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Plan Name | THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE MARSHALL LEGACY INSTITUTE |
Employer identification number (EIN): | 541853093 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE MARSHALL LEGACY INSTITUTE
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1997-11-25 |
Company Identification Number: | F131757 |
Legal Registered Office Address: |
2425 WILSON BLVD STE 240 ARLINGTON United States of America (USA) 22201 |
More information about THE MARSHALL LEGACY INSTITUTE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-09-01 | ||||
002 | 2021-09-01 | ||||
002 | 2020-09-01 | ||||
002 | 2019-09-01 | ||||
002 | 2018-09-01 | ||||
002 | 2017-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2018-12-27 | |
002 | 2016-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2017-11-17 | |
002 | 2015-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2016-11-22 | |
002 | 2014-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2015-12-14 | |
002 | 2013-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2014-12-02 | |
002 | 2012-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2013-12-16 | |
002 | 2011-09-01 | PERRY BALTIMORE | |||
002 | 2009-09-01 | PERRY BALTIMORE | |||
002 | 2008-09-01 | PERRY BALTIMORE | |||
002 | 2007-09-01 | PERRY BALTIMORE | |||
002 | 2007-09-01 | PERRY BALTIMORE | |||
002 | 2006-09-01 | PERRY BALTIMORE | |||
002 | 2006-09-01 | PERRY BALTIMORE |
Measure | Date | Value |
---|---|---|
2022: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-09-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-09-01 | 2 |
Total of all active and inactive participants | 2022-09-01 | 8 |
Total participants | 2022-09-01 | 8 |
2021: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-09-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 1 |
Total of all active and inactive participants | 2021-09-01 | 7 |
Total participants | 2021-09-01 | 7 |
2020: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-09-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 5 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 1 |
Total of all active and inactive participants | 2020-09-01 | 6 |
Total participants | 2020-09-01 | 6 |
2019: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-09-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 5 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 1 |
Total of all active and inactive participants | 2019-09-01 | 6 |
Total participants | 2019-09-01 | 6 |
2018: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 7 |
Total of all active and inactive participants | 2018-09-01 | 7 |
Total participants | 2018-09-01 | 7 |
2017: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 7 |
Total of all active and inactive participants | 2017-09-01 | 7 |
Total participants | 2017-09-01 | 7 |
2016: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 7 |
Total of all active and inactive participants | 2016-09-01 | 7 |
Total participants | 2016-09-01 | 7 |
2015: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 7 |
Total of all active and inactive participants | 2015-09-01 | 7 |
Total participants | 2015-09-01 | 7 |
2014: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
Total of all active and inactive participants | 2014-09-01 | 0 |
Total participants | 2014-09-01 | 0 |
2013: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 0 |
Total of all active and inactive participants | 2013-09-01 | 7 |
Total participants | 2013-09-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-01 | 0 |
2012: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
Total of all active and inactive participants | 2012-09-01 | 7 |
Total participants | 2012-09-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 0 |
2011: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
Total of all active and inactive participants | 2011-09-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
Total participants | 2011-09-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
2009: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 7 |
Total participants | 2009-09-01 | 7 |
2022: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses | ||
---|---|---|
2022-09-01 | Type of plan entity | Single employer plan |
2022-09-01 | Submission has been amended | No |
2022-09-01 | This submission is the final filing | No |
2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-09-01 | Plan is a collectively bargained plan | No |
2022-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses | ||
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Submission has been amended | No |
2021-09-01 | This submission is the final filing | No |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-09-01 | Plan is a collectively bargained plan | No |
2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses | ||
2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Submission has been amended | No |
2020-09-01 | This submission is the final filing | No |
2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-09-01 | Plan is a collectively bargained plan | No |
2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses | ||
2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Submission has been amended | No |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-09-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses | ||
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses | ||
2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses | ||
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2011: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2009: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2008: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses | ||
2008-09-01 | Type of plan entity | Single employer plan |
2008-09-01 | Submission has been amended | No |
2008-09-01 | This submission is the final filing | No |
2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-09-01 | Plan is a collectively bargained plan | No |
2007: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses | ||
2007-09-01 | Type of plan entity | Single employer plan |
2007-09-01 | Submission has been amended | No |
2007-09-01 | This submission is the final filing | No |
2007-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-09-01 | Plan is a collectively bargained plan | No |
2006: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses | ||
2006-09-01 | Type of plan entity | Single employer plan |
2006-09-01 | Submission has been amended | Yes |
2006-09-01 | This submission is the final filing | No |
2006-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-09-01 | Plan is a collectively bargained plan | No |