Civic Intelligence

Matrix Asset Advisors Inc.

Plan context: Matrix Asset Advisors Inc. 401K Plan

EIN 13-3569378 • White Plains, NY • 25 filings • 1 plans

10 Bank Street, Suite 590White Plains, NY 10606
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$12,277,543

2024 Contributions

$378,333

Historical Graphs

Total Assets Over Time

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

$12,277,543$6,138,772$0200020122024YearValue
$12,277,543Latest year 2024

Participants Over Time

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

22110200020122024YearValue
16Latest 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
2024116$12,277,543$378,333$23,646iApproximate average salary by contribution assumption: employee only about $591,145 at 4% or $394,097 at 6%; with 50% employer match about $394,097 at 4% or $262,731 at 6%; with 100% employer match about $295,573 at 4% or $197,048 at 6%.
Matrix Asset Advisors Inc. 401K Plan-16$12,277,543$378,333$23,646iApproximate average salary by contribution assumption: employee only about $591,145 at 4% or $394,097 at 6%; with 50% employer match about $394,097 at 4% or $262,731 at 6%; with 100% employer match about $295,573 at 4% or $197,048 at 6%.
2023115$10,108,553$299,964$19,998iApproximate average salary by contribution assumption: employee only about $499,940 at 4% or $333,293 at 6%; with 50% employer match about $333,293 at 4% or $222,196 at 6%; with 100% employer match about $249,970 at 4% or $166,647 at 6%.
Matrix Asset Advisors Inc. 401K Plan-15$10,108,553$299,964$19,998iApproximate average salary by contribution assumption: employee only about $499,940 at 4% or $333,293 at 6%; with 50% employer match about $333,293 at 4% or $222,196 at 6%; with 100% employer match about $249,970 at 4% or $166,647 at 6%.
2022114$8,299,055$246,903$17,636iApproximate average salary by contribution assumption: employee only about $440,898 at 4% or $293,932 at 6%; with 50% employer match about $293,932 at 4% or $195,955 at 6%; with 100% employer match about $220,449 at 4% or $146,966 at 6%.
Matrix Asset Advisors Inc. 401K Plan-14$8,299,055$246,903$17,636iApproximate average salary by contribution assumption: employee only about $440,898 at 4% or $293,932 at 6%; with 50% employer match about $293,932 at 4% or $195,955 at 6%; with 100% employer match about $220,449 at 4% or $146,966 at 6%.
2021115$9,448,661$177,496$11,833iApproximate average salary by contribution assumption: employee only about $295,827 at 4% or $197,218 at 6%; with 50% employer match about $197,218 at 4% or $131,479 at 6%; with 100% employer match about $147,913 at 4% or $98,609 at 6%.
Matrix Asset Advisors Inc. 401K Plan-15$9,448,661$177,496$11,833iApproximate average salary by contribution assumption: employee only about $295,827 at 4% or $197,218 at 6%; with 50% employer match about $197,218 at 4% or $131,479 at 6%; with 100% employer match about $147,913 at 4% or $98,609 at 6%.
2020116$7,317,831$72,203$4,513iApproximate average salary by contribution assumption: employee only about $112,817 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,141 at 6%; with 100% employer match about $56,409 at 4% or $37,606 at 6%.
Matrix Asset Advisors Inc. 401K Plan-16$7,317,831$72,203$4,513iApproximate average salary by contribution assumption: employee only about $112,817 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,141 at 6%; with 100% employer match about $56,409 at 4% or $37,606 at 6%.
2019118$6,640,518$61,413$3,412iApproximate average salary by contribution assumption: employee only about $85,296 at 4% or $56,864 at 6%; with 50% employer match about $56,864 at 4% or $37,909 at 6%; with 100% employer match about $42,648 at 4% or $28,432 at 6%.
Matrix Asset Advisors Inc. 401K Plan-18$6,640,518$61,413$3,412iApproximate average salary by contribution assumption: employee only about $85,296 at 4% or $56,864 at 6%; with 50% employer match about $56,864 at 4% or $37,909 at 6%; with 100% employer match about $42,648 at 4% or $28,432 at 6%.
2018117$5,240,154$281,402$16,553iApproximate average salary by contribution assumption: employee only about $413,826 at 4% or $275,884 at 6%; with 50% employer match about $275,884 at 4% or $183,923 at 6%; with 100% employer match about $206,913 at 4% or $137,942 at 6%.
Matrix Asset Advisors Inc. 401K Plan-17$5,240,154$281,402$16,553iApproximate average salary by contribution assumption: employee only about $413,826 at 4% or $275,884 at 6%; with 50% employer match about $275,884 at 4% or $183,923 at 6%; with 100% employer match about $206,913 at 4% or $137,942 at 6%.
2017115$5,606,671$63,600$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
Matrix Asset Advisors Inc. 401K Plan-15$5,606,671$63,600$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
2016116$4,803,252$66,315$4,145iApproximate average salary by contribution assumption: employee only about $103,617 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,809 at 4% or $34,539 at 6%.
Matrix Asset Advisors Inc. 401K Plan-16$4,803,252$66,315$4,145iApproximate average salary by contribution assumption: employee only about $103,617 at 4% or $69,078 at 6%; with 50% employer match about $69,078 at 4% or $46,052 at 6%; with 100% employer match about $51,809 at 4% or $34,539 at 6%.
2015117$4,404,278$74,596$4,388iApproximate average salary by contribution assumption: employee only about $109,700 at 4% or $73,133 at 6%; with 50% employer match about $73,133 at 4% or $48,756 at 6%; with 100% employer match about $54,850 at 4% or $36,567 at 6%.
Matrix Asset Advisors Inc. 401K Plan-17$4,404,278$74,596$4,388iApproximate average salary by contribution assumption: employee only about $109,700 at 4% or $73,133 at 6%; with 50% employer match about $73,133 at 4% or $48,756 at 6%; with 100% employer match about $54,850 at 4% or $36,567 at 6%.
2014117$4,641,765$321,842$18,932iApproximate average salary by contribution assumption: employee only about $473,297 at 4% or $315,531 at 6%; with 50% employer match about $315,531 at 4% or $210,354 at 6%; with 100% employer match about $236,649 at 4% or $157,766 at 6%.
Matrix Asset Advisors Inc. 401K Plan-17$4,641,765$321,842$18,932iApproximate average salary by contribution assumption: employee only about $473,297 at 4% or $315,531 at 6%; with 50% employer match about $315,531 at 4% or $210,354 at 6%; with 100% employer match about $236,649 at 4% or $157,766 at 6%.
2013118$4,682,937$42,520$2,362iApproximate average salary by contribution assumption: employee only about $59,056 at 4% or $39,370 at 6%; with 50% employer match about $39,370 at 4% or $26,247 at 6%; with 100% employer match about $29,528 at 4% or $19,685 at 6%.
Matrix Asset Advisors Inc. 401K Plan-18$4,682,937$42,520$2,362iApproximate average salary by contribution assumption: employee only about $59,056 at 4% or $39,370 at 6%; with 50% employer match about $39,370 at 4% or $26,247 at 6%; with 100% employer match about $29,528 at 4% or $19,685 at 6%.
2012120$3,713,640$60,353$3,018iApproximate average salary by contribution assumption: employee only about $75,441 at 4% or $50,294 at 6%; with 50% employer match about $50,294 at 4% or $33,529 at 6%; with 100% employer match about $37,721 at 4% or $25,147 at 6%.
Matrix Asset Advisors Inc. 401K Plan-20$3,713,640$60,353$3,018iApproximate average salary by contribution assumption: employee only about $75,441 at 4% or $50,294 at 6%; with 50% employer match about $50,294 at 4% or $33,529 at 6%; with 100% employer match about $37,721 at 4% or $25,147 at 6%.
2011120$3,465,663$281,590$14,080iApproximate average salary by contribution assumption: employee only about $351,988 at 4% or $234,658 at 6%; with 50% employer match about $234,658 at 4% or $156,439 at 6%; with 100% employer match about $175,994 at 4% or $117,329 at 6%.
Matrix Asset Advisors Inc. 401K Plan-20$3,465,663$281,590$14,080iApproximate average salary by contribution assumption: employee only about $351,988 at 4% or $234,658 at 6%; with 50% employer match about $234,658 at 4% or $156,439 at 6%; with 100% employer match about $175,994 at 4% or $117,329 at 6%.
2010122$3,653,384$298,866$13,585iApproximate average salary by contribution assumption: employee only about $339,620 at 4% or $226,414 at 6%; with 50% employer match about $226,414 at 4% or $150,942 at 6%; with 100% employer match about $169,810 at 4% or $113,207 at 6%.
Matrix Asset Advisors Inc. 401K Plan-22$3,653,384$298,866$13,585iApproximate average salary by contribution assumption: employee only about $339,620 at 4% or $226,414 at 6%; with 50% employer match about $226,414 at 4% or $150,942 at 6%; with 100% employer match about $169,810 at 4% or $113,207 at 6%.
2009121$2,959,931$279,113$13,291iApproximate average salary by contribution assumption: employee only about $332,277 at 4% or $221,518 at 6%; with 50% employer match about $221,518 at 4% or $147,679 at 6%; with 100% employer match about $166,139 at 4% or $110,759 at 6%.
Matrix Asset Advisors Inc. 401K Plan-21$2,959,931$279,113$13,291iApproximate average salary by contribution assumption: employee only about $332,277 at 4% or $221,518 at 6%; with 50% employer match about $221,518 at 4% or $147,679 at 6%; with 100% employer match about $166,139 at 4% or $110,759 at 6%.
2008116$1,888,165$394,545$24,659iApproximate average salary by contribution assumption: employee only about $616,477 at 4% or $410,984 at 6%; with 50% employer match about $410,984 at 4% or $273,990 at 6%; with 100% employer match about $308,238 at 4% or $205,492 at 6%.
Matrix Asset Advisors Inc. 401K Plan-16$1,888,165$394,545$24,659iApproximate average salary by contribution assumption: employee only about $616,477 at 4% or $410,984 at 6%; with 50% employer match about $410,984 at 4% or $273,990 at 6%; with 100% employer match about $308,238 at 4% or $205,492 at 6%.
2007119$2,547,754$385,476$20,288iApproximate average salary by contribution assumption: employee only about $507,205 at 4% or $338,137 at 6%; with 50% employer match about $338,137 at 4% or $225,425 at 6%; with 100% employer match about $253,603 at 4% or $169,068 at 6%.
Matrix Asset Advisors Inc. 401K Plan-19$2,547,754$385,476$20,288iApproximate average salary by contribution assumption: employee only about $507,205 at 4% or $338,137 at 6%; with 50% employer match about $338,137 at 4% or $225,425 at 6%; with 100% employer match about $253,603 at 4% or $169,068 at 6%.
2006119$2,124,323$351,133$18,481iApproximate average salary by contribution assumption: employee only about $462,017 at 4% or $308,011 at 6%; with 50% employer match about $308,011 at 4% or $205,341 at 6%; with 100% employer match about $231,009 at 4% or $154,006 at 6%.
Matrix Asset Advisors Inc. 401K Plan-19$2,124,323$351,133$18,481iApproximate average salary by contribution assumption: employee only about $462,017 at 4% or $308,011 at 6%; with 50% employer match about $308,011 at 4% or $205,341 at 6%; with 100% employer match about $231,009 at 4% or $154,006 at 6%.
2005118$1,538,766$300,020$16,668iApproximate average salary by contribution assumption: employee only about $416,694 at 4% or $277,796 at 6%; with 50% employer match about $277,796 at 4% or $185,198 at 6%; with 100% employer match about $208,347 at 4% or $138,898 at 6%.
Matrix Asset Advisors Inc. 401K Plan-18$1,538,766$300,020$16,668iApproximate average salary by contribution assumption: employee only about $416,694 at 4% or $277,796 at 6%; with 50% employer match about $277,796 at 4% or $185,198 at 6%; with 100% employer match about $208,347 at 4% or $138,898 at 6%.
2004113$1,219,286$261,183$20,091iApproximate average salary by contribution assumption: employee only about $502,275 at 4% or $334,850 at 6%; with 50% employer match about $334,850 at 4% or $223,233 at 6%; with 100% employer match about $251,138 at 4% or $167,425 at 6%.
Matrix Asset Advisors Inc. 401K Plan-13$1,219,286$261,183$20,091iApproximate average salary by contribution assumption: employee only about $502,275 at 4% or $334,850 at 6%; with 50% employer match about $334,850 at 4% or $223,233 at 6%; with 100% employer match about $251,138 at 4% or $167,425 at 6%.
2003111$926,281$222,122$20,193iApproximate average salary by contribution assumption: employee only about $504,823 at 4% or $336,548 at 6%; with 50% employer match about $336,548 at 4% or $224,366 at 6%; with 100% employer match about $252,411 at 4% or $168,274 at 6%.
Matrix Asset Advisors Inc. 401K Plan-11$926,281$222,122$20,193iApproximate average salary by contribution assumption: employee only about $504,823 at 4% or $336,548 at 6%; with 50% employer match about $336,548 at 4% or $224,366 at 6%; with 100% employer match about $252,411 at 4% or $168,274 at 6%.
2002113$494,664$250,408$19,262iApproximate average salary by contribution assumption: employee only about $481,554 at 4% or $321,036 at 6%; with 50% employer match about $321,036 at 4% or $214,024 at 6%; with 100% employer match about $240,777 at 4% or $160,518 at 6%.
Matrix Asset Advisors Inc. 401K Plan-13$494,664$250,408$19,262iApproximate average salary by contribution assumption: employee only about $481,554 at 4% or $321,036 at 6%; with 50% employer match about $321,036 at 4% or $214,024 at 6%; with 100% employer match about $240,777 at 4% or $160,518 at 6%.
200119$403,387$85,159$9,462iApproximate average salary by contribution assumption: employee only about $236,553 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,135 at 6%; with 100% employer match about $118,276 at 4% or $78,851 at 6%.
Matrix Asset Advisors Inc. 401K Plan-9$403,387$85,159$9,462iApproximate average salary by contribution assumption: employee only about $236,553 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,135 at 6%; with 100% employer match about $118,276 at 4% or $78,851 at 6%.
200018$303,289$73,520$9,190iApproximate average salary by contribution assumption: employee only about $229,750 at 4% or $153,167 at 6%; with 50% employer match about $153,167 at 4% or $102,111 at 6%; with 100% employer match about $114,875 at 4% or $76,583 at 6%.
Matrix Asset Advisors Inc. 401K Plan-8$303,289$73,520$9,190iApproximate average salary by contribution assumption: employee only about $229,750 at 4% or $153,167 at 6%; with 50% employer match about $153,167 at 4% or $102,111 at 6%; with 100% employer match about $114,875 at 4% or $76,583 at 6%.