How big is Marshall & Taylor, PLLC's plan?

Marshall & Taylor, PLLC's plan reported $5.9M in assets and 4 participants for 2024.

Original filing (PDF)20251006160238NAL0003986401001

Marshall & Taylor, PLLC

Name: Marshall & Taylor, PLLC — Marshall & Taylor, P.C., Form 5500 (2024)
Creator: Marshall & Taylor, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall & Taylor, P.C. 401(k) Plan

401(k) retirement plan · Marshall & Taylor, PLLC's Marshall & Taylor, P.C. 401(k) Plan held $5.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Marshall & Taylor, PLLC's EIN is 56-2243071.

EIN 56-2243071

Plan number 001

Plan year 2024

ACK ID 20251006160238NAL0003986401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall & Taylor, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall & Taylor, PLLC'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 & TAYLOR, PLLC.

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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