Civic Intelligence

Victor R. Marshall & Associates PC

Plan context: VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

EIN 85-0382825 • Albuquerque, NM • 30 filings • 5 plans

12509 Oakland Avenue NEAlbuquerque, NM 87122-2274
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$1,071,362

2016 Contributions

$4,505

Historical Graphs

Total Assets Over Time

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

$2,727,311$1,363,656$0199920082015YearValue
$1,071,362Latest year 2015

Participants Over Time

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

320199920072015YearValue
2Latest year 2015

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
201610$0$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-0$0$0-
201512$1,071,362$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-2$1,071,362$0-
201422$1,082,052$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-2$1,082,052$0-
Victor R. Marshall & Associates PC. Profit Sharing Plan-0$0$0-
201322$2,727,311$0-
Victor R. Marshall & Associates PC. Profit Sharing Plan-2$1,652,725$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-2$1,074,586$0-
201223$2,682,024$0-
Victor R. Marshall & Associates PC. Profit Sharing Plan-2$1,587,560$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$1,094,464$0-
201123$2,718,549$4,505$1,502iApproximate average salary by contribution assumption: employee only about $37,542 at 4% or $25,028 at 6%; with 50% employer match about $25,028 at 4% or $16,685 at 6%; with 100% employer match about $18,771 at 4% or $12,514 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,640,414$4,505$1,502iApproximate average salary by contribution assumption: employee only about $37,542 at 4% or $25,028 at 6%; with 50% employer match about $25,028 at 4% or $16,685 at 6%; with 100% employer match about $18,771 at 4% or $12,514 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$1,078,135$0-
201023$2,715,989$5,175$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,626,408$5,175$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$1,089,581$0-
200923$2,652,410$5,250$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,588,204$5,250$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$1,064,206$0-
200823$975,067$0-
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$975,067--
Victor R. Marshall & Associates PC. Profit Sharing Plan-3---
200723$0$0-
Victor R. Marshall & Associates PC. Profit Sharing Plan-3---
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3---
200623$2,512,324$225,890$75,297iApproximate average salary by contribution assumption: employee only about $1,882,417 at 4% or $1,254,944 at 6%; with 50% employer match about $1,254,944 at 4% or $836,630 at 6%; with 100% employer match about $941,208 at 4% or $627,472 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,532,920$50,619$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$979,404$175,271$58,424iApproximate average salary by contribution assumption: employee only about $1,460,592 at 4% or $973,728 at 6%; with 50% employer match about $973,728 at 4% or $649,152 at 6%; with 100% employer match about $730,296 at 4% or $486,864 at 6%.
200523$2,068,583$245,736$81,912iApproximate average salary by contribution assumption: employee only about $2,047,800 at 4% or $1,365,200 at 6%; with 50% employer match about $1,365,200 at 4% or $910,133 at 6%; with 100% employer match about $1,023,900 at 4% or $682,600 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,355,310$44,693$14,898iApproximate average salary by contribution assumption: employee only about $372,442 at 4% or $248,294 at 6%; with 50% employer match about $248,294 at 4% or $165,530 at 6%; with 100% employer match about $186,221 at 4% or $124,147 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$713,273$201,043$67,014iApproximate average salary by contribution assumption: employee only about $1,675,358 at 4% or $1,116,906 at 6%; with 50% employer match about $1,116,906 at 4% or $744,604 at 6%; with 100% employer match about $837,679 at 4% or $558,453 at 6%.
200423$1,685,062$246,208$82,069iApproximate average salary by contribution assumption: employee only about $2,051,733 at 4% or $1,367,822 at 6%; with 50% employer match about $1,367,822 at 4% or $911,881 at 6%; with 100% employer match about $1,025,867 at 4% or $683,911 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,250,453$42,398$14,133iApproximate average salary by contribution assumption: employee only about $353,317 at 4% or $235,544 at 6%; with 50% employer match about $235,544 at 4% or $157,030 at 6%; with 100% employer match about $176,658 at 4% or $117,772 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-3$434,609$203,810$67,937iApproximate average salary by contribution assumption: employee only about $1,698,417 at 4% or $1,132,278 at 6%; with 50% employer match about $1,132,278 at 4% or $754,852 at 6%; with 100% employer match about $849,208 at 4% or $566,139 at 6%.
200322$1,362,628$237,877$118,939iApproximate average salary by contribution assumption: employee only about $2,973,463 at 4% or $1,982,308 at 6%; with 50% employer match about $1,982,308 at 4% or $1,321,539 at 6%; with 100% employer match about $1,486,731 at 4% or $991,154 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-2$1,161,124$36,373$18,187iApproximate average salary by contribution assumption: employee only about $454,663 at 4% or $303,108 at 6%; with 50% employer match about $303,108 at 4% or $202,072 at 6%; with 100% employer match about $227,331 at 4% or $151,554 at 6%.
VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN-2$201,504$201,504$100,752iApproximate average salary by contribution assumption: employee only about $2,518,800 at 4% or $1,679,200 at 6%; with 50% employer match about $1,679,200 at 4% or $1,119,467 at 6%; with 100% employer match about $1,259,400 at 4% or $839,600 at 6%.
200213$1,032,487$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,032,487$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
200113$1,010,835$38,534$12,845iApproximate average salary by contribution assumption: employee only about $321,117 at 4% or $214,078 at 6%; with 50% employer match about $214,078 at 4% or $142,719 at 6%; with 100% employer match about $160,558 at 4% or $107,039 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$1,010,835$38,534$12,845iApproximate average salary by contribution assumption: employee only about $321,117 at 4% or $214,078 at 6%; with 50% employer match about $214,078 at 4% or $142,719 at 6%; with 100% employer match about $160,558 at 4% or $107,039 at 6%.
200012$936,706$30,375$15,188iApproximate average salary by contribution assumption: employee only about $379,688 at 4% or $253,125 at 6%; with 50% employer match about $253,125 at 4% or $168,750 at 6%; with 100% employer match about $189,844 at 4% or $126,563 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-2$936,706$30,375$15,188iApproximate average salary by contribution assumption: employee only about $379,688 at 4% or $253,125 at 6%; with 50% employer match about $253,125 at 4% or $168,750 at 6%; with 100% employer match about $189,844 at 4% or $126,563 at 6%.
199913$881,659$367,343$122,448iApproximate average salary by contribution assumption: employee only about $3,061,192 at 4% or $2,040,794 at 6%; with 50% employer match about $2,040,794 at 4% or $1,360,530 at 6%; with 100% employer match about $1,530,596 at 4% or $1,020,397 at 6%.
Victor R. Marshall & Associates PC. Profit Sharing Plan-3$881,659$367,343$122,448iApproximate average salary by contribution assumption: employee only about $3,061,192 at 4% or $2,040,794 at 6%; with 50% employer match about $2,040,794 at 4% or $1,360,530 at 6%; with 100% employer match about $1,530,596 at 4% or $1,020,397 at 6%.