TJ MARTELL FOUNDATION
Plan context: TJ MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
EIN 51-0180178 • Nashville, TN • 17 filings • 8 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$645
2021 Contributions
$372
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 5 | $645 | $372 | $74iApproximate average salary by contribution assumption: employee only about $1,860 at 4% or $1,240 at 6%; with 50% employer match about $1,240 at 4% or $827 at 6%; with 100% employer match about $930 at 4% or $620 at 6%. |
| TJ MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $645 | $372 | $74iApproximate average salary by contribution assumption: employee only about $1,860 at 4% or $1,240 at 6%; with 50% employer match about $1,240 at 4% or $827 at 6%; with 100% employer match about $930 at 4% or $620 at 6%. |
| TJ MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2020 | 3 | 10 | $70,334 | $94,974 | $9,497iApproximate average salary by contribution assumption: employee only about $237,435 at 4% or $158,290 at 6%; with 50% employer match about $158,290 at 4% or $105,527 at 6%; with 100% employer match about $118,718 at 4% or $79,145 at 6%. |
| T J MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $35,167 | $47,487 | $4,749iApproximate average salary by contribution assumption: employee only about $118,718 at 4% or $79,145 at 6%; with 50% employer match about $79,145 at 4% or $52,763 at 6%; with 100% employer match about $59,359 at 4% or $39,573 at 6%. |
| T J MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 10 | $35,167 | $47,487 | $4,749iApproximate average salary by contribution assumption: employee only about $118,718 at 4% or $79,145 at 6%; with 50% employer match about $79,145 at 4% or $52,763 at 6%; with 100% employer match about $59,359 at 4% or $39,573 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 0 | $0 | - | - |
| 2019 | 3 | 12 | $27,275 | $26,774 | $2,231iApproximate average salary by contribution assumption: employee only about $55,779 at 4% or $37,186 at 6%; with 50% employer match about $37,186 at 4% or $24,791 at 6%; with 100% employer match about $27,890 at 4% or $18,593 at 6%. |
| T J MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $13,546 | $13,387 | $1,116iApproximate average salary by contribution assumption: employee only about $27,890 at 4% or $18,593 at 6%; with 50% employer match about $18,593 at 4% or $12,395 at 6%; with 100% employer match about $13,945 at 4% or $9,297 at 6%. |
| T J MARTELL FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $13,546 | $13,387 | $1,116iApproximate average salary by contribution assumption: employee only about $27,890 at 4% or $18,593 at 6%; with 50% employer match about $18,593 at 4% or $12,395 at 6%; with 100% employer match about $13,945 at 4% or $9,297 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 1 | $183 | - | - |
| 2018 | 1 | 2 | $1,836 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 2 | $1,836 | - | - |
| 2017 | 1 | 2 | $1,887 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 2 | $1,887 | - | - |
| 2016 | 1 | 2 | $1,846 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 2 | $1,846 | - | - |
| 2014 | 1 | 2 | $1,856 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF T. J. MARTELL FOUNDATION | - | 2 | $1,856 | - | - |
| 2013 | 1 | 3 | $172,999 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF T. J. MARTELL FOUNDATION | - | 3 | $172,999 | - | - |
| 2012 | 1 | 4 | $152,183 | $14,084 | $3,521iApproximate average salary by contribution assumption: employee only about $88,025 at 4% or $58,683 at 6%; with 50% employer match about $58,683 at 4% or $39,122 at 6%; with 100% employer match about $44,013 at 4% or $29,342 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF T. J. MARTELL FOUNDATION | - | 4 | $152,183 | $14,084 | $3,521iApproximate average salary by contribution assumption: employee only about $88,025 at 4% or $58,683 at 6%; with 50% employer match about $58,683 at 4% or $39,122 at 6%; with 100% employer match about $44,013 at 4% or $29,342 at 6%. |
| 2011 | 1 | 2 | $118,054 | $8,375 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF T. J. MARTELL FOUNDATION | - | 2 | $118,054 | $8,375 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| 2010 | 1 | 2 | $116,041 | $13,949 | $6,975iApproximate average salary by contribution assumption: employee only about $174,363 at 4% or $116,242 at 6%; with 50% employer match about $116,242 at 4% or $77,494 at 6%; with 100% employer match about $87,181 at 4% or $58,121 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF T.J. MARTELL FOUNDATION | - | 2 | $116,041 | $13,949 | $6,975iApproximate average salary by contribution assumption: employee only about $174,363 at 4% or $116,242 at 6%; with 50% employer match about $116,242 at 4% or $77,494 at 6%; with 100% employer match about $87,181 at 4% or $58,121 at 6%. |
| 2009 | 1 | 1 | $88,851 | $99,029 | $99,029iApproximate average salary by contribution assumption: employee only about $2,475,725 at 4% or $1,650,483 at 6%; with 50% employer match about $1,650,483 at 4% or $1,100,322 at 6%; with 100% employer match about $1,237,863 at 4% or $825,242 at 6%. |
| THE TDA PLAN OF T.J. MARTELL FOUNDATION | - | 1 | $88,851 | $99,029 | $99,029iApproximate average salary by contribution assumption: employee only about $2,475,725 at 4% or $1,650,483 at 6%; with 50% employer match about $1,650,483 at 4% or $1,100,322 at 6%; with 100% employer match about $1,237,863 at 4% or $825,242 at 6%. |