Marshall/Plumb Research Associates, Inc. in Burbank, CA lists Carolyn Plumb of Encino, CA and Jane A Marshall Wrightsman of Marstons Mills, MA
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Carolyn Plumb
Individual Agent
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17133 ESCALON DR, ENCINO, CA 91436
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Carolyn Plumb
CEO
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17133 ESCALON DR, ENCINO, CA 91436
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Carolyn Plumb
Chief Financial Officer
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17133 ESCALON DR, ENCINO, CA 91436
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Jane A Marshall Wrightsman
Vice President
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83 WHEELER RD, MARSTONS MILLS, MA 02648
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Carolyn Plumb
Director
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17133 ESCALON DR, ENCINO, CA 91436
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Jane A Marshall Wrightsman
Secretary
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83 WHEELER RD, MARSTONS MILLS, MA 02648
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4150 RIVERSIDE DR STE 209, BURBANK, CA 91505
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $0 | 2023 | MARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 8 / 8 | $0 / $0 |
| 2022 | Plan NameMARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$0 / $0 | 2022 | MARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN - Plan #001 | 10 / 8 | $0 / $0 |
| 2021 | Plan NameMARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$927,839 / $1,079,656 | 2021 | MARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST - Plan #001 | 10 / 10 | $927,839 / $1,079,656 |
| 2020 | Plan NameMARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$706,031 / $927,839 | 2020 | MARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST - Plan #001 | 10 / 10 | $706,031 / $927,839 |
| 2019 | Plan NameMARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$543,998 / $706,031 | 2019 | MARSHALL/PLUMB RESEARCH ASSOCIATES, INC. 401(K) PLAN & TRUST - Plan #001 | 10 / 10 | $543,998 / $706,031 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/06/2021 | Approved$114,020 Forgiven$115,004 LenderCity National Bank Jobs9 | 02/06/2021 | $114,020 | $115,004 | City National Bank | 9 |
| 04/14/2020 | Approved$145,525 Forgiven$146,960 LenderCity National Bank Jobs9 | 04/14/2020 | $145,525 | $146,960 | City National Bank | 9 |
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