Civic Intelligence

James Marta & Company LLP

Plan context: James Marta & Company 401(K) Profit Sharing Plan

EIN 27-1682261 • Sacramento, CA • 10 filings • 1 plans

701 Howe Avenue, Suite E3Sacramento, CA 95825
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$6,191,202

2024 Contributions

$967,780

Historical Graphs

Total Assets Over Time

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

$6,191,202$3,095,601$0201520202024YearValue
$6,191,202Latest year 2024

Participants Over Time

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

28140201520202024YearValue
20Latest year 2024

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
2024120$6,191,202$967,780$48,389iApproximate average salary by contribution assumption: employee only about $1,209,725 at 4% or $806,483 at 6%; with 50% employer match about $806,483 at 4% or $537,656 at 6%; with 100% employer match about $604,863 at 4% or $403,242 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-20$6,191,202$967,780$48,389iApproximate average salary by contribution assumption: employee only about $1,209,725 at 4% or $806,483 at 6%; with 50% employer match about $806,483 at 4% or $537,656 at 6%; with 100% employer match about $604,863 at 4% or $403,242 at 6%.
2023128$4,554,832$208,644$7,452iApproximate average salary by contribution assumption: employee only about $186,289 at 4% or $124,193 at 6%; with 50% employer match about $124,193 at 4% or $82,795 at 6%; with 100% employer match about $93,145 at 4% or $62,096 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-28$4,554,832$208,644$7,452iApproximate average salary by contribution assumption: employee only about $186,289 at 4% or $124,193 at 6%; with 50% employer match about $124,193 at 4% or $82,795 at 6%; with 100% employer match about $93,145 at 4% or $62,096 at 6%.
2022123$3,566,827$186,711$8,118iApproximate average salary by contribution assumption: employee only about $202,947 at 4% or $135,298 at 6%; with 50% employer match about $135,298 at 4% or $90,199 at 6%; with 100% employer match about $101,473 at 4% or $67,649 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-23$3,566,827$186,711$8,118iApproximate average salary by contribution assumption: employee only about $202,947 at 4% or $135,298 at 6%; with 50% employer match about $135,298 at 4% or $90,199 at 6%; with 100% employer match about $101,473 at 4% or $67,649 at 6%.
2021123$4,024,709$241,799$10,513iApproximate average salary by contribution assumption: employee only about $262,825 at 4% or $175,217 at 6%; with 50% employer match about $175,217 at 4% or $116,811 at 6%; with 100% employer match about $131,413 at 4% or $87,608 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-23$4,024,709$241,799$10,513iApproximate average salary by contribution assumption: employee only about $262,825 at 4% or $175,217 at 6%; with 50% employer match about $175,217 at 4% or $116,811 at 6%; with 100% employer match about $131,413 at 4% or $87,608 at 6%.
2020119$3,291,207$239,479$12,604iApproximate average salary by contribution assumption: employee only about $315,104 at 4% or $210,069 at 6%; with 50% employer match about $210,069 at 4% or $140,046 at 6%; with 100% employer match about $157,552 at 4% or $105,035 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-19$3,291,207$239,479$12,604iApproximate average salary by contribution assumption: employee only about $315,104 at 4% or $210,069 at 6%; with 50% employer match about $210,069 at 4% or $140,046 at 6%; with 100% employer match about $157,552 at 4% or $105,035 at 6%.
2019118$2,746,420$188,255$10,459iApproximate average salary by contribution assumption: employee only about $261,465 at 4% or $174,310 at 6%; with 50% employer match about $174,310 at 4% or $116,207 at 6%; with 100% employer match about $130,733 at 4% or $87,155 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-18$2,746,420$188,255$10,459iApproximate average salary by contribution assumption: employee only about $261,465 at 4% or $174,310 at 6%; with 50% employer match about $174,310 at 4% or $116,207 at 6%; with 100% employer match about $130,733 at 4% or $87,155 at 6%.
2018117$2,255,738$197,526$11,619iApproximate average salary by contribution assumption: employee only about $290,479 at 4% or $193,653 at 6%; with 50% employer match about $193,653 at 4% or $129,102 at 6%; with 100% employer match about $145,240 at 4% or $96,826 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-17$2,255,738$197,526$11,619iApproximate average salary by contribution assumption: employee only about $290,479 at 4% or $193,653 at 6%; with 50% employer match about $193,653 at 4% or $129,102 at 6%; with 100% employer match about $145,240 at 4% or $96,826 at 6%.
2017113$2,138,256$176,388$13,568iApproximate average salary by contribution assumption: employee only about $339,208 at 4% or $226,138 at 6%; with 50% employer match about $226,138 at 4% or $150,759 at 6%; with 100% employer match about $169,604 at 4% or $113,069 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-13$2,138,256$176,388$13,568iApproximate average salary by contribution assumption: employee only about $339,208 at 4% or $226,138 at 6%; with 50% employer match about $226,138 at 4% or $150,759 at 6%; with 100% employer match about $169,604 at 4% or $113,069 at 6%.
2016113$1,636,592$178,353$13,719iApproximate average salary by contribution assumption: employee only about $342,987 at 4% or $228,658 at 6%; with 50% employer match about $228,658 at 4% or $152,438 at 6%; with 100% employer match about $171,493 at 4% or $114,329 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-13$1,636,592$178,353$13,719iApproximate average salary by contribution assumption: employee only about $342,987 at 4% or $228,658 at 6%; with 50% employer match about $228,658 at 4% or $152,438 at 6%; with 100% employer match about $171,493 at 4% or $114,329 at 6%.
2015113$1,397,975$178,354$13,720iApproximate average salary by contribution assumption: employee only about $342,988 at 4% or $228,659 at 6%; with 50% employer match about $228,659 at 4% or $152,439 at 6%; with 100% employer match about $171,494 at 4% or $114,329 at 6%.
James Marta & Company 401(K) Profit Sharing Plan-13$1,397,975$178,354$13,720iApproximate average salary by contribution assumption: employee only about $342,988 at 4% or $228,659 at 6%; with 50% employer match about $228,659 at 4% or $152,439 at 6%; with 100% employer match about $171,494 at 4% or $114,329 at 6%.