Civic Intelligence

Martin Financial Group

Plan context: Martin Financial Group 401(K) Plan

EIN 35-2128688 • New Albany, IN • 12 filings • 2 plans

3707 Charlestown Rd Ste C2New Albany, IN 47150-9254
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$1,144,323

2019 Contributions

$52,445

Historical Graphs

Total Assets Over Time

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

$1,283,325$641,663$0200820132018YearValue
$1,144,323Latest year 2018

Participants Over Time

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

840200820132018YearValue
7Latest year 2018

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
201910$0$52,445-
Martin Financial Group 401(K) Plan-0$0$52,445-
201817$1,144,323$135,092$19,299iApproximate average salary by contribution assumption: employee only about $482,471 at 4% or $321,648 at 6%; with 50% employer match about $321,648 at 4% or $214,432 at 6%; with 100% employer match about $241,236 at 4% or $160,824 at 6%.
Martin Financial Group 401(K) Plan-7$1,144,323$135,092$19,299iApproximate average salary by contribution assumption: employee only about $482,471 at 4% or $321,648 at 6%; with 50% employer match about $321,648 at 4% or $214,432 at 6%; with 100% employer match about $241,236 at 4% or $160,824 at 6%.
201717$1,122,765$166,778$23,825iApproximate average salary by contribution assumption: employee only about $595,636 at 4% or $397,090 at 6%; with 50% employer match about $397,090 at 4% or $264,727 at 6%; with 100% employer match about $297,818 at 4% or $198,545 at 6%.
Martin Financial Group 401(K) Plan-7$1,122,765$166,778$23,825iApproximate average salary by contribution assumption: employee only about $595,636 at 4% or $397,090 at 6%; with 50% employer match about $397,090 at 4% or $264,727 at 6%; with 100% employer match about $297,818 at 4% or $198,545 at 6%.
201617$1,283,325$125,786$17,969iApproximate average salary by contribution assumption: employee only about $449,236 at 4% or $299,490 at 6%; with 50% employer match about $299,490 at 4% or $199,660 at 6%; with 100% employer match about $224,618 at 4% or $149,745 at 6%.
Martin Financial Group 401(K) Plan-7$1,283,325$125,786$17,969iApproximate average salary by contribution assumption: employee only about $449,236 at 4% or $299,490 at 6%; with 50% employer match about $299,490 at 4% or $199,660 at 6%; with 100% employer match about $224,618 at 4% or $149,745 at 6%.
201518$1,078,444$133,981$16,748iApproximate average salary by contribution assumption: employee only about $418,691 at 4% or $279,127 at 6%; with 50% employer match about $279,127 at 4% or $186,085 at 6%; with 100% employer match about $209,345 at 4% or $139,564 at 6%.
Martin Financial Group 401(K) Plan-8$1,078,444$133,981$16,748iApproximate average salary by contribution assumption: employee only about $418,691 at 4% or $279,127 at 6%; with 50% employer match about $279,127 at 4% or $186,085 at 6%; with 100% employer match about $209,345 at 4% or $139,564 at 6%.
201418$964,300$161,395$20,174iApproximate average salary by contribution assumption: employee only about $504,359 at 4% or $336,240 at 6%; with 50% employer match about $336,240 at 4% or $224,160 at 6%; with 100% employer match about $252,180 at 4% or $168,120 at 6%.
Martin Financial Group 401(K) Plan-8$964,300$161,395$20,174iApproximate average salary by contribution assumption: employee only about $504,359 at 4% or $336,240 at 6%; with 50% employer match about $336,240 at 4% or $224,160 at 6%; with 100% employer match about $252,180 at 4% or $168,120 at 6%.
201318$728,635$181,972$22,747iApproximate average salary by contribution assumption: employee only about $568,663 at 4% or $379,108 at 6%; with 50% employer match about $379,108 at 4% or $252,739 at 6%; with 100% employer match about $284,331 at 4% or $189,554 at 6%.
Martin Financial Group 401(K) Plan-8$728,635$181,972$22,747iApproximate average salary by contribution assumption: employee only about $568,663 at 4% or $379,108 at 6%; with 50% employer match about $379,108 at 4% or $252,739 at 6%; with 100% employer match about $284,331 at 4% or $189,554 at 6%.
201217$410,640$94,704$13,529iApproximate average salary by contribution assumption: employee only about $338,229 at 4% or $225,486 at 6%; with 50% employer match about $225,486 at 4% or $150,324 at 6%; with 100% employer match about $169,114 at 4% or $112,743 at 6%.
Martin Financial Group 401(K) Plan-7$410,640$94,704$13,529iApproximate average salary by contribution assumption: employee only about $338,229 at 4% or $225,486 at 6%; with 50% employer match about $225,486 at 4% or $150,324 at 6%; with 100% employer match about $169,114 at 4% or $112,743 at 6%.
201117$279,258$124,320$17,760iApproximate average salary by contribution assumption: employee only about $444,000 at 4% or $296,000 at 6%; with 50% employer match about $296,000 at 4% or $197,333 at 6%; with 100% employer match about $222,000 at 4% or $148,000 at 6%.
Martin Financial Group 401(K) Plan-7$279,258$124,320$17,760iApproximate average salary by contribution assumption: employee only about $444,000 at 4% or $296,000 at 6%; with 50% employer match about $296,000 at 4% or $197,333 at 6%; with 100% employer match about $222,000 at 4% or $148,000 at 6%.
201017$169,769$72,855$10,408iApproximate average salary by contribution assumption: employee only about $260,196 at 4% or $173,464 at 6%; with 50% employer match about $173,464 at 4% or $115,643 at 6%; with 100% employer match about $130,098 at 4% or $86,732 at 6%.
Martin Financial Group 401(K) Plan-7$169,769$72,855$10,408iApproximate average salary by contribution assumption: employee only about $260,196 at 4% or $173,464 at 6%; with 50% employer match about $173,464 at 4% or $115,643 at 6%; with 100% employer match about $130,098 at 4% or $86,732 at 6%.
200915$90,291$71,131$14,226iApproximate average salary by contribution assumption: employee only about $355,655 at 4% or $237,103 at 6%; with 50% employer match about $237,103 at 4% or $158,069 at 6%; with 100% employer match about $177,828 at 4% or $118,552 at 6%.
Martin Financial Group 401(K) Plan-5$90,291$71,131$14,226iApproximate average salary by contribution assumption: employee only about $355,655 at 4% or $237,103 at 6%; with 50% employer match about $237,103 at 4% or $158,069 at 6%; with 100% employer match about $177,828 at 4% or $118,552 at 6%.
200812$8,802$10,826$5,413iApproximate average salary by contribution assumption: employee only about $135,325 at 4% or $90,217 at 6%; with 50% employer match about $90,217 at 4% or $60,144 at 6%; with 100% employer match about $67,663 at 4% or $45,108 at 6%.
Martin Financial Group 401(K) Plan-2$8,802$10,826$5,413iApproximate average salary by contribution assumption: employee only about $135,325 at 4% or $90,217 at 6%; with 50% employer match about $90,217 at 4% or $60,144 at 6%; with 100% employer match about $67,663 at 4% or $45,108 at 6%.
Martin Financial Group | EIN 35-2128688 | 2019 Form 5500 Company Profile