Civic Intelligence

Matrix Equities Inc.

Plan context: Matrix Equities Inc. 401K Plan

EIN 11-3549743 • Pt Jefferson Station, NY • 13 filings • 2 plans

1201 Route 112Pt Jefferson Station, NY 11776
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$32,745

2019 Contributions

$10,423

Historical Graphs

Total Assets Over Time

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

$190,552$95,276$0201020142018YearValue
$32,745Latest year 2018

Participants Over Time

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

2021010201020142018YearValue
6Latest year 2018

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
201910$0$0-
Matrix Equities Inc. 401K Plan-0$0--
201816$32,745$10,423$1,737iApproximate average salary by contribution assumption: employee only about $43,429 at 4% or $28,953 at 6%; with 50% employer match about $28,953 at 4% or $19,302 at 6%; with 100% employer match about $21,715 at 4% or $14,476 at 6%.
Matrix Equities Inc. 401K Plan-6$32,745$10,423$1,737iApproximate average salary by contribution assumption: employee only about $43,429 at 4% or $28,953 at 6%; with 50% employer match about $28,953 at 4% or $19,302 at 6%; with 100% employer match about $21,715 at 4% or $14,476 at 6%.
201716$28,915$11,915$1,986iApproximate average salary by contribution assumption: employee only about $49,646 at 4% or $33,097 at 6%; with 50% employer match about $33,097 at 4% or $22,065 at 6%; with 100% employer match about $24,823 at 4% or $16,549 at 6%.
Matrix Equities Inc. 401K Plan-6$28,915$11,915$1,986iApproximate average salary by contribution assumption: employee only about $49,646 at 4% or $33,097 at 6%; with 50% employer match about $33,097 at 4% or $22,065 at 6%; with 100% employer match about $24,823 at 4% or $16,549 at 6%.
20162100$177,511$54,519$545iApproximate average salary by contribution assumption: employee only about $13,630 at 4% or $9,087 at 6%; with 50% employer match about $9,087 at 4% or $6,058 at 6%; with 100% employer match about $6,815 at 4% or $4,543 at 6%.
Matrix Equities Inc. 401K Plan-100$177,511$54,519$545iApproximate average salary by contribution assumption: employee only about $13,630 at 4% or $9,087 at 6%; with 50% employer match about $9,087 at 4% or $6,058 at 6%; with 100% employer match about $6,815 at 4% or $4,543 at 6%.
Matrix Equities Inc.-84---
20152202$190,552$57,671$286iApproximate average salary by contribution assumption: employee only about $7,138 at 4% or $4,758 at 6%; with 50% employer match about $4,758 at 4% or $3,172 at 6%; with 100% employer match about $3,569 at 4% or $2,379 at 6%.
Matrix Equities Inc. 401K Plan-202$190,552$57,671$286iApproximate average salary by contribution assumption: employee only about $7,138 at 4% or $4,758 at 6%; with 50% employer match about $4,758 at 4% or $3,172 at 6%; with 100% employer match about $3,569 at 4% or $2,379 at 6%.
Matrix Equities Inc.-179---
20142158$140,316$44,747$283iApproximate average salary by contribution assumption: employee only about $7,080 at 4% or $4,720 at 6%; with 50% employer match about $4,720 at 4% or $3,147 at 6%; with 100% employer match about $3,540 at 4% or $2,360 at 6%.
Matrix Equities Inc. 401K Plan-158$140,316$44,747$283iApproximate average salary by contribution assumption: employee only about $7,080 at 4% or $4,720 at 6%; with 50% employer match about $4,720 at 4% or $3,147 at 6%; with 100% employer match about $3,540 at 4% or $2,360 at 6%.
Matrix Equities Inc.-142---
201314$89,633$18,686$4,672iApproximate average salary by contribution assumption: employee only about $116,788 at 4% or $77,858 at 6%; with 50% employer match about $77,858 at 4% or $51,906 at 6%; with 100% employer match about $58,394 at 4% or $38,929 at 6%.
Matrix Equities Inc. 401K Plan-4$89,633$18,686$4,672iApproximate average salary by contribution assumption: employee only about $116,788 at 4% or $77,858 at 6%; with 50% employer match about $77,858 at 4% or $51,906 at 6%; with 100% employer match about $58,394 at 4% or $38,929 at 6%.
201215$65,795$29,675$5,935iApproximate average salary by contribution assumption: employee only about $148,375 at 4% or $98,917 at 6%; with 50% employer match about $98,917 at 4% or $65,944 at 6%; with 100% employer match about $74,188 at 4% or $49,458 at 6%.
Matrix Equities Inc. 401K Plan-5$65,795$29,675$5,935iApproximate average salary by contribution assumption: employee only about $148,375 at 4% or $98,917 at 6%; with 50% employer match about $98,917 at 4% or $65,944 at 6%; with 100% employer match about $74,188 at 4% or $49,458 at 6%.
201115$36,699$19,066$3,813iApproximate average salary by contribution assumption: employee only about $95,330 at 4% or $63,553 at 6%; with 50% employer match about $63,553 at 4% or $42,369 at 6%; with 100% employer match about $47,665 at 4% or $31,777 at 6%.
Matrix Equities Inc. 401K Plan-5$36,699$19,066$3,813iApproximate average salary by contribution assumption: employee only about $95,330 at 4% or $63,553 at 6%; with 50% employer match about $63,553 at 4% or $42,369 at 6%; with 100% employer match about $47,665 at 4% or $31,777 at 6%.
201015$18,826$16,285$3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%.
Matrix Equities Inc. 401K Plan-5$18,826$16,285$3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%.