Mathias & Co. Inc.
Plan context: Mathias and Co. Inc. 401(K) Plan
EIN 13-3467269 • Scarsdale, NY • 31 filings • 5 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$3,661,306
2021 Contributions
$26,000
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $3,661,306 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 1 | $3,661,306 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2020 | 1 | 3 | $5,417,403 | $63,534 | $21,178iApproximate average salary by contribution assumption: employee only about $529,450 at 4% or $352,967 at 6%; with 50% employer match about $352,967 at 4% or $235,311 at 6%; with 100% employer match about $264,725 at 4% or $176,483 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 3 | $5,417,403 | $63,534 | $21,178iApproximate average salary by contribution assumption: employee only about $529,450 at 4% or $352,967 at 6%; with 50% employer match about $352,967 at 4% or $235,311 at 6%; with 100% employer match about $264,725 at 4% or $176,483 at 6%. |
| 2019 | 2 | 3 | $5,097,829 | $191,836 | $63,945iApproximate average salary by contribution assumption: employee only about $1,598,633 at 4% or $1,065,756 at 6%; with 50% employer match about $1,065,756 at 4% or $710,504 at 6%; with 100% employer match about $799,317 at 4% or $532,878 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 3 | $5,097,829 | $164,071 | $54,690iApproximate average salary by contribution assumption: employee only about $1,367,258 at 4% or $911,506 at 6%; with 50% employer match about $911,506 at 4% or $607,670 at 6%; with 100% employer match about $683,629 at 4% or $455,753 at 6%. |
| MATHIAS AND CO., INC. DEFINED BENEFIT PLAN | - | 0 | $0 | $27,765 | - |
| 2018 | 2 | 3 | $4,314,122 | $63,183 | $21,061iApproximate average salary by contribution assumption: employee only about $526,525 at 4% or $351,017 at 6%; with 50% employer match about $351,017 at 4% or $234,011 at 6%; with 100% employer match about $263,263 at 4% or $175,508 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 3 | $4,238,337 | $61,000 | $20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%. |
| MATHIAS AND CO., INC. DEFINED BENEFIT PLAN | - | 2 | $75,785 | $2,183 | $1,092iApproximate average salary by contribution assumption: employee only about $27,288 at 4% or $18,192 at 6%; with 50% employer match about $18,192 at 4% or $12,128 at 6%; with 100% employer match about $13,644 at 4% or $9,096 at 6%. |
| 2017 | 2 | 3 | $4,283,744 | $161,240 | $53,747iApproximate average salary by contribution assumption: employee only about $1,343,667 at 4% or $895,778 at 6%; with 50% employer match about $895,778 at 4% or $597,185 at 6%; with 100% employer match about $671,833 at 4% or $447,889 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 3 | $4,195,073 | $122,458 | $40,819iApproximate average salary by contribution assumption: employee only about $1,020,483 at 4% or $680,322 at 6%; with 50% employer match about $680,322 at 4% or $453,548 at 6%; with 100% employer match about $510,242 at 4% or $340,161 at 6%. |
| MATHIAS AND CO., INC. DEFINED BENEFIT PLAN | - | 3 | $88,671 | $38,782 | $12,927iApproximate average salary by contribution assumption: employee only about $323,183 at 4% or $215,456 at 6%; with 50% employer match about $215,456 at 4% or $143,637 at 6%; with 100% employer match about $161,592 at 4% or $107,728 at 6%. |
| 2016 | 2 | 3 | $3,599,196 | $168,000 | $56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $3,549,196 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| MATHIAS AND CO., INC. DEFINED BENEFIT PLAN | - | 3 | $50,000 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2015 | 1 | 2 | $3,949,499 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $3,949,499 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2014 | 1 | 2 | $3,919,471 | $115,000 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $3,919,471 | $115,000 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2013 | 1 | 2 | $3,518,177 | $179,000 | $89,500iApproximate average salary by contribution assumption: employee only about $2,237,500 at 4% or $1,491,667 at 6%; with 50% employer match about $1,491,667 at 4% or $994,444 at 6%; with 100% employer match about $1,118,750 at 4% or $745,833 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $3,518,177 | $179,000 | $89,500iApproximate average salary by contribution assumption: employee only about $2,237,500 at 4% or $1,491,667 at 6%; with 50% employer match about $1,491,667 at 4% or $994,444 at 6%; with 100% employer match about $1,118,750 at 4% or $745,833 at 6%. |
| 2012 | 1 | 2 | $2,727,640 | $39,500 | $19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $2,727,640 | $39,500 | $19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%. |
| 2011 | 1 | 2 | $2,523,671 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $2,523,671 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| 2010 | 1 | 2 | $2,611,193 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $2,611,193 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| 2009 | 1 | 2 | $2,130,630 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $2,130,630 | $103,500 | $51,750iApproximate average salary by contribution assumption: employee only about $1,293,750 at 4% or $862,500 at 6%; with 50% employer match about $862,500 at 4% or $575,000 at 6%; with 100% employer match about $646,875 at 4% or $431,250 at 6%. |
| 2008 | 1 | 2 | $1,835,388 | $97,000 | $48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $1,835,388 | $97,000 | $48,500iApproximate average salary by contribution assumption: employee only about $1,212,500 at 4% or $808,333 at 6%; with 50% employer match about $808,333 at 4% or $538,889 at 6%; with 100% employer match about $606,250 at 4% or $404,167 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $2,147,763 | $1,987,866 | $993,933iApproximate average salary by contribution assumption: employee only about $24,848,325 at 4% or $16,565,550 at 6%; with 50% employer match about $16,565,550 at 4% or $11,043,700 at 6%; with 100% employer match about $12,424,163 at 4% or $8,282,775 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $2,147,763 | $1,987,866 | $993,933iApproximate average salary by contribution assumption: employee only about $24,848,325 at 4% or $16,565,550 at 6%; with 50% employer match about $16,565,550 at 4% or $11,043,700 at 6%; with 100% employer match about $12,424,163 at 4% or $8,282,775 at 6%. |
| Mathias & Co. Inc. Pension Plan | - | 0 | - | - | - |
| 2005 | 2 | 2 | $1,981,687 | $359,494 | $179,747iApproximate average salary by contribution assumption: employee only about $4,493,675 at 4% or $2,995,783 at 6%; with 50% employer match about $2,995,783 at 4% or $1,997,189 at 6%; with 100% employer match about $2,246,838 at 4% or $1,497,892 at 6%. |
| Mathias & Co. Inc. Pension Plan | - | 2 | $1,853,197 | $327,494 | $163,747iApproximate average salary by contribution assumption: employee only about $4,093,675 at 4% or $2,729,117 at 6%; with 50% employer match about $2,729,117 at 4% or $1,819,411 at 6%; with 100% employer match about $2,046,838 at 4% or $1,364,558 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $128,490 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2004 | 1 | 2 | $86,278 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $86,278 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2003 | 2 | 2 | $1,121,093 | $305,500 | $152,750iApproximate average salary by contribution assumption: employee only about $3,818,750 at 4% or $2,545,833 at 6%; with 50% employer match about $2,545,833 at 4% or $1,697,222 at 6%; with 100% employer match about $1,909,375 at 4% or $1,272,917 at 6%. |
| Mathias & Co. Inc. Pension Plan | - | 2 | $1,068,670 | $280,500 | $140,250iApproximate average salary by contribution assumption: employee only about $3,506,250 at 4% or $2,337,500 at 6%; with 50% employer match about $2,337,500 at 4% or $1,558,333 at 6%; with 100% employer match about $1,753,125 at 4% or $1,168,750 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $52,423 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2002 | 2 | 2 | $696,298 | $341,281 | $170,641iApproximate average salary by contribution assumption: employee only about $4,266,013 at 4% or $2,844,008 at 6%; with 50% employer match about $2,844,008 at 4% or $1,896,006 at 6%; with 100% employer match about $2,133,006 at 4% or $1,422,004 at 6%. |
| Mathias & Co. Inc. Pension Plan | - | 2 | $673,287 | $318,281 | $159,141iApproximate average salary by contribution assumption: employee only about $3,978,513 at 4% or $2,652,342 at 6%; with 50% employer match about $2,652,342 at 4% or $1,768,228 at 6%; with 100% employer match about $1,989,256 at 4% or $1,326,171 at 6%. |
| Mathias and Co. Inc. 401(K) Plan | - | 2 | $23,011 | $23,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Mathias & Co. Inc. Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Mathias & Co. Inc. Pension Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $302,424 | $81,745 | $40,873iApproximate average salary by contribution assumption: employee only about $1,021,813 at 4% or $681,208 at 6%; with 50% employer match about $681,208 at 4% or $454,139 at 6%; with 100% employer match about $510,906 at 4% or $340,604 at 6%. |
| Mathias & Co. Inc. Pension Plan | - | 2 | $302,424 | $81,745 | $40,873iApproximate average salary by contribution assumption: employee only about $1,021,813 at 4% or $681,208 at 6%; with 50% employer match about $681,208 at 4% or $454,139 at 6%; with 100% employer match about $510,906 at 4% or $340,604 at 6%. |