Counsel Trust Company
Plan context: Matc Lifestyle Conservative Investment Collective Fund
EIN 26-0010549 • York, PA • 83 filings • 20 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,867,136
2024 Contributions
$404,726
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 | 20 | $4,867,136 | $404,726 | $20,236iApproximate average salary by contribution assumption: employee only about $505,908 at 4% or $337,272 at 6%; with 50% employer match about $337,272 at 4% or $224,848 at 6%; with 100% employer match about $252,954 at 4% or $168,636 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 20 | $4,867,136 | $404,726 | $20,236iApproximate average salary by contribution assumption: employee only about $505,908 at 4% or $337,272 at 6%; with 50% employer match about $337,272 at 4% or $224,848 at 6%; with 100% employer match about $252,954 at 4% or $168,636 at 6%. |
| 2023 | 1 | 20 | $8,001,207 | $235,540 | $11,777iApproximate average salary by contribution assumption: employee only about $294,425 at 4% or $196,283 at 6%; with 50% employer match about $196,283 at 4% or $130,856 at 6%; with 100% employer match about $147,213 at 4% or $98,142 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 20 | $8,001,207 | $235,540 | $11,777iApproximate average salary by contribution assumption: employee only about $294,425 at 4% or $196,283 at 6%; with 50% employer match about $196,283 at 4% or $130,856 at 6%; with 100% employer match about $147,213 at 4% or $98,142 at 6%. |
| 2022 | 1 | 18 | $6,999,092 | $262,857 | $14,603iApproximate average salary by contribution assumption: employee only about $365,079 at 4% or $243,386 at 6%; with 50% employer match about $243,386 at 4% or $162,257 at 6%; with 100% employer match about $182,540 at 4% or $121,693 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 18 | $6,999,092 | $262,857 | $14,603iApproximate average salary by contribution assumption: employee only about $365,079 at 4% or $243,386 at 6%; with 50% employer match about $243,386 at 4% or $162,257 at 6%; with 100% employer match about $182,540 at 4% or $121,693 at 6%. |
| 2021 | 1 | 15 | $7,680,182 | $170,262 | $11,351iApproximate average salary by contribution assumption: employee only about $283,770 at 4% or $189,180 at 6%; with 50% employer match about $189,180 at 4% or $126,120 at 6%; with 100% employer match about $141,885 at 4% or $94,590 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 15 | $7,680,182 | $170,262 | $11,351iApproximate average salary by contribution assumption: employee only about $283,770 at 4% or $189,180 at 6%; with 50% employer match about $189,180 at 4% or $126,120 at 6%; with 100% employer match about $141,885 at 4% or $94,590 at 6%. |
| 2020 | 1 | 14 | $6,600,784 | $141,112 | $10,079iApproximate average salary by contribution assumption: employee only about $251,986 at 4% or $167,990 at 6%; with 50% employer match about $167,990 at 4% or $111,994 at 6%; with 100% employer match about $125,993 at 4% or $83,995 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 14 | $6,600,784 | $141,112 | $10,079iApproximate average salary by contribution assumption: employee only about $251,986 at 4% or $167,990 at 6%; with 50% employer match about $167,990 at 4% or $111,994 at 6%; with 100% employer match about $125,993 at 4% or $83,995 at 6%. |
| 2019 | 1 | 14 | $5,756,992 | $142,267 | $10,162iApproximate average salary by contribution assumption: employee only about $254,048 at 4% or $169,365 at 6%; with 50% employer match about $169,365 at 4% or $112,910 at 6%; with 100% employer match about $127,024 at 4% or $84,683 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 14 | $5,756,992 | $142,267 | $10,162iApproximate average salary by contribution assumption: employee only about $254,048 at 4% or $169,365 at 6%; with 50% employer match about $169,365 at 4% or $112,910 at 6%; with 100% employer match about $127,024 at 4% or $84,683 at 6%. |
| 2018 | 1 | 14 | $4,790,808 | $201,904 | $14,422iApproximate average salary by contribution assumption: employee only about $360,543 at 4% or $240,362 at 6%; with 50% employer match about $240,362 at 4% or $160,241 at 6%; with 100% employer match about $180,271 at 4% or $120,181 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 14 | $4,790,808 | $201,904 | $14,422iApproximate average salary by contribution assumption: employee only about $360,543 at 4% or $240,362 at 6%; with 50% employer match about $240,362 at 4% or $160,241 at 6%; with 100% employer match about $180,271 at 4% or $120,181 at 6%. |
| 2017 | 1 | 15 | $4,981,026 | $162,110 | $10,807iApproximate average salary by contribution assumption: employee only about $270,183 at 4% or $180,122 at 6%; with 50% employer match about $180,122 at 4% or $120,081 at 6%; with 100% employer match about $135,092 at 4% or $90,061 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 15 | $4,981,026 | $162,110 | $10,807iApproximate average salary by contribution assumption: employee only about $270,183 at 4% or $180,122 at 6%; with 50% employer match about $180,122 at 4% or $120,081 at 6%; with 100% employer match about $135,092 at 4% or $90,061 at 6%. |
| 2016 | 1 | 15 | $4,249,976 | $138,279 | $9,219iApproximate average salary by contribution assumption: employee only about $230,465 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 15 | $4,249,976 | $138,279 | $9,219iApproximate average salary by contribution assumption: employee only about $230,465 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%. |
| 2015 | 1 | 15 | $3,948,077 | $100,354 | $6,690iApproximate average salary by contribution assumption: employee only about $167,257 at 4% or $111,504 at 6%; with 50% employer match about $111,504 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 15 | $3,948,077 | $100,354 | $6,690iApproximate average salary by contribution assumption: employee only about $167,257 at 4% or $111,504 at 6%; with 50% employer match about $111,504 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%. |
| 2014 | 1 | 5 | $682,985 | $24,553 | $4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 5 | $682,985 | $24,553 | $4,911iApproximate average salary by contribution assumption: employee only about $122,765 at 4% or $81,843 at 6%; with 50% employer match about $81,843 at 4% or $54,562 at 6%; with 100% employer match about $61,383 at 4% or $40,922 at 6%. |
| 2013 | 1 | 6 | $641,824 | $24,630 | $4,105iApproximate average salary by contribution assumption: employee only about $102,625 at 4% or $68,417 at 6%; with 50% employer match about $68,417 at 4% or $45,611 at 6%; with 100% employer match about $51,313 at 4% or $34,208 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 6 | $641,824 | $24,630 | $4,105iApproximate average salary by contribution assumption: employee only about $102,625 at 4% or $68,417 at 6%; with 50% employer match about $68,417 at 4% or $45,611 at 6%; with 100% employer match about $51,313 at 4% or $34,208 at 6%. |
| 2012 | 1 | 6 | $529,465 | $174,752 | $29,125iApproximate average salary by contribution assumption: employee only about $728,133 at 4% or $485,422 at 6%; with 50% employer match about $485,422 at 4% or $323,615 at 6%; with 100% employer match about $364,067 at 4% or $242,711 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 6 | $529,465 | $174,752 | $29,125iApproximate average salary by contribution assumption: employee only about $728,133 at 4% or $485,422 at 6%; with 50% employer match about $485,422 at 4% or $323,615 at 6%; with 100% employer match about $364,067 at 4% or $242,711 at 6%. |
| 2011 | 19 | 7 | $325,533 | $28,106 | $4,015iApproximate average salary by contribution assumption: employee only about $100,379 at 4% or $66,919 at 6%; with 50% employer match about $66,919 at 4% or $44,613 at 6%; with 100% employer match about $50,189 at 4% or $33,460 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 7 | $325,533 | $28,106 | $4,015iApproximate average salary by contribution assumption: employee only about $100,379 at 4% or $66,919 at 6%; with 50% employer match about $66,919 at 4% or $44,613 at 6%; with 100% employer match about $50,189 at 4% or $33,460 at 6%. |
| Matc Lifestyle Conservative Investment Collective Fund | - | 0 | - | - | - |
| MATC LIFESTYLE MODERATE COLLECTIVE INVESTMENT FUND | - | 0 | - | - | - |
| Matc Lifestyle Balanced Collective Investment Fund | - | 0 | - | - | - |
| MATC LIFESTYLE GROWTH COLLECTIVE INVESTMENT FUND | - | 0 | - | - | - |
| Matc Lifestyle Aggressive Growth Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2010 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2015 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2020 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2025 | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2030 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2035 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2040 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2045 Collective Investment Fund | - | 0 | - | - | - |
| Matc Lifestyle Target Date 2050 Collective Investment Fund | - | 0 | - | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM DIVERSIFIED EQUITY FUND | - | 0 | - | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM GROWTH FUND | - | 0 | - | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM MODERATE GROWTH FUND | - | 0 | - | - | - |
| Matc Lifestyle Target Date Income Collective Investment Fund | - | 0 | - | - | - |
| 2010 | 19 | 8 | $9,653,921 | $32,252 | $4,032iApproximate average salary by contribution assumption: employee only about $100,788 at 4% or $67,192 at 6%; with 50% employer match about $67,192 at 4% or $44,794 at 6%; with 100% employer match about $50,394 at 4% or $33,596 at 6%. |
| Matc Lifestyle Target Date 2040 Collective Investment Fund | - | 3 | $2,163,464 | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM DIVERSIFIED EQUITY FUND | - | 5 | $948,634 | - | - |
| Matc Lifestyle Target Date 2020 Collective Investment Fund | - | 5 | $928,288 | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM MODERATE GROWTH FUND | - | 4 | $895,514 | - | - |
| Matc Lifestyle Target Date 2015 Collective Investment Fund | - | 4 | $732,122 | - | - |
| Matc Lifestyle Target Date 2030 Collective Investment Fund | - | 5 | $716,063 | - | - |
| Matc Lifestyle Target Date 2025 | - | 3 | $559,864 | - | - |
| Matc Lifestyle Target Date 2050 Collective Investment Fund | - | 3 | $531,528 | - | - |
| Matc Lifestyle Target Date 2045 Collective Investment Fund | - | 5 | $495,587 | - | - |
| Matc Lifestyle Target Date 2035 Collective Investment Fund | - | 4 | $354,721 | - | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 8 | $330,289 | $32,252 | $4,032iApproximate average salary by contribution assumption: employee only about $100,788 at 4% or $67,192 at 6%; with 50% employer match about $67,192 at 4% or $44,794 at 6%; with 100% employer match about $50,394 at 4% or $33,596 at 6%. |
| Matc Lifestyle Aggressive Growth Collective Investment Fund | - | 2 | $296,828 | - | - |
| Matc Lifestyle Balanced Collective Investment Fund | - | 3 | $261,537 | - | - |
| MATC BFP CAPITAL MANAGEMENT PREMIUM GROWTH FUND | - | 3 | $177,275 | - | - |
| Matc Lifestyle Target Date 2010 Collective Investment Fund | - | 3 | $107,809 | - | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 3 | $75,520 | - | - |
| MATC LIFESTYLE MODERATE COLLECTIVE INVESTMENT FUND | - | 2 | $40,398 | - | - |
| MATC LIFESTYLE GROWTH COLLECTIVE INVESTMENT FUND | - | 3 | $25,311 | - | - |
| Matc Lifestyle Target Date Income Collective Investment Fund | - | 3 | $13,169 | - | - |
| 2009 | 16 | 8 | $5,412,895 | $25,002 | $3,125iApproximate average salary by contribution assumption: employee only about $78,131 at 4% or $52,088 at 6%; with 50% employer match about $52,088 at 4% or $34,725 at 6%; with 100% employer match about $39,066 at 4% or $26,044 at 6%. |
| Matc Lifestyle Target Date 2040 Collective Investment Fund | - | 4 | $1,673,133 | - | - |
| Matc Lifestyle Target Date 2020 Collective Investment Fund | - | 5 | $662,028 | - | - |
| Matc Lifestyle Target Date 2015 Collective Investment Fund | - | 4 | $603,286 | - | - |
| Matc Lifestyle Target Date 2030 Collective Investment Fund | - | 4 | $528,708 | - | - |
| Matc Lifestyle Target Date 2050 Collective Investment Fund | - | 3 | $349,800 | - | - |
| Matc Lifestyle Target Date 2025 | - | 3 | $304,474 | - | - |
| Matc Lifestyle Aggressive Growth Collective Investment Fund | - | 2 | $277,583 | - | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 8 | $267,487 | $25,002 | $3,125iApproximate average salary by contribution assumption: employee only about $78,131 at 4% or $52,088 at 6%; with 50% employer match about $52,088 at 4% or $34,725 at 6%; with 100% employer match about $39,066 at 4% or $26,044 at 6%. |
| Matc Lifestyle Target Date 2035 Collective Investment Fund | - | 3 | $199,321 | - | - |
| Matc Lifestyle Balanced Collective Investment Fund | - | 3 | $180,522 | - | - |
| Matc Lifestyle Target Date 2045 Collective Investment Fund | - | 4 | $130,315 | - | - |
| Matc Lifestyle Target Date 2010 Collective Investment Fund | - | 4 | $91,739 | - | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 3 | $71,773 | - | - |
| MATC LIFESTYLE MODERATE COLLECTIVE INVESTMENT FUND | - | 2 | $36,898 | - | - |
| MATC LIFESTYLE GROWTH COLLECTIVE INVESTMENT FUND | - | 3 | $20,399 | - | - |
| Matc Lifestyle Target Date Income Collective Investment Fund | - | 3 | $15,429 | - | - |
| 2008 | 15 | 7 | $1,329,794 | $21,836 | $3,119iApproximate average salary by contribution assumption: employee only about $77,986 at 4% or $51,990 at 6%; with 50% employer match about $51,990 at 4% or $34,660 at 6%; with 100% employer match about $38,993 at 4% or $25,995 at 6%. |
| Matc Lifestyle Target Date 2040 Collective Investment Fund | - | 0 | $279,202 | - | - |
| Matc Lifestyle Target Date 2020 Collective Investment Fund | - | 0 | $240,938 | - | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 7 | $204,758 | $21,836 | $3,119iApproximate average salary by contribution assumption: employee only about $77,986 at 4% or $51,990 at 6%; with 50% employer match about $51,990 at 4% or $34,660 at 6%; with 100% employer match about $38,993 at 4% or $25,995 at 6%. |
| Matc Lifestyle Target Date 2030 Collective Investment Fund | - | 0 | $182,835 | - | - |
| Matc Lifestyle Target Date 2010 Collective Investment Fund | - | 0 | $122,544 | - | - |
| Matc Lifestyle Target Date 2050 Collective Investment Fund | - | 0 | $106,905 | - | - |
| Matc Lifestyle Balanced Collective Investment Fund | - | 0 | $57,416 | - | - |
| Matc Lifestyle Target Date 2035 Collective Investment Fund | - | 0 | $37,674 | - | - |
| Matc Lifestyle Target Date 2015 Collective Investment Fund | - | 0 | $26,225 | - | - |
| Matc Lifestyle Target Date Income Collective Investment Fund | - | 0 | $24,590 | - | - |
| MATC LIFESTYLE GROWTH COLLECTIVE INVESTMENT FUND | - | 0 | $22,703 | - | - |
| Matc Lifestyle Target Date 2025 | - | 0 | $13,530 | - | - |
| Matc Lifestyle Target Date 2045 Collective Investment Fund | - | 0 | $5,751 | - | - |
| MATC LIFESTYLE MODERATE COLLECTIVE INVESTMENT FUND | - | 0 | $2,864 | - | - |
| Matc Lifestyle Aggressive Growth Collective Investment Fund | - | 0 | $1,859 | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Matc Lifestyle Conservative Investment Collective Fund | - | 6 | - | - | - |