Civic Intelligence

Matles and Associates Inc.

Plan context: Matles and Associates Inc. 401K Plan

EIN 20-1164285 • Orange, CA • 11 filings • 3 plans

1601 East Lincoln AvenueOrange, CA 92865
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$237,862

2024 Contributions

$47,215

Historical Graphs

Total Assets Over Time

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

$237,862$118,931$0200820152024YearValue
$237,862Latest year 2024

Participants Over Time

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

420200820152024YearValue
4Latest 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
202414$237,862$47,215$11,804iApproximate average salary by contribution assumption: employee only about $295,094 at 4% or $196,729 at 6%; with 50% employer match about $196,729 at 4% or $131,153 at 6%; with 100% employer match about $147,547 at 4% or $98,365 at 6%.
Matles and Associates Inc. 401K Plan-4$237,862$47,215$11,804iApproximate average salary by contribution assumption: employee only about $295,094 at 4% or $196,729 at 6%; with 50% employer match about $196,729 at 4% or $131,153 at 6%; with 100% employer match about $147,547 at 4% or $98,365 at 6%.
202314$152,381$42,307$10,577iApproximate average salary by contribution assumption: employee only about $264,419 at 4% or $176,279 at 6%; with 50% employer match about $176,279 at 4% or $117,519 at 6%; with 100% employer match about $132,209 at 4% or $88,140 at 6%.
Matles and Associates Inc. 401K Plan-4$152,381$42,307$10,577iApproximate average salary by contribution assumption: employee only about $264,419 at 4% or $176,279 at 6%; with 50% employer match about $176,279 at 4% or $117,519 at 6%; with 100% employer match about $132,209 at 4% or $88,140 at 6%.
202214$85,480$62,166$15,542iApproximate average salary by contribution assumption: employee only about $388,538 at 4% or $259,025 at 6%; with 50% employer match about $259,025 at 4% or $172,683 at 6%; with 100% employer match about $194,269 at 4% or $129,513 at 6%.
Matles and Associates Inc. 401K Plan-4$85,480$62,166$15,542iApproximate average salary by contribution assumption: employee only about $388,538 at 4% or $259,025 at 6%; with 50% employer match about $259,025 at 4% or $172,683 at 6%; with 100% employer match about $194,269 at 4% or $129,513 at 6%.
202112$27,674$27,366$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
Matles and Associates Inc. 401K Plan-2$27,674$27,366$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
201610$0$2,747-
Matles and Associates Inc. 401K Plan-0$0$2,747-
201511$31,445$31,421$31,421iApproximate average salary by contribution assumption: employee only about $785,525 at 4% or $523,683 at 6%; with 50% employer match about $523,683 at 4% or $349,122 at 6%; with 100% employer match about $392,763 at 4% or $261,842 at 6%.
Matles and Associates Inc. 401K Plan-1$31,445$31,421$31,421iApproximate average salary by contribution assumption: employee only about $785,525 at 4% or $523,683 at 6%; with 50% employer match about $523,683 at 4% or $349,122 at 6%; with 100% employer match about $392,763 at 4% or $261,842 at 6%.
201210$0$0-
Matles and Associates Inc. 401K Plan-0$0--
201113$104,198$21,091$7,030iApproximate average salary by contribution assumption: employee only about $175,758 at 4% or $117,172 at 6%; with 50% employer match about $117,172 at 4% or $78,115 at 6%; with 100% employer match about $87,879 at 4% or $58,586 at 6%.
Matles and Associates Inc. 401K Plan-3$104,198$21,091$7,030iApproximate average salary by contribution assumption: employee only about $175,758 at 4% or $117,172 at 6%; with 50% employer match about $117,172 at 4% or $78,115 at 6%; with 100% employer match about $87,879 at 4% or $58,586 at 6%.
201014$103,459$25,749$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%.
Matles and Associates Inc. 401K Plan-4$103,459$25,749$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%.
200914$66,369$30,724$7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%.
Matles and Associates Inc. 401K Plan-4$66,369$30,724$7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%.
200813$23,818$30,740$10,247iApproximate average salary by contribution assumption: employee only about $256,167 at 4% or $170,778 at 6%; with 50% employer match about $170,778 at 4% or $113,852 at 6%; with 100% employer match about $128,083 at 4% or $85,389 at 6%.
Matles and Associates Inc. 401K Plan-3$23,818$30,740$10,247iApproximate average salary by contribution assumption: employee only about $256,167 at 4% or $170,778 at 6%; with 50% employer match about $170,778 at 4% or $113,852 at 6%; with 100% employer match about $128,083 at 4% or $85,389 at 6%.