Civic Intelligence

Jeffrey L. Marshall, D.D.S., P.S.

Plan context: Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust

EIN 91-1041186 • Spokane Valley, WA • 19 filings • 5 plans

12308 E Broadway AveSpokane Valley, WA 99216-2920
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$2,426,777

2017 Contributions

$9,754

Historical Graphs

Total Assets Over Time

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

$2,426,777$1,213,389$0199920112016YearValue
$2,426,777Latest year 2016

Participants Over Time

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

950199920082016YearValue
5Latest year 2016

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
201710$0$9,754-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-0-$9,754-
201615$2,426,777$32,258$6,452iApproximate average salary by contribution assumption: employee only about $161,290 at 4% or $107,527 at 6%; with 50% employer match about $107,527 at 4% or $71,684 at 6%; with 100% employer match about $80,645 at 4% or $53,763 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-5$2,426,777$32,258$6,452iApproximate average salary by contribution assumption: employee only about $161,290 at 4% or $107,527 at 6%; with 50% employer match about $107,527 at 4% or $71,684 at 6%; with 100% employer match about $80,645 at 4% or $53,763 at 6%.
201517$2,219,780$33,705$4,815iApproximate average salary by contribution assumption: employee only about $120,375 at 4% or $80,250 at 6%; with 50% employer match about $80,250 at 4% or $53,500 at 6%; with 100% employer match about $60,188 at 4% or $40,125 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7$2,219,780$33,705$4,815iApproximate average salary by contribution assumption: employee only about $120,375 at 4% or $80,250 at 6%; with 50% employer match about $80,250 at 4% or $53,500 at 6%; with 100% employer match about $60,188 at 4% or $40,125 at 6%.
201415$2,055,233$23,749$4,750iApproximate average salary by contribution assumption: employee only about $118,745 at 4% or $79,163 at 6%; with 50% employer match about $79,163 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-5$2,055,233$23,749$4,750iApproximate average salary by contribution assumption: employee only about $118,745 at 4% or $79,163 at 6%; with 50% employer match about $79,163 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%.
201317$2,308,697$24,981$3,569iApproximate average salary by contribution assumption: employee only about $89,218 at 4% or $59,479 at 6%; with 50% employer match about $59,479 at 4% or $39,652 at 6%; with 100% employer match about $44,609 at 4% or $29,739 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7$2,308,697$24,981$3,569iApproximate average salary by contribution assumption: employee only about $89,218 at 4% or $59,479 at 6%; with 50% employer match about $59,479 at 4% or $39,652 at 6%; with 100% employer match about $44,609 at 4% or $29,739 at 6%.
201216$1,880,758$21,469$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-6$1,880,758$21,469$3,578iApproximate average salary by contribution assumption: employee only about $89,454 at 4% or $59,636 at 6%; with 50% employer match about $59,636 at 4% or $39,757 at 6%; with 100% employer match about $44,727 at 4% or $29,818 at 6%.
201117$1,640,528$32,650$4,664iApproximate average salary by contribution assumption: employee only about $116,607 at 4% or $77,738 at 6%; with 50% employer match about $77,738 at 4% or $51,825 at 6%; with 100% employer match about $58,304 at 4% or $38,869 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7$1,640,528$32,650$4,664iApproximate average salary by contribution assumption: employee only about $116,607 at 4% or $77,738 at 6%; with 50% employer match about $77,738 at 4% or $51,825 at 6%; with 100% employer match about $58,304 at 4% or $38,869 at 6%.
201017$1,612,524$27,732$3,962iApproximate average salary by contribution assumption: employee only about $99,043 at 4% or $66,029 at 6%; with 50% employer match about $66,029 at 4% or $44,019 at 6%; with 100% employer match about $49,521 at 4% or $33,014 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7$1,612,524$27,732$3,962iApproximate average salary by contribution assumption: employee only about $99,043 at 4% or $66,029 at 6%; with 50% employer match about $66,029 at 4% or $44,019 at 6%; with 100% employer match about $49,521 at 4% or $33,014 at 6%.
200915$1,349,201$15,031$3,006iApproximate average salary by contribution assumption: employee only about $75,155 at 4% or $50,103 at 6%; with 50% employer match about $50,103 at 4% or $33,402 at 6%; with 100% employer match about $37,578 at 4% or $25,052 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-5$1,349,201$15,031$3,006iApproximate average salary by contribution assumption: employee only about $75,155 at 4% or $50,103 at 6%; with 50% employer match about $50,103 at 4% or $33,402 at 6%; with 100% employer match about $37,578 at 4% or $25,052 at 6%.
200816$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-6---
200716$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-6---
200617$1,669,933$58,703$8,386iApproximate average salary by contribution assumption: employee only about $209,654 at 4% or $139,769 at 6%; with 50% employer match about $139,769 at 4% or $93,179 at 6%; with 100% employer match about $104,827 at 4% or $69,885 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7$1,669,933$58,703$8,386iApproximate average salary by contribution assumption: employee only about $209,654 at 4% or $139,769 at 6%; with 50% employer match about $139,769 at 4% or $93,179 at 6%; with 100% employer match about $104,827 at 4% or $69,885 at 6%.
200519$1,403,649$52,885$5,876iApproximate average salary by contribution assumption: employee only about $146,903 at 4% or $97,935 at 6%; with 50% employer match about $97,935 at 4% or $65,290 at 6%; with 100% employer match about $73,451 at 4% or $48,968 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-9$1,403,649$52,885$5,876iApproximate average salary by contribution assumption: employee only about $146,903 at 4% or $97,935 at 6%; with 50% employer match about $97,935 at 4% or $65,290 at 6%; with 100% employer match about $73,451 at 4% or $48,968 at 6%.
200419$1,234,149$45,653$5,073iApproximate average salary by contribution assumption: employee only about $126,814 at 4% or $84,543 at 6%; with 50% employer match about $84,543 at 4% or $56,362 at 6%; with 100% employer match about $63,407 at 4% or $42,271 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-9$1,234,149$45,653$5,073iApproximate average salary by contribution assumption: employee only about $126,814 at 4% or $84,543 at 6%; with 50% employer match about $84,543 at 4% or $56,362 at 6%; with 100% employer match about $63,407 at 4% or $42,271 at 6%.
200318$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-8---
200218$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-8---
200117$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7---
200017$0$0-
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-7---
199915$1,854,282$29,821$5,964iApproximate average salary by contribution assumption: employee only about $149,105 at 4% or $99,403 at 6%; with 50% employer match about $99,403 at 4% or $66,269 at 6%; with 100% employer match about $74,553 at 4% or $49,702 at 6%.
Jeffrey L. Marshall, D.D.S., P.S. Amended & Restated Employee 401K Plan & Trust-5$1,854,282$29,821$5,964iApproximate average salary by contribution assumption: employee only about $149,105 at 4% or $99,403 at 6%; with 50% employer match about $99,403 at 4% or $66,269 at 6%; with 100% employer match about $74,553 at 4% or $49,702 at 6%.