Civic Intelligence

The Gartman Letter, L.C.

Plan context: The Gartman Letter, L.C. 401(K) Profit Sharing Plan

EIN 54-1773914 • Suffolk, VA • 22 filings • 3 plans

P.O. Box 6147Suffolk, VA 23433
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$2,207

2021 Contributions

$214,000

Historical Graphs

Total Assets Over Time

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

$9,455,571$4,727,786$0200620142020YearValue
$2,207Latest year 2020

Participants Over Time

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

530200620132020YearValue
3Latest year 2020

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
202110$0$0-
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-0$0$0-
202013$2,207$0-
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-3$2,207$0-
201915$9,455,571$214,000$42,800iApproximate average salary by contribution assumption: employee only about $1,070,000 at 4% or $713,333 at 6%; with 50% employer match about $713,333 at 4% or $475,556 at 6%; with 100% employer match about $535,000 at 4% or $356,667 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$9,455,571$214,000$42,800iApproximate average salary by contribution assumption: employee only about $1,070,000 at 4% or $713,333 at 6%; with 50% employer match about $713,333 at 4% or $475,556 at 6%; with 100% employer match about $535,000 at 4% or $356,667 at 6%.
201815$8,697,187$221,000$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$8,697,187$221,000$44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%.
201715$8,714,962$276,191$55,238iApproximate average salary by contribution assumption: employee only about $1,380,955 at 4% or $920,637 at 6%; with 50% employer match about $920,637 at 4% or $613,758 at 6%; with 100% employer match about $690,478 at 4% or $460,318 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$8,714,962$276,191$55,238iApproximate average salary by contribution assumption: employee only about $1,380,955 at 4% or $920,637 at 6%; with 50% employer match about $920,637 at 4% or $613,758 at 6%; with 100% employer match about $690,478 at 4% or $460,318 at 6%.
201615$8,323,584$264,000$52,800iApproximate average salary by contribution assumption: employee only about $1,320,000 at 4% or $880,000 at 6%; with 50% employer match about $880,000 at 4% or $586,667 at 6%; with 100% employer match about $660,000 at 4% or $440,000 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$8,323,584$264,000$52,800iApproximate average salary by contribution assumption: employee only about $1,320,000 at 4% or $880,000 at 6%; with 50% employer match about $880,000 at 4% or $586,667 at 6%; with 100% employer match about $660,000 at 4% or $440,000 at 6%.
201515$8,156,410$277,000$55,400iApproximate average salary by contribution assumption: employee only about $1,385,000 at 4% or $923,333 at 6%; with 50% employer match about $923,333 at 4% or $615,556 at 6%; with 100% employer match about $692,500 at 4% or $461,667 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$8,156,410$277,000$55,400iApproximate average salary by contribution assumption: employee only about $1,385,000 at 4% or $923,333 at 6%; with 50% employer match about $923,333 at 4% or $615,556 at 6%; with 100% employer match about $692,500 at 4% or $461,667 at 6%.
201415$8,062,674$271,000$54,200iApproximate average salary by contribution assumption: employee only about $1,355,000 at 4% or $903,333 at 6%; with 50% employer match about $903,333 at 4% or $602,222 at 6%; with 100% employer match about $677,500 at 4% or $451,667 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$8,062,674$271,000$54,200iApproximate average salary by contribution assumption: employee only about $1,355,000 at 4% or $903,333 at 6%; with 50% employer match about $903,333 at 4% or $602,222 at 6%; with 100% employer match about $677,500 at 4% or $451,667 at 6%.
201325$7,670,189$6,489,651$1,297,930iApproximate average salary by contribution assumption: employee only about $32,448,255 at 4% or $21,632,170 at 6%; with 50% employer match about $21,632,170 at 4% or $14,421,447 at 6%; with 100% employer match about $16,224,128 at 4% or $10,816,085 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$7,670,189$5,917,890$1,183,578iApproximate average salary by contribution assumption: employee only about $29,589,450 at 4% or $19,726,300 at 6%; with 50% employer match about $19,726,300 at 4% or $13,150,867 at 6%; with 100% employer match about $14,794,725 at 4% or $9,863,150 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-0$0$571,761-
201225$6,921,920$1,333,000$266,600iApproximate average salary by contribution assumption: employee only about $6,665,000 at 4% or $4,443,333 at 6%; with 50% employer match about $4,443,333 at 4% or $2,962,222 at 6%; with 100% employer match about $3,332,500 at 4% or $2,221,667 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-5$5,144,633$1,072,000$214,400iApproximate average salary by contribution assumption: employee only about $5,360,000 at 4% or $3,573,333 at 6%; with 50% employer match about $3,573,333 at 4% or $2,382,222 at 6%; with 100% employer match about $2,680,000 at 4% or $1,786,667 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$1,777,287$261,000$52,200iApproximate average salary by contribution assumption: employee only about $1,305,000 at 4% or $870,000 at 6%; with 50% employer match about $870,000 at 4% or $580,000 at 6%; with 100% employer match about $652,500 at 4% or $435,000 at 6%.
201125$6,012,375$256,000$51,200iApproximate average salary by contribution assumption: employee only about $1,280,000 at 4% or $853,333 at 6%; with 50% employer match about $853,333 at 4% or $568,889 at 6%; with 100% employer match about $640,000 at 4% or $426,667 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-4$4,486,415$0-
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$1,525,960$256,000$51,200iApproximate average salary by contribution assumption: employee only about $1,280,000 at 4% or $853,333 at 6%; with 50% employer match about $853,333 at 4% or $568,889 at 6%; with 100% employer match about $640,000 at 4% or $426,667 at 6%.
201025$5,370,616$1,039,500$207,900iApproximate average salary by contribution assumption: employee only about $5,197,500 at 4% or $3,465,000 at 6%; with 50% employer match about $3,465,000 at 4% or $2,310,000 at 6%; with 100% employer match about $2,598,750 at 4% or $1,732,500 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-4$4,072,475$800,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-5$1,298,141$239,500$47,900iApproximate average salary by contribution assumption: employee only about $1,197,500 at 4% or $798,333 at 6%; with 50% employer match about $798,333 at 4% or $532,222 at 6%; with 100% employer match about $598,750 at 4% or $399,167 at 6%.
200924$4,039,618$889,626$222,407iApproximate average salary by contribution assumption: employee only about $5,560,163 at 4% or $3,706,775 at 6%; with 50% employer match about $3,706,775 at 4% or $2,471,183 at 6%; with 100% employer match about $2,780,081 at 4% or $1,853,388 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-4$2,986,447$0-
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-4$1,053,171$889,626$222,407iApproximate average salary by contribution assumption: employee only about $5,560,163 at 4% or $3,706,775 at 6%; with 50% employer match about $3,706,775 at 4% or $2,471,183 at 6%; with 100% employer match about $2,780,081 at 4% or $1,853,388 at 6%.
200824$3,162,030$499,740$124,935iApproximate average salary by contribution assumption: employee only about $3,123,375 at 4% or $2,082,250 at 6%; with 50% employer match about $2,082,250 at 4% or $1,388,167 at 6%; with 100% employer match about $1,561,688 at 4% or $1,041,125 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-3$3,029,030$366,740$122,247iApproximate average salary by contribution assumption: employee only about $3,056,167 at 4% or $2,037,444 at 6%; with 50% employer match about $2,037,444 at 4% or $1,358,296 at 6%; with 100% employer match about $1,528,083 at 4% or $1,018,722 at 6%.
The Gartman Letter, L.C. 401(K) Profit Sharing Plan-4$133,000$133,000$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
200713$0$0-
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-3---
200613$1,173,637$360,145$120,048iApproximate average salary by contribution assumption: employee only about $3,001,208 at 4% or $2,000,806 at 6%; with 50% employer match about $2,000,806 at 4% or $1,333,870 at 6%; with 100% employer match about $1,500,604 at 4% or $1,000,403 at 6%.
THE GARTMAN LETTER, L.C. DEFINED BENEFIT PENSION PLAN-3$1,173,637$360,145$120,048iApproximate average salary by contribution assumption: employee only about $3,001,208 at 4% or $2,000,806 at 6%; with 50% employer match about $2,000,806 at 4% or $1,333,870 at 6%; with 100% employer match about $1,500,604 at 4% or $1,000,403 at 6%.