Original filing (PDF)20241028142259NAL0005454576001

Marshall Wilkes, Inc.

Name: Marshall Wilkes, Inc. — Marshall Wilkes SOLO 401(k), Form 5500 (2023)
Creator: Marshall Wilkes, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall Wilkes SOLO 401(k)

401(k) retirement plan · Marshall Wilkes, Inc.'s Marshall Wilkes SOLO 401(k) filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Heather Stewart signed Marshall Wilkes, Inc.'s 2023 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marshall Wilkes, Inc.'s EIN is 20-4299849.

EIN 20-4299849

Plan number 001

Plan year 2023

ACK ID 20241028142259NAL0005454576001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marshall Wilkes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marshall Wilkes, 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 MARSHALL WILKES, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score