Matthews Educational Consultants LLC
Plan context: Matthews Educational Consultants LLC Cash Balance Plan
EIN 20-1655153 • Matthews, NC • 6 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$770,178
2023 Contributions
$120,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $770,178 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 1 | $770,178 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2022 | 1 | 4 | $594,060 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 4 | $594,060 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2021 | 1 | 5 | $766,511 | $0 | - |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 5 | $766,511 | $0 | - |
| 2020 | 1 | 5 | $713,204 | $166,003 | $33,201iApproximate average salary by contribution assumption: employee only about $830,015 at 4% or $553,343 at 6%; with 50% employer match about $553,343 at 4% or $368,896 at 6%; with 100% employer match about $415,008 at 4% or $276,672 at 6%. |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 5 | $713,204 | $166,003 | $33,201iApproximate average salary by contribution assumption: employee only about $830,015 at 4% or $553,343 at 6%; with 50% employer match about $553,343 at 4% or $368,896 at 6%; with 100% employer match about $415,008 at 4% or $276,672 at 6%. |
| 2016 | 1 | 1 | $183,496 | $83,054 | $83,054iApproximate average salary by contribution assumption: employee only about $2,076,350 at 4% or $1,384,233 at 6%; with 50% employer match about $1,384,233 at 4% or $922,822 at 6%; with 100% employer match about $1,038,175 at 4% or $692,117 at 6%. |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 1 | $183,496 | $83,054 | $83,054iApproximate average salary by contribution assumption: employee only about $2,076,350 at 4% or $1,384,233 at 6%; with 50% employer match about $1,384,233 at 4% or $922,822 at 6%; with 100% employer match about $1,038,175 at 4% or $692,117 at 6%. |
| 2015 | 1 | 1 | $100,000 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Matthews Educational Consultants LLC Cash Balance Plan | - | 1 | $100,000 | $100,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |