Civic Intelligence

Coontz & Matthews LLP

Plan context: Coontz & Matthews LLP Profit Sharing Plan

EIN 33-0548162 • San Juan Capistrano, CA • 24 filings • 9 plans

30900 Rancho Viejo Rd Ste 235San Juan Capistrano, CA 92675-1774
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$4,328,109

2018 Contributions

$60,600

Historical Graphs

Total Assets Over Time

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

$4,328,109$2,164,055$0199920092017YearValue
$4,328,109Latest year 2017

Participants Over Time

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

420199920082017YearValue
3Latest year 2017

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
201810$0$60,600-
Coontz & Matthews LLP Profit Sharing Plan-0$0$60,600-
201713$4,328,109$120,200$40,067iApproximate average salary by contribution assumption: employee only about $1,001,667 at 4% or $667,778 at 6%; with 50% employer match about $667,778 at 4% or $445,185 at 6%; with 100% employer match about $500,833 at 4% or $333,889 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$4,328,109$120,200$40,067iApproximate average salary by contribution assumption: employee only about $1,001,667 at 4% or $667,778 at 6%; with 50% employer match about $667,778 at 4% or $445,185 at 6%; with 100% employer match about $500,833 at 4% or $333,889 at 6%.
201613$3,856,955$119,200$39,733iApproximate average salary by contribution assumption: employee only about $993,333 at 4% or $662,222 at 6%; with 50% employer match about $662,222 at 4% or $441,481 at 6%; with 100% employer match about $496,667 at 4% or $331,111 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$3,856,955$119,200$39,733iApproximate average salary by contribution assumption: employee only about $993,333 at 4% or $662,222 at 6%; with 50% employer match about $662,222 at 4% or $441,481 at 6%; with 100% employer match about $496,667 at 4% or $331,111 at 6%.
201513$3,352,412$117,600$39,200iApproximate average salary by contribution assumption: employee only about $980,000 at 4% or $653,333 at 6%; with 50% employer match about $653,333 at 4% or $435,556 at 6%; with 100% employer match about $490,000 at 4% or $326,667 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$3,352,412$117,600$39,200iApproximate average salary by contribution assumption: employee only about $980,000 at 4% or $653,333 at 6%; with 50% employer match about $653,333 at 4% or $435,556 at 6%; with 100% employer match about $490,000 at 4% or $326,667 at 6%.
201413$3,176,352$167,000$55,667iApproximate average salary by contribution assumption: employee only about $1,391,667 at 4% or $927,778 at 6%; with 50% employer match about $927,778 at 4% or $618,519 at 6%; with 100% employer match about $695,833 at 4% or $463,889 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$3,176,352$167,000$55,667iApproximate average salary by contribution assumption: employee only about $1,391,667 at 4% or $927,778 at 6%; with 50% employer match about $927,778 at 4% or $618,519 at 6%; with 100% employer match about $695,833 at 4% or $463,889 at 6%.
201312$2,678,405$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-2$2,678,405$51,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
201212$2,367,869$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-2$2,367,869$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201113$2,098,718$106,300$35,433iApproximate average salary by contribution assumption: employee only about $885,833 at 4% or $590,556 at 6%; with 50% employer match about $590,556 at 4% or $393,704 at 6%; with 100% employer match about $442,917 at 4% or $295,278 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$2,098,718$106,300$35,433iApproximate average salary by contribution assumption: employee only about $885,833 at 4% or $590,556 at 6%; with 50% employer match about $590,556 at 4% or $393,704 at 6%; with 100% employer match about $442,917 at 4% or $295,278 at 6%.
201013$2,394,029$312,685$104,228iApproximate average salary by contribution assumption: employee only about $2,605,708 at 4% or $1,737,139 at 6%; with 50% employer match about $1,737,139 at 4% or $1,158,093 at 6%; with 100% employer match about $1,302,854 at 4% or $868,569 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$2,394,029$312,685$104,228iApproximate average salary by contribution assumption: employee only about $2,605,708 at 4% or $1,737,139 at 6%; with 50% employer match about $1,737,139 at 4% or $1,158,093 at 6%; with 100% employer match about $1,302,854 at 4% or $868,569 at 6%.
200913$2,081,344$256,300$85,433iApproximate average salary by contribution assumption: employee only about $2,135,833 at 4% or $1,423,889 at 6%; with 50% employer match about $1,423,889 at 4% or $949,259 at 6%; with 100% employer match about $1,067,917 at 4% or $711,944 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$2,081,344$256,300$85,433iApproximate average salary by contribution assumption: employee only about $2,135,833 at 4% or $1,423,889 at 6%; with 50% employer match about $1,423,889 at 4% or $949,259 at 6%; with 100% employer match about $1,067,917 at 4% or $711,944 at 6%.
200813$1,510,609$150,621$50,207iApproximate average salary by contribution assumption: employee only about $1,255,175 at 4% or $836,783 at 6%; with 50% employer match about $836,783 at 4% or $557,856 at 6%; with 100% employer match about $627,588 at 4% or $418,392 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$1,510,609$150,621$50,207iApproximate average salary by contribution assumption: employee only about $1,255,175 at 4% or $836,783 at 6%; with 50% employer match about $836,783 at 4% or $557,856 at 6%; with 100% employer match about $627,588 at 4% or $418,392 at 6%.
200713$0$0-
Coontz & Matthews LLP Profit Sharing Plan-3---
200613$1,525,884$96,700$32,233iApproximate average salary by contribution assumption: employee only about $805,833 at 4% or $537,222 at 6%; with 50% employer match about $537,222 at 4% or $358,148 at 6%; with 100% employer match about $402,917 at 4% or $268,611 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$1,525,884$96,700$32,233iApproximate average salary by contribution assumption: employee only about $805,833 at 4% or $537,222 at 6%; with 50% employer match about $537,222 at 4% or $358,148 at 6%; with 100% employer match about $402,917 at 4% or $268,611 at 6%.
200513$1,246,767$92,040$30,680iApproximate average salary by contribution assumption: employee only about $767,000 at 4% or $511,333 at 6%; with 50% employer match about $511,333 at 4% or $340,889 at 6%; with 100% employer match about $383,500 at 4% or $255,667 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$1,246,767$92,040$30,680iApproximate average salary by contribution assumption: employee only about $767,000 at 4% or $511,333 at 6%; with 50% employer match about $511,333 at 4% or $340,889 at 6%; with 100% employer match about $383,500 at 4% or $255,667 at 6%.
200413$1,070,442$129,380$43,127iApproximate average salary by contribution assumption: employee only about $1,078,167 at 4% or $718,778 at 6%; with 50% employer match about $718,778 at 4% or $479,185 at 6%; with 100% employer match about $539,083 at 4% or $359,389 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$1,070,442$129,380$43,127iApproximate average salary by contribution assumption: employee only about $1,078,167 at 4% or $718,778 at 6%; with 50% employer match about $718,778 at 4% or $479,185 at 6%; with 100% employer match about $539,083 at 4% or $359,389 at 6%.
200313$784,211$87,150$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-3$784,211$87,150$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
200224$600,187$210,577$52,644iApproximate average salary by contribution assumption: employee only about $1,316,106 at 4% or $877,404 at 6%; with 50% employer match about $877,404 at 4% or $584,936 at 6%; with 100% employer match about $658,053 at 4% or $438,702 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-4$600,187$210,577$52,644iApproximate average salary by contribution assumption: employee only about $1,316,106 at 4% or $877,404 at 6%; with 50% employer match about $877,404 at 4% or $584,936 at 6%; with 100% employer match about $658,053 at 4% or $438,702 at 6%.
Coontz & Matthews LLP Money Purchase Plan-0---
200123$0$0-
Coontz & Matthews LLP Profit Sharing Plan-3---
Coontz & Matthews LLP Money Purchase Plan-3---
200024$456,168$73,615$18,404iApproximate average salary by contribution assumption: employee only about $460,094 at 4% or $306,729 at 6%; with 50% employer match about $306,729 at 4% or $204,486 at 6%; with 100% employer match about $230,047 at 4% or $153,365 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-4$367,937$52,757$13,189iApproximate average salary by contribution assumption: employee only about $329,731 at 4% or $219,821 at 6%; with 50% employer match about $219,821 at 4% or $146,547 at 6%; with 100% employer match about $164,866 at 4% or $109,910 at 6%.
Coontz & Matthews LLP Money Purchase Plan-4$88,231$20,858$5,215iApproximate average salary by contribution assumption: employee only about $130,363 at 4% or $86,908 at 6%; with 50% employer match about $86,908 at 4% or $57,939 at 6%; with 100% employer match about $65,181 at 4% or $43,454 at 6%.
199924$393,207$65,625$16,406iApproximate average salary by contribution assumption: employee only about $410,156 at 4% or $273,438 at 6%; with 50% employer match about $273,438 at 4% or $182,292 at 6%; with 100% employer match about $205,078 at 4% or $136,719 at 6%.
Coontz & Matthews LLP Profit Sharing Plan-4$325,834$48,125$12,031iApproximate average salary by contribution assumption: employee only about $300,781 at 4% or $200,521 at 6%; with 50% employer match about $200,521 at 4% or $133,681 at 6%; with 100% employer match about $150,391 at 4% or $100,260 at 6%.
Coontz & Matthews LLP Money Purchase Plan-4$67,373$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.