401(k) ยท DOL Form 5500 ยท 2024

Marshall/Plumb Research Associates, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
8
Participants

Sponsored by Marshall/Plumb Research Associates, Inc. ยท California ยท Professional & Technical Services

What the 2024 filing shows

Marshall/Plumb Research Associates, Inc. 401(k) Plan holds N/A for 8 participants.

N/A
total plan assets (2024 EOY)
8
covered participants
Total Assets (2023)
N/A
Participants
8
State
Industry
Professional & Technical Services

What the Filing Says About Marshall/Plumb Research Associates, Inc. 401(k) Plan

Marshall/Plumb Research Associates, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Marshall/Plumb Research Associates, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 8 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 954138787, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN954138787
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall/Plumb Research Associates, Inc.)

Year Plans Participants Total Assets
2022 1 9 N/A
2023 1 8 N/A
2024 1 8 N/A

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Frequently Asked Questions

How much money is in the Marshall/Plumb Research Associates, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Marshall/Plumb Research Associates, Inc. 401(k) Plan holds N/A in total assets with 8 participants. It is sponsored by Marshall/Plumb Research Associates, Inc..
What type of plan is Marshall/Plumb Research Associates, Inc. 401(k) Plan?
Marshall/Plumb Research Associates, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 954138787.
Who sponsors the Marshall/Plumb Research Associates, Inc. 401(k) Plan?
Marshall/Plumb Research Associates, Inc. 401(k) Plan is sponsored by Marshall/Plumb Research Associates, Inc., located in California. The sponsor's EIN is 954138787 and the plan operates in the Professional & Technical Services industry.
How did Marshall/Plumb Research Associates, Inc. 401(k) Plan perform in 2024?
Marshall/Plumb Research Associates, Inc. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Marshall/Plumb Research Associates, Inc. 401(k) Plan?
Official Form 5500 filings for Marshall/Plumb Research Associates, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954138787 or plan name at efast.dol.gov.
How does Marshall/Plumb Research Associates, Inc. 401(k) Plan compare to other plans?
You can compare Marshall/Plumb Research Associates, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954138787.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.