Civic Intelligence

Martin Wealth Management Inc.

Plan context: Martin Wealth Management Inc. 401K Plan

EIN 20-4926400 • Menlo Park, CA • 17 filings • 2 plans

1145 Merrill StMenlo Park, CA 94025-4303
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$662,724

2025 Contributions

$53,741

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$662,724$331,362$0201120182025YearValue
$662,724Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201120182025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$662,724$53,741$26,871iApproximate average salary by contribution assumption: employee only about $671,763 at 4% or $447,842 at 6%; with 50% employer match about $447,842 at 4% or $298,561 at 6%; with 100% employer match about $335,881 at 4% or $223,921 at 6%.
Martin Wealth Management Inc. 401K Plan-2$662,724$53,741$26,871iApproximate average salary by contribution assumption: employee only about $671,763 at 4% or $447,842 at 6%; with 50% employer match about $447,842 at 4% or $298,561 at 6%; with 100% employer match about $335,881 at 4% or $223,921 at 6%.
202412$511,823$50,562$25,281iApproximate average salary by contribution assumption: employee only about $632,025 at 4% or $421,350 at 6%; with 50% employer match about $421,350 at 4% or $280,900 at 6%; with 100% employer match about $316,013 at 4% or $210,675 at 6%.
Martin Wealth Management Inc. 401K Plan-2$511,823$50,562$25,281iApproximate average salary by contribution assumption: employee only about $632,025 at 4% or $421,350 at 6%; with 50% employer match about $421,350 at 4% or $280,900 at 6%; with 100% employer match about $316,013 at 4% or $210,675 at 6%.
202312$409,032$49,680$24,840iApproximate average salary by contribution assumption: employee only about $621,000 at 4% or $414,000 at 6%; with 50% employer match about $414,000 at 4% or $276,000 at 6%; with 100% employer match about $310,500 at 4% or $207,000 at 6%.
Martin Wealth Management Inc. 401K Plan-2$409,032$49,680$24,840iApproximate average salary by contribution assumption: employee only about $621,000 at 4% or $414,000 at 6%; with 50% employer match about $414,000 at 4% or $276,000 at 6%; with 100% employer match about $310,500 at 4% or $207,000 at 6%.
202212$299,186$48,985$24,493iApproximate average salary by contribution assumption: employee only about $612,313 at 4% or $408,208 at 6%; with 50% employer match about $408,208 at 4% or $272,139 at 6%; with 100% employer match about $306,156 at 4% or $204,104 at 6%.
Martin Wealth Management Inc. 401K Plan-2$299,186$48,985$24,493iApproximate average salary by contribution assumption: employee only about $612,313 at 4% or $408,208 at 6%; with 50% employer match about $408,208 at 4% or $272,139 at 6%; with 100% employer match about $306,156 at 4% or $204,104 at 6%.
202122$629,842$87,490$43,745iApproximate average salary by contribution assumption: employee only about $1,093,625 at 4% or $729,083 at 6%; with 50% employer match about $729,083 at 4% or $486,056 at 6%; with 100% employer match about $546,813 at 4% or $364,542 at 6%.
Martin Wealth Management Inc. 401K Plan-2$314,921$43,745$21,873iApproximate average salary by contribution assumption: employee only about $546,813 at 4% or $364,542 at 6%; with 50% employer match about $364,542 at 4% or $243,028 at 6%; with 100% employer match about $273,406 at 4% or $182,271 at 6%.
Martin Wealth Management Inc. 401K Plan-2$314,921$43,745$21,873iApproximate average salary by contribution assumption: employee only about $546,813 at 4% or $364,542 at 6%; with 50% employer match about $364,542 at 4% or $243,028 at 6%; with 100% employer match about $273,406 at 4% or $182,271 at 6%.
202013$239,581$46,084$15,361iApproximate average salary by contribution assumption: employee only about $384,033 at 4% or $256,022 at 6%; with 50% employer match about $256,022 at 4% or $170,681 at 6%; with 100% employer match about $192,017 at 4% or $128,011 at 6%.
Martin Wealth Management Inc. 401K Plan-3$239,581$46,084$15,361iApproximate average salary by contribution assumption: employee only about $384,033 at 4% or $256,022 at 6%; with 50% employer match about $256,022 at 4% or $170,681 at 6%; with 100% employer match about $192,017 at 4% or $128,011 at 6%.
201912$153,322$49,681$24,841iApproximate average salary by contribution assumption: employee only about $621,013 at 4% or $414,008 at 6%; with 50% employer match about $414,008 at 4% or $276,006 at 6%; with 100% employer match about $310,506 at 4% or $207,004 at 6%.
Martin Wealth Management Inc. 401K Plan-2$153,322$49,681$24,841iApproximate average salary by contribution assumption: employee only about $621,013 at 4% or $414,008 at 6%; with 50% employer match about $414,008 at 4% or $276,006 at 6%; with 100% employer match about $310,506 at 4% or $207,004 at 6%.
201813$80,555$18,500$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
Martin Wealth Management Inc. 401K Plan-3$80,555$18,500$6,167iApproximate average salary by contribution assumption: employee only about $154,167 at 4% or $102,778 at 6%; with 50% employer match about $102,778 at 4% or $68,519 at 6%; with 100% employer match about $77,083 at 4% or $51,389 at 6%.
201717$196,448$36,265$5,181iApproximate average salary by contribution assumption: employee only about $129,518 at 4% or $86,345 at 6%; with 50% employer match about $86,345 at 4% or $57,563 at 6%; with 100% employer match about $64,759 at 4% or $43,173 at 6%.
Martin Wealth Management Inc. 401K Plan-7$196,448$36,265$5,181iApproximate average salary by contribution assumption: employee only about $129,518 at 4% or $86,345 at 6%; with 50% employer match about $86,345 at 4% or $57,563 at 6%; with 100% employer match about $64,759 at 4% or $43,173 at 6%.
201616$205,702$60,507$10,085iApproximate average salary by contribution assumption: employee only about $252,113 at 4% or $168,075 at 6%; with 50% employer match about $168,075 at 4% or $112,050 at 6%; with 100% employer match about $126,056 at 4% or $84,038 at 6%.
Martin Wealth Management Inc. 401K Plan-6$205,702$60,507$10,085iApproximate average salary by contribution assumption: employee only about $252,113 at 4% or $168,075 at 6%; with 50% employer match about $168,075 at 4% or $112,050 at 6%; with 100% employer match about $126,056 at 4% or $84,038 at 6%.
201516$128,154$58,697$9,783iApproximate average salary by contribution assumption: employee only about $244,571 at 4% or $163,047 at 6%; with 50% employer match about $163,047 at 4% or $108,698 at 6%; with 100% employer match about $122,285 at 4% or $81,524 at 6%.
Martin Wealth Management Inc. 401K Plan-6$128,154$58,697$9,783iApproximate average salary by contribution assumption: employee only about $244,571 at 4% or $163,047 at 6%; with 50% employer match about $163,047 at 4% or $108,698 at 6%; with 100% employer match about $122,285 at 4% or $81,524 at 6%.
201414$88,741$51,895$12,974iApproximate average salary by contribution assumption: employee only about $324,344 at 4% or $216,229 at 6%; with 50% employer match about $216,229 at 4% or $144,153 at 6%; with 100% employer match about $162,172 at 4% or $108,115 at 6%.
Martin Wealth Management Inc. 401K Plan-4$88,741$51,895$12,974iApproximate average salary by contribution assumption: employee only about $324,344 at 4% or $216,229 at 6%; with 50% employer match about $216,229 at 4% or $144,153 at 6%; with 100% employer match about $162,172 at 4% or $108,115 at 6%.
201314$68,697$50,465$12,616iApproximate average salary by contribution assumption: employee only about $315,406 at 4% or $210,271 at 6%; with 50% employer match about $210,271 at 4% or $140,181 at 6%; with 100% employer match about $157,703 at 4% or $105,135 at 6%.
Martin Wealth Management Inc. 401K Plan-4$68,697$50,465$12,616iApproximate average salary by contribution assumption: employee only about $315,406 at 4% or $210,271 at 6%; with 50% employer match about $210,271 at 4% or $140,181 at 6%; with 100% employer match about $157,703 at 4% or $105,135 at 6%.
201212$11,166$0-
Martin Wealth Management Inc. 401K Plan-2$11,166$0-
201112$44,014$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Martin Wealth Management Inc. 401K Plan-2$44,014$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201010$0$0-
Martin Wealth Management Inc. 401K Plan-0$0$0-