Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marshall Associates, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Marshall Associates, Inc. under EIN 36-2762990 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $26,635,123 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,635,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,635,123
- Net assets (BOY)
- $23,490,871
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,057,456
- Total contributions
- $1,238,136
- Total income / additions
- $5,338,634
Expenses & distributions
- Benefits paid
- $2,162,440
- Administrative expenses
- $31,942
- Total expenses
- $2,194,382
- Net increase / (decrease)
- $3,144,252