Civic Intelligence

Martin Partners LLC

Plan context: Martin Partners LLC 401(K) Profit Sharing Plan Trust

EIN 36-4058999 • Wilmette, IL • 33 filings • 7 plans

1 Canterbury CourtWilmette, IL 60091
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$4,059,128

2023 Contributions

$1,313,830

Historical Graphs

Total Assets Over Time

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

$8,568,922$4,284,461$0200620152023YearValue
$4,059,128Latest year 2023

Participants Over Time

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

950200620152023YearValue
2Latest year 2023

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
202312$4,059,128$0-
Martin Partners LLC 401(K) Profit Sharing Plan Trust-2$4,059,128--
202213$3,397,033$0-
Martin Partners LLC 401(K) Profit Sharing Plan Trust-3$3,397,033$0-
202113$4,485,152$0-
Martin Partners LLC 401(K) Profit Sharing Plan Trust-3$4,485,152$0-
202024$3,569,133$1,313,830$328,458iApproximate average salary by contribution assumption: employee only about $8,211,438 at 4% or $5,474,292 at 6%; with 50% employer match about $5,474,292 at 4% or $3,649,528 at 6%; with 100% employer match about $4,105,719 at 4% or $2,737,146 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-4$3,569,133$1,313,830$328,458iApproximate average salary by contribution assumption: employee only about $8,211,438 at 4% or $5,474,292 at 6%; with 50% employer match about $5,474,292 at 4% or $3,649,528 at 6%; with 100% employer match about $4,105,719 at 4% or $2,737,146 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-0$0$0-
201926$8,568,922$59,032$9,839iApproximate average salary by contribution assumption: employee only about $245,967 at 4% or $163,978 at 6%; with 50% employer match about $163,978 at 4% or $109,319 at 6%; with 100% employer match about $122,983 at 4% or $81,989 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-3$6,711,762$0-
Martin Partners LLC 401(K) Profit Sharing Plan Trust-6$1,857,160$59,032$9,839iApproximate average salary by contribution assumption: employee only about $245,967 at 4% or $163,978 at 6%; with 50% employer match about $163,978 at 4% or $109,319 at 6%; with 100% employer match about $122,983 at 4% or $81,989 at 6%.
201826$6,478,698$65,457$10,910iApproximate average salary by contribution assumption: employee only about $272,738 at 4% or $181,825 at 6%; with 50% employer match about $181,825 at 4% or $121,217 at 6%; with 100% employer match about $136,369 at 4% or $90,913 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-3$5,108,211$0-
Martin Partners LLC 401(K) Profit Sharing Plan Trust-6$1,370,487$65,457$10,910iApproximate average salary by contribution assumption: employee only about $272,738 at 4% or $181,825 at 6%; with 50% employer match about $181,825 at 4% or $121,217 at 6%; with 100% employer match about $136,369 at 4% or $90,913 at 6%.
201726$6,834,478$387,545$64,591iApproximate average salary by contribution assumption: employee only about $1,614,771 at 4% or $1,076,514 at 6%; with 50% employer match about $1,076,514 at 4% or $717,676 at 6%; with 100% employer match about $807,385 at 4% or $538,257 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$5,409,716$325,000$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-6$1,424,762$62,545$10,424iApproximate average salary by contribution assumption: employee only about $260,604 at 4% or $173,736 at 6%; with 50% employer match about $173,736 at 4% or $115,824 at 6%; with 100% employer match about $130,302 at 4% or $86,868 at 6%.
201627$5,538,996$365,000$52,143iApproximate average salary by contribution assumption: employee only about $1,303,571 at 4% or $869,048 at 6%; with 50% employer match about $869,048 at 4% or $579,365 at 6%; with 100% employer match about $651,786 at 4% or $434,524 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$4,375,957$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$1,163,039$65,000$9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%.
201527$4,768,306$474,671$67,810iApproximate average salary by contribution assumption: employee only about $1,695,254 at 4% or $1,130,169 at 6%; with 50% employer match about $1,130,169 at 4% or $753,446 at 6%; with 100% employer match about $847,627 at 4% or $565,085 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$3,695,572$421,000$105,250iApproximate average salary by contribution assumption: employee only about $2,631,250 at 4% or $1,754,167 at 6%; with 50% employer match about $1,754,167 at 4% or $1,169,444 at 6%; with 100% employer match about $1,315,625 at 4% or $877,083 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$1,072,734$53,671$7,667iApproximate average salary by contribution assumption: employee only about $191,682 at 4% or $127,788 at 6%; with 50% employer match about $127,788 at 4% or $85,192 at 6%; with 100% employer match about $95,841 at 4% or $63,894 at 6%.
201427$4,176,323$483,338$69,048iApproximate average salary by contribution assumption: employee only about $1,726,207 at 4% or $1,150,805 at 6%; with 50% employer match about $1,150,805 at 4% or $767,203 at 6%; with 100% employer match about $863,104 at 4% or $575,402 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$3,175,365$421,092$105,273iApproximate average salary by contribution assumption: employee only about $2,631,825 at 4% or $1,754,550 at 6%; with 50% employer match about $1,754,550 at 4% or $1,169,700 at 6%; with 100% employer match about $1,315,913 at 4% or $877,275 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$1,000,958$62,246$8,892iApproximate average salary by contribution assumption: employee only about $222,307 at 4% or $148,205 at 6%; with 50% employer match about $148,205 at 4% or $98,803 at 6%; with 100% employer match about $111,154 at 4% or $74,102 at 6%.
201327$3,346,064$359,828$51,404iApproximate average salary by contribution assumption: employee only about $1,285,100 at 4% or $856,733 at 6%; with 50% employer match about $856,733 at 4% or $571,156 at 6%; with 100% employer match about $642,550 at 4% or $428,367 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$2,487,317$269,300$67,325iApproximate average salary by contribution assumption: employee only about $1,683,125 at 4% or $1,122,083 at 6%; with 50% employer match about $1,122,083 at 4% or $748,056 at 6%; with 100% employer match about $841,563 at 4% or $561,042 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$858,747$90,528$12,933iApproximate average salary by contribution assumption: employee only about $323,314 at 4% or $215,543 at 6%; with 50% employer match about $215,543 at 4% or $143,695 at 6%; with 100% employer match about $161,657 at 4% or $107,771 at 6%.
201227$2,620,822$448,600$64,086iApproximate average salary by contribution assumption: employee only about $1,602,143 at 4% or $1,068,095 at 6%; with 50% employer match about $1,068,095 at 4% or $712,063 at 6%; with 100% employer match about $801,071 at 4% or $534,048 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-4$1,933,552$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$687,270$98,600$14,086iApproximate average salary by contribution assumption: employee only about $352,143 at 4% or $234,762 at 6%; with 50% employer match about $234,762 at 4% or $156,508 at 6%; with 100% employer match about $176,071 at 4% or $117,381 at 6%.
201127$2,043,542$438,561$62,652iApproximate average salary by contribution assumption: employee only about $1,566,289 at 4% or $1,044,193 at 6%; with 50% employer match about $1,044,193 at 4% or $696,129 at 6%; with 100% employer match about $783,145 at 4% or $522,096 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-6$1,465,216$350,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$578,326$88,561$12,652iApproximate average salary by contribution assumption: employee only about $316,289 at 4% or $210,860 at 6%; with 50% employer match about $210,860 at 4% or $140,573 at 6%; with 100% employer match about $158,145 at 4% or $105,430 at 6%.
201028$1,604,619$348,044$43,506iApproximate average salary by contribution assumption: employee only about $1,087,638 at 4% or $725,092 at 6%; with 50% employer match about $725,092 at 4% or $483,394 at 6%; with 100% employer match about $543,819 at 4% or $362,546 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-8$1,112,492$286,966$35,871iApproximate average salary by contribution assumption: employee only about $896,769 at 4% or $597,846 at 6%; with 50% employer match about $597,846 at 4% or $398,564 at 6%; with 100% employer match about $448,384 at 4% or $298,923 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$492,127$61,078$8,725iApproximate average salary by contribution assumption: employee only about $218,136 at 4% or $145,424 at 6%; with 50% employer match about $145,424 at 4% or $96,949 at 6%; with 100% employer match about $109,068 at 4% or $72,712 at 6%.
200929$1,168,519$144,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-7$763,483$91,393$13,056iApproximate average salary by contribution assumption: employee only about $326,404 at 4% or $217,602 at 6%; with 50% employer match about $217,602 at 4% or $145,068 at 6%; with 100% employer match about $163,202 at 4% or $108,801 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-9$405,036$52,607$5,845iApproximate average salary by contribution assumption: employee only about $146,131 at 4% or $97,420 at 6%; with 50% employer match about $97,420 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%.
200829$933,170$395,612$43,957iApproximate average salary by contribution assumption: employee only about $1,098,922 at 4% or $732,615 at 6%; with 50% employer match about $732,615 at 4% or $488,410 at 6%; with 100% employer match about $549,461 at 4% or $366,307 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-8$595,030$255,469$31,934iApproximate average salary by contribution assumption: employee only about $798,341 at 4% or $532,227 at 6%; with 50% employer match about $532,227 at 4% or $354,818 at 6%; with 100% employer match about $399,170 at 4% or $266,114 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-9$338,140$140,143$15,571iApproximate average salary by contribution assumption: employee only about $389,286 at 4% or $259,524 at 6%; with 50% employer match about $259,524 at 4% or $173,016 at 6%; with 100% employer match about $194,643 at 4% or $129,762 at 6%.
200727$668,483$329,947$47,135iApproximate average salary by contribution assumption: employee only about $1,178,382 at 4% or $785,588 at 6%; with 50% employer match about $785,588 at 4% or $523,725 at 6%; with 100% employer match about $589,191 at 4% or $392,794 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-7$443,100$221,970$31,710iApproximate average salary by contribution assumption: employee only about $792,750 at 4% or $528,500 at 6%; with 50% employer match about $528,500 at 4% or $352,333 at 6%; with 100% employer match about $396,375 at 4% or $264,250 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-7$225,383$107,977$15,425iApproximate average salary by contribution assumption: employee only about $385,632 at 4% or $257,088 at 6%; with 50% employer match about $257,088 at 4% or $171,392 at 6%; with 100% employer match about $192,816 at 4% or $128,544 at 6%.
200628$320,108$319,684$39,961iApproximate average salary by contribution assumption: employee only about $999,013 at 4% or $666,008 at 6%; with 50% employer match about $666,008 at 4% or $444,006 at 6%; with 100% employer match about $499,506 at 4% or $333,004 at 6%.
Martin Partners LLC Cash Balance Pension Plan Trust-8$208,177$207,841$25,980iApproximate average salary by contribution assumption: employee only about $649,503 at 4% or $433,002 at 6%; with 50% employer match about $433,002 at 4% or $288,668 at 6%; with 100% employer match about $324,752 at 4% or $216,501 at 6%.
Martin Partners LLC 401(K) Profit Sharing Plan Trust-8$111,931$111,843$13,980iApproximate average salary by contribution assumption: employee only about $349,509 at 4% or $233,006 at 6%; with 50% employer match about $233,006 at 4% or $155,338 at 6%; with 100% employer match about $174,755 at 4% or $116,503 at 6%.