Civic Intelligence

Peter E. Mathison Agency Inc

Plan context: Peter E. Mathison Agency Inc. 401(K) Plan

EIN 02-0620943 • New Hyde Park, NY • 23 filings • 2 plans

1110 Jericho TurnpikeNew Hyde Park, NY 11040
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,059,022

2025 Contributions

$91,030

Historical Graphs

Total Assets Over Time

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

$4,059,022$2,029,511$0200320152025YearValue
$4,059,022Latest year 2025

Participants Over Time

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

950200320142025YearValue
9Latest year 2025

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
202519$4,059,022$91,030$10,114iApproximate average salary by contribution assumption: employee only about $252,861 at 4% or $168,574 at 6%; with 50% employer match about $168,574 at 4% or $112,383 at 6%; with 100% employer match about $126,431 at 4% or $84,287 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-9$4,059,022$91,030$10,114iApproximate average salary by contribution assumption: employee only about $252,861 at 4% or $168,574 at 6%; with 50% employer match about $168,574 at 4% or $112,383 at 6%; with 100% employer match about $126,431 at 4% or $84,287 at 6%.
202418$3,261,521$67,919$8,490iApproximate average salary by contribution assumption: employee only about $212,247 at 4% or $141,498 at 6%; with 50% employer match about $141,498 at 4% or $94,332 at 6%; with 100% employer match about $106,123 at 4% or $70,749 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-8$3,261,521$67,919$8,490iApproximate average salary by contribution assumption: employee only about $212,247 at 4% or $141,498 at 6%; with 50% employer match about $141,498 at 4% or $94,332 at 6%; with 100% employer match about $106,123 at 4% or $70,749 at 6%.
202317$2,814,135$55,100$7,871iApproximate average salary by contribution assumption: employee only about $196,786 at 4% or $131,190 at 6%; with 50% employer match about $131,190 at 4% or $87,460 at 6%; with 100% employer match about $98,393 at 4% or $65,595 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$2,814,135$55,100$7,871iApproximate average salary by contribution assumption: employee only about $196,786 at 4% or $131,190 at 6%; with 50% employer match about $131,190 at 4% or $87,460 at 6%; with 100% employer match about $98,393 at 4% or $65,595 at 6%.
202217$2,318,216$48,650$6,950iApproximate average salary by contribution assumption: employee only about $173,750 at 4% or $115,833 at 6%; with 50% employer match about $115,833 at 4% or $77,222 at 6%; with 100% employer match about $86,875 at 4% or $57,917 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$2,318,216$48,650$6,950iApproximate average salary by contribution assumption: employee only about $173,750 at 4% or $115,833 at 6%; with 50% employer match about $115,833 at 4% or $77,222 at 6%; with 100% employer match about $86,875 at 4% or $57,917 at 6%.
202117$2,871,184$46,800$6,686iApproximate average salary by contribution assumption: employee only about $167,143 at 4% or $111,429 at 6%; with 50% employer match about $111,429 at 4% or $74,286 at 6%; with 100% employer match about $83,571 at 4% or $55,714 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$2,871,184$46,800$6,686iApproximate average salary by contribution assumption: employee only about $167,143 at 4% or $111,429 at 6%; with 50% employer match about $111,429 at 4% or $74,286 at 6%; with 100% employer match about $83,571 at 4% or $55,714 at 6%.
202016$2,382,128$45,800$7,633iApproximate average salary by contribution assumption: employee only about $190,833 at 4% or $127,222 at 6%; with 50% employer match about $127,222 at 4% or $84,815 at 6%; with 100% employer match about $95,417 at 4% or $63,611 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$2,382,128$45,800$7,633iApproximate average salary by contribution assumption: employee only about $190,833 at 4% or $127,222 at 6%; with 50% employer match about $127,222 at 4% or $84,815 at 6%; with 100% employer match about $95,417 at 4% or $63,611 at 6%.
201916$2,013,282$46,120$7,687iApproximate average salary by contribution assumption: employee only about $192,167 at 4% or $128,111 at 6%; with 50% employer match about $128,111 at 4% or $85,407 at 6%; with 100% employer match about $96,083 at 4% or $64,056 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$2,013,282$46,120$7,687iApproximate average salary by contribution assumption: employee only about $192,167 at 4% or $128,111 at 6%; with 50% employer match about $128,111 at 4% or $85,407 at 6%; with 100% employer match about $96,083 at 4% or $64,056 at 6%.
201816$1,541,127$46,936$7,823iApproximate average salary by contribution assumption: employee only about $195,567 at 4% or $130,378 at 6%; with 50% employer match about $130,378 at 4% or $86,919 at 6%; with 100% employer match about $97,783 at 4% or $65,189 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$1,541,127$46,936$7,823iApproximate average salary by contribution assumption: employee only about $195,567 at 4% or $130,378 at 6%; with 50% employer match about $130,378 at 4% or $86,919 at 6%; with 100% employer match about $97,783 at 4% or $65,189 at 6%.
201716$1,575,854$54,974$9,162iApproximate average salary by contribution assumption: employee only about $229,058 at 4% or $152,706 at 6%; with 50% employer match about $152,706 at 4% or $101,804 at 6%; with 100% employer match about $114,529 at 4% or $76,353 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$1,575,854$54,974$9,162iApproximate average salary by contribution assumption: employee only about $229,058 at 4% or $152,706 at 6%; with 50% employer match about $152,706 at 4% or $101,804 at 6%; with 100% employer match about $114,529 at 4% or $76,353 at 6%.
201617$1,304,664$60,523$8,646iApproximate average salary by contribution assumption: employee only about $216,154 at 4% or $144,102 at 6%; with 50% employer match about $144,102 at 4% or $96,068 at 6%; with 100% employer match about $108,077 at 4% or $72,051 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$1,304,664$60,523$8,646iApproximate average salary by contribution assumption: employee only about $216,154 at 4% or $144,102 at 6%; with 50% employer match about $144,102 at 4% or $96,068 at 6%; with 100% employer match about $108,077 at 4% or $72,051 at 6%.
201517$1,076,208$53,649$7,664iApproximate average salary by contribution assumption: employee only about $191,604 at 4% or $127,736 at 6%; with 50% employer match about $127,736 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$1,076,208$53,649$7,664iApproximate average salary by contribution assumption: employee only about $191,604 at 4% or $127,736 at 6%; with 50% employer match about $127,736 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%.
201416$1,083,784$50,770$8,462iApproximate average salary by contribution assumption: employee only about $211,542 at 4% or $141,028 at 6%; with 50% employer match about $141,028 at 4% or $94,019 at 6%; with 100% employer match about $105,771 at 4% or $70,514 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$1,083,784$50,770$8,462iApproximate average salary by contribution assumption: employee only about $211,542 at 4% or $141,028 at 6%; with 50% employer match about $141,028 at 4% or $94,019 at 6%; with 100% employer match about $105,771 at 4% or $70,514 at 6%.
201318$950,699$43,762$5,470iApproximate average salary by contribution assumption: employee only about $136,756 at 4% or $91,171 at 6%; with 50% employer match about $91,171 at 4% or $60,781 at 6%; with 100% employer match about $68,378 at 4% or $45,585 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-8$950,699$43,762$5,470iApproximate average salary by contribution assumption: employee only about $136,756 at 4% or $91,171 at 6%; with 50% employer match about $91,171 at 4% or $60,781 at 6%; with 100% employer match about $68,378 at 4% or $45,585 at 6%.
201218$712,949$38,217$4,777iApproximate average salary by contribution assumption: employee only about $119,428 at 4% or $79,619 at 6%; with 50% employer match about $79,619 at 4% or $53,079 at 6%; with 100% employer match about $59,714 at 4% or $39,809 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-8$712,949$38,217$4,777iApproximate average salary by contribution assumption: employee only about $119,428 at 4% or $79,619 at 6%; with 50% employer match about $79,619 at 4% or $53,079 at 6%; with 100% employer match about $59,714 at 4% or $39,809 at 6%.
201117$616,575$37,692$5,385iApproximate average salary by contribution assumption: employee only about $134,614 at 4% or $89,743 at 6%; with 50% employer match about $89,743 at 4% or $59,829 at 6%; with 100% employer match about $67,307 at 4% or $44,871 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$616,575$37,692$5,385iApproximate average salary by contribution assumption: employee only about $134,614 at 4% or $89,743 at 6%; with 50% employer match about $89,743 at 4% or $59,829 at 6%; with 100% employer match about $67,307 at 4% or $44,871 at 6%.
201019$578,556$33,825$3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-9$578,556$33,825$3,758iApproximate average salary by contribution assumption: employee only about $93,958 at 4% or $62,639 at 6%; with 50% employer match about $62,639 at 4% or $41,759 at 6%; with 100% employer match about $46,979 at 4% or $31,319 at 6%.
200917$491,965$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$491,965$18,000$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,571 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
200817$0$0-
Peter E. Mathison Agency Inc. 401(K) Plan-7---
200715$0$0-
Peter E. Mathison Agency Inc. 401(K) Plan-5---
200616$461,141$32,829$5,472iApproximate average salary by contribution assumption: employee only about $136,788 at 4% or $91,192 at 6%; with 50% employer match about $91,192 at 4% or $60,794 at 6%; with 100% employer match about $68,394 at 4% or $45,596 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-6$461,141$32,829$5,472iApproximate average salary by contribution assumption: employee only about $136,788 at 4% or $91,192 at 6%; with 50% employer match about $91,192 at 4% or $60,794 at 6%; with 100% employer match about $68,394 at 4% or $45,596 at 6%.
200517$377,740$30,355$4,336iApproximate average salary by contribution assumption: employee only about $108,411 at 4% or $72,274 at 6%; with 50% employer match about $72,274 at 4% or $48,183 at 6%; with 100% employer match about $54,205 at 4% or $36,137 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$377,740$30,355$4,336iApproximate average salary by contribution assumption: employee only about $108,411 at 4% or $72,274 at 6%; with 50% employer match about $72,274 at 4% or $48,183 at 6%; with 100% employer match about $54,205 at 4% or $36,137 at 6%.
200417$319,871$32,872$4,696iApproximate average salary by contribution assumption: employee only about $117,400 at 4% or $78,267 at 6%; with 50% employer match about $78,267 at 4% or $52,178 at 6%; with 100% employer match about $58,700 at 4% or $39,133 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-7$319,871$32,872$4,696iApproximate average salary by contribution assumption: employee only about $117,400 at 4% or $78,267 at 6%; with 50% employer match about $78,267 at 4% or $52,178 at 6%; with 100% employer match about $58,700 at 4% or $39,133 at 6%.
200315$269,776$200,794$40,159iApproximate average salary by contribution assumption: employee only about $1,003,970 at 4% or $669,313 at 6%; with 50% employer match about $669,313 at 4% or $446,209 at 6%; with 100% employer match about $501,985 at 4% or $334,657 at 6%.
Peter E. Mathison Agency Inc. 401(K) Plan-5$269,776$200,794$40,159iApproximate average salary by contribution assumption: employee only about $1,003,970 at 4% or $669,313 at 6%; with 50% employer match about $669,313 at 4% or $446,209 at 6%; with 100% employer match about $501,985 at 4% or $334,657 at 6%.