Civic Intelligence

The HR Matrix LLC

Plan context: The HR Matrix Retirement Plan

EIN 02-0778996 • Santa Rosa, CA • 14 filings • 1 plans

528 B StreetSanta Rosa, CA 95401
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,618,984

2023 Contributions

$27,007

Historical Graphs

Total Assets Over Time

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

$1,661,707$830,854$0201020162022YearValue
$1,618,984Latest year 2022

Participants Over Time

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

530201020162022YearValue
4Latest year 2022

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
202310$0$27,007-
The HR Matrix Retirement Plan-0$0$27,007-
202214$1,618,984$128,374$32,094iApproximate average salary by contribution assumption: employee only about $802,338 at 4% or $534,892 at 6%; with 50% employer match about $534,892 at 4% or $356,594 at 6%; with 100% employer match about $401,169 at 4% or $267,446 at 6%.
The HR Matrix Retirement Plan-4$1,618,984$128,374$32,094iApproximate average salary by contribution assumption: employee only about $802,338 at 4% or $534,892 at 6%; with 50% employer match about $534,892 at 4% or $356,594 at 6%; with 100% employer match about $401,169 at 4% or $267,446 at 6%.
202114$1,661,707$121,588$30,397iApproximate average salary by contribution assumption: employee only about $759,925 at 4% or $506,617 at 6%; with 50% employer match about $506,617 at 4% or $337,744 at 6%; with 100% employer match about $379,963 at 4% or $253,308 at 6%.
The HR Matrix Retirement Plan-4$1,661,707$121,588$30,397iApproximate average salary by contribution assumption: employee only about $759,925 at 4% or $506,617 at 6%; with 50% employer match about $506,617 at 4% or $337,744 at 6%; with 100% employer match about $379,963 at 4% or $253,308 at 6%.
202015$1,508,147$84,549$16,910iApproximate average salary by contribution assumption: employee only about $422,745 at 4% or $281,830 at 6%; with 50% employer match about $281,830 at 4% or $187,887 at 6%; with 100% employer match about $211,373 at 4% or $140,915 at 6%.
The HR Matrix Retirement Plan-5$1,508,147$84,549$16,910iApproximate average salary by contribution assumption: employee only about $422,745 at 4% or $281,830 at 6%; with 50% employer match about $281,830 at 4% or $187,887 at 6%; with 100% employer match about $211,373 at 4% or $140,915 at 6%.
201915$1,321,993$145,734$29,147iApproximate average salary by contribution assumption: employee only about $728,670 at 4% or $485,780 at 6%; with 50% employer match about $485,780 at 4% or $323,853 at 6%; with 100% employer match about $364,335 at 4% or $242,890 at 6%.
The HR Matrix Retirement Plan-5$1,321,993$145,734$29,147iApproximate average salary by contribution assumption: employee only about $728,670 at 4% or $485,780 at 6%; with 50% employer match about $485,780 at 4% or $323,853 at 6%; with 100% employer match about $364,335 at 4% or $242,890 at 6%.
201814$1,074,600$105,999$26,500iApproximate average salary by contribution assumption: employee only about $662,494 at 4% or $441,663 at 6%; with 50% employer match about $441,663 at 4% or $294,442 at 6%; with 100% employer match about $331,247 at 4% or $220,831 at 6%.
The HR Matrix Retirement Plan-4$1,074,600$105,999$26,500iApproximate average salary by contribution assumption: employee only about $662,494 at 4% or $441,663 at 6%; with 50% employer match about $441,663 at 4% or $294,442 at 6%; with 100% employer match about $331,247 at 4% or $220,831 at 6%.
201714$991,193$97,498$24,375iApproximate average salary by contribution assumption: employee only about $609,363 at 4% or $406,242 at 6%; with 50% employer match about $406,242 at 4% or $270,828 at 6%; with 100% employer match about $304,681 at 4% or $203,121 at 6%.
The HR Matrix Retirement Plan-4$991,193$97,498$24,375iApproximate average salary by contribution assumption: employee only about $609,363 at 4% or $406,242 at 6%; with 50% employer match about $406,242 at 4% or $270,828 at 6%; with 100% employer match about $304,681 at 4% or $203,121 at 6%.
201613$813,721$79,644$26,548iApproximate average salary by contribution assumption: employee only about $663,700 at 4% or $442,467 at 6%; with 50% employer match about $442,467 at 4% or $294,978 at 6%; with 100% employer match about $331,850 at 4% or $221,233 at 6%.
The HR Matrix Retirement Plan-3$813,721$79,644$26,548iApproximate average salary by contribution assumption: employee only about $663,700 at 4% or $442,467 at 6%; with 50% employer match about $442,467 at 4% or $294,978 at 6%; with 100% employer match about $331,850 at 4% or $221,233 at 6%.
201513$681,352$71,202$23,734iApproximate average salary by contribution assumption: employee only about $593,350 at 4% or $395,567 at 6%; with 50% employer match about $395,567 at 4% or $263,711 at 6%; with 100% employer match about $296,675 at 4% or $197,783 at 6%.
The HR Matrix Retirement Plan-3$681,352$71,202$23,734iApproximate average salary by contribution assumption: employee only about $593,350 at 4% or $395,567 at 6%; with 50% employer match about $395,567 at 4% or $263,711 at 6%; with 100% employer match about $296,675 at 4% or $197,783 at 6%.
201413$625,554$64,434$21,478iApproximate average salary by contribution assumption: employee only about $536,950 at 4% or $357,967 at 6%; with 50% employer match about $357,967 at 4% or $238,644 at 6%; with 100% employer match about $268,475 at 4% or $178,983 at 6%.
The HR Matrix Retirement Plan-3$625,554$64,434$21,478iApproximate average salary by contribution assumption: employee only about $536,950 at 4% or $357,967 at 6%; with 50% employer match about $357,967 at 4% or $238,644 at 6%; with 100% employer match about $268,475 at 4% or $178,983 at 6%.
201313$550,709$64,688$21,563iApproximate average salary by contribution assumption: employee only about $539,067 at 4% or $359,378 at 6%; with 50% employer match about $359,378 at 4% or $239,585 at 6%; with 100% employer match about $269,533 at 4% or $179,689 at 6%.
The HR Matrix Retirement Plan-3$550,709$64,688$21,563iApproximate average salary by contribution assumption: employee only about $539,067 at 4% or $359,378 at 6%; with 50% employer match about $359,378 at 4% or $239,585 at 6%; with 100% employer match about $269,533 at 4% or $179,689 at 6%.
201213$464,158$71,673$23,891iApproximate average salary by contribution assumption: employee only about $597,275 at 4% or $398,183 at 6%; with 50% employer match about $398,183 at 4% or $265,456 at 6%; with 100% employer match about $298,638 at 4% or $199,092 at 6%.
The HR Matrix Retirement Plan-3$464,158$71,673$23,891iApproximate average salary by contribution assumption: employee only about $597,275 at 4% or $398,183 at 6%; with 50% employer match about $398,183 at 4% or $265,456 at 6%; with 100% employer match about $298,638 at 4% or $199,092 at 6%.
201112$371,516$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
The HR Matrix Retirement Plan-2$371,516$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
201012$305,953$69,846$34,923iApproximate average salary by contribution assumption: employee only about $873,075 at 4% or $582,050 at 6%; with 50% employer match about $582,050 at 4% or $388,033 at 6%; with 100% employer match about $436,538 at 4% or $291,025 at 6%.
The HR Matrix Retirement Plan-2$305,953$69,846$34,923iApproximate average salary by contribution assumption: employee only about $873,075 at 4% or $582,050 at 6%; with 50% employer match about $582,050 at 4% or $388,033 at 6%; with 100% employer match about $436,538 at 4% or $291,025 at 6%.