Sj Martin Wealth Management LLC
Plan context: Sj Martin Wealth Management LLC 401(K) Plan
EIN 88-0869632 • Beaufort, SC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$530,065
2025 Contributions
$49,698
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $530,065 | $49,698 | $24,849iApproximate average salary by contribution assumption: employee only about $621,225 at 4% or $414,150 at 6%; with 50% employer match about $414,150 at 4% or $276,100 at 6%; with 100% employer match about $310,613 at 4% or $207,075 at 6%. |
| Sj Martin Wealth Management LLC 401(K) Plan | - | 2 | $530,065 | $49,698 | $24,849iApproximate average salary by contribution assumption: employee only about $621,225 at 4% or $414,150 at 6%; with 50% employer match about $414,150 at 4% or $276,100 at 6%; with 100% employer match about $310,613 at 4% or $207,075 at 6%. |
| 2024 | 1 | 2 | $470,067 | $57,875 | $28,938iApproximate average salary by contribution assumption: employee only about $723,438 at 4% or $482,292 at 6%; with 50% employer match about $482,292 at 4% or $321,528 at 6%; with 100% employer match about $361,719 at 4% or $241,146 at 6%. |
| Sj Martin Wealth Management LLC 401(K) Plan | - | 2 | $470,067 | $57,875 | $28,938iApproximate average salary by contribution assumption: employee only about $723,438 at 4% or $482,292 at 6%; with 50% employer match about $482,292 at 4% or $321,528 at 6%; with 100% employer match about $361,719 at 4% or $241,146 at 6%. |
| 2023 | 1 | 2 | $397,993 | $35,700 | $17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%. |
| Sj Martin Wealth Management LLC 401(K) Plan | - | 2 | $397,993 | $35,700 | $17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%. |
| 2022 | 1 | 2 | $356,092 | $405,303 | $202,652iApproximate average salary by contribution assumption: employee only about $5,066,288 at 4% or $3,377,525 at 6%; with 50% employer match about $3,377,525 at 4% or $2,251,683 at 6%; with 100% employer match about $2,533,144 at 4% or $1,688,763 at 6%. |
| Sj Martin Wealth Management LLC 401(K) Plan | - | 2 | $356,092 | $405,303 | $202,652iApproximate average salary by contribution assumption: employee only about $5,066,288 at 4% or $3,377,525 at 6%; with 50% employer match about $3,377,525 at 4% or $2,251,683 at 6%; with 100% employer match about $2,533,144 at 4% or $1,688,763 at 6%. |