Logo

JOHN T. MARSHALL HR10 PLAN AND TRUST 401k Plan overview

Plan NameJOHN T. MARSHALL HR10 PLAN AND TRUST
Plan identification number 004

JOHN T. MARSHALL HR10 PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOB MARSHALL has sponsored the creation of one or more 401k plans.

Company Name:BOB MARSHALL
Employer identification number (EIN):530232625
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN T. MARSHALL HR10 PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-01-01BOB MARSHALL BOB MARSHALL2014-07-29
0042012-01-01JOHN MARSHALL JOHN MARSHALL2013-04-15
0042011-01-01JOHN MARSHALL JOHN MARSHALL2012-04-17
0042009-01-01JOHN MARSHALL JOHN MARSHALL2010-10-15

Plan Statistics for JOHN T. MARSHALL HR10 PLAN AND TRUST

401k plan membership statisitcs for JOHN T. MARSHALL HR10 PLAN AND TRUST

Measure Date Value
2013: JOHN T. MARSHALL HR10 PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
2012: JOHN T. MARSHALL HR10 PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: JOHN T. MARSHALL HR10 PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: JOHN T. MARSHALL HR10 PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on JOHN T. MARSHALL HR10 PLAN AND TRUST

Measure Date Value
2013 : JOHN T. MARSHALL HR10 PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-18$15,471
Expenses. Total of all expenses incurred2013-12-18$320,856
Benefits paid (including direct rollovers)2013-12-18$304,086
Total plan assets at end of year2013-12-18$0
Total plan assets at beginning of year2013-12-18$305,385
Other income received2013-12-18$15,471
Net income (gross income less expenses)2013-12-18$-305,385
Net plan assets at end of year (total assets less liabilities)2013-12-18$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-18$305,385
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-18$16,770
2012 : JOHN T. MARSHALL HR10 PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$17,691
Expenses. Total of all expenses incurred2012-12-31$32,631
Benefits paid (including direct rollovers)2012-12-31$31,000
Total plan assets at end of year2012-12-31$305,385
Total plan assets at beginning of year2012-12-31$320,325
Other income received2012-12-31$17,691
Net income (gross income less expenses)2012-12-31$-14,940
Net plan assets at end of year (total assets less liabilities)2012-12-31$305,385
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$320,325
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,631
2011 : JOHN T. MARSHALL HR10 PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$18,591
Expenses. Total of all expenses incurred2011-12-31$21,053
Benefits paid (including direct rollovers)2011-12-31$20,000
Total plan assets at end of year2011-12-31$320,325
Total plan assets at beginning of year2011-12-31$322,787
Other income received2011-12-31$18,591
Net income (gross income less expenses)2011-12-31$-2,462
Net plan assets at end of year (total assets less liabilities)2011-12-31$320,325
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$322,787
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,053
2010 : JOHN T. MARSHALL HR10 PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$19,444
Expenses. Total of all expenses incurred2010-12-31$21,053
Benefits paid (including direct rollovers)2010-12-31$20,000
Total plan assets at end of year2010-12-31$322,787
Total plan assets at beginning of year2010-12-31$324,396
Other income received2010-12-31$19,444
Net income (gross income less expenses)2010-12-31$-1,609
Net plan assets at end of year (total assets less liabilities)2010-12-31$322,787
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$324,396
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,053

Form 5500 Responses for JOHN T. MARSHALL HR10 PLAN AND TRUST

2013: JOHN T. MARSHALL HR10 PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: JOHN T. MARSHALL HR10 PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: JOHN T. MARSHALL HR10 PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: JOHN T. MARSHALL HR10 PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1