Civic Intelligence

Matson Financial Advisors Inc.

Plan context: Matson Financial Advisors Inc. 401K Plan

EIN 06-1385943 • Danbury, CT • 26 filings • 4 plans

4 Mountainview TerraceSuite 104Danbury, CT 06810
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$6,727,608

2024 Contributions

$378,756

Historical Graphs

Total Assets Over Time

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

$6,727,608$3,363,804$0199920122024YearValue
$6,727,608Latest year 2024

Participants Over Time

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

1260199920122024YearValue
11Latest 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
2024111$6,727,608$378,756$34,432iApproximate average salary by contribution assumption: employee only about $860,809 at 4% or $573,873 at 6%; with 50% employer match about $573,873 at 4% or $382,582 at 6%; with 100% employer match about $430,405 at 4% or $286,936 at 6%.
Matson Financial Advisors Inc. 401K Plan-11$6,727,608$378,756$34,432iApproximate average salary by contribution assumption: employee only about $860,809 at 4% or $573,873 at 6%; with 50% employer match about $573,873 at 4% or $382,582 at 6%; with 100% employer match about $430,405 at 4% or $286,936 at 6%.
2023110$5,572,774$278,452$27,845iApproximate average salary by contribution assumption: employee only about $696,130 at 4% or $464,087 at 6%; with 50% employer match about $464,087 at 4% or $309,391 at 6%; with 100% employer match about $348,065 at 4% or $232,043 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$5,572,774$278,452$27,845iApproximate average salary by contribution assumption: employee only about $696,130 at 4% or $464,087 at 6%; with 50% employer match about $464,087 at 4% or $309,391 at 6%; with 100% employer match about $348,065 at 4% or $232,043 at 6%.
2022110$4,441,720$202,432$20,243iApproximate average salary by contribution assumption: employee only about $506,080 at 4% or $337,387 at 6%; with 50% employer match about $337,387 at 4% or $224,924 at 6%; with 100% employer match about $253,040 at 4% or $168,693 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$4,441,720$202,432$20,243iApproximate average salary by contribution assumption: employee only about $506,080 at 4% or $337,387 at 6%; with 50% employer match about $337,387 at 4% or $224,924 at 6%; with 100% employer match about $253,040 at 4% or $168,693 at 6%.
2021112$5,194,093$199,695$16,641iApproximate average salary by contribution assumption: employee only about $416,031 at 4% or $277,354 at 6%; with 50% employer match about $277,354 at 4% or $184,903 at 6%; with 100% employer match about $208,016 at 4% or $138,677 at 6%.
Matson Financial Advisors Inc. 401K Plan-12$5,194,093$199,695$16,641iApproximate average salary by contribution assumption: employee only about $416,031 at 4% or $277,354 at 6%; with 50% employer match about $277,354 at 4% or $184,903 at 6%; with 100% employer match about $208,016 at 4% or $138,677 at 6%.
2020110$4,264,130$129,609$12,961iApproximate average salary by contribution assumption: employee only about $324,023 at 4% or $216,015 at 6%; with 50% employer match about $216,015 at 4% or $144,010 at 6%; with 100% employer match about $162,011 at 4% or $108,008 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$4,264,130$129,609$12,961iApproximate average salary by contribution assumption: employee only about $324,023 at 4% or $216,015 at 6%; with 50% employer match about $216,015 at 4% or $144,010 at 6%; with 100% employer match about $162,011 at 4% or $108,008 at 6%.
2019110$3,545,978$216,205$21,621iApproximate average salary by contribution assumption: employee only about $540,513 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,256 at 4% or $180,171 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$3,545,978$216,205$21,621iApproximate average salary by contribution assumption: employee only about $540,513 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,256 at 4% or $180,171 at 6%.
2018110$2,643,621$127,562$12,756iApproximate average salary by contribution assumption: employee only about $318,905 at 4% or $212,603 at 6%; with 50% employer match about $212,603 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$2,643,621$127,562$12,756iApproximate average salary by contribution assumption: employee only about $318,905 at 4% or $212,603 at 6%; with 50% employer match about $212,603 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
2017110$2,792,358$160,333$16,033iApproximate average salary by contribution assumption: employee only about $400,833 at 4% or $267,222 at 6%; with 50% employer match about $267,222 at 4% or $178,148 at 6%; with 100% employer match about $200,416 at 4% or $133,611 at 6%.
Matson Financial Advisors Inc. 401K Plan-10$2,792,358$160,333$16,033iApproximate average salary by contribution assumption: employee only about $400,833 at 4% or $267,222 at 6%; with 50% employer match about $267,222 at 4% or $178,148 at 6%; with 100% employer match about $200,416 at 4% or $133,611 at 6%.
201619$2,368,889$155,265$17,252iApproximate average salary by contribution assumption: employee only about $431,292 at 4% or $287,528 at 6%; with 50% employer match about $287,528 at 4% or $191,685 at 6%; with 100% employer match about $215,646 at 4% or $143,764 at 6%.
Matson Financial Advisors Inc. 401K Plan-9$2,368,889$155,265$17,252iApproximate average salary by contribution assumption: employee only about $431,292 at 4% or $287,528 at 6%; with 50% employer match about $287,528 at 4% or $191,685 at 6%; with 100% employer match about $215,646 at 4% or $143,764 at 6%.
201519$2,026,712$146,275$16,253iApproximate average salary by contribution assumption: employee only about $406,319 at 4% or $270,880 at 6%; with 50% employer match about $270,880 at 4% or $180,586 at 6%; with 100% employer match about $203,160 at 4% or $135,440 at 6%.
Matson Financial Advisors Inc. 401K Plan-9$2,026,712$146,275$16,253iApproximate average salary by contribution assumption: employee only about $406,319 at 4% or $270,880 at 6%; with 50% employer match about $270,880 at 4% or $180,586 at 6%; with 100% employer match about $203,160 at 4% or $135,440 at 6%.
201418$1,960,890$125,913$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
Matson Financial Advisors Inc. 401K Plan-8$1,960,890$125,913$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
201318$1,745,679$104,762$13,095iApproximate average salary by contribution assumption: employee only about $327,381 at 4% or $218,254 at 6%; with 50% employer match about $218,254 at 4% or $145,503 at 6%; with 100% employer match about $163,691 at 4% or $109,127 at 6%.
Matson Financial Advisors Inc. 401K Plan-8$1,745,679$104,762$13,095iApproximate average salary by contribution assumption: employee only about $327,381 at 4% or $218,254 at 6%; with 50% employer match about $218,254 at 4% or $145,503 at 6%; with 100% employer match about $163,691 at 4% or $109,127 at 6%.
201217$1,453,862$118,731$16,962iApproximate average salary by contribution assumption: employee only about $424,039 at 4% or $282,693 at 6%; with 50% employer match about $282,693 at 4% or $188,462 at 6%; with 100% employer match about $212,020 at 4% or $141,346 at 6%.
Matson Financial Advisors Inc. 401K Plan-7$1,453,862$118,731$16,962iApproximate average salary by contribution assumption: employee only about $424,039 at 4% or $282,693 at 6%; with 50% employer match about $282,693 at 4% or $188,462 at 6%; with 100% employer match about $212,020 at 4% or $141,346 at 6%.
201116$1,205,197$89,248$14,875iApproximate average salary by contribution assumption: employee only about $371,867 at 4% or $247,911 at 6%; with 50% employer match about $247,911 at 4% or $165,274 at 6%; with 100% employer match about $185,933 at 4% or $123,956 at 6%.
Matson Financial Advisors Inc. 401K Plan-6$1,205,197$89,248$14,875iApproximate average salary by contribution assumption: employee only about $371,867 at 4% or $247,911 at 6%; with 50% employer match about $247,911 at 4% or $165,274 at 6%; with 100% employer match about $185,933 at 4% or $123,956 at 6%.
201016$1,190,502$91,203$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
Matson Financial Advisors Inc. 401K Plan-6$1,190,502$91,203$15,201iApproximate average salary by contribution assumption: employee only about $380,013 at 4% or $253,342 at 6%; with 50% employer match about $253,342 at 4% or $168,894 at 6%; with 100% employer match about $190,006 at 4% or $126,671 at 6%.
200916$952,745$97,545$16,258iApproximate average salary by contribution assumption: employee only about $406,438 at 4% or $270,958 at 6%; with 50% employer match about $270,958 at 4% or $180,639 at 6%; with 100% employer match about $203,219 at 4% or $135,479 at 6%.
Matson Financial Advisors Inc. 401K Plan-6$952,745$97,545$16,258iApproximate average salary by contribution assumption: employee only about $406,438 at 4% or $270,958 at 6%; with 50% employer match about $270,958 at 4% or $180,639 at 6%; with 100% employer match about $203,219 at 4% or $135,479 at 6%.
200816$707,322$95,715$15,953iApproximate average salary by contribution assumption: employee only about $398,813 at 4% or $265,875 at 6%; with 50% employer match about $265,875 at 4% or $177,250 at 6%; with 100% employer match about $199,406 at 4% or $132,938 at 6%.
Matson Financial Advisors Inc. 401K Plan-6$707,322$95,715$15,953iApproximate average salary by contribution assumption: employee only about $398,813 at 4% or $265,875 at 6%; with 50% employer match about $265,875 at 4% or $177,250 at 6%; with 100% employer match about $199,406 at 4% or $132,938 at 6%.
200715$808,454$85,837$17,167iApproximate average salary by contribution assumption: employee only about $429,185 at 4% or $286,123 at 6%; with 50% employer match about $286,123 at 4% or $190,749 at 6%; with 100% employer match about $214,593 at 4% or $143,062 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$808,454$85,837$17,167iApproximate average salary by contribution assumption: employee only about $429,185 at 4% or $286,123 at 6%; with 50% employer match about $286,123 at 4% or $190,749 at 6%; with 100% employer match about $214,593 at 4% or $143,062 at 6%.
200615$614,309$80,171$16,034iApproximate average salary by contribution assumption: employee only about $400,855 at 4% or $267,237 at 6%; with 50% employer match about $267,237 at 4% or $178,158 at 6%; with 100% employer match about $200,428 at 4% or $133,618 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$614,309$80,171$16,034iApproximate average salary by contribution assumption: employee only about $400,855 at 4% or $267,237 at 6%; with 50% employer match about $267,237 at 4% or $178,158 at 6%; with 100% employer match about $200,428 at 4% or $133,618 at 6%.
200515$487,362$74,266$14,853iApproximate average salary by contribution assumption: employee only about $371,330 at 4% or $247,553 at 6%; with 50% employer match about $247,553 at 4% or $165,036 at 6%; with 100% employer match about $185,665 at 4% or $123,777 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$487,362$74,266$14,853iApproximate average salary by contribution assumption: employee only about $371,330 at 4% or $247,553 at 6%; with 50% employer match about $247,553 at 4% or $165,036 at 6%; with 100% employer match about $185,665 at 4% or $123,777 at 6%.
200415$350,188$157,317$31,463iApproximate average salary by contribution assumption: employee only about $786,585 at 4% or $524,390 at 6%; with 50% employer match about $524,390 at 4% or $349,593 at 6%; with 100% employer match about $393,293 at 4% or $262,195 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$350,188$157,317$31,463iApproximate average salary by contribution assumption: employee only about $786,585 at 4% or $524,390 at 6%; with 50% employer match about $524,390 at 4% or $349,593 at 6%; with 100% employer match about $393,293 at 4% or $262,195 at 6%.
200314$134,307$49,626$12,407iApproximate average salary by contribution assumption: employee only about $310,163 at 4% or $206,775 at 6%; with 50% employer match about $206,775 at 4% or $137,850 at 6%; with 100% employer match about $155,081 at 4% or $103,388 at 6%.
Matson Financial Advisors Inc. 401K Plan-4$134,307$49,626$12,407iApproximate average salary by contribution assumption: employee only about $310,163 at 4% or $206,775 at 6%; with 50% employer match about $206,775 at 4% or $137,850 at 6%; with 100% employer match about $155,081 at 4% or $103,388 at 6%.
200213$78,323$32,304$10,768iApproximate average salary by contribution assumption: employee only about $269,200 at 4% or $179,467 at 6%; with 50% employer match about $179,467 at 4% or $119,644 at 6%; with 100% employer match about $134,600 at 4% or $89,733 at 6%.
Matson Financial Advisors Inc. 401K Plan-3$78,323$32,304$10,768iApproximate average salary by contribution assumption: employee only about $269,200 at 4% or $179,467 at 6%; with 50% employer match about $179,467 at 4% or $119,644 at 6%; with 100% employer match about $134,600 at 4% or $89,733 at 6%.
200115$75,395$34,602$6,920iApproximate average salary by contribution assumption: employee only about $173,010 at 4% or $115,340 at 6%; with 50% employer match about $115,340 at 4% or $76,893 at 6%; with 100% employer match about $86,505 at 4% or $57,670 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$75,395$34,602$6,920iApproximate average salary by contribution assumption: employee only about $173,010 at 4% or $115,340 at 6%; with 50% employer match about $115,340 at 4% or $76,893 at 6%; with 100% employer match about $86,505 at 4% or $57,670 at 6%.
200015$57,803$40,358$8,072iApproximate average salary by contribution assumption: employee only about $201,790 at 4% or $134,527 at 6%; with 50% employer match about $134,527 at 4% or $89,684 at 6%; with 100% employer match about $100,895 at 4% or $67,263 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$57,803$40,358$8,072iApproximate average salary by contribution assumption: employee only about $201,790 at 4% or $134,527 at 6%; with 50% employer match about $134,527 at 4% or $89,684 at 6%; with 100% employer match about $100,895 at 4% or $67,263 at 6%.
199915$36,856$36,736$7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,636 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%.
Matson Financial Advisors Inc. 401K Plan-5$36,856$36,736$7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,636 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%.