Civic Intelligence

Marshall Institute Inc.

Plan context: Marshall Institute Inc. 401(K) Profit Sharing Plan

EIN 59-2800626 • Knightdale, NC • 44 filings • 5 plans

1003 Mulford Court #369Knightdale, NC 27545
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,281,424

2024 Contributions

$346,360

Historical Graphs

Total Assets Over Time

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

$5,296,441$2,648,221$0200020132024YearValue
$4,281,424Latest year 2024

Participants Over Time

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

24120200020122024YearValue
20Latest 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
2024220$4,281,424$346,360$17,318iApproximate average salary by contribution assumption: employee only about $432,950 at 4% or $288,633 at 6%; with 50% employer match about $288,633 at 4% or $192,422 at 6%; with 100% employer match about $216,475 at 4% or $144,317 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-20$3,361,179$192,240$9,612iApproximate average salary by contribution assumption: employee only about $240,300 at 4% or $160,200 at 6%; with 50% employer match about $160,200 at 4% or $106,800 at 6%; with 100% employer match about $120,150 at 4% or $80,100 at 6%.
Marshall Institute Cash Balance Pension Plan-17$920,245$154,120$9,066iApproximate average salary by contribution assumption: employee only about $226,647 at 4% or $151,098 at 6%; with 50% employer match about $151,098 at 4% or $100,732 at 6%; with 100% employer match about $113,324 at 4% or $75,549 at 6%.
2023219$3,724,623$348,053$18,319iApproximate average salary by contribution assumption: employee only about $457,964 at 4% or $305,310 at 6%; with 50% employer match about $305,310 at 4% or $203,540 at 6%; with 100% employer match about $228,982 at 4% or $152,655 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-19$2,977,608$208,949$10,997iApproximate average salary by contribution assumption: employee only about $274,933 at 4% or $183,289 at 6%; with 50% employer match about $183,289 at 4% or $122,192 at 6%; with 100% employer match about $137,466 at 4% or $91,644 at 6%.
Marshall Institute Cash Balance Pension Plan-17$747,015$139,104$8,183iApproximate average salary by contribution assumption: employee only about $204,565 at 4% or $136,376 at 6%; with 50% employer match about $136,376 at 4% or $90,918 at 6%; with 100% employer match about $102,282 at 4% or $68,188 at 6%.
2022220$3,013,480$189,215$9,461iApproximate average salary by contribution assumption: employee only about $236,519 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,119 at 6%; with 100% employer match about $118,259 at 4% or $78,840 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-20$2,431,694$189,215$9,461iApproximate average salary by contribution assumption: employee only about $236,519 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,119 at 6%; with 100% employer match about $118,259 at 4% or $78,840 at 6%.
Marshall Institute Cash Balance Pension Plan-17$581,786$0-
2021221$3,364,564$65,052$3,098iApproximate average salary by contribution assumption: employee only about $77,443 at 4% or $51,629 at 6%; with 50% employer match about $51,629 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-21$2,672,878$65,052$3,098iApproximate average salary by contribution assumption: employee only about $77,443 at 4% or $51,629 at 6%; with 50% employer match about $51,629 at 4% or $34,419 at 6%; with 100% employer match about $38,721 at 4% or $25,814 at 6%.
Marshall Institute Cash Balance Pension Plan-21$691,686$0-
2020224$3,530,990$129,564$5,399iApproximate average salary by contribution assumption: employee only about $134,963 at 4% or $89,975 at 6%; with 50% employer match about $89,975 at 4% or $59,983 at 6%; with 100% employer match about $67,481 at 4% or $44,988 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-24$2,898,398$129,564$5,399iApproximate average salary by contribution assumption: employee only about $134,963 at 4% or $89,975 at 6%; with 50% employer match about $89,975 at 4% or $59,983 at 6%; with 100% employer match about $67,481 at 4% or $44,988 at 6%.
Marshall Institute Cash Balance Pension Plan-21$632,592$0-
2019222$3,393,957$298,694$13,577iApproximate average salary by contribution assumption: employee only about $339,425 at 4% or $226,283 at 6%; with 50% employer match about $226,283 at 4% or $150,856 at 6%; with 100% employer match about $169,713 at 4% or $113,142 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-22$2,494,239$238,694$10,850iApproximate average salary by contribution assumption: employee only about $271,243 at 4% or $180,829 at 6%; with 50% employer match about $180,829 at 4% or $120,553 at 6%; with 100% employer match about $135,622 at 4% or $90,414 at 6%.
Marshall Institute Cash Balance Pension Plan-17$899,718$60,000$3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%.
2018221$3,485,869$413,379$19,685iApproximate average salary by contribution assumption: employee only about $492,118 at 4% or $328,079 at 6%; with 50% employer match about $328,079 at 4% or $218,719 at 6%; with 100% employer match about $246,059 at 4% or $164,039 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-21$2,720,296$301,992$14,381iApproximate average salary by contribution assumption: employee only about $359,514 at 4% or $239,676 at 6%; with 50% employer match about $239,676 at 4% or $159,784 at 6%; with 100% employer match about $179,757 at 4% or $119,838 at 6%.
Marshall Institute Cash Balance Pension Plan-17$765,573$111,387$6,552iApproximate average salary by contribution assumption: employee only about $163,804 at 4% or $109,203 at 6%; with 50% employer match about $109,203 at 4% or $72,802 at 6%; with 100% employer match about $81,902 at 4% or $54,601 at 6%.
2017220$3,433,739$368,826$18,441iApproximate average salary by contribution assumption: employee only about $461,033 at 4% or $307,355 at 6%; with 50% employer match about $307,355 at 4% or $204,903 at 6%; with 100% employer match about $230,516 at 4% or $153,678 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-20$2,750,110$258,430$12,922iApproximate average salary by contribution assumption: employee only about $323,038 at 4% or $215,358 at 6%; with 50% employer match about $215,358 at 4% or $143,572 at 6%; with 100% employer match about $161,519 at 4% or $107,679 at 6%.
Marshall Institute Cash Balance Pension Plan-16$683,629$110,396$6,900iApproximate average salary by contribution assumption: employee only about $172,494 at 4% or $114,996 at 6%; with 50% employer match about $114,996 at 4% or $76,664 at 6%; with 100% employer match about $86,247 at 4% or $57,498 at 6%.
2016221$2,725,177$391,955$18,665iApproximate average salary by contribution assumption: employee only about $466,613 at 4% or $311,075 at 6%; with 50% employer match about $311,075 at 4% or $207,384 at 6%; with 100% employer match about $233,307 at 4% or $155,538 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-21$2,185,860$272,906$12,996iApproximate average salary by contribution assumption: employee only about $324,888 at 4% or $216,592 at 6%; with 50% employer match about $216,592 at 4% or $144,395 at 6%; with 100% employer match about $162,444 at 4% or $108,296 at 6%.
Marshall Institute Cash Balance Pension Plan-17$539,317$119,049$7,003iApproximate average salary by contribution assumption: employee only about $175,072 at 4% or $116,715 at 6%; with 50% employer match about $116,715 at 4% or $77,810 at 6%; with 100% employer match about $87,536 at 4% or $58,357 at 6%.
2015220$2,492,161$348,487$17,424iApproximate average salary by contribution assumption: employee only about $435,609 at 4% or $290,406 at 6%; with 50% employer match about $290,406 at 4% or $193,604 at 6%; with 100% employer match about $217,804 at 4% or $145,203 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-20$2,075,165$241,463$12,073iApproximate average salary by contribution assumption: employee only about $301,829 at 4% or $201,219 at 6%; with 50% employer match about $201,219 at 4% or $134,146 at 6%; with 100% employer match about $150,914 at 4% or $100,610 at 6%.
Marshall Institute Cash Balance Pension Plan-16$416,996$107,024$6,689iApproximate average salary by contribution assumption: employee only about $167,225 at 4% or $111,483 at 6%; with 50% employer match about $111,483 at 4% or $74,322 at 6%; with 100% employer match about $83,613 at 4% or $55,742 at 6%.
2014218$5,296,441$441,701$24,539iApproximate average salary by contribution assumption: employee only about $613,474 at 4% or $408,982 at 6%; with 50% employer match about $408,982 at 4% or $272,655 at 6%; with 100% employer match about $306,737 at 4% or $204,491 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-18$3,535,320$334,608$18,589iApproximate average salary by contribution assumption: employee only about $464,733 at 4% or $309,822 at 6%; with 50% employer match about $309,822 at 4% or $206,548 at 6%; with 100% employer match about $232,367 at 4% or $154,911 at 6%.
Marshall Institute Cash Balance Pension Plan-13$1,761,121$107,093$8,238iApproximate average salary by contribution assumption: employee only about $205,948 at 4% or $137,299 at 6%; with 50% employer match about $137,299 at 4% or $91,532 at 6%; with 100% employer match about $102,974 at 4% or $68,649 at 6%.
2013216$4,638,280$533,099$33,319iApproximate average salary by contribution assumption: employee only about $832,967 at 4% or $555,311 at 6%; with 50% employer match about $555,311 at 4% or $370,208 at 6%; with 100% employer match about $416,484 at 4% or $277,656 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-16$3,051,167$296,089$18,506iApproximate average salary by contribution assumption: employee only about $462,639 at 4% or $308,426 at 6%; with 50% employer match about $308,426 at 4% or $205,617 at 6%; with 100% employer match about $231,320 at 4% or $154,213 at 6%.
Marshall Institute Cash Balance Pension Plan-13$1,587,113$237,010$18,232iApproximate average salary by contribution assumption: employee only about $455,788 at 4% or $303,859 at 6%; with 50% employer match about $303,859 at 4% or $202,573 at 6%; with 100% employer match about $227,894 at 4% or $151,929 at 6%.
2012217$3,863,383$431,166$25,363iApproximate average salary by contribution assumption: employee only about $634,068 at 4% or $422,712 at 6%; with 50% employer match about $422,712 at 4% or $281,808 at 6%; with 100% employer match about $317,034 at 4% or $211,356 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-17$2,563,764$295,137$17,361iApproximate average salary by contribution assumption: employee only about $434,025 at 4% or $289,350 at 6%; with 50% employer match about $289,350 at 4% or $192,900 at 6%; with 100% employer match about $217,013 at 4% or $144,675 at 6%.
Marshall Institute Cash Balance Pension Plan-13$1,299,619$136,029$10,464iApproximate average salary by contribution assumption: employee only about $261,594 at 4% or $174,396 at 6%; with 50% employer match about $174,396 at 4% or $116,264 at 6%; with 100% employer match about $130,797 at 4% or $87,198 at 6%.
2011214$3,608,433$414,930$29,638iApproximate average salary by contribution assumption: employee only about $740,946 at 4% or $493,964 at 6%; with 50% employer match about $493,964 at 4% or $329,310 at 6%; with 100% employer match about $370,473 at 4% or $246,982 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-14$2,532,100$288,932$20,638iApproximate average salary by contribution assumption: employee only about $515,950 at 4% or $343,967 at 6%; with 50% employer match about $343,967 at 4% or $229,311 at 6%; with 100% employer match about $257,975 at 4% or $171,983 at 6%.
Marshall Institute Cash Balance Pension Plan-12$1,076,333$125,998$10,500iApproximate average salary by contribution assumption: employee only about $262,496 at 4% or $174,997 at 6%; with 50% employer match about $174,997 at 4% or $116,665 at 6%; with 100% employer match about $131,248 at 4% or $87,499 at 6%.
2010217$3,291,722$286,165$16,833iApproximate average salary by contribution assumption: employee only about $420,831 at 4% or $280,554 at 6%; with 50% employer match about $280,554 at 4% or $187,036 at 6%; with 100% employer match about $210,415 at 4% or $140,277 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-17$2,348,955$284,914$16,760iApproximate average salary by contribution assumption: employee only about $418,991 at 4% or $279,327 at 6%; with 50% employer match about $279,327 at 4% or $186,218 at 6%; with 100% employer match about $209,496 at 4% or $139,664 at 6%.
Marshall Institute Cash Balance Pension Plan-11$942,767$1,251$114iApproximate average salary by contribution assumption: employee only about $2,843 at 4% or $1,895 at 6%; with 50% employer match about $1,895 at 4% or $1,264 at 6%; with 100% employer match about $1,422 at 4% or $948 at 6%.
2009218$2,804,270$292,968$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-18$1,922,537$292,968$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
Marshall Institute Cash Balance Pension Plan-11$881,733--
2008214$2,257,351$321,231$22,945iApproximate average salary by contribution assumption: employee only about $573,627 at 4% or $382,418 at 6%; with 50% employer match about $382,418 at 4% or $254,945 at 6%; with 100% employer match about $286,813 at 4% or $191,209 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-14$1,492,800$227,481$16,249iApproximate average salary by contribution assumption: employee only about $406,216 at 4% or $270,811 at 6%; with 50% employer match about $270,811 at 4% or $180,540 at 6%; with 100% employer match about $203,108 at 4% or $135,405 at 6%.
Marshall Institute Cash Balance Pension Plan-11$764,551$93,750$8,523iApproximate average salary by contribution assumption: employee only about $213,068 at 4% or $142,045 at 6%; with 50% employer match about $142,045 at 4% or $94,697 at 6%; with 100% employer match about $106,534 at 4% or $71,023 at 6%.
2007215$1,887,572$239,576$15,972iApproximate average salary by contribution assumption: employee only about $399,293 at 4% or $266,196 at 6%; with 50% employer match about $266,196 at 4% or $177,464 at 6%; with 100% employer match about $199,647 at 4% or $133,098 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-15$1,887,572$239,576$15,972iApproximate average salary by contribution assumption: employee only about $399,293 at 4% or $266,196 at 6%; with 50% employer match about $266,196 at 4% or $177,464 at 6%; with 100% employer match about $199,647 at 4% or $133,098 at 6%.
Marshall Institute Cash Balance Pension Plan-11---
2006214$2,008,480$636,160$45,440iApproximate average salary by contribution assumption: employee only about $1,136,000 at 4% or $757,333 at 6%; with 50% employer match about $757,333 at 4% or $504,889 at 6%; with 100% employer match about $568,000 at 4% or $378,667 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-14$1,606,068$233,748$16,696iApproximate average salary by contribution assumption: employee only about $417,407 at 4% or $278,271 at 6%; with 50% employer match about $278,271 at 4% or $185,514 at 6%; with 100% employer match about $208,704 at 4% or $139,136 at 6%.
Marshall Institute Cash Balance Pension Plan-12$402,412$402,412$33,534iApproximate average salary by contribution assumption: employee only about $838,358 at 4% or $558,906 at 6%; with 50% employer match about $558,906 at 4% or $372,604 at 6%; with 100% employer match about $419,179 at 4% or $279,453 at 6%.
2005115$1,258,960$200,874$13,392iApproximate average salary by contribution assumption: employee only about $334,790 at 4% or $223,193 at 6%; with 50% employer match about $223,193 at 4% or $148,796 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-15$1,258,960$200,874$13,392iApproximate average salary by contribution assumption: employee only about $334,790 at 4% or $223,193 at 6%; with 50% employer match about $223,193 at 4% or $148,796 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%.
2004111$983,015$135,039$12,276iApproximate average salary by contribution assumption: employee only about $306,907 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,403 at 6%; with 100% employer match about $153,453 at 4% or $102,302 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-11$983,015$135,039$12,276iApproximate average salary by contribution assumption: employee only about $306,907 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,403 at 6%; with 100% employer match about $153,453 at 4% or $102,302 at 6%.
2003110$1,053,438$126,988$12,699iApproximate average salary by contribution assumption: employee only about $317,470 at 4% or $211,647 at 6%; with 50% employer match about $211,647 at 4% or $141,098 at 6%; with 100% employer match about $158,735 at 4% or $105,823 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-10$1,053,438$126,988$12,699iApproximate average salary by contribution assumption: employee only about $317,470 at 4% or $211,647 at 6%; with 50% employer match about $211,647 at 4% or $141,098 at 6%; with 100% employer match about $158,735 at 4% or $105,823 at 6%.
200218$768,391$85,053$10,632iApproximate average salary by contribution assumption: employee only about $265,791 at 4% or $177,194 at 6%; with 50% employer match about $177,194 at 4% or $118,129 at 6%; with 100% employer match about $132,895 at 4% or $88,597 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-8$768,391$85,053$10,632iApproximate average salary by contribution assumption: employee only about $265,791 at 4% or $177,194 at 6%; with 50% employer match about $177,194 at 4% or $118,129 at 6%; with 100% employer match about $132,895 at 4% or $88,597 at 6%.
2001110$0$0-
Marshall Institute Inc. 401(K) Profit Sharing Plan-10---
200019$812,613$145,165$16,129iApproximate average salary by contribution assumption: employee only about $403,236 at 4% or $268,824 at 6%; with 50% employer match about $268,824 at 4% or $179,216 at 6%; with 100% employer match about $201,618 at 4% or $134,412 at 6%.
Marshall Institute Inc. 401(K) Profit Sharing Plan-9$812,613$145,165$16,129iApproximate average salary by contribution assumption: employee only about $403,236 at 4% or $268,824 at 6%; with 50% employer match about $268,824 at 4% or $179,216 at 6%; with 100% employer match about $201,618 at 4% or $134,412 at 6%.