Civic Intelligence

Marshall a. Caskey

Plan context: Marshall a. Caskey Profit Sharing Plan

EIN 95-3721293 • Calabasas, CA • 26 filings • 2 plans

24025 Park Sorrento, Suite 400Calabasas, CA 91302-4009
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$173,055

2024 Contributions

$46,154

Historical Graphs

Total Assets Over Time

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

$666,953$333,477$0199920132023YearValue
$173,055Latest year 2023

Participants Over Time

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

420199920112023YearValue
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 a. Caskey Profit Sharing Plan-0$0--
202311$173,055$0-
Marshall a. Caskey Profit Sharing Plan-1$173,055$0-
202211$176,522$0-
Marshall a. Caskey Profit Sharing Plan-1$176,522$0-
202111$214,841$0-
Marshall a. Caskey Profit Sharing Plan-1$214,841$0-
202011$181,199$0-
Marshall a. Caskey Profit Sharing Plan-1$181,199$0-
201911$170,585$0-
Marshall a. Caskey Profit Sharing Plan-1$170,585$0-
201811$141,394$0-
Marshall a. Caskey Profit Sharing Plan-1$141,394$0-
201711$156,366$0-
Marshall a. Caskey Profit Sharing Plan-1$156,366$0-
201611$189,042$0-
Marshall a. Caskey Profit Sharing Plan-1$189,042$0-
201511$183,284$0-
Marshall a. Caskey Profit Sharing Plan-1$183,284--
201411$212,622$0-
Marshall a. Caskey Profit Sharing Plan-1$212,622$0-
201312$311,693$0-
Marshall a. Caskey Profit Sharing Plan-2$311,693$0-
201212$442,309$0-
Marshall a. Caskey Profit Sharing Plan-2$442,309$0-
201112$485,195$0-
Marshall a. Caskey Profit Sharing Plan-2$485,195$0-
201012$504,252$0-
Marshall a. Caskey Profit Sharing Plan-2$504,252$0-
200912$503,590$0-
Marshall a. Caskey Profit Sharing Plan-2$503,590$0-
200813$400,212$0-
Marshall a. Caskey Profit Sharing Plan-3$400,212--
200713$0$0-
Marshall a. Caskey Profit Sharing Plan-3---
200613$666,953$0-
Marshall a. Caskey Profit Sharing Plan-3$666,953--
200513$624,266$46,154$15,385iApproximate average salary by contribution assumption: employee only about $384,617 at 4% or $256,411 at 6%; with 50% employer match about $256,411 at 4% or $170,941 at 6%; with 100% employer match about $192,308 at 4% or $128,206 at 6%.
Marshall a. Caskey Profit Sharing Plan-3$624,266$46,154$15,385iApproximate average salary by contribution assumption: employee only about $384,617 at 4% or $256,411 at 6%; with 50% employer match about $256,411 at 4% or $170,941 at 6%; with 100% employer match about $192,308 at 4% or $128,206 at 6%.
200412$569,135$0-
Marshall a. Caskey Profit Sharing Plan-2$569,135--
200312$521,384$47,200$23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%.
Marshall a. Caskey Profit Sharing Plan-2$521,384$47,200$23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%.
200212$350,207$59,590$29,795iApproximate average salary by contribution assumption: employee only about $744,875 at 4% or $496,583 at 6%; with 50% employer match about $496,583 at 4% or $331,056 at 6%; with 100% employer match about $372,438 at 4% or $248,292 at 6%.
Marshall a. Caskey Profit Sharing Plan-2$350,207$59,590$29,795iApproximate average salary by contribution assumption: employee only about $744,875 at 4% or $496,583 at 6%; with 50% employer match about $496,583 at 4% or $331,056 at 6%; with 100% employer match about $372,438 at 4% or $248,292 at 6%.
200112$0$0-
Marshall a. Caskey Profit Sharing Plan-2---
200012$0$0-
Marshall a. Caskey Profit Sharing Plan-2---
199914$203,619$42,286$10,572iApproximate average salary by contribution assumption: employee only about $264,288 at 4% or $176,192 at 6%; with 50% employer match about $176,192 at 4% or $117,461 at 6%; with 100% employer match about $132,144 at 4% or $88,096 at 6%.
Marshall a. Caskey Profit Sharing Plan-4$203,619$42,286$10,572iApproximate average salary by contribution assumption: employee only about $264,288 at 4% or $176,192 at 6%; with 50% employer match about $176,192 at 4% or $117,461 at 6%; with 100% employer match about $132,144 at 4% or $88,096 at 6%.