Dematteo Research LLC
Plan context: Dematteo Research LLC Incentive Savings Trust
EIN 13-3957530 • New York, NY • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$3,697,720
2024 Contributions
$115,320
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $3,697,720 | $115,320 | $6,069iApproximate average salary by contribution assumption: employee only about $151,737 at 4% or $101,158 at 6%; with 50% employer match about $101,158 at 4% or $67,439 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 19 | $3,697,720 | $115,320 | $6,069iApproximate average salary by contribution assumption: employee only about $151,737 at 4% or $101,158 at 6%; with 50% employer match about $101,158 at 4% or $67,439 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%. |
| 2023 | 1 | 16 | $3,173,903 | $86,742 | $5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,238 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 16 | $3,173,903 | $86,742 | $5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,238 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%. |
| 2022 | 1 | 19 | $3,176,509 | $85,721 | $4,512iApproximate average salary by contribution assumption: employee only about $112,791 at 4% or $75,194 at 6%; with 50% employer match about $75,194 at 4% or $50,129 at 6%; with 100% employer match about $56,395 at 4% or $37,597 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 19 | $3,176,509 | $85,721 | $4,512iApproximate average salary by contribution assumption: employee only about $112,791 at 4% or $75,194 at 6%; with 50% employer match about $75,194 at 4% or $50,129 at 6%; with 100% employer match about $56,395 at 4% or $37,597 at 6%. |
| 2021 | 1 | 21 | $3,931,789 | $128,716 | $6,129iApproximate average salary by contribution assumption: employee only about $153,233 at 4% or $102,156 at 6%; with 50% employer match about $102,156 at 4% or $68,104 at 6%; with 100% employer match about $76,617 at 4% or $51,078 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 21 | $3,931,789 | $128,716 | $6,129iApproximate average salary by contribution assumption: employee only about $153,233 at 4% or $102,156 at 6%; with 50% employer match about $102,156 at 4% or $68,104 at 6%; with 100% employer match about $76,617 at 4% or $51,078 at 6%. |
| 2020 | 1 | 26 | $4,112,702 | $129,126 | $4,966iApproximate average salary by contribution assumption: employee only about $124,160 at 4% or $82,773 at 6%; with 50% employer match about $82,773 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,387 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 26 | $4,112,702 | $129,126 | $4,966iApproximate average salary by contribution assumption: employee only about $124,160 at 4% or $82,773 at 6%; with 50% employer match about $82,773 at 4% or $55,182 at 6%; with 100% employer match about $62,080 at 4% or $41,387 at 6%. |
| 2019 | 1 | 26 | $3,311,276 | $132,909 | $5,112iApproximate average salary by contribution assumption: employee only about $127,797 at 4% or $85,198 at 6%; with 50% employer match about $85,198 at 4% or $56,799 at 6%; with 100% employer match about $63,899 at 4% or $42,599 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 26 | $3,311,276 | $132,909 | $5,112iApproximate average salary by contribution assumption: employee only about $127,797 at 4% or $85,198 at 6%; with 50% employer match about $85,198 at 4% or $56,799 at 6%; with 100% employer match about $63,899 at 4% or $42,599 at 6%. |
| 2018 | 1 | 24 | $3,055,291 | $123,099 | $5,129iApproximate average salary by contribution assumption: employee only about $128,228 at 4% or $85,485 at 6%; with 50% employer match about $85,485 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,743 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 24 | $3,055,291 | $123,099 | $5,129iApproximate average salary by contribution assumption: employee only about $128,228 at 4% or $85,485 at 6%; with 50% employer match about $85,485 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,743 at 6%. |
| 2017 | 2 | 35 | $6,428,178 | $264,390 | $7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 35 | $3,214,089 | $132,195 | $3,777iApproximate average salary by contribution assumption: employee only about $94,425 at 4% or $62,950 at 6%; with 50% employer match about $62,950 at 4% or $41,967 at 6%; with 100% employer match about $47,213 at 4% or $31,475 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 35 | $3,214,089 | $132,195 | $3,777iApproximate average salary by contribution assumption: employee only about $94,425 at 4% or $62,950 at 6%; with 50% employer match about $62,950 at 4% or $41,967 at 6%; with 100% employer match about $47,213 at 4% or $31,475 at 6%. |
| 2016 | 1 | 34 | $3,275,664 | $182,067 | $5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,249 at 6%; with 50% employer match about $89,249 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 34 | $3,275,664 | $182,067 | $5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,249 at 6%; with 50% employer match about $89,249 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| 2015 | 1 | 35 | $3,648,147 | $370,114 | $10,575iApproximate average salary by contribution assumption: employee only about $264,367 at 4% or $176,245 at 6%; with 50% employer match about $176,245 at 4% or $117,497 at 6%; with 100% employer match about $132,184 at 4% or $88,122 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 35 | $3,648,147 | $370,114 | $10,575iApproximate average salary by contribution assumption: employee only about $264,367 at 4% or $176,245 at 6%; with 50% employer match about $176,245 at 4% or $117,497 at 6%; with 100% employer match about $132,184 at 4% or $88,122 at 6%. |
| 2014 | 1 | 39 | $3,523,317 | $168,880 | $4,330iApproximate average salary by contribution assumption: employee only about $108,256 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 39 | $3,523,317 | $168,880 | $4,330iApproximate average salary by contribution assumption: employee only about $108,256 at 4% or $72,171 at 6%; with 50% employer match about $72,171 at 4% or $48,114 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| 2013 | 2 | 42 | $3,803,484 | $210,877 | $5,021iApproximate average salary by contribution assumption: employee only about $125,522 at 4% or $83,681 at 6%; with 50% employer match about $83,681 at 4% or $55,788 at 6%; with 100% employer match about $62,761 at 4% or $41,841 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 42 | $3,803,484 | $210,877 | $5,021iApproximate average salary by contribution assumption: employee only about $125,522 at 4% or $83,681 at 6%; with 50% employer match about $83,681 at 4% or $55,788 at 6%; with 100% employer match about $62,761 at 4% or $41,841 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 0 | $0 | - | - |
| 2012 | 2 | 60 | $4,669,697 | $218,956 | $3,649iApproximate average salary by contribution assumption: employee only about $91,232 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,616 at 4% or $30,411 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 60 | $3,965,998 | $218,956 | $3,649iApproximate average salary by contribution assumption: employee only about $91,232 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,616 at 4% or $30,411 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 17 | $703,699 | - | - |
| 2011 | 2 | 78 | $5,041,887 | $457,880 | $5,870iApproximate average salary by contribution assumption: employee only about $146,756 at 4% or $97,838 at 6%; with 50% employer match about $97,838 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 78 | $4,361,281 | $457,880 | $5,870iApproximate average salary by contribution assumption: employee only about $146,756 at 4% or $97,838 at 6%; with 50% employer match about $97,838 at 4% or $65,225 at 6%; with 100% employer match about $73,378 at 4% or $48,919 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 19 | $680,606 | - | - |
| 2010 | 2 | 80 | $5,702,029 | $630,019 | $7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 80 | $4,698,273 | $630,019 | $7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 25 | $1,003,756 | - | - |
| 2009 | 2 | 72 | $5,127,314 | $983,424 | $13,659iApproximate average salary by contribution assumption: employee only about $341,467 at 4% or $227,644 at 6%; with 50% employer match about $227,644 at 4% or $151,763 at 6%; with 100% employer match about $170,733 at 4% or $113,822 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 72 | $4,179,377 | $983,424 | $13,659iApproximate average salary by contribution assumption: employee only about $341,467 at 4% or $227,644 at 6%; with 50% employer match about $227,644 at 4% or $151,763 at 6%; with 100% employer match about $170,733 at 4% or $113,822 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 27 | $947,937 | - | - |
| 2008 | 2 | 46 | $3,722,293 | $1,282,013 | $27,870iApproximate average salary by contribution assumption: employee only about $696,746 at 4% or $464,497 at 6%; with 50% employer match about $464,497 at 4% or $309,665 at 6%; with 100% employer match about $348,373 at 4% or $232,249 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 46 | $2,857,652 | $1,029,013 | $22,370iApproximate average salary by contribution assumption: employee only about $559,246 at 4% or $372,831 at 6%; with 50% employer match about $372,831 at 4% or $248,554 at 6%; with 100% employer match about $279,623 at 4% or $186,415 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 19 | $864,641 | $253,000 | $13,316iApproximate average salary by contribution assumption: employee only about $332,895 at 4% or $221,930 at 6%; with 50% employer match about $221,930 at 4% or $147,953 at 6%; with 100% employer match about $166,447 at 4% or $110,965 at 6%. |
| 2007 | 2 | 41 | $0 | $0 | - |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 13 | - | - | - |
| Dematteo Research LLC Incentive Savings Trust | - | 41 | - | - | - |
| 2006 | 2 | 33 | $2,305,284 | $958,463 | $29,044iApproximate average salary by contribution assumption: employee only about $726,108 at 4% or $484,072 at 6%; with 50% employer match about $484,072 at 4% or $322,715 at 6%; with 100% employer match about $363,054 at 4% or $242,036 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 33 | $1,907,782 | $759,622 | $23,019iApproximate average salary by contribution assumption: employee only about $575,471 at 4% or $383,647 at 6%; with 50% employer match about $383,647 at 4% or $255,765 at 6%; with 100% employer match about $287,736 at 4% or $191,824 at 6%. |
| DEMATTEO MONNESS LLC CASH BALANCE PENSION TRUST | - | 9 | $397,502 | $198,841 | $22,093iApproximate average salary by contribution assumption: employee only about $552,336 at 4% or $368,224 at 6%; with 50% employer match about $368,224 at 4% or $245,483 at 6%; with 100% employer match about $276,168 at 4% or $184,112 at 6%. |
| 2004 | 1 | 13 | $238,250 | $238,250 | $18,327iApproximate average salary by contribution assumption: employee only about $458,173 at 4% or $305,449 at 6%; with 50% employer match about $305,449 at 4% or $203,632 at 6%; with 100% employer match about $229,087 at 4% or $152,724 at 6%. |
| Dematteo Research LLC Incentive Savings Trust | - | 13 | $238,250 | $238,250 | $18,327iApproximate average salary by contribution assumption: employee only about $458,173 at 4% or $305,449 at 6%; with 50% employer match about $305,449 at 4% or $203,632 at 6%; with 100% employer match about $229,087 at 4% or $152,724 at 6%. |