Civic Intelligence

Martella Investments Inc.

Plan context: Martella Investments Inc. 401K Profit Sharing Plan

EIN 46-5522737 • 11 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$269,209

2024 Contributions

$48,267

Historical Graphs

Total Assets Over Time

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

$466,046$233,023$0201420192024YearValue
$269,209Latest year 2024

Participants Over Time

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

110201420192024YearValue
1Latest year 2024

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
202411$269,209$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$269,209--
202311$253,342$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$253,342--
202211$195,746$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$195,746--
202111$182,286$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$182,286--
202011$145,044$48,267$48,267iApproximate average salary by contribution assumption: employee only about $1,206,675 at 4% or $804,450 at 6%; with 50% employer match about $804,450 at 4% or $536,300 at 6%; with 100% employer match about $603,338 at 4% or $402,225 at 6%.
Martella Investments Inc. 401K Profit Sharing Plan-1$145,044$48,267$48,267iApproximate average salary by contribution assumption: employee only about $1,206,675 at 4% or $804,450 at 6%; with 50% employer match about $804,450 at 4% or $536,300 at 6%; with 100% employer match about $603,338 at 4% or $402,225 at 6%.
201911$93,277$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$93,277--
201811$89,226$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$89,226--
201711$143,999$90,925$90,925iApproximate average salary by contribution assumption: employee only about $2,273,125 at 4% or $1,515,417 at 6%; with 50% employer match about $1,515,417 at 4% or $1,010,278 at 6%; with 100% employer match about $1,136,563 at 4% or $757,708 at 6%.
Martella Investments Inc. 401K Profit Sharing Plan-1$143,999$90,925$90,925iApproximate average salary by contribution assumption: employee only about $2,273,125 at 4% or $1,515,417 at 6%; with 50% employer match about $1,515,417 at 4% or $1,010,278 at 6%; with 100% employer match about $1,136,563 at 4% or $757,708 at 6%.
201611$86,499$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$86,499--
201511$80,786$0-
Martella Investments Inc. 401K Profit Sharing Plan-1$80,786--
201411$466,046$471,807$471,807iApproximate average salary by contribution assumption: employee only about $11,795,175 at 4% or $7,863,450 at 6%; with 50% employer match about $7,863,450 at 4% or $5,242,300 at 6%; with 100% employer match about $5,897,588 at 4% or $3,931,725 at 6%.
Martella Investments Inc. 401K Profit Sharing Plan-1$466,046$471,807$471,807iApproximate average salary by contribution assumption: employee only about $11,795,175 at 4% or $7,863,450 at 6%; with 50% employer match about $7,863,450 at 4% or $5,242,300 at 6%; with 100% employer match about $5,897,588 at 4% or $3,931,725 at 6%.