Civic Intelligence

MATRIX WEALTH MANAGEMENT, INC.

Plan context: MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

EIN 20-4903965 • Scottsdale, AZ • 9 filings • 2 plans

6991 E. Camelback Road, Suite D200Scottsdale, AZ 85251
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$442,414

2025 Contributions

$63,447

Historical Graphs

Total Assets Over Time

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

$677,082$338,541$0202120232025YearValue
$442,414Latest year 2025

Participants Over Time

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

320202120232025YearValue
3Latest year 2025

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
202513$442,414$63,447$21,149iApproximate average salary by contribution assumption: employee only about $528,725 at 4% or $352,483 at 6%; with 50% employer match about $352,483 at 4% or $234,989 at 6%; with 100% employer match about $264,363 at 4% or $176,242 at 6%.
MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$442,414$63,447$21,149iApproximate average salary by contribution assumption: employee only about $528,725 at 4% or $352,483 at 6%; with 50% employer match about $352,483 at 4% or $234,989 at 6%; with 100% employer match about $264,363 at 4% or $176,242 at 6%.
202423$677,082$109,382$36,461iApproximate average salary by contribution assumption: employee only about $911,517 at 4% or $607,678 at 6%; with 50% employer match about $607,678 at 4% or $405,119 at 6%; with 100% employer match about $455,758 at 4% or $303,839 at 6%.
MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN-2$361,151$50,000$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%.
MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$315,931$59,382$19,794iApproximate average salary by contribution assumption: employee only about $494,850 at 4% or $329,900 at 6%; with 50% employer match about $329,900 at 4% or $219,933 at 6%; with 100% employer match about $247,425 at 4% or $164,950 at 6%.
202323$522,885$106,189$35,396iApproximate average salary by contribution assumption: employee only about $884,908 at 4% or $589,939 at 6%; with 50% employer match about $589,939 at 4% or $393,293 at 6%; with 100% employer match about $442,454 at 4% or $294,969 at 6%.
MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN-2$284,517$50,000$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%.
MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$238,368$56,189$18,730iApproximate average salary by contribution assumption: employee only about $468,242 at 4% or $312,161 at 6%; with 50% employer match about $312,161 at 4% or $208,107 at 6%; with 100% employer match about $234,121 at 4% or $156,081 at 6%.
202223$375,292$197,457$65,819iApproximate average salary by contribution assumption: employee only about $1,645,475 at 4% or $1,096,983 at 6%; with 50% employer match about $1,096,983 at 4% or $731,322 at 6%; with 100% employer match about $822,738 at 4% or $548,492 at 6%.
MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN-2$212,581$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$162,711$117,457$39,152iApproximate average salary by contribution assumption: employee only about $978,808 at 4% or $652,539 at 6%; with 50% employer match about $652,539 at 4% or $435,026 at 6%; with 100% employer match about $489,404 at 4% or $326,269 at 6%.
202123$210,021$209,920$69,973iApproximate average salary by contribution assumption: employee only about $1,749,333 at 4% or $1,166,222 at 6%; with 50% employer match about $1,166,222 at 4% or $777,481 at 6%; with 100% employer match about $874,667 at 4% or $583,111 at 6%.
MATRIX WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN-2$150,101$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$59,920$59,920$19,973iApproximate average salary by contribution assumption: employee only about $499,333 at 4% or $332,889 at 6%; with 50% employer match about $332,889 at 4% or $221,926 at 6%; with 100% employer match about $249,667 at 4% or $166,444 at 6%.