How big is Barbara Marshall Insurance Agency, Inc.'s plan?

Barbara Marshall Insurance Agency, Inc.'s plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250318115927NAL0003176065001

Barbara Marshall Insurance Agency, Inc.

Name: Barbara Marshall Insurance Agency, Inc. — Form 5500 Plan 001 (2024)
Creator: Barbara Marshall Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barbara Marshall Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Barbara Marshall Insurance Agency, Inc.'s Barbara Marshall Insurance Agency, Inc. 401(k) Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Barbara Marshall Insurance Agency, Inc.'s EIN is 01-0614067.

EIN 01-0614067

Plan number 001

Plan year 2024

ACK ID 20250318115927NAL0003176065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barbara Marshall Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barbara Marshall Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARBARA MARSHALL INSURANCE AGENCY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score