Civic Intelligence

Martin James, CPA PC

Plan context: Martin James, CPA PC 401(K) Plan

EIN 35-1997151 • Mooresville, IN • 17 filings • 3 plans

130 Meadow Lake DriveMooresville, IN 46158
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,248,664

2023 Contributions

$184,517

Historical Graphs

Total Assets Over Time

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

$1,248,664$624,332$0200720152022YearValue
$1,248,664Latest year 2022

Participants Over Time

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

1050200720152022YearValue
10Latest year 2022

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
202310$0$0-
Martin James, CPA PC 401(K) Plan-0$0$0-
2022110$1,248,664$184,517$18,452iApproximate average salary by contribution assumption: employee only about $461,293 at 4% or $307,528 at 6%; with 50% employer match about $307,528 at 4% or $205,019 at 6%; with 100% employer match about $230,646 at 4% or $153,764 at 6%.
Martin James, CPA PC 401(K) Plan-10$1,248,664$184,517$18,452iApproximate average salary by contribution assumption: employee only about $461,293 at 4% or $307,528 at 6%; with 50% employer match about $307,528 at 4% or $205,019 at 6%; with 100% employer match about $230,646 at 4% or $153,764 at 6%.
202117$1,171,752$131,427$18,775iApproximate average salary by contribution assumption: employee only about $469,382 at 4% or $312,921 at 6%; with 50% employer match about $312,921 at 4% or $208,614 at 6%; with 100% employer match about $234,691 at 4% or $156,461 at 6%.
Martin James, CPA PC 401(K) Plan-7$1,171,752$131,427$18,775iApproximate average salary by contribution assumption: employee only about $469,382 at 4% or $312,921 at 6%; with 50% employer match about $312,921 at 4% or $208,614 at 6%; with 100% employer match about $234,691 at 4% or $156,461 at 6%.
202017$994,329$83,355$11,908iApproximate average salary by contribution assumption: employee only about $297,696 at 4% or $198,464 at 6%; with 50% employer match about $198,464 at 4% or $132,310 at 6%; with 100% employer match about $148,848 at 4% or $99,232 at 6%.
Martin James, CPA PC 401(K) Plan-7$994,329$83,355$11,908iApproximate average salary by contribution assumption: employee only about $297,696 at 4% or $198,464 at 6%; with 50% employer match about $198,464 at 4% or $132,310 at 6%; with 100% employer match about $148,848 at 4% or $99,232 at 6%.
201916$857,582$81,785$13,631iApproximate average salary by contribution assumption: employee only about $340,771 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,385 at 4% or $113,590 at 6%.
Martin James, CPA PC 401(K) Plan-6$857,582$81,785$13,631iApproximate average salary by contribution assumption: employee only about $340,771 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,385 at 4% or $113,590 at 6%.
201817$883,660$96,209$13,744iApproximate average salary by contribution assumption: employee only about $343,604 at 4% or $229,069 at 6%; with 50% employer match about $229,069 at 4% or $152,713 at 6%; with 100% employer match about $171,802 at 4% or $114,535 at 6%.
Martin James, CPA PC 401(K) Plan-7$883,660$96,209$13,744iApproximate average salary by contribution assumption: employee only about $343,604 at 4% or $229,069 at 6%; with 50% employer match about $229,069 at 4% or $152,713 at 6%; with 100% employer match about $171,802 at 4% or $114,535 at 6%.
201717$986,597$110,765$15,824iApproximate average salary by contribution assumption: employee only about $395,589 at 4% or $263,726 at 6%; with 50% employer match about $263,726 at 4% or $175,817 at 6%; with 100% employer match about $197,795 at 4% or $131,863 at 6%.
Martin James, CPA PC 401(K) Plan-7$986,597$110,765$15,824iApproximate average salary by contribution assumption: employee only about $395,589 at 4% or $263,726 at 6%; with 50% employer match about $263,726 at 4% or $175,817 at 6%; with 100% employer match about $197,795 at 4% or $131,863 at 6%.
201618$845,988$87,546$10,943iApproximate average salary by contribution assumption: employee only about $273,581 at 4% or $182,388 at 6%; with 50% employer match about $182,388 at 4% or $121,592 at 6%; with 100% employer match about $136,791 at 4% or $91,194 at 6%.
Martin James, CPA PC 401(K) Plan-8$845,988$87,546$10,943iApproximate average salary by contribution assumption: employee only about $273,581 at 4% or $182,388 at 6%; with 50% employer match about $182,388 at 4% or $121,592 at 6%; with 100% employer match about $136,791 at 4% or $91,194 at 6%.
201518$732,332$94,381$11,798iApproximate average salary by contribution assumption: employee only about $294,941 at 4% or $196,627 at 6%; with 50% employer match about $196,627 at 4% or $131,085 at 6%; with 100% employer match about $147,470 at 4% or $98,314 at 6%.
Martin James, CPA PC 401(K) Plan-8$732,332$94,381$11,798iApproximate average salary by contribution assumption: employee only about $294,941 at 4% or $196,627 at 6%; with 50% employer match about $196,627 at 4% or $131,085 at 6%; with 100% employer match about $147,470 at 4% or $98,314 at 6%.
201418$653,349$89,285$11,161iApproximate average salary by contribution assumption: employee only about $279,016 at 4% or $186,010 at 6%; with 50% employer match about $186,010 at 4% or $124,007 at 6%; with 100% employer match about $139,508 at 4% or $93,005 at 6%.
Martin James, CPA PC 401(K) Plan-8$653,349$89,285$11,161iApproximate average salary by contribution assumption: employee only about $279,016 at 4% or $186,010 at 6%; with 50% employer match about $186,010 at 4% or $124,007 at 6%; with 100% employer match about $139,508 at 4% or $93,005 at 6%.
201317$539,358$82,380$11,769iApproximate average salary by contribution assumption: employee only about $294,214 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,107 at 4% or $98,071 at 6%.
Martin James, CPA PC 401(K) Plan-7$539,358$82,380$11,769iApproximate average salary by contribution assumption: employee only about $294,214 at 4% or $196,143 at 6%; with 50% employer match about $196,143 at 4% or $130,762 at 6%; with 100% employer match about $147,107 at 4% or $98,071 at 6%.
201215$428,346$76,384$15,277iApproximate average salary by contribution assumption: employee only about $381,920 at 4% or $254,613 at 6%; with 50% employer match about $254,613 at 4% or $169,742 at 6%; with 100% employer match about $190,960 at 4% or $127,307 at 6%.
Martin James, CPA PC 401(K) Plan-5$428,346$76,384$15,277iApproximate average salary by contribution assumption: employee only about $381,920 at 4% or $254,613 at 6%; with 50% employer match about $254,613 at 4% or $169,742 at 6%; with 100% employer match about $190,960 at 4% or $127,307 at 6%.
201115$323,991$70,642$14,128iApproximate average salary by contribution assumption: employee only about $353,210 at 4% or $235,473 at 6%; with 50% employer match about $235,473 at 4% or $156,982 at 6%; with 100% employer match about $176,605 at 4% or $117,737 at 6%.
Martin James, CPA PC 401(K) Plan-5$323,991$70,642$14,128iApproximate average salary by contribution assumption: employee only about $353,210 at 4% or $235,473 at 6%; with 50% employer match about $235,473 at 4% or $156,982 at 6%; with 100% employer match about $176,605 at 4% or $117,737 at 6%.
201015$265,909$65,506$13,101iApproximate average salary by contribution assumption: employee only about $327,530 at 4% or $218,353 at 6%; with 50% employer match about $218,353 at 4% or $145,569 at 6%; with 100% employer match about $163,765 at 4% or $109,177 at 6%.
Martin James, CPA PC 401(K) Plan-5$265,909$65,506$13,101iApproximate average salary by contribution assumption: employee only about $327,530 at 4% or $218,353 at 6%; with 50% employer match about $218,353 at 4% or $145,569 at 6%; with 100% employer match about $163,765 at 4% or $109,177 at 6%.
200915$171,850$62,763$12,553iApproximate average salary by contribution assumption: employee only about $313,815 at 4% or $209,210 at 6%; with 50% employer match about $209,210 at 4% or $139,473 at 6%; with 100% employer match about $156,908 at 4% or $104,605 at 6%.
Martin James, CPA PC 401(K) Plan-5$171,850$62,763$12,553iApproximate average salary by contribution assumption: employee only about $313,815 at 4% or $209,210 at 6%; with 50% employer match about $209,210 at 4% or $139,473 at 6%; with 100% employer match about $156,908 at 4% or $104,605 at 6%.
200816$79,449$63,977$10,663iApproximate average salary by contribution assumption: employee only about $266,571 at 4% or $177,714 at 6%; with 50% employer match about $177,714 at 4% or $118,476 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
Martin James, CPA PC 401(K) Plan-6$79,449$63,977$10,663iApproximate average salary by contribution assumption: employee only about $266,571 at 4% or $177,714 at 6%; with 50% employer match about $177,714 at 4% or $118,476 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
200715$50,636$50,205$10,041iApproximate average salary by contribution assumption: employee only about $251,025 at 4% or $167,350 at 6%; with 50% employer match about $167,350 at 4% or $111,567 at 6%; with 100% employer match about $125,513 at 4% or $83,675 at 6%.
Martin James, CPA PC 401(K) Plan-5$50,636$50,205$10,041iApproximate average salary by contribution assumption: employee only about $251,025 at 4% or $167,350 at 6%; with 50% employer match about $167,350 at 4% or $111,567 at 6%; with 100% employer match about $125,513 at 4% or $83,675 at 6%.
Martin James, CPA PC | EIN 35-1997151 | 2023 Form 5500 Company Profile