Martingale & Company
Plan context: Employee Stock Ownership Plan & Trust of That Patchwork Place Inc.
EIN 91-1539565 • Bothell, WA • 61 filings • 9 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$402,739
2023 Contributions
$183,726
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 0 | - | - | - |
| 2022 | 2 | 4 | $402,739 | $183,726 | $45,932iApproximate average salary by contribution assumption: employee only about $1,148,288 at 4% or $765,525 at 6%; with 50% employer match about $765,525 at 4% or $510,350 at 6%; with 100% employer match about $574,144 at 4% or $382,763 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 4 | $402,739 | $62,922 | $15,731iApproximate average salary by contribution assumption: employee only about $393,263 at 4% or $262,175 at 6%; with 50% employer match about $262,175 at 4% or $174,783 at 6%; with 100% employer match about $196,631 at 4% or $131,088 at 6%. |
| Martingale & Company 401K Savings Plan | - | 0 | $0 | $120,804 | - |
| 2021 | 2 | 19 | $3,570,502 | $196,945 | $10,366iApproximate average salary by contribution assumption: employee only about $259,138 at 4% or $172,759 at 6%; with 50% employer match about $172,759 at 4% or $115,173 at 6%; with 100% employer match about $129,569 at 4% or $86,379 at 6%. |
| Martingale & Company 401K Savings Plan | - | 19 | $2,452,065 | $125,953 | $6,629iApproximate average salary by contribution assumption: employee only about $165,728 at 4% or $110,485 at 6%; with 50% employer match about $110,485 at 4% or $73,657 at 6%; with 100% employer match about $82,864 at 4% or $55,243 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 17 | $1,118,437 | $70,992 | $4,176iApproximate average salary by contribution assumption: employee only about $104,400 at 4% or $69,600 at 6%; with 50% employer match about $69,600 at 4% or $46,400 at 6%; with 100% employer match about $52,200 at 4% or $34,800 at 6%. |
| 2020 | 2 | 24 | $4,145,860 | $263,936 | $10,997iApproximate average salary by contribution assumption: employee only about $274,933 at 4% or $183,289 at 6%; with 50% employer match about $183,289 at 4% or $122,193 at 6%; with 100% employer match about $137,467 at 4% or $91,644 at 6%. |
| Martingale & Company 401K Savings Plan | - | 24 | $3,049,769 | $129,037 | $5,377iApproximate average salary by contribution assumption: employee only about $134,414 at 4% or $89,609 at 6%; with 50% employer match about $89,609 at 4% or $59,739 at 6%; with 100% employer match about $67,207 at 4% or $44,805 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 18 | $1,096,091 | $134,899 | $7,494iApproximate average salary by contribution assumption: employee only about $187,360 at 4% or $124,906 at 6%; with 50% employer match about $124,906 at 4% or $83,271 at 6%; with 100% employer match about $93,680 at 4% or $62,453 at 6%. |
| 2019 | 2 | 28 | $3,368,029 | $332,517 | $11,876iApproximate average salary by contribution assumption: employee only about $296,890 at 4% or $197,927 at 6%; with 50% employer match about $197,927 at 4% or $131,951 at 6%; with 100% employer match about $148,445 at 4% or $98,963 at 6%. |
| Martingale & Company 401K Savings Plan | - | 28 | $2,493,348 | $259,517 | $9,268iApproximate average salary by contribution assumption: employee only about $231,712 at 4% or $154,474 at 6%; with 50% employer match about $154,474 at 4% or $102,983 at 6%; with 100% employer match about $115,856 at 4% or $77,237 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 17 | $874,681 | $73,000 | $4,294iApproximate average salary by contribution assumption: employee only about $107,353 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| 2018 | 2 | 27 | $4,131,022 | $394,986 | $14,629iApproximate average salary by contribution assumption: employee only about $365,728 at 4% or $243,819 at 6%; with 50% employer match about $243,819 at 4% or $162,546 at 6%; with 100% employer match about $182,864 at 4% or $121,909 at 6%. |
| Martingale & Company 401K Savings Plan | - | 27 | $2,389,835 | $244,049 | $9,039iApproximate average salary by contribution assumption: employee only about $225,971 at 4% or $150,648 at 6%; with 50% employer match about $150,648 at 4% or $100,432 at 6%; with 100% employer match about $112,986 at 4% or $75,324 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 24 | $1,741,187 | $150,937 | $6,289iApproximate average salary by contribution assumption: employee only about $157,226 at 4% or $104,817 at 6%; with 50% employer match about $104,817 at 4% or $69,878 at 6%; with 100% employer match about $78,613 at 4% or $52,409 at 6%. |
| 2017 | 2 | 32 | $4,141,850 | $371,074 | $11,596iApproximate average salary by contribution assumption: employee only about $289,902 at 4% or $193,268 at 6%; with 50% employer match about $193,268 at 4% or $128,845 at 6%; with 100% employer match about $144,951 at 4% or $96,634 at 6%. |
| Martingale & Company 401K Savings Plan | - | 32 | $2,425,187 | $188,961 | $5,905iApproximate average salary by contribution assumption: employee only about $147,626 at 4% or $98,417 at 6%; with 50% employer match about $98,417 at 4% or $65,611 at 6%; with 100% employer match about $73,813 at 4% or $49,209 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 22 | $1,716,663 | $182,113 | $8,278iApproximate average salary by contribution assumption: employee only about $206,947 at 4% or $137,964 at 6%; with 50% employer match about $137,964 at 4% or $91,976 at 6%; with 100% employer match about $103,473 at 4% or $68,982 at 6%. |
| 2016 | 2 | 29 | $3,785,668 | $243,588 | $8,400iApproximate average salary by contribution assumption: employee only about $209,990 at 4% or $139,993 at 6%; with 50% employer match about $139,993 at 4% or $93,329 at 6%; with 100% employer match about $104,995 at 4% or $69,997 at 6%. |
| Martingale & Company 401K Savings Plan | - | 29 | $2,131,623 | $135,674 | $4,678iApproximate average salary by contribution assumption: employee only about $116,960 at 4% or $77,974 at 6%; with 50% employer match about $77,974 at 4% or $51,982 at 6%; with 100% employer match about $58,480 at 4% or $38,987 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 19 | $1,654,045 | $107,914 | $5,680iApproximate average salary by contribution assumption: employee only about $141,992 at 4% or $94,661 at 6%; with 50% employer match about $94,661 at 4% or $63,108 at 6%; with 100% employer match about $70,996 at 4% or $47,331 at 6%. |
| 2015 | 3 | 28 | $3,416,558 | $207,162 | $7,399iApproximate average salary by contribution assumption: employee only about $184,966 at 4% or $123,311 at 6%; with 50% employer match about $123,311 at 4% or $82,207 at 6%; with 100% employer match about $92,483 at 4% or $61,655 at 6%. |
| Martingale & Company 401K Savings Plan | - | 28 | $1,808,235 | $117,809 | $4,207iApproximate average salary by contribution assumption: employee only about $105,187 at 4% or $70,124 at 6%; with 50% employer match about $70,124 at 4% or $46,750 at 6%; with 100% employer match about $52,593 at 4% or $35,062 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 18 | $1,608,323 | $89,353 | $4,964iApproximate average salary by contribution assumption: employee only about $124,101 at 4% or $82,734 at 6%; with 50% employer match about $82,734 at 4% or $55,156 at 6%; with 100% employer match about $62,051 at 4% or $41,367 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 0 | - | - | - |
| 2014 | 3 | 31 | $3,564,982 | $229,082 | $7,390iApproximate average salary by contribution assumption: employee only about $184,744 at 4% or $123,162 at 6%; with 50% employer match about $123,162 at 4% or $82,108 at 6%; with 100% employer match about $92,372 at 4% or $61,581 at 6%. |
| Martingale & Company 401K Savings Plan | - | 31 | $1,996,394 | $124,529 | $4,017iApproximate average salary by contribution assumption: employee only about $100,427 at 4% or $66,951 at 6%; with 50% employer match about $66,951 at 4% or $44,634 at 6%; with 100% employer match about $50,213 at 4% or $33,476 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 25 | $1,498,837 | $104,553 | $4,182iApproximate average salary by contribution assumption: employee only about $104,553 at 4% or $69,702 at 6%; with 50% employer match about $69,702 at 4% or $46,468 at 6%; with 100% employer match about $52,277 at 4% or $34,851 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 25 | $69,751 | - | - |
| 2013 | 3 | 35 | $3,856,253 | $503,469 | $14,385iApproximate average salary by contribution assumption: employee only about $359,621 at 4% or $239,747 at 6%; with 50% employer match about $239,747 at 4% or $159,831 at 6%; with 100% employer match about $179,810 at 4% or $119,874 at 6%. |
| Martingale & Company 401K Savings Plan | - | 35 | $2,269,128 | $168,186 | $4,805iApproximate average salary by contribution assumption: employee only about $120,133 at 4% or $80,089 at 6%; with 50% employer match about $80,089 at 4% or $53,392 at 6%; with 100% employer match about $60,066 at 4% or $40,044 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 31 | $1,509,940 | $335,283 | $10,816iApproximate average salary by contribution assumption: employee only about $270,390 at 4% or $180,260 at 6%; with 50% employer match about $180,260 at 4% or $120,173 at 6%; with 100% employer match about $135,195 at 4% or $90,130 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 21 | $77,185 | - | - |
| 2012 | 3 | 33 | $4,149,346 | $462,462 | $14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%. |
| Martingale & Company 401K Savings Plan | - | 33 | $2,152,244 | $144,087 | $4,366iApproximate average salary by contribution assumption: employee only about $109,157 at 4% or $72,771 at 6%; with 50% employer match about $72,771 at 4% or $48,514 at 6%; with 100% employer match about $54,578 at 4% or $36,386 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 30 | $1,881,874 | $318,375 | $10,613iApproximate average salary by contribution assumption: employee only about $265,313 at 4% or $176,875 at 6%; with 50% employer match about $176,875 at 4% or $117,917 at 6%; with 100% employer match about $132,656 at 4% or $88,438 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 24 | $115,228 | - | - |
| 2011 | 3 | 33 | $3,438,870 | $538,425 | $16,316iApproximate average salary by contribution assumption: employee only about $407,898 at 4% or $271,932 at 6%; with 50% employer match about $271,932 at 4% or $181,288 at 6%; with 100% employer match about $203,949 at 4% or $135,966 at 6%. |
| Martingale & Company 401K Savings Plan | - | 33 | $1,843,564 | $219,949 | $6,665iApproximate average salary by contribution assumption: employee only about $166,628 at 4% or $111,085 at 6%; with 50% employer match about $111,085 at 4% or $74,057 at 6%; with 100% employer match about $83,314 at 4% or $55,543 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 31 | $1,486,942 | $318,476 | $10,273iApproximate average salary by contribution assumption: employee only about $256,835 at 4% or $171,224 at 6%; with 50% employer match about $171,224 at 4% or $114,149 at 6%; with 100% employer match about $128,418 at 4% or $85,612 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 28 | $108,364 | - | - |
| 2010 | 3 | 35 | $3,933,033 | $396,226 | $11,321iApproximate average salary by contribution assumption: employee only about $283,019 at 4% or $188,679 at 6%; with 50% employer match about $188,679 at 4% or $125,786 at 6%; with 100% employer match about $141,509 at 4% or $94,340 at 6%. |
| Martingale & Company 401K Savings Plan | - | 35 | $1,949,246 | $138,169 | $3,948iApproximate average salary by contribution assumption: employee only about $98,692 at 4% or $65,795 at 6%; with 50% employer match about $65,795 at 4% or $43,863 at 6%; with 100% employer match about $49,346 at 4% or $32,897 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 35 | $1,842,222 | $258,057 | $7,373iApproximate average salary by contribution assumption: employee only about $184,326 at 4% or $122,884 at 6%; with 50% employer match about $122,884 at 4% or $81,923 at 6%; with 100% employer match about $92,163 at 4% or $61,442 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 35 | $141,565 | - | - |
| 2009 | 3 | 40 | $3,844,391 | $358,351 | $8,959iApproximate average salary by contribution assumption: employee only about $223,969 at 4% or $149,313 at 6%; with 50% employer match about $149,313 at 4% or $99,542 at 6%; with 100% employer match about $111,985 at 4% or $74,656 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 40 | $2,168,160 | $256,149 | $6,404iApproximate average salary by contribution assumption: employee only about $160,093 at 4% or $106,729 at 6%; with 50% employer match about $106,729 at 4% or $71,153 at 6%; with 100% employer match about $80,047 at 4% or $53,364 at 6%. |
| Martingale & Company 401K Savings Plan | - | 35 | $1,493,938 | $102,202 | $2,920iApproximate average salary by contribution assumption: employee only about $73,001 at 4% or $48,668 at 6%; with 50% employer match about $48,668 at 4% or $32,445 at 6%; with 100% employer match about $36,501 at 4% or $24,334 at 6%. |
| MARTINGALE & COMPANY EILGIBLE INDIVIDUAL ACCOUNT PLAN | - | 38 | $182,293 | - | - |
| 2008 | 3 | 43 | $0 | $0 | - |
| Martingale & Company 401K Savings Plan | - | 43 | - | - | - |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 38 | - | - | - |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 38 | - | - | - |
| 2007 | 3 | 37 | $0 | $0 | - |
| Martingale & Company 401K Savings Plan | - | 35 | - | - | - |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 37 | - | - | - |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 37 | - | - | - |
| 2006 | 3 | 42 | $4,221,130 | $903,797 | $21,519iApproximate average salary by contribution assumption: employee only about $537,974 at 4% or $358,650 at 6%; with 50% employer match about $358,650 at 4% or $239,100 at 6%; with 100% employer match about $268,987 at 4% or $179,325 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 38 | $2,453,277 | $696,047 | $18,317iApproximate average salary by contribution assumption: employee only about $457,926 at 4% or $305,284 at 6%; with 50% employer match about $305,284 at 4% or $203,523 at 6%; with 100% employer match about $228,963 at 4% or $152,642 at 6%. |
| Martingale & Company 401K Savings Plan | - | 42 | $1,532,070 | $207,750 | $4,946iApproximate average salary by contribution assumption: employee only about $123,661 at 4% or $82,440 at 6%; with 50% employer match about $82,440 at 4% or $54,960 at 6%; with 100% employer match about $61,830 at 4% or $41,220 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 39 | $235,783 | - | - |
| 2005 | 3 | 44 | $3,849,397 | $794,235 | $18,051iApproximate average salary by contribution assumption: employee only about $451,270 at 4% or $300,847 at 6%; with 50% employer match about $300,847 at 4% or $200,564 at 6%; with 100% employer match about $225,635 at 4% or $150,423 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 39 | $2,041,794 | $532,623 | $13,657iApproximate average salary by contribution assumption: employee only about $341,425 at 4% or $227,617 at 6%; with 50% employer match about $227,617 at 4% or $151,744 at 6%; with 100% employer match about $170,713 at 4% or $113,808 at 6%. |
| Martingale & Company 401K Savings Plan | - | 44 | $1,457,865 | $261,612 | $5,946iApproximate average salary by contribution assumption: employee only about $148,643 at 4% or $99,095 at 6%; with 50% employer match about $99,095 at 4% or $66,064 at 6%; with 100% employer match about $74,322 at 4% or $49,548 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 41 | $349,738 | - | - |
| 2004 | 3 | 43 | $4,070,351 | $1,142,580 | $26,572iApproximate average salary by contribution assumption: employee only about $664,291 at 4% or $442,860 at 6%; with 50% employer match about $442,860 at 4% or $295,240 at 6%; with 100% employer match about $332,145 at 4% or $221,430 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 39 | $2,529,584 | $461,360 | $11,830iApproximate average salary by contribution assumption: employee only about $295,744 at 4% or $197,162 at 6%; with 50% employer match about $197,162 at 4% or $131,442 at 6%; with 100% employer match about $147,872 at 4% or $98,581 at 6%. |
| Martingale & Company 401K Savings Plan | - | 43 | $1,127,042 | $191,220 | $4,447iApproximate average salary by contribution assumption: employee only about $111,174 at 4% or $74,116 at 6%; with 50% employer match about $74,116 at 4% or $49,411 at 6%; with 100% employer match about $55,587 at 4% or $37,058 at 6%. |
| MARTINGALE & COMPANY ELIGIBLE INDIVIDUAL ACCOUNT PLAN | - | 42 | $413,725 | $490,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2003 | 2 | 42 | $885,164 | $138,620 | $3,300iApproximate average salary by contribution assumption: employee only about $82,512 at 4% or $55,008 at 6%; with 50% employer match about $55,008 at 4% or $36,672 at 6%; with 100% employer match about $41,256 at 4% or $27,504 at 6%. |
| Martingale & Company 401K Savings Plan | - | 42 | $885,164 | $138,620 | $3,300iApproximate average salary by contribution assumption: employee only about $82,512 at 4% or $55,008 at 6%; with 50% employer match about $55,008 at 4% or $36,672 at 6%; with 100% employer match about $41,256 at 4% or $27,504 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 41 | - | - | - |
| 2002 | 2 | 42 | $705,809 | $187,529 | $4,465iApproximate average salary by contribution assumption: employee only about $111,624 at 4% or $74,416 at 6%; with 50% employer match about $74,416 at 4% or $49,611 at 6%; with 100% employer match about $55,812 at 4% or $37,208 at 6%. |
| Martingale & Company 401K Savings Plan | - | 42 | $705,809 | $187,529 | $4,465iApproximate average salary by contribution assumption: employee only about $111,624 at 4% or $74,416 at 6%; with 50% employer match about $74,416 at 4% or $49,611 at 6%; with 100% employer match about $55,812 at 4% or $37,208 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 39 | - | - | - |
| 2001 | 2 | 42 | $0 | $0 | - |
| Martingale & Company 401K Savings Plan | - | 42 | - | - | - |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 36 | - | - | - |
| 2000 | 2 | 41 | $0 | $0 | - |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 31 | - | - | - |
| Martingale & Company 401K Savings Plan | - | 41 | - | - | - |
| 1999 | 2 | 31 | $865,346 | $346,986 | $11,193iApproximate average salary by contribution assumption: employee only about $279,827 at 4% or $186,552 at 6%; with 50% employer match about $186,552 at 4% or $124,368 at 6%; with 100% employer match about $139,914 at 4% or $93,276 at 6%. |
| Employee Stock Ownership Plan & Trust of That Patchwork Place Inc. | - | 30 | $443,238 | $128,311 | $4,277iApproximate average salary by contribution assumption: employee only about $106,926 at 4% or $71,284 at 6%; with 50% employer match about $71,284 at 4% or $47,523 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%. |
| Martingale & Company 401K Savings Plan | - | 31 | $422,108 | $218,675 | $7,054iApproximate average salary by contribution assumption: employee only about $176,351 at 4% or $117,567 at 6%; with 50% employer match about $117,567 at 4% or $78,378 at 6%; with 100% employer match about $88,175 at 4% or $58,784 at 6%. |