Civic Intelligence

Martin, Lamb, Morton & Perle, Cpas

Plan context: Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan

EIN 33-0620921 • Irvine, CA • 15 filings • 5 plans

2081 Business Center Dr Ste 11Irvine, CA 92612-1169
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$567,508

2013 Contributions

$17,708

Historical Graphs

Total Assets Over Time

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

$567,508$283,754$0199920062012YearValue
$567,508Latest year 2012

Participants Over Time

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

1050199920062012YearValue
7Latest year 2012

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
201310$0$17,708-
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-0$0$17,708-
201217$567,508$24,510$3,501iApproximate average salary by contribution assumption: employee only about $87,536 at 4% or $58,357 at 6%; with 50% employer match about $58,357 at 4% or $38,905 at 6%; with 100% employer match about $43,768 at 4% or $29,179 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-7$567,508$24,510$3,501iApproximate average salary by contribution assumption: employee only about $87,536 at 4% or $58,357 at 6%; with 50% employer match about $58,357 at 4% or $38,905 at 6%; with 100% employer match about $43,768 at 4% or $29,179 at 6%.
201117$542,532$40,179$5,740iApproximate average salary by contribution assumption: employee only about $143,496 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-7$542,532$40,179$5,740iApproximate average salary by contribution assumption: employee only about $143,496 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%.
201017$509,717$55,104$7,872iApproximate average salary by contribution assumption: employee only about $196,800 at 4% or $131,200 at 6%; with 50% employer match about $131,200 at 4% or $87,467 at 6%; with 100% employer match about $98,400 at 4% or $65,600 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-7$509,717$55,104$7,872iApproximate average salary by contribution assumption: employee only about $196,800 at 4% or $131,200 at 6%; with 50% employer match about $131,200 at 4% or $87,467 at 6%; with 100% employer match about $98,400 at 4% or $65,600 at 6%.
200918$438,706$34,503$4,313iApproximate average salary by contribution assumption: employee only about $107,822 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,941 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8$438,706$34,503$4,313iApproximate average salary by contribution assumption: employee only about $107,822 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,921 at 6%; with 100% employer match about $53,911 at 4% or $35,941 at 6%.
200818$430,718$46,841$5,855iApproximate average salary by contribution assumption: employee only about $146,378 at 4% or $97,585 at 6%; with 50% employer match about $97,585 at 4% or $65,057 at 6%; with 100% employer match about $73,189 at 4% or $48,793 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8$430,718$46,841$5,855iApproximate average salary by contribution assumption: employee only about $146,378 at 4% or $97,585 at 6%; with 50% employer match about $97,585 at 4% or $65,057 at 6%; with 100% employer match about $73,189 at 4% or $48,793 at 6%.
200718$0$0-
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8---
200618$480,326$41,014$5,127iApproximate average salary by contribution assumption: employee only about $128,169 at 4% or $85,446 at 6%; with 50% employer match about $85,446 at 4% or $56,964 at 6%; with 100% employer match about $64,084 at 4% or $42,723 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8$480,326$41,014$5,127iApproximate average salary by contribution assumption: employee only about $128,169 at 4% or $85,446 at 6%; with 50% employer match about $85,446 at 4% or $56,964 at 6%; with 100% employer match about $64,084 at 4% or $42,723 at 6%.
200518$391,936$39,795$4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,180 at 4% or $41,453 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8$391,936$39,795$4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,180 at 4% or $41,453 at 6%.
200418$338,869$39,489$4,936iApproximate average salary by contribution assumption: employee only about $123,403 at 4% or $82,269 at 6%; with 50% employer match about $82,269 at 4% or $54,846 at 6%; with 100% employer match about $61,702 at 4% or $41,134 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-8$338,869$39,489$4,936iApproximate average salary by contribution assumption: employee only about $123,403 at 4% or $82,269 at 6%; with 50% employer match about $82,269 at 4% or $54,846 at 6%; with 100% employer match about $61,702 at 4% or $41,134 at 6%.
200319$349,215$48,340$5,371iApproximate average salary by contribution assumption: employee only about $134,278 at 4% or $89,519 at 6%; with 50% employer match about $89,519 at 4% or $59,679 at 6%; with 100% employer match about $67,139 at 4% or $44,759 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-9$349,215$48,340$5,371iApproximate average salary by contribution assumption: employee only about $134,278 at 4% or $89,519 at 6%; with 50% employer match about $89,519 at 4% or $59,679 at 6%; with 100% employer match about $67,139 at 4% or $44,759 at 6%.
2002110$250,765$54,426$5,443iApproximate average salary by contribution assumption: employee only about $136,065 at 4% or $90,710 at 6%; with 50% employer match about $90,710 at 4% or $60,473 at 6%; with 100% employer match about $68,033 at 4% or $45,355 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-10$250,765$54,426$5,443iApproximate average salary by contribution assumption: employee only about $136,065 at 4% or $90,710 at 6%; with 50% employer match about $90,710 at 4% or $60,473 at 6%; with 100% employer match about $68,033 at 4% or $45,355 at 6%.
2001110$0$0-
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-10---
200019$234,329$45,073$5,008iApproximate average salary by contribution assumption: employee only about $125,203 at 4% or $83,469 at 6%; with 50% employer match about $83,469 at 4% or $55,646 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-9$234,329$45,073$5,008iApproximate average salary by contribution assumption: employee only about $125,203 at 4% or $83,469 at 6%; with 50% employer match about $83,469 at 4% or $55,646 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
199919$216,150$42,682$4,742iApproximate average salary by contribution assumption: employee only about $118,561 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,520 at 6%.
Martin, Lamb, Morton & Perle, Cpas Inc. 401K Profit Sharing Plan-9$216,150$42,682$4,742iApproximate average salary by contribution assumption: employee only about $118,561 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,520 at 6%.