How big is Marshall & Marshall CPAS PC's plan?

Marshall & Marshall CPAS PC's plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250619134635NAL0003192593001

Marshall & Marshall CPAS PC

Name: Marshall & Marshall CPAS PC — Marshall and Marshall, Form 5500 (2024)
Creator: Marshall & Marshall CPAS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall and Marshall CPAS PC 401(k) Plan

401(k) retirement plan · Marshall & Marshall CPAS PC's Marshall and Marshall CPAS PC 401(k) Plan held $2.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Ingrid M Marshall signed Marshall & Marshall CPAS PC's 2024 Form 5500 as plan administrator.

Ingrid M Marshall — 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 & Marshall CPAS PC's EIN is 81-0881247.

EIN 81-0881247

Plan number 001

Plan year 2024

ACK ID 20250619134635NAL0003192593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall & Marshall CPAS PC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 & MARSHALL CPAS PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MARSHALL & MARSHALL CPAS PC

EIN

all filings

Address

1003 DELAWARE LANE · STROUDSBURG, PA · 18360

Phone

(570) 620-1322

Industry

CPA Offices· Professional & Technical Services

Plan administrator