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DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN 401k Plan overview

Plan NameDAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN
Plan identification number 002

DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

DAVID A. MARSHALL & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. MARSHALL & ASSOCIATES
Employer identification number (EIN):841166658
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01DAVID A MARSHALL2011-10-10
0022009-01-01DAVID A. MARSHALL

Plan Statistics for DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN

401k plan membership statisitcs for DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN

Measure Date Value
2009: DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN

2009: DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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