Ed Martell & Associates, a Sole Proprietorship
Plan context: Successful Financial Strategies Pension Plan
EIN 33-0668686 • Fountain Valley, CA • 9 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$594,713
2024 Contributions
$22,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $594,713 | $0 | - |
| Successful Financial Strategies Pension Plan | - | 2 | $594,713 | - | - |
| 2023 | 1 | 2 | $545,577 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Successful Financial Strategies Pension Plan | - | 2 | $545,577 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2022 | 1 | 2 | $525,332 | $0 | - |
| Successful Financial Strategies Pension Plan | - | 2 | $525,332 | $0 | - |
| 2021 | 1 | 2 | $685,671 | $0 | - |
| Successful Financial Strategies Pension Plan | - | 2 | $685,671 | $0 | - |
| 2019 | 1 | 2 | $635,981 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Successful Financial Strategies Pension Plan | - | 2 | $635,981 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Successful Financial Strategies Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 1 | $299,039 | $65,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| Successful Financial Strategies Pension Plan | - | 1 | $299,039 | $65,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| 2000 | 1 | 2 | $303,528 | $73,000 | $36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%. |
| Successful Financial Strategies Pension Plan | - | 2 | $303,528 | $73,000 | $36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%. |
| 1999 | 1 | 1 | $284,855 | $73,711 | $73,711iApproximate average salary by contribution assumption: employee only about $1,842,775 at 4% or $1,228,517 at 6%; with 50% employer match about $1,228,517 at 4% or $819,011 at 6%; with 100% employer match about $921,388 at 4% or $614,258 at 6%. |
| Successful Financial Strategies Pension Plan | - | 1 | $284,855 | $73,711 | $73,711iApproximate average salary by contribution assumption: employee only about $1,842,775 at 4% or $1,228,517 at 6%; with 50% employer match about $1,228,517 at 4% or $819,011 at 6%; with 100% employer match about $921,388 at 4% or $614,258 at 6%. |