Original filing (PDF)20240430114922NAL0007550915001

MATT MARSHALL & COMPANY

Name: MATT MARSHALL & COMPANY — MATT MARSHALL & COMPANY 401(K) PLAN & TRUST, Form 5500 (2023)
Creator: MATT MARSHALL & COMPANY

Form 5500-SF

FILING_RECEIVED

MATT MARSHALL & COMPANY 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATT MARSHALL & COMPANY.

Plan sponsor

Name

MATT MARSHALL & COMPANY

EIN

56-0754525

Address

2249 BISHOP RD · GREENSBORO, NC · 27406

Phone

(336) 292-8477

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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