Civic Intelligence

Matrix Asset Allocation Inc.

Plan context: Matrix Asset Allocation Inc. Savings & Retirement Plan

EIN 31-1334658 • Mason, OH • 25 filings • 6 plans

5955 Deerfield BoulevardMason, OH 45040
Current Snapshot

Latest Year

2024

2024 Participants

89

2024 Assets

$15,659,367

2024 Contributions

$1,357,799

Historical Graphs

Total Assets Over Time

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

$15,659,367$7,829,684$0199920162024YearValue
$15,659,367Latest year 2024

Participants Over Time

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

95480199920122024YearValue
89Latest 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
2024189$15,659,367$1,357,799$15,256iApproximate average salary by contribution assumption: employee only about $381,404 at 4% or $254,269 at 6%; with 50% employer match about $254,269 at 4% or $169,513 at 6%; with 100% employer match about $190,702 at 4% or $127,135 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-89$15,659,367$1,357,799$15,256iApproximate average salary by contribution assumption: employee only about $381,404 at 4% or $254,269 at 6%; with 50% employer match about $254,269 at 4% or $169,513 at 6%; with 100% employer match about $190,702 at 4% or $127,135 at 6%.
2023195$13,505,398$1,258,018$13,242iApproximate average salary by contribution assumption: employee only about $331,057 at 4% or $220,705 at 6%; with 50% employer match about $220,705 at 4% or $147,137 at 6%; with 100% employer match about $165,529 at 4% or $110,352 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-95$13,505,398$1,258,018$13,242iApproximate average salary by contribution assumption: employee only about $331,057 at 4% or $220,705 at 6%; with 50% employer match about $220,705 at 4% or $147,137 at 6%; with 100% employer match about $165,529 at 4% or $110,352 at 6%.
2022170$11,599,167$1,668,723$23,839iApproximate average salary by contribution assumption: employee only about $595,973 at 4% or $397,315 at 6%; with 50% employer match about $397,315 at 4% or $264,877 at 6%; with 100% employer match about $297,986 at 4% or $198,658 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-70$11,599,167$1,668,723$23,839iApproximate average salary by contribution assumption: employee only about $595,973 at 4% or $397,315 at 6%; with 50% employer match about $397,315 at 4% or $264,877 at 6%; with 100% employer match about $297,986 at 4% or $198,658 at 6%.
2021159$11,428,664$881,971$14,949iApproximate average salary by contribution assumption: employee only about $373,717 at 4% or $249,144 at 6%; with 50% employer match about $249,144 at 4% or $166,096 at 6%; with 100% employer match about $186,858 at 4% or $124,572 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-59$11,428,664$881,971$14,949iApproximate average salary by contribution assumption: employee only about $373,717 at 4% or $249,144 at 6%; with 50% employer match about $249,144 at 4% or $166,096 at 6%; with 100% employer match about $186,858 at 4% or $124,572 at 6%.
2020160$9,111,043$942,640$15,711iApproximate average salary by contribution assumption: employee only about $392,767 at 4% or $261,844 at 6%; with 50% employer match about $261,844 at 4% or $174,563 at 6%; with 100% employer match about $196,383 at 4% or $130,922 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-60$9,111,043$942,640$15,711iApproximate average salary by contribution assumption: employee only about $392,767 at 4% or $261,844 at 6%; with 50% employer match about $261,844 at 4% or $174,563 at 6%; with 100% employer match about $196,383 at 4% or $130,922 at 6%.
2019167$8,239,328$1,051,520$15,694iApproximate average salary by contribution assumption: employee only about $392,358 at 4% or $261,572 at 6%; with 50% employer match about $261,572 at 4% or $174,381 at 6%; with 100% employer match about $196,179 at 4% or $130,786 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-67$8,239,328$1,051,520$15,694iApproximate average salary by contribution assumption: employee only about $392,358 at 4% or $261,572 at 6%; with 50% employer match about $261,572 at 4% or $174,381 at 6%; with 100% employer match about $196,179 at 4% or $130,786 at 6%.
2018158$9,076,531$1,041,748$17,961iApproximate average salary by contribution assumption: employee only about $449,029 at 4% or $299,353 at 6%; with 50% employer match about $299,353 at 4% or $199,569 at 6%; with 100% employer match about $224,515 at 4% or $149,676 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-58$9,076,531$1,041,748$17,961iApproximate average salary by contribution assumption: employee only about $449,029 at 4% or $299,353 at 6%; with 50% employer match about $299,353 at 4% or $199,569 at 6%; with 100% employer match about $224,515 at 4% or $149,676 at 6%.
2017172$9,682,152$933,250$12,962iApproximate average salary by contribution assumption: employee only about $324,045 at 4% or $216,030 at 6%; with 50% employer match about $216,030 at 4% or $144,020 at 6%; with 100% employer match about $162,023 at 4% or $108,015 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-72$9,682,152$933,250$12,962iApproximate average salary by contribution assumption: employee only about $324,045 at 4% or $216,030 at 6%; with 50% employer match about $216,030 at 4% or $144,020 at 6%; with 100% employer match about $162,023 at 4% or $108,015 at 6%.
2016166$7,921,851$775,457$11,749iApproximate average salary by contribution assumption: employee only about $293,734 at 4% or $195,822 at 6%; with 50% employer match about $195,822 at 4% or $130,548 at 6%; with 100% employer match about $146,867 at 4% or $97,911 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-66$7,921,851$775,457$11,749iApproximate average salary by contribution assumption: employee only about $293,734 at 4% or $195,822 at 6%; with 50% employer match about $195,822 at 4% or $130,548 at 6%; with 100% employer match about $146,867 at 4% or $97,911 at 6%.
2015156$6,863,026$752,908$13,445iApproximate average salary by contribution assumption: employee only about $336,120 at 4% or $224,080 at 6%; with 50% employer match about $224,080 at 4% or $149,387 at 6%; with 100% employer match about $168,060 at 4% or $112,040 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-56$6,863,026$752,908$13,445iApproximate average salary by contribution assumption: employee only about $336,120 at 4% or $224,080 at 6%; with 50% employer match about $224,080 at 4% or $149,387 at 6%; with 100% employer match about $168,060 at 4% or $112,040 at 6%.
2014146$6,386,767$556,437$12,096iApproximate average salary by contribution assumption: employee only about $302,411 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,405 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-46$6,386,767$556,437$12,096iApproximate average salary by contribution assumption: employee only about $302,411 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,405 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
2013135$5,883,126$478,905$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-35$5,883,126$478,905$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
2012135$4,646,474$431,192$12,320iApproximate average salary by contribution assumption: employee only about $307,994 at 4% or $205,330 at 6%; with 50% employer match about $205,330 at 4% or $136,886 at 6%; with 100% employer match about $153,997 at 4% or $102,665 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-35$4,646,474$431,192$12,320iApproximate average salary by contribution assumption: employee only about $307,994 at 4% or $205,330 at 6%; with 50% employer match about $205,330 at 4% or $136,886 at 6%; with 100% employer match about $153,997 at 4% or $102,665 at 6%.
2011135$3,812,568$345,656$9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,449 at 4% or $82,299 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-35$3,812,568$345,656$9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,449 at 4% or $82,299 at 6%.
2010134$3,808,291$178,546$5,251iApproximate average salary by contribution assumption: employee only about $131,284 at 4% or $87,523 at 6%; with 50% employer match about $87,523 at 4% or $58,348 at 6%; with 100% employer match about $65,642 at 4% or $43,761 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-34$3,808,291$178,546$5,251iApproximate average salary by contribution assumption: employee only about $131,284 at 4% or $87,523 at 6%; with 50% employer match about $87,523 at 4% or $58,348 at 6%; with 100% employer match about $65,642 at 4% or $43,761 at 6%.
2009139$3,090,098$42,097$1,079iApproximate average salary by contribution assumption: employee only about $26,985 at 4% or $17,990 at 6%; with 50% employer match about $17,990 at 4% or $11,993 at 6%; with 100% employer match about $13,493 at 4% or $8,995 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-39$3,090,098$42,097$1,079iApproximate average salary by contribution assumption: employee only about $26,985 at 4% or $17,990 at 6%; with 50% employer match about $17,990 at 4% or $11,993 at 6%; with 100% employer match about $13,493 at 4% or $8,995 at 6%.
2008132$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-32---
2007131$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-31---
2005121$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-21---
2004123$2,122,189$249,176$10,834iApproximate average salary by contribution assumption: employee only about $270,843 at 4% or $180,562 at 6%; with 50% employer match about $180,562 at 4% or $120,375 at 6%; with 100% employer match about $135,422 at 4% or $90,281 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-23$2,122,189$249,176$10,834iApproximate average salary by contribution assumption: employee only about $270,843 at 4% or $180,562 at 6%; with 50% employer match about $180,562 at 4% or $120,375 at 6%; with 100% employer match about $135,422 at 4% or $90,281 at 6%.
2003116$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-16---
2002115$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-15---
2001120$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-20---
2000115$0$0-
Matrix Asset Allocation Inc. Savings & Retirement Plan-15---
1999118$667,677$125,416$6,968iApproximate average salary by contribution assumption: employee only about $174,189 at 4% or $116,126 at 6%; with 50% employer match about $116,126 at 4% or $77,417 at 6%; with 100% employer match about $87,094 at 4% or $58,063 at 6%.
Matrix Asset Allocation Inc. Savings & Retirement Plan-18$667,677$125,416$6,968iApproximate average salary by contribution assumption: employee only about $174,189 at 4% or $116,126 at 6%; with 50% employer match about $116,126 at 4% or $77,417 at 6%; with 100% employer match about $87,094 at 4% or $58,063 at 6%.