Civic Intelligence

Matherly & Associates Inc.

Plan context: Matherly & Associates Inc. Profit Sharing Plan & Trust

EIN 31-0942577 • Durango, CO • 22 filings • 6 plans

246 Pinnacle View DrDurango, CO 81301
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$3,829,771

2016 Contributions

$106,000

Historical Graphs

Total Assets Over Time

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

$3,991,932$1,995,966$0199920082015YearValue
$3,829,771Latest year 2015

Participants Over Time

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

740199920072015YearValue
3Latest year 2015

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
201610$0$0-
Matherly & Associates Inc. Profit Sharing Plan & Trust-0$0$0-
201513$3,829,771$106,000$35,333iApproximate average salary by contribution assumption: employee only about $883,333 at 4% or $588,889 at 6%; with 50% employer match about $588,889 at 4% or $392,593 at 6%; with 100% employer match about $441,667 at 4% or $294,444 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,829,771$106,000$35,333iApproximate average salary by contribution assumption: employee only about $883,333 at 4% or $588,889 at 6%; with 50% employer match about $588,889 at 4% or $392,593 at 6%; with 100% employer match about $441,667 at 4% or $294,444 at 6%.
201413$3,807,365$126,373$42,124iApproximate average salary by contribution assumption: employee only about $1,053,108 at 4% or $702,072 at 6%; with 50% employer match about $702,072 at 4% or $468,048 at 6%; with 100% employer match about $526,554 at 4% or $351,036 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,807,365$126,373$42,124iApproximate average salary by contribution assumption: employee only about $1,053,108 at 4% or $702,072 at 6%; with 50% employer match about $702,072 at 4% or $468,048 at 6%; with 100% employer match about $526,554 at 4% or $351,036 at 6%.
201313$3,574,048$124,209$41,403iApproximate average salary by contribution assumption: employee only about $1,035,075 at 4% or $690,050 at 6%; with 50% employer match about $690,050 at 4% or $460,033 at 6%; with 100% employer match about $517,538 at 4% or $345,025 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,574,048$124,209$41,403iApproximate average salary by contribution assumption: employee only about $1,035,075 at 4% or $690,050 at 6%; with 50% employer match about $690,050 at 4% or $460,033 at 6%; with 100% employer match about $517,538 at 4% or $345,025 at 6%.
201213$3,125,569$118,360$39,453iApproximate average salary by contribution assumption: employee only about $986,333 at 4% or $657,556 at 6%; with 50% employer match about $657,556 at 4% or $438,370 at 6%; with 100% employer match about $493,167 at 4% or $328,778 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,125,569$118,360$39,453iApproximate average salary by contribution assumption: employee only about $986,333 at 4% or $657,556 at 6%; with 50% employer match about $657,556 at 4% or $438,370 at 6%; with 100% employer match about $493,167 at 4% or $328,778 at 6%.
201113$2,799,473$112,850$37,617iApproximate average salary by contribution assumption: employee only about $940,417 at 4% or $626,944 at 6%; with 50% employer match about $626,944 at 4% or $417,963 at 6%; with 100% employer match about $470,208 at 4% or $313,472 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$2,799,473$112,850$37,617iApproximate average salary by contribution assumption: employee only about $940,417 at 4% or $626,944 at 6%; with 50% employer match about $626,944 at 4% or $417,963 at 6%; with 100% employer match about $470,208 at 4% or $313,472 at 6%.
201012$2,690,575$98,536$49,268iApproximate average salary by contribution assumption: employee only about $1,231,700 at 4% or $821,133 at 6%; with 50% employer match about $821,133 at 4% or $547,422 at 6%; with 100% employer match about $615,850 at 4% or $410,567 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-2$2,690,575$98,536$49,268iApproximate average salary by contribution assumption: employee only about $1,231,700 at 4% or $821,133 at 6%; with 50% employer match about $821,133 at 4% or $547,422 at 6%; with 100% employer match about $615,850 at 4% or $410,567 at 6%.
200912$2,293,432$118,987$59,494iApproximate average salary by contribution assumption: employee only about $1,487,338 at 4% or $991,558 at 6%; with 50% employer match about $991,558 at 4% or $661,039 at 6%; with 100% employer match about $743,669 at 4% or $495,779 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-2$2,293,432$118,987$59,494iApproximate average salary by contribution assumption: employee only about $1,487,338 at 4% or $991,558 at 6%; with 50% employer match about $991,558 at 4% or $661,039 at 6%; with 100% employer match about $743,669 at 4% or $495,779 at 6%.
200813$2,580,418$95,138$31,713iApproximate average salary by contribution assumption: employee only about $792,817 at 4% or $528,544 at 6%; with 50% employer match about $528,544 at 4% or $352,363 at 6%; with 100% employer match about $396,408 at 4% or $264,272 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$2,580,418$95,138$31,713iApproximate average salary by contribution assumption: employee only about $792,817 at 4% or $528,544 at 6%; with 50% employer match about $528,544 at 4% or $352,363 at 6%; with 100% employer match about $396,408 at 4% or $264,272 at 6%.
200713$3,991,932$93,452$31,151iApproximate average salary by contribution assumption: employee only about $778,767 at 4% or $519,178 at 6%; with 50% employer match about $519,178 at 4% or $346,119 at 6%; with 100% employer match about $389,383 at 4% or $259,589 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,991,932$93,452$31,151iApproximate average salary by contribution assumption: employee only about $778,767 at 4% or $519,178 at 6%; with 50% employer match about $519,178 at 4% or $346,119 at 6%; with 100% employer match about $389,383 at 4% or $259,589 at 6%.
200613$3,463,851$132,012$44,004iApproximate average salary by contribution assumption: employee only about $1,100,100 at 4% or $733,400 at 6%; with 50% employer match about $733,400 at 4% or $488,933 at 6%; with 100% employer match about $550,050 at 4% or $366,700 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,463,851$132,012$44,004iApproximate average salary by contribution assumption: employee only about $1,100,100 at 4% or $733,400 at 6%; with 50% employer match about $733,400 at 4% or $488,933 at 6%; with 100% employer match about $550,050 at 4% or $366,700 at 6%.
200513$3,004,421$126,020$42,007iApproximate average salary by contribution assumption: employee only about $1,050,167 at 4% or $700,111 at 6%; with 50% employer match about $700,111 at 4% or $466,741 at 6%; with 100% employer match about $525,083 at 4% or $350,056 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-3$3,004,421$126,020$42,007iApproximate average salary by contribution assumption: employee only about $1,050,167 at 4% or $700,111 at 6%; with 50% employer match about $700,111 at 4% or $466,741 at 6%; with 100% employer match about $525,083 at 4% or $350,056 at 6%.
200414$0$0-
Matherly & Associates Inc. Profit Sharing Plan & Trust-4---
200325$3,048,656$144,385$28,877iApproximate average salary by contribution assumption: employee only about $721,925 at 4% or $481,283 at 6%; with 50% employer match about $481,283 at 4% or $320,856 at 6%; with 100% employer match about $360,963 at 4% or $240,642 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-5$3,048,656$125,676$25,135iApproximate average salary by contribution assumption: employee only about $628,380 at 4% or $418,920 at 6%; with 50% employer match about $418,920 at 4% or $279,280 at 6%; with 100% employer match about $314,190 at 4% or $209,460 at 6%.
MATHERLY & ASSOCIATES, INC. MONEY PURCHASE PLAN AND TRUST-0-$18,709-
200225$2,389,755$142,496$28,499iApproximate average salary by contribution assumption: employee only about $712,480 at 4% or $474,987 at 6%; with 50% employer match about $474,987 at 4% or $316,658 at 6%; with 100% employer match about $356,240 at 4% or $237,493 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-5$1,240,615$71,248$14,250iApproximate average salary by contribution assumption: employee only about $356,240 at 4% or $237,493 at 6%; with 50% employer match about $237,493 at 4% or $158,329 at 6%; with 100% employer match about $178,120 at 4% or $118,747 at 6%.
MATHERLY & ASSOCIATES, INC. MONEY PURCHASE PLAN AND TRUST-5$1,149,140$71,248$14,250iApproximate average salary by contribution assumption: employee only about $356,240 at 4% or $237,493 at 6%; with 50% employer match about $237,493 at 4% or $158,329 at 6%; with 100% employer match about $178,120 at 4% or $118,747 at 6%.
200125$1,395,994$53,092$10,618iApproximate average salary by contribution assumption: employee only about $265,460 at 4% or $176,973 at 6%; with 50% employer match about $176,973 at 4% or $117,982 at 6%; with 100% employer match about $132,730 at 4% or $88,487 at 6%.
MATHERLY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST-5$1,395,994$53,092$10,618iApproximate average salary by contribution assumption: employee only about $265,460 at 4% or $176,973 at 6%; with 50% employer match about $176,973 at 4% or $117,982 at 6%; with 100% employer match about $132,730 at 4% or $88,487 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-5---
200025$0$0-
Matherly & Associates Inc. Profit Sharing Plan & Trust-5---
MATHERLY & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN AND TRUST-5---
199917$2,079,971$80,125$11,446iApproximate average salary by contribution assumption: employee only about $286,161 at 4% or $190,774 at 6%; with 50% employer match about $190,774 at 4% or $127,183 at 6%; with 100% employer match about $143,080 at 4% or $95,387 at 6%.
Matherly & Associates Inc. Profit Sharing Plan & Trust-7$2,079,971$80,125$11,446iApproximate average salary by contribution assumption: employee only about $286,161 at 4% or $190,774 at 6%; with 50% employer match about $190,774 at 4% or $127,183 at 6%; with 100% employer match about $143,080 at 4% or $95,387 at 6%.