Civic Intelligence

Mathes Insurance Advisors Inc.

Plan context: Mathes Ins. 401(K) Plan

EIN 27-2325942 • Annapolis, MD • 14 filings • 1 plans

177 Defense HighwaySuite 10Annapolis, MD 21401
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,637,716

2024 Contributions

$129,517

Historical Graphs

Total Assets Over Time

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

$1,637,716$818,858$0201120182024YearValue
$1,637,716Latest year 2024

Participants Over Time

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

1160201120182024YearValue
11Latest 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
2024111$1,637,716$129,517$11,774iApproximate average salary by contribution assumption: employee only about $294,357 at 4% or $196,238 at 6%; with 50% employer match about $196,238 at 4% or $130,825 at 6%; with 100% employer match about $147,178 at 4% or $98,119 at 6%.
Mathes Ins. 401(K) Plan-11$1,637,716$129,517$11,774iApproximate average salary by contribution assumption: employee only about $294,357 at 4% or $196,238 at 6%; with 50% employer match about $196,238 at 4% or $130,825 at 6%; with 100% employer match about $147,178 at 4% or $98,119 at 6%.
202319$1,321,501$126,101$14,011iApproximate average salary by contribution assumption: employee only about $350,281 at 4% or $233,520 at 6%; with 50% employer match about $233,520 at 4% or $155,680 at 6%; with 100% employer match about $175,140 at 4% or $116,760 at 6%.
Mathes Ins. 401(K) Plan-9$1,321,501$126,101$14,011iApproximate average salary by contribution assumption: employee only about $350,281 at 4% or $233,520 at 6%; with 50% employer match about $233,520 at 4% or $155,680 at 6%; with 100% employer match about $175,140 at 4% or $116,760 at 6%.
202219$1,006,545$115,313$12,813iApproximate average salary by contribution assumption: employee only about $320,314 at 4% or $213,543 at 6%; with 50% employer match about $213,543 at 4% or $142,362 at 6%; with 100% employer match about $160,157 at 4% or $106,771 at 6%.
Mathes Ins. 401(K) Plan-9$1,006,545$115,313$12,813iApproximate average salary by contribution assumption: employee only about $320,314 at 4% or $213,543 at 6%; with 50% employer match about $213,543 at 4% or $142,362 at 6%; with 100% employer match about $160,157 at 4% or $106,771 at 6%.
202119$1,079,694$91,098$10,122iApproximate average salary by contribution assumption: employee only about $253,050 at 4% or $168,700 at 6%; with 50% employer match about $168,700 at 4% or $112,467 at 6%; with 100% employer match about $126,525 at 4% or $84,350 at 6%.
Mathes Ins. 401(K) Plan-9$1,079,694$91,098$10,122iApproximate average salary by contribution assumption: employee only about $253,050 at 4% or $168,700 at 6%; with 50% employer match about $168,700 at 4% or $112,467 at 6%; with 100% employer match about $126,525 at 4% or $84,350 at 6%.
202018$860,761$82,928$10,366iApproximate average salary by contribution assumption: employee only about $259,150 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,383 at 6%.
Mathes Ins. 401(K) Plan-8$860,761$82,928$10,366iApproximate average salary by contribution assumption: employee only about $259,150 at 4% or $172,767 at 6%; with 50% employer match about $172,767 at 4% or $115,178 at 6%; with 100% employer match about $129,575 at 4% or $86,383 at 6%.
201918$681,799$74,229$9,279iApproximate average salary by contribution assumption: employee only about $231,966 at 4% or $154,644 at 6%; with 50% employer match about $154,644 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%.
Mathes Ins. 401(K) Plan-8$681,799$74,229$9,279iApproximate average salary by contribution assumption: employee only about $231,966 at 4% or $154,644 at 6%; with 50% employer match about $154,644 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%.
201818$523,719$132,485$16,561iApproximate average salary by contribution assumption: employee only about $414,016 at 4% or $276,010 at 6%; with 50% employer match about $276,010 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,005 at 6%.
Mathes Ins. 401(K) Plan-8$523,719$132,485$16,561iApproximate average salary by contribution assumption: employee only about $414,016 at 4% or $276,010 at 6%; with 50% employer match about $276,010 at 4% or $184,007 at 6%; with 100% employer match about $207,008 at 4% or $138,005 at 6%.
201717$416,031$60,545$8,649iApproximate average salary by contribution assumption: employee only about $216,232 at 4% or $144,155 at 6%; with 50% employer match about $144,155 at 4% or $96,103 at 6%; with 100% employer match about $108,116 at 4% or $72,077 at 6%.
Mathes Ins. 401(K) Plan-7$416,031$60,545$8,649iApproximate average salary by contribution assumption: employee only about $216,232 at 4% or $144,155 at 6%; with 50% employer match about $144,155 at 4% or $96,103 at 6%; with 100% employer match about $108,116 at 4% or $72,077 at 6%.
201617$311,441$103,157$14,737iApproximate average salary by contribution assumption: employee only about $368,418 at 4% or $245,612 at 6%; with 50% employer match about $245,612 at 4% or $163,741 at 6%; with 100% employer match about $184,209 at 4% or $122,806 at 6%.
Mathes Ins. 401(K) Plan-7$311,441$103,157$14,737iApproximate average salary by contribution assumption: employee only about $368,418 at 4% or $245,612 at 6%; with 50% employer match about $245,612 at 4% or $163,741 at 6%; with 100% employer match about $184,209 at 4% or $122,806 at 6%.
201517$210,068$56,716$8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,279 at 4% or $67,519 at 6%.
Mathes Ins. 401(K) Plan-7$210,068$56,716$8,102iApproximate average salary by contribution assumption: employee only about $202,557 at 4% or $135,038 at 6%; with 50% employer match about $135,038 at 4% or $90,025 at 6%; with 100% employer match about $101,279 at 4% or $67,519 at 6%.
201416$165,923$55,979$9,330iApproximate average salary by contribution assumption: employee only about $233,246 at 4% or $155,497 at 6%; with 50% employer match about $155,497 at 4% or $103,665 at 6%; with 100% employer match about $116,623 at 4% or $77,749 at 6%.
Mathes Ins. 401(K) Plan-6$165,923$55,979$9,330iApproximate average salary by contribution assumption: employee only about $233,246 at 4% or $155,497 at 6%; with 50% employer match about $155,497 at 4% or $103,665 at 6%; with 100% employer match about $116,623 at 4% or $77,749 at 6%.
201316$106,919$48,429$8,072iApproximate average salary by contribution assumption: employee only about $201,788 at 4% or $134,525 at 6%; with 50% employer match about $134,525 at 4% or $89,683 at 6%; with 100% employer match about $100,894 at 4% or $67,263 at 6%.
Mathes Ins. 401(K) Plan-6$106,919$48,429$8,072iApproximate average salary by contribution assumption: employee only about $201,788 at 4% or $134,525 at 6%; with 50% employer match about $134,525 at 4% or $89,683 at 6%; with 100% employer match about $100,894 at 4% or $67,263 at 6%.
201215$53,755$17,560$3,512iApproximate average salary by contribution assumption: employee only about $87,800 at 4% or $58,533 at 6%; with 50% employer match about $58,533 at 4% or $39,022 at 6%; with 100% employer match about $43,900 at 4% or $29,267 at 6%.
Mathes Ins. 401(K) Plan-5$53,755$17,560$3,512iApproximate average salary by contribution assumption: employee only about $87,800 at 4% or $58,533 at 6%; with 50% employer match about $58,533 at 4% or $39,022 at 6%; with 100% employer match about $43,900 at 4% or $29,267 at 6%.
201114$36,382$36,270$9,068iApproximate average salary by contribution assumption: employee only about $226,688 at 4% or $151,125 at 6%; with 50% employer match about $151,125 at 4% or $100,750 at 6%; with 100% employer match about $113,344 at 4% or $75,563 at 6%.
Mathes Ins. 401(K) Plan-4$36,382$36,270$9,068iApproximate average salary by contribution assumption: employee only about $226,688 at 4% or $151,125 at 6%; with 50% employer match about $151,125 at 4% or $100,750 at 6%; with 100% employer match about $113,344 at 4% or $75,563 at 6%.