Norman D Mathis
Plan context: Norman D Mathis 401(K) Profit Sharing Plan
EIN 33-0205431 • Redlands, CA • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$418,912
2024 Contributions
$16,200
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 | 3 | $418,912 | $16,200 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 3 | $418,912 | $16,200 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| 2023 | 1 | 3 | $382,422 | $27,100 | $9,033iApproximate average salary by contribution assumption: employee only about $225,833 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,370 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 3 | $382,422 | $27,100 | $9,033iApproximate average salary by contribution assumption: employee only about $225,833 at 4% or $150,556 at 6%; with 50% employer match about $150,556 at 4% or $100,370 at 6%; with 100% employer match about $112,917 at 4% or $75,278 at 6%. |
| 2022 | 1 | 3 | $324,367 | $28,600 | $9,533iApproximate average salary by contribution assumption: employee only about $238,333 at 4% or $158,889 at 6%; with 50% employer match about $158,889 at 4% or $105,926 at 6%; with 100% employer match about $119,167 at 4% or $79,444 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 3 | $324,367 | $28,600 | $9,533iApproximate average salary by contribution assumption: employee only about $238,333 at 4% or $158,889 at 6%; with 50% employer match about $158,889 at 4% or $105,926 at 6%; with 100% employer match about $119,167 at 4% or $79,444 at 6%. |
| 2021 | 1 | 4 | $370,577 | $28,600 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 4 | $370,577 | $28,600 | $7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%. |
| 2020 | 1 | 5 | $330,639 | $19,800 | $3,960iApproximate average salary by contribution assumption: employee only about $99,000 at 4% or $66,000 at 6%; with 50% employer match about $66,000 at 4% or $44,000 at 6%; with 100% employer match about $49,500 at 4% or $33,000 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $330,639 | $19,800 | $3,960iApproximate average salary by contribution assumption: employee only about $99,000 at 4% or $66,000 at 6%; with 50% employer match about $66,000 at 4% or $44,000 at 6%; with 100% employer match about $49,500 at 4% or $33,000 at 6%. |
| 2019 | 1 | 7 | $285,201 | $8,800 | $1,257iApproximate average salary by contribution assumption: employee only about $31,429 at 4% or $20,952 at 6%; with 50% employer match about $20,952 at 4% or $13,968 at 6%; with 100% employer match about $15,714 at 4% or $10,476 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 7 | $285,201 | $8,800 | $1,257iApproximate average salary by contribution assumption: employee only about $31,429 at 4% or $20,952 at 6%; with 50% employer match about $20,952 at 4% or $13,968 at 6%; with 100% employer match about $15,714 at 4% or $10,476 at 6%. |
| 2018 | 1 | 6 | $247,201 | $0 | - |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 6 | $247,201 | - | - |
| 2017 | 1 | 7 | $256,771 | $0 | - |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 7 | $256,771 | - | - |
| 2016 | 1 | 6 | $242,810 | $102 | $17iApproximate average salary by contribution assumption: employee only about $425 at 4% or $283 at 6%; with 50% employer match about $283 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 6 | $242,810 | $102 | $17iApproximate average salary by contribution assumption: employee only about $425 at 4% or $283 at 6%; with 50% employer match about $283 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%. |
| 2015 | 1 | 8 | $235,423 | $12,580 | $1,573iApproximate average salary by contribution assumption: employee only about $39,313 at 4% or $26,208 at 6%; with 50% employer match about $26,208 at 4% or $17,472 at 6%; with 100% employer match about $19,656 at 4% or $13,104 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 8 | $235,423 | $12,580 | $1,573iApproximate average salary by contribution assumption: employee only about $39,313 at 4% or $26,208 at 6%; with 50% employer match about $26,208 at 4% or $17,472 at 6%; with 100% employer match about $19,656 at 4% or $13,104 at 6%. |
| 2014 | 1 | 5 | $249,041 | $31,501 | $6,300iApproximate average salary by contribution assumption: employee only about $157,505 at 4% or $105,003 at 6%; with 50% employer match about $105,003 at 4% or $70,002 at 6%; with 100% employer match about $78,753 at 4% or $52,502 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $249,041 | $31,501 | $6,300iApproximate average salary by contribution assumption: employee only about $157,505 at 4% or $105,003 at 6%; with 50% employer match about $105,003 at 4% or $70,002 at 6%; with 100% employer match about $78,753 at 4% or $52,502 at 6%. |
| 2013 | 1 | 5 | $204,173 | $22,872 | $4,574iApproximate average salary by contribution assumption: employee only about $114,360 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,827 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $204,173 | $22,872 | $4,574iApproximate average salary by contribution assumption: employee only about $114,360 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,827 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%. |
| 2012 | 1 | 5 | $155,555 | $20,305 | $4,061iApproximate average salary by contribution assumption: employee only about $101,525 at 4% or $67,683 at 6%; with 50% employer match about $67,683 at 4% or $45,122 at 6%; with 100% employer match about $50,763 at 4% or $33,842 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $155,555 | $20,305 | $4,061iApproximate average salary by contribution assumption: employee only about $101,525 at 4% or $67,683 at 6%; with 50% employer match about $67,683 at 4% or $45,122 at 6%; with 100% employer match about $50,763 at 4% or $33,842 at 6%. |
| 2011 | 1 | 5 | $123,074 | $20,383 | $4,077iApproximate average salary by contribution assumption: employee only about $101,915 at 4% or $67,943 at 6%; with 50% employer match about $67,943 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $123,074 | $20,383 | $4,077iApproximate average salary by contribution assumption: employee only about $101,915 at 4% or $67,943 at 6%; with 50% employer match about $67,943 at 4% or $45,296 at 6%; with 100% employer match about $50,958 at 4% or $33,972 at 6%. |
| 2010 | 2 | 5 | $152,789 | $45,470 | $9,094iApproximate average salary by contribution assumption: employee only about $227,350 at 4% or $151,567 at 6%; with 50% employer match about $151,567 at 4% or $101,044 at 6%; with 100% employer match about $113,675 at 4% or $75,783 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 5 | $103,950 | $21,469 | $4,294iApproximate average salary by contribution assumption: employee only about $107,345 at 4% or $71,563 at 6%; with 50% employer match about $71,563 at 4% or $47,709 at 6%; with 100% employer match about $53,673 at 4% or $35,782 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 4 | $48,839 | $24,001 | $6,000iApproximate average salary by contribution assumption: employee only about $150,006 at 4% or $100,004 at 6%; with 50% employer match about $100,004 at 4% or $66,669 at 6%; with 100% employer match about $75,003 at 4% or $50,002 at 6%. |
| 2009 | 1 | 6 | $80,241 | $22,772 | $3,795iApproximate average salary by contribution assumption: employee only about $94,883 at 4% or $63,256 at 6%; with 50% employer match about $63,256 at 4% or $42,170 at 6%; with 100% employer match about $47,442 at 4% or $31,628 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 6 | $80,241 | $22,772 | $3,795iApproximate average salary by contribution assumption: employee only about $94,883 at 4% or $63,256 at 6%; with 50% employer match about $63,256 at 4% or $42,170 at 6%; with 100% employer match about $47,442 at 4% or $31,628 at 6%. |
| 2007 | 1 | 6 | $52,676 | $22,815 | $3,803iApproximate average salary by contribution assumption: employee only about $95,063 at 4% or $63,375 at 6%; with 50% employer match about $63,375 at 4% or $42,250 at 6%; with 100% employer match about $47,531 at 4% or $31,688 at 6%. |
| Norman D Mathis 401(K) Profit Sharing Plan | - | 6 | $52,676 | $22,815 | $3,803iApproximate average salary by contribution assumption: employee only about $95,063 at 4% or $63,375 at 6%; with 50% employer match about $63,375 at 4% or $42,250 at 6%; with 100% employer match about $47,531 at 4% or $31,688 at 6%. |