How big is Scott E. Marshall & Associates Wealth Management's plan?

Scott E. Marshall & Associates Wealth Management's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260324095357NAL0001446307001

Scott E. Marshall & Associates Wealth Management

Name: Scott E. Marshall & Associates Wealth Management — Form 5500 Plan 001 (2025)
Creator: Scott E. Marshall & Associates Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott E. Marshall & Associates Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Scott E. Marshall & Associates Wealth Management's Scott E. Marshall & Associates Wealth Management 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Scott E. Marshall & Associates Wealth Management's EIN is 23-2853000.

EIN 23-2853000

Plan number 001

Plan year 2025

ACK ID 20260324095357NAL0001446307001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scott E. Marshall & Associates Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scott E. Marshall & Associates Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT E. MARSHALL & ASSOCIATES WEALTH MANAGEMENT.

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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