Civic Intelligence

Nasella Mathis & Associates

Plan context: Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust

EIN 33-0594381 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$729,441

2024 Contributions

$114,939

Historical Graphs

Total Assets Over Time

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

$729,441$364,721$0201720212024YearValue
$729,441Latest year 2024

Participants Over Time

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

840201720212024YearValue
8Latest 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
202418$729,441$114,939$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,638 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-8$729,441$114,939$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,638 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
202318$531,291$74,181$9,273iApproximate average salary by contribution assumption: employee only about $231,816 at 4% or $154,544 at 6%; with 50% employer match about $154,544 at 4% or $103,029 at 6%; with 100% employer match about $115,908 at 4% or $77,272 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-8$531,291$74,181$9,273iApproximate average salary by contribution assumption: employee only about $231,816 at 4% or $154,544 at 6%; with 50% employer match about $154,544 at 4% or $103,029 at 6%; with 100% employer match about $115,908 at 4% or $77,272 at 6%.
202217$384,268$75,729$10,818iApproximate average salary by contribution assumption: employee only about $270,461 at 4% or $180,307 at 6%; with 50% employer match about $180,307 at 4% or $120,205 at 6%; with 100% employer match about $135,230 at 4% or $90,154 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-7$384,268$75,729$10,818iApproximate average salary by contribution assumption: employee only about $270,461 at 4% or $180,307 at 6%; with 50% employer match about $180,307 at 4% or $120,205 at 6%; with 100% employer match about $135,230 at 4% or $90,154 at 6%.
202118$578,222$96,878$12,110iApproximate average salary by contribution assumption: employee only about $302,744 at 4% or $201,829 at 6%; with 50% employer match about $201,829 at 4% or $134,553 at 6%; with 100% employer match about $151,372 at 4% or $100,915 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-8$578,222$96,878$12,110iApproximate average salary by contribution assumption: employee only about $302,744 at 4% or $201,829 at 6%; with 50% employer match about $201,829 at 4% or $134,553 at 6%; with 100% employer match about $151,372 at 4% or $100,915 at 6%.
202017$428,103$89,685$12,812iApproximate average salary by contribution assumption: employee only about $320,304 at 4% or $213,536 at 6%; with 50% employer match about $213,536 at 4% or $142,357 at 6%; with 100% employer match about $160,152 at 4% or $106,768 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-7$428,103$89,685$12,812iApproximate average salary by contribution assumption: employee only about $320,304 at 4% or $213,536 at 6%; with 50% employer match about $213,536 at 4% or $142,357 at 6%; with 100% employer match about $160,152 at 4% or $106,768 at 6%.
201818$161,541$93,522$11,690iApproximate average salary by contribution assumption: employee only about $292,256 at 4% or $194,838 at 6%; with 50% employer match about $194,838 at 4% or $129,892 at 6%; with 100% employer match about $146,128 at 4% or $97,419 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-8$161,541$93,522$11,690iApproximate average salary by contribution assumption: employee only about $292,256 at 4% or $194,838 at 6%; with 50% employer match about $194,838 at 4% or $129,892 at 6%; with 100% employer match about $146,128 at 4% or $97,419 at 6%.
201718$76,224$72,770$9,096iApproximate average salary by contribution assumption: employee only about $227,406 at 4% or $151,604 at 6%; with 50% employer match about $151,604 at 4% or $101,069 at 6%; with 100% employer match about $113,703 at 4% or $75,802 at 6%.
Nasella Mathis & Associates 401(K) Profit Sharing Plan & Trust-8$76,224$72,770$9,096iApproximate average salary by contribution assumption: employee only about $227,406 at 4% or $151,604 at 6%; with 50% employer match about $151,604 at 4% or $101,069 at 6%; with 100% employer match about $113,703 at 4% or $75,802 at 6%.