$3,333,415$130,959$32,740iApproximate average salary by contribution assumption: employee only about $818,494 at 4% or $545,663 at 6%; with 50% employer match about $545,663 at 4% or $363,775 at 6%; with 100% employer match about $409,247 at 4% or $272,831 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$3,333,415$130,959$32,740iApproximate average salary by contribution assumption: employee only about $818,494 at 4% or $545,663 at 6%; with 50% employer match about $545,663 at 4% or $363,775 at 6%; with 100% employer match about $409,247 at 4% or $272,831 at 6%.
201815$2,762,964$124,984$24,997iApproximate average salary by contribution assumption: employee only about $624,920 at 4% or $416,613 at 6%; with 50% employer match about $416,613 at 4% or $277,742 at 6%; with 100% employer match about $312,460 at 4% or $208,307 at 6%.
Marshall & Taylor PC. 401(K) Plan-5$2,762,964$124,984$24,997iApproximate average salary by contribution assumption: employee only about $624,920 at 4% or $416,613 at 6%; with 50% employer match about $416,613 at 4% or $277,742 at 6%; with 100% employer match about $312,460 at 4% or $208,307 at 6%.
201714$2,758,563$114,197$28,549iApproximate average salary by contribution assumption: employee only about $713,731 at 4% or $475,821 at 6%; with 50% employer match about $475,821 at 4% or $317,214 at 6%; with 100% employer match about $356,866 at 4% or $237,910 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$2,758,563$114,197$28,549iApproximate average salary by contribution assumption: employee only about $713,731 at 4% or $475,821 at 6%; with 50% employer match about $475,821 at 4% or $317,214 at 6%; with 100% employer match about $356,866 at 4% or $237,910 at 6%.
201614$2,246,716$115,383$28,846iApproximate average salary by contribution assumption: employee only about $721,144 at 4% or $480,763 at 6%; with 50% employer match about $480,763 at 4% or $320,508 at 6%; with 100% employer match about $360,572 at 4% or $240,381 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$2,246,716$115,383$28,846iApproximate average salary by contribution assumption: employee only about $721,144 at 4% or $480,763 at 6%; with 50% employer match about $480,763 at 4% or $320,508 at 6%; with 100% employer match about $360,572 at 4% or $240,381 at 6%.
201514$1,987,519$117,656$29,414iApproximate average salary by contribution assumption: employee only about $735,350 at 4% or $490,233 at 6%; with 50% employer match about $490,233 at 4% or $326,822 at 6%; with 100% employer match about $367,675 at 4% or $245,117 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$1,987,519$117,656$29,414iApproximate average salary by contribution assumption: employee only about $735,350 at 4% or $490,233 at 6%; with 50% employer match about $490,233 at 4% or $326,822 at 6%; with 100% employer match about $367,675 at 4% or $245,117 at 6%.
201415$1,891,607$111,034$22,207iApproximate average salary by contribution assumption: employee only about $555,170 at 4% or $370,113 at 6%; with 50% employer match about $370,113 at 4% or $246,742 at 6%; with 100% employer match about $277,585 at 4% or $185,057 at 6%.
Marshall & Taylor PC. 401(K) Plan-5$1,891,607$111,034$22,207iApproximate average salary by contribution assumption: employee only about $555,170 at 4% or $370,113 at 6%; with 50% employer match about $370,113 at 4% or $246,742 at 6%; with 100% employer match about $277,585 at 4% or $185,057 at 6%.
201312$1,688,044$99,925$49,963iApproximate average salary by contribution assumption: employee only about $1,249,063 at 4% or $832,708 at 6%; with 50% employer match about $832,708 at 4% or $555,139 at 6%; with 100% employer match about $624,531 at 4% or $416,354 at 6%.
Marshall & Taylor PC. 401(K) Plan-2$1,688,044$99,925$49,963iApproximate average salary by contribution assumption: employee only about $1,249,063 at 4% or $832,708 at 6%; with 50% employer match about $832,708 at 4% or $555,139 at 6%; with 100% employer match about $624,531 at 4% or $416,354 at 6%.
201214$1,314,785$103,334$25,834iApproximate average salary by contribution assumption: employee only about $645,838 at 4% or $430,558 at 6%; with 50% employer match about $430,558 at 4% or $287,039 at 6%; with 100% employer match about $322,919 at 4% or $215,279 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$1,314,785$103,334$25,834iApproximate average salary by contribution assumption: employee only about $645,838 at 4% or $430,558 at 6%; with 50% employer match about $430,558 at 4% or $287,039 at 6%; with 100% employer match about $322,919 at 4% or $215,279 at 6%.
201114$1,039,694$101,293$25,323iApproximate average salary by contribution assumption: employee only about $633,081 at 4% or $422,054 at 6%; with 50% employer match about $422,054 at 4% or $281,369 at 6%; with 100% employer match about $316,541 at 4% or $211,027 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$1,039,694$101,293$25,323iApproximate average salary by contribution assumption: employee only about $633,081 at 4% or $422,054 at 6%; with 50% employer match about $422,054 at 4% or $281,369 at 6%; with 100% employer match about $316,541 at 4% or $211,027 at 6%.
201014$987,384$100,970$25,243iApproximate average salary by contribution assumption: employee only about $631,063 at 4% or $420,708 at 6%; with 50% employer match about $420,708 at 4% or $280,472 at 6%; with 100% employer match about $315,531 at 4% or $210,354 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$987,384$100,970$25,243iApproximate average salary by contribution assumption: employee only about $631,063 at 4% or $420,708 at 6%; with 50% employer match about $420,708 at 4% or $280,472 at 6%; with 100% employer match about $315,531 at 4% or $210,354 at 6%.
200913$776,625$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
Marshall & Taylor PC. 401(K) Plan-3$776,625$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
200812$506,662$80,500$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
Marshall & Taylor PC. 401(K) Plan-2$506,662$80,500$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
200712$0$0-
Marshall & Taylor PC. 401(K) Plan-2---
200613$655,963$95,626$31,875iApproximate average salary by contribution assumption: employee only about $796,883 at 4% or $531,256 at 6%; with 50% employer match about $531,256 at 4% or $354,170 at 6%; with 100% employer match about $398,442 at 4% or $265,628 at 6%.
Marshall & Taylor PC. 401(K) Plan-3$655,963$95,626$31,875iApproximate average salary by contribution assumption: employee only about $796,883 at 4% or $531,256 at 6%; with 50% employer match about $531,256 at 4% or $354,170 at 6%; with 100% employer match about $398,442 at 4% or $265,628 at 6%.
200513$496,358$112,227$37,409iApproximate average salary by contribution assumption: employee only about $935,225 at 4% or $623,483 at 6%; with 50% employer match about $623,483 at 4% or $415,656 at 6%; with 100% employer match about $467,613 at 4% or $311,742 at 6%.
Marshall & Taylor PC. 401(K) Plan-3$496,358$112,227$37,409iApproximate average salary by contribution assumption: employee only about $935,225 at 4% or $623,483 at 6%; with 50% employer match about $623,483 at 4% or $415,656 at 6%; with 100% employer match about $467,613 at 4% or $311,742 at 6%.
200413$367,060$79,683$26,561iApproximate average salary by contribution assumption: employee only about $664,025 at 4% or $442,683 at 6%; with 50% employer match about $442,683 at 4% or $295,122 at 6%; with 100% employer match about $332,013 at 4% or $221,342 at 6%.
Marshall & Taylor PC. 401(K) Plan-3$367,060$79,683$26,561iApproximate average salary by contribution assumption: employee only about $664,025 at 4% or $442,683 at 6%; with 50% employer match about $442,683 at 4% or $295,122 at 6%; with 100% employer match about $332,013 at 4% or $221,342 at 6%.
200314$264,249$101,307$25,327iApproximate average salary by contribution assumption: employee only about $633,169 at 4% or $422,113 at 6%; with 50% employer match about $422,113 at 4% or $281,408 at 6%; with 100% employer match about $316,584 at 4% or $211,056 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$264,249$101,307$25,327iApproximate average salary by contribution assumption: employee only about $633,169 at 4% or $422,113 at 6%; with 50% employer match about $422,113 at 4% or $281,408 at 6%; with 100% employer match about $316,584 at 4% or $211,056 at 6%.
200214$124,494$124,518$31,130iApproximate average salary by contribution assumption: employee only about $778,238 at 4% or $518,825 at 6%; with 50% employer match about $518,825 at 4% or $345,883 at 6%; with 100% employer match about $389,119 at 4% or $259,413 at 6%.
Marshall & Taylor PC. 401(K) Plan-4$124,494$124,518$31,130iApproximate average salary by contribution assumption: employee only about $778,238 at 4% or $518,825 at 6%; with 50% employer match about $518,825 at 4% or $345,883 at 6%; with 100% employer match about $389,119 at 4% or $259,413 at 6%.