Civic Intelligence

Marotta Asset Management Inc.

Plan context: Marotta Asset Management Inc. 401(K) Profit Sharing Plan

EIN 54-1995147 • Charlottesville, VA • 19 filings • 3 plans

1000 Ednam CenterSuite 200Charlottesville, VA 22903
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,098,145

2024 Contributions

$624,569

Historical Graphs

Total Assets Over Time

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

$4,098,145$2,049,073$0200620162024YearValue
$4,098,145Latest year 2024

Participants Over Time

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

1890200620152024YearValue
18Latest 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
2024118$4,098,145$624,569$34,698iApproximate average salary by contribution assumption: employee only about $867,457 at 4% or $578,305 at 6%; with 50% employer match about $578,305 at 4% or $385,536 at 6%; with 100% employer match about $433,728 at 4% or $289,152 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-18$4,098,145$624,569$34,698iApproximate average salary by contribution assumption: employee only about $867,457 at 4% or $578,305 at 6%; with 50% employer match about $578,305 at 4% or $385,536 at 6%; with 100% employer match about $433,728 at 4% or $289,152 at 6%.
2023117$3,148,048$570,619$33,566iApproximate average salary by contribution assumption: employee only about $839,146 at 4% or $559,430 at 6%; with 50% employer match about $559,430 at 4% or $372,954 at 6%; with 100% employer match about $419,573 at 4% or $279,715 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-17$3,148,048$570,619$33,566iApproximate average salary by contribution assumption: employee only about $839,146 at 4% or $559,430 at 6%; with 50% employer match about $559,430 at 4% or $372,954 at 6%; with 100% employer match about $419,573 at 4% or $279,715 at 6%.
2022116$2,845,998$514,153$32,135iApproximate average salary by contribution assumption: employee only about $803,364 at 4% or $535,576 at 6%; with 50% employer match about $535,576 at 4% or $357,051 at 6%; with 100% employer match about $401,682 at 4% or $267,788 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-16$2,845,998$514,153$32,135iApproximate average salary by contribution assumption: employee only about $803,364 at 4% or $535,576 at 6%; with 50% employer match about $535,576 at 4% or $357,051 at 6%; with 100% employer match about $401,682 at 4% or $267,788 at 6%.
2021112$2,760,395$402,446$33,537iApproximate average salary by contribution assumption: employee only about $838,429 at 4% or $558,953 at 6%; with 50% employer match about $558,953 at 4% or $372,635 at 6%; with 100% employer match about $419,215 at 4% or $279,476 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-12$2,760,395$402,446$33,537iApproximate average salary by contribution assumption: employee only about $838,429 at 4% or $558,953 at 6%; with 50% employer match about $558,953 at 4% or $372,635 at 6%; with 100% employer match about $419,215 at 4% or $279,476 at 6%.
2020112$2,115,147$392,569$32,714iApproximate average salary by contribution assumption: employee only about $817,852 at 4% or $545,235 at 6%; with 50% employer match about $545,235 at 4% or $363,490 at 6%; with 100% employer match about $408,926 at 4% or $272,617 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-12$2,115,147$392,569$32,714iApproximate average salary by contribution assumption: employee only about $817,852 at 4% or $545,235 at 6%; with 50% employer match about $545,235 at 4% or $363,490 at 6%; with 100% employer match about $408,926 at 4% or $272,617 at 6%.
2019112$2,724,736$321,384$26,782iApproximate average salary by contribution assumption: employee only about $669,550 at 4% or $446,367 at 6%; with 50% employer match about $446,367 at 4% or $297,578 at 6%; with 100% employer match about $334,775 at 4% or $223,183 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-12$2,724,736$321,384$26,782iApproximate average salary by contribution assumption: employee only about $669,550 at 4% or $446,367 at 6%; with 50% employer match about $446,367 at 4% or $297,578 at 6%; with 100% employer match about $334,775 at 4% or $223,183 at 6%.
2018111$2,039,061$339,303$30,846iApproximate average salary by contribution assumption: employee only about $771,143 at 4% or $514,095 at 6%; with 50% employer match about $514,095 at 4% or $342,730 at 6%; with 100% employer match about $385,572 at 4% or $257,048 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-11$2,039,061$339,303$30,846iApproximate average salary by contribution assumption: employee only about $771,143 at 4% or $514,095 at 6%; with 50% employer match about $514,095 at 4% or $342,730 at 6%; with 100% employer match about $385,572 at 4% or $257,048 at 6%.
2017110$1,989,794$325,077$32,508iApproximate average salary by contribution assumption: employee only about $812,693 at 4% or $541,795 at 6%; with 50% employer match about $541,795 at 4% or $361,197 at 6%; with 100% employer match about $406,346 at 4% or $270,898 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-10$1,989,794$325,077$32,508iApproximate average salary by contribution assumption: employee only about $812,693 at 4% or $541,795 at 6%; with 50% employer match about $541,795 at 4% or $361,197 at 6%; with 100% employer match about $406,346 at 4% or $270,898 at 6%.
2016110$2,098,296$292,607$29,261iApproximate average salary by contribution assumption: employee only about $731,518 at 4% or $487,678 at 6%; with 50% employer match about $487,678 at 4% or $325,119 at 6%; with 100% employer match about $365,759 at 4% or $243,839 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-10$2,098,296$292,607$29,261iApproximate average salary by contribution assumption: employee only about $731,518 at 4% or $487,678 at 6%; with 50% employer match about $487,678 at 4% or $325,119 at 6%; with 100% employer match about $365,759 at 4% or $243,839 at 6%.
2015112$1,801,230$307,545$25,629iApproximate average salary by contribution assumption: employee only about $640,719 at 4% or $427,146 at 6%; with 50% employer match about $427,146 at 4% or $284,764 at 6%; with 100% employer match about $320,359 at 4% or $213,573 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-12$1,801,230$307,545$25,629iApproximate average salary by contribution assumption: employee only about $640,719 at 4% or $427,146 at 6%; with 50% employer match about $427,146 at 4% or $284,764 at 6%; with 100% employer match about $320,359 at 4% or $213,573 at 6%.
201419$1,583,971$242,760$26,973iApproximate average salary by contribution assumption: employee only about $674,333 at 4% or $449,556 at 6%; with 50% employer match about $449,556 at 4% or $299,704 at 6%; with 100% employer match about $337,167 at 4% or $224,778 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-9$1,583,971$242,760$26,973iApproximate average salary by contribution assumption: employee only about $674,333 at 4% or $449,556 at 6%; with 50% employer match about $449,556 at 4% or $299,704 at 6%; with 100% employer match about $337,167 at 4% or $224,778 at 6%.
2013110$1,319,971$244,658$24,466iApproximate average salary by contribution assumption: employee only about $611,645 at 4% or $407,763 at 6%; with 50% employer match about $407,763 at 4% or $271,842 at 6%; with 100% employer match about $305,823 at 4% or $203,882 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-10$1,319,971$244,658$24,466iApproximate average salary by contribution assumption: employee only about $611,645 at 4% or $407,763 at 6%; with 50% employer match about $407,763 at 4% or $271,842 at 6%; with 100% employer match about $305,823 at 4% or $203,882 at 6%.
2012110$952,255$219,080$21,908iApproximate average salary by contribution assumption: employee only about $547,700 at 4% or $365,133 at 6%; with 50% employer match about $365,133 at 4% or $243,422 at 6%; with 100% employer match about $273,850 at 4% or $182,567 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-10$952,255$219,080$21,908iApproximate average salary by contribution assumption: employee only about $547,700 at 4% or $365,133 at 6%; with 50% employer match about $365,133 at 4% or $243,422 at 6%; with 100% employer match about $273,850 at 4% or $182,567 at 6%.
201119$700,221$173,408$19,268iApproximate average salary by contribution assumption: employee only about $481,689 at 4% or $321,126 at 6%; with 50% employer match about $321,126 at 4% or $214,084 at 6%; with 100% employer match about $240,844 at 4% or $160,563 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-9$700,221$173,408$19,268iApproximate average salary by contribution assumption: employee only about $481,689 at 4% or $321,126 at 6%; with 50% employer match about $321,126 at 4% or $214,084 at 6%; with 100% employer match about $240,844 at 4% or $160,563 at 6%.
201017$577,320$161,354$23,051iApproximate average salary by contribution assumption: employee only about $576,264 at 4% or $384,176 at 6%; with 50% employer match about $384,176 at 4% or $256,117 at 6%; with 100% employer match about $288,132 at 4% or $192,088 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-7$577,320$161,354$23,051iApproximate average salary by contribution assumption: employee only about $576,264 at 4% or $384,176 at 6%; with 50% employer match about $384,176 at 4% or $256,117 at 6%; with 100% employer match about $288,132 at 4% or $192,088 at 6%.
200916$487,804$203,125$33,854iApproximate average salary by contribution assumption: employee only about $846,354 at 4% or $564,236 at 6%; with 50% employer match about $564,236 at 4% or $376,157 at 6%; with 100% employer match about $423,177 at 4% or $282,118 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-6$487,804$203,125$33,854iApproximate average salary by contribution assumption: employee only about $846,354 at 4% or $564,236 at 6%; with 50% employer match about $564,236 at 4% or $376,157 at 6%; with 100% employer match about $423,177 at 4% or $282,118 at 6%.
200815$203,033$50,370$10,074iApproximate average salary by contribution assumption: employee only about $251,850 at 4% or $167,900 at 6%; with 50% employer match about $167,900 at 4% or $111,933 at 6%; with 100% employer match about $125,925 at 4% or $83,950 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-5$203,033$50,370$10,074iApproximate average salary by contribution assumption: employee only about $251,850 at 4% or $167,900 at 6%; with 50% employer match about $167,900 at 4% or $111,933 at 6%; with 100% employer match about $125,925 at 4% or $83,950 at 6%.
200714$0$0-
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-4---
200614$101,319$98,698$24,675iApproximate average salary by contribution assumption: employee only about $616,863 at 4% or $411,242 at 6%; with 50% employer match about $411,242 at 4% or $274,161 at 6%; with 100% employer match about $308,431 at 4% or $205,621 at 6%.
Marotta Asset Management Inc. 401(K) Profit Sharing Plan-4$101,319$98,698$24,675iApproximate average salary by contribution assumption: employee only about $616,863 at 4% or $411,242 at 6%; with 50% employer match about $411,242 at 4% or $274,161 at 6%; with 100% employer match about $308,431 at 4% or $205,621 at 6%.