Civic Intelligence

MARTPLAN INSURANCE AGENCY, INC.

Plan context: MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN

EIN 20-8648313 • LA Habra, CA • 8 filings • 1 plans

1001 W. Whittier Blvd.LA Habra, CA 90631
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$677,673

2025 Contributions

$84,052

Historical Graphs

Total Assets Over Time

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

$677,673$338,837$0201820222025YearValue
$677,673Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$677,673$84,052$14,009iApproximate average salary by contribution assumption: employee only about $350,217 at 4% or $233,478 at 6%; with 50% employer match about $233,478 at 4% or $155,652 at 6%; with 100% employer match about $175,108 at 4% or $116,739 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-6$677,673$84,052$14,009iApproximate average salary by contribution assumption: employee only about $350,217 at 4% or $233,478 at 6%; with 50% employer match about $233,478 at 4% or $155,652 at 6%; with 100% employer match about $175,108 at 4% or $116,739 at 6%.
202416$530,274$79,685$13,281iApproximate average salary by contribution assumption: employee only about $332,021 at 4% or $221,347 at 6%; with 50% employer match about $221,347 at 4% or $147,565 at 6%; with 100% employer match about $166,010 at 4% or $110,674 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-6$530,274$79,685$13,281iApproximate average salary by contribution assumption: employee only about $332,021 at 4% or $221,347 at 6%; with 50% employer match about $221,347 at 4% or $147,565 at 6%; with 100% employer match about $166,010 at 4% or $110,674 at 6%.
202316$394,658$72,268$12,045iApproximate average salary by contribution assumption: employee only about $301,117 at 4% or $200,744 at 6%; with 50% employer match about $200,744 at 4% or $133,830 at 6%; with 100% employer match about $150,558 at 4% or $100,372 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-6$394,658$72,268$12,045iApproximate average salary by contribution assumption: employee only about $301,117 at 4% or $200,744 at 6%; with 50% employer match about $200,744 at 4% or $133,830 at 6%; with 100% employer match about $150,558 at 4% or $100,372 at 6%.
202216$268,046$68,867$11,478iApproximate average salary by contribution assumption: employee only about $286,946 at 4% or $191,297 at 6%; with 50% employer match about $191,297 at 4% or $127,531 at 6%; with 100% employer match about $143,473 at 4% or $95,649 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-6$268,046$68,867$11,478iApproximate average salary by contribution assumption: employee only about $286,946 at 4% or $191,297 at 6%; with 50% employer match about $191,297 at 4% or $127,531 at 6%; with 100% employer match about $143,473 at 4% or $95,649 at 6%.
202116$274,416$63,434$10,572iApproximate average salary by contribution assumption: employee only about $264,308 at 4% or $176,206 at 6%; with 50% employer match about $176,206 at 4% or $117,470 at 6%; with 100% employer match about $132,154 at 4% or $88,103 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-6$274,416$63,434$10,572iApproximate average salary by contribution assumption: employee only about $264,308 at 4% or $176,206 at 6%; with 50% employer match about $176,206 at 4% or $117,470 at 6%; with 100% employer match about $132,154 at 4% or $88,103 at 6%.
202015$188,125$63,754$12,751iApproximate average salary by contribution assumption: employee only about $318,770 at 4% or $212,513 at 6%; with 50% employer match about $212,513 at 4% or $141,676 at 6%; with 100% employer match about $159,385 at 4% or $106,257 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-5$188,125$63,754$12,751iApproximate average salary by contribution assumption: employee only about $318,770 at 4% or $212,513 at 6%; with 50% employer match about $212,513 at 4% or $141,676 at 6%; with 100% employer match about $159,385 at 4% or $106,257 at 6%.
201915$89,562$59,410$11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-5$89,562$59,410$11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%.
201815$19,976$22,366$4,473iApproximate average salary by contribution assumption: employee only about $111,830 at 4% or $74,553 at 6%; with 50% employer match about $74,553 at 4% or $49,702 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%.
MARTPLAN INSURANCE AGENCY, INC. 401(K) PLAN-5$19,976$22,366$4,473iApproximate average salary by contribution assumption: employee only about $111,830 at 4% or $74,553 at 6%; with 50% employer match about $74,553 at 4% or $49,702 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%.