Civic Intelligence

Norm Marshall and Associates

Plan context: Norm Marshall and Associates 401K Profit Sharing Plan & Trust

EIN 95-3782330 • Sun Valley, CA • 18 filings • 6 plans

11059 Sherman WaySun Valley, CA 91352
Current Snapshot

Latest Year

2011

2011 Participants

34

2011 Assets

$1,411,043

2011 Contributions

$126,799

Historical Graphs

Total Assets Over Time

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

$1,576,959$788,480$0199920052010YearValue
$1,411,043Latest year 2010

Participants Over Time

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

40200199920052010YearValue
34Latest year 2010

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
201110$0$0-
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-0$0--
2010134$1,411,043$126,799$3,729iApproximate average salary by contribution assumption: employee only about $93,235 at 4% or $62,156 at 6%; with 50% employer match about $62,156 at 4% or $41,438 at 6%; with 100% employer match about $46,617 at 4% or $31,078 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-34$1,411,043$126,799$3,729iApproximate average salary by contribution assumption: employee only about $93,235 at 4% or $62,156 at 6%; with 50% employer match about $62,156 at 4% or $41,438 at 6%; with 100% employer match about $46,617 at 4% or $31,078 at 6%.
2009140$1,576,959$179,314$4,483iApproximate average salary by contribution assumption: employee only about $112,071 at 4% or $74,714 at 6%; with 50% employer match about $74,714 at 4% or $49,809 at 6%; with 100% employer match about $56,036 at 4% or $37,357 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-40$1,576,959$179,314$4,483iApproximate average salary by contribution assumption: employee only about $112,071 at 4% or $74,714 at 6%; with 50% employer match about $74,714 at 4% or $49,809 at 6%; with 100% employer match about $56,036 at 4% or $37,357 at 6%.
2008234$1,131,986$117,022$3,442iApproximate average salary by contribution assumption: employee only about $86,046 at 4% or $57,364 at 6%; with 50% employer match about $57,364 at 4% or $38,242 at 6%; with 100% employer match about $43,023 at 4% or $28,682 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-34$1,131,986$117,022$3,442iApproximate average salary by contribution assumption: employee only about $86,046 at 4% or $57,364 at 6%; with 50% employer match about $57,364 at 4% or $38,242 at 6%; with 100% employer match about $43,023 at 4% or $28,682 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-0---
2007236$1,321,870$196,810$5,467iApproximate average salary by contribution assumption: employee only about $136,674 at 4% or $91,116 at 6%; with 50% employer match about $91,116 at 4% or $60,744 at 6%; with 100% employer match about $68,337 at 4% or $45,558 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-36$1,321,870$196,810$5,467iApproximate average salary by contribution assumption: employee only about $136,674 at 4% or $91,116 at 6%; with 50% employer match about $91,116 at 4% or $60,744 at 6%; with 100% employer match about $68,337 at 4% or $45,558 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-23---
2006225$1,253,751$63,625$2,545iApproximate average salary by contribution assumption: employee only about $63,625 at 4% or $42,417 at 6%; with 50% employer match about $42,417 at 4% or $28,278 at 6%; with 100% employer match about $31,813 at 4% or $21,208 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-25$1,077,912$63,625$2,545iApproximate average salary by contribution assumption: employee only about $63,625 at 4% or $42,417 at 6%; with 50% employer match about $42,417 at 4% or $28,278 at 6%; with 100% employer match about $31,813 at 4% or $21,208 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-17$175,839--
2005230$1,131,821$108,227$3,608iApproximate average salary by contribution assumption: employee only about $90,189 at 4% or $60,126 at 6%; with 50% employer match about $60,126 at 4% or $40,084 at 6%; with 100% employer match about $45,095 at 4% or $30,063 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-30$962,758$108,227$3,608iApproximate average salary by contribution assumption: employee only about $90,189 at 4% or $60,126 at 6%; with 50% employer match about $60,126 at 4% or $40,084 at 6%; with 100% employer match about $45,095 at 4% or $30,063 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-13$169,063--
2004229$988,019$64,278$2,216iApproximate average salary by contribution assumption: employee only about $55,412 at 4% or $36,941 at 6%; with 50% employer match about $36,941 at 4% or $24,628 at 6%; with 100% employer match about $27,706 at 4% or $18,471 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-29$821,414$64,278$2,216iApproximate average salary by contribution assumption: employee only about $55,412 at 4% or $36,941 at 6%; with 50% employer match about $36,941 at 4% or $24,628 at 6%; with 100% employer match about $27,706 at 4% or $18,471 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-20$166,605--
2003117$164,972$0-
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-17$164,972--
2002215$616,843$266,492$17,766iApproximate average salary by contribution assumption: employee only about $444,153 at 4% or $296,102 at 6%; with 50% employer match about $296,102 at 4% or $197,401 at 6%; with 100% employer match about $222,077 at 4% or $148,051 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-15$452,782$102,431$6,829iApproximate average salary by contribution assumption: employee only about $170,718 at 4% or $113,812 at 6%; with 50% employer match about $113,812 at 4% or $75,875 at 6%; with 100% employer match about $85,359 at 4% or $56,906 at 6%.
NORM MARSHALL AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-12$164,061$164,061$13,672iApproximate average salary by contribution assumption: employee only about $341,794 at 4% or $227,863 at 6%; with 50% employer match about $227,863 at 4% or $151,908 at 6%; with 100% employer match about $170,897 at 4% or $113,931 at 6%.
2001114$417,147$102,798$7,343iApproximate average salary by contribution assumption: employee only about $183,568 at 4% or $122,379 at 6%; with 50% employer match about $122,379 at 4% or $81,586 at 6%; with 100% employer match about $91,784 at 4% or $61,189 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-14$417,147$102,798$7,343iApproximate average salary by contribution assumption: employee only about $183,568 at 4% or $122,379 at 6%; with 50% employer match about $122,379 at 4% or $81,586 at 6%; with 100% employer match about $91,784 at 4% or $61,189 at 6%.
1999112$225,654$53,279$4,440iApproximate average salary by contribution assumption: employee only about $110,998 at 4% or $73,999 at 6%; with 50% employer match about $73,999 at 4% or $49,332 at 6%; with 100% employer match about $55,499 at 4% or $36,999 at 6%.
Norm Marshall and Associates 401K Profit Sharing Plan & Trust-12$225,654$53,279$4,440iApproximate average salary by contribution assumption: employee only about $110,998 at 4% or $73,999 at 6%; with 50% employer match about $73,999 at 4% or $49,332 at 6%; with 100% employer match about $55,499 at 4% or $36,999 at 6%.