Civic Intelligence

Caroline D. Mathew, M.D. PC.

Plan context: Caroline D. Mathew M.D. Retirement Plan

EIN 38-3634862 • Swartz Creek, MI • 13 filings • 2 plans

6268 Victoria LaneSwartz Creek, MI 48473
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,338,777

2025 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$1,338,777$669,389$0201320192024YearValue
$1,338,777Latest year 2024

Participants Over Time

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

840201320192024YearValue
3Latest 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
202510$0$3,000-
Caroline D. Mathew M.D. Retirement Plan-0$0$3,000-
202413$1,338,777$68,747$22,916iApproximate average salary by contribution assumption: employee only about $572,892 at 4% or $381,928 at 6%; with 50% employer match about $381,928 at 4% or $254,619 at 6%; with 100% employer match about $286,446 at 4% or $190,964 at 6%.
Caroline D. Mathew M.D. Retirement Plan-3$1,338,777$68,747$22,916iApproximate average salary by contribution assumption: employee only about $572,892 at 4% or $381,928 at 6%; with 50% employer match about $381,928 at 4% or $254,619 at 6%; with 100% employer match about $286,446 at 4% or $190,964 at 6%.
202317$1,228,252$242,070$34,581iApproximate average salary by contribution assumption: employee only about $864,536 at 4% or $576,357 at 6%; with 50% employer match about $576,357 at 4% or $384,238 at 6%; with 100% employer match about $432,268 at 4% or $288,179 at 6%.
Caroline D. Mathew M.D. Retirement Plan-7$1,228,252$242,070$34,581iApproximate average salary by contribution assumption: employee only about $864,536 at 4% or $576,357 at 6%; with 50% employer match about $576,357 at 4% or $384,238 at 6%; with 100% employer match about $432,268 at 4% or $288,179 at 6%.
202217$800,431$77,573$11,082iApproximate average salary by contribution assumption: employee only about $277,046 at 4% or $184,698 at 6%; with 50% employer match about $184,698 at 4% or $123,132 at 6%; with 100% employer match about $138,523 at 4% or $92,349 at 6%.
Caroline D. Mathew M.D. Retirement Plan-7$800,431$77,573$11,082iApproximate average salary by contribution assumption: employee only about $277,046 at 4% or $184,698 at 6%; with 50% employer match about $184,698 at 4% or $123,132 at 6%; with 100% employer match about $138,523 at 4% or $92,349 at 6%.
202118$945,832$71,443$8,930iApproximate average salary by contribution assumption: employee only about $223,259 at 4% or $148,840 at 6%; with 50% employer match about $148,840 at 4% or $99,226 at 6%; with 100% employer match about $111,630 at 4% or $74,420 at 6%.
Caroline D. Mathew M.D. Retirement Plan-8$945,832$71,443$8,930iApproximate average salary by contribution assumption: employee only about $223,259 at 4% or $148,840 at 6%; with 50% employer match about $148,840 at 4% or $99,226 at 6%; with 100% employer match about $111,630 at 4% or $74,420 at 6%.
202017$728,128$75,081$10,726iApproximate average salary by contribution assumption: employee only about $268,146 at 4% or $178,764 at 6%; with 50% employer match about $178,764 at 4% or $119,176 at 6%; with 100% employer match about $134,073 at 4% or $89,382 at 6%.
Caroline D. Mathew M.D. Retirement Plan-7$728,128$75,081$10,726iApproximate average salary by contribution assumption: employee only about $268,146 at 4% or $178,764 at 6%; with 50% employer match about $178,764 at 4% or $119,176 at 6%; with 100% employer match about $134,073 at 4% or $89,382 at 6%.
201916$574,210$76,325$12,721iApproximate average salary by contribution assumption: employee only about $318,021 at 4% or $212,014 at 6%; with 50% employer match about $212,014 at 4% or $141,343 at 6%; with 100% employer match about $159,010 at 4% or $106,007 at 6%.
Caroline D. Mathew M.D. Retirement Plan-6$574,210$76,325$12,721iApproximate average salary by contribution assumption: employee only about $318,021 at 4% or $212,014 at 6%; with 50% employer match about $212,014 at 4% or $141,343 at 6%; with 100% employer match about $159,010 at 4% or $106,007 at 6%.
201816$395,928$67,548$11,258iApproximate average salary by contribution assumption: employee only about $281,450 at 4% or $187,633 at 6%; with 50% employer match about $187,633 at 4% or $125,089 at 6%; with 100% employer match about $140,725 at 4% or $93,817 at 6%.
Caroline D. Mathew M.D. Retirement Plan-6$395,928$67,548$11,258iApproximate average salary by contribution assumption: employee only about $281,450 at 4% or $187,633 at 6%; with 50% employer match about $187,633 at 4% or $125,089 at 6%; with 100% employer match about $140,725 at 4% or $93,817 at 6%.
201716$354,539$66,022$11,004iApproximate average salary by contribution assumption: employee only about $275,092 at 4% or $183,394 at 6%; with 50% employer match about $183,394 at 4% or $122,263 at 6%; with 100% employer match about $137,546 at 4% or $91,697 at 6%.
Caroline D. Mathew M.D. Retirement Plan-6$354,539$66,022$11,004iApproximate average salary by contribution assumption: employee only about $275,092 at 4% or $183,394 at 6%; with 50% employer match about $183,394 at 4% or $122,263 at 6%; with 100% employer match about $137,546 at 4% or $91,697 at 6%.
201616$241,456$64,209$10,702iApproximate average salary by contribution assumption: employee only about $267,538 at 4% or $178,358 at 6%; with 50% employer match about $178,358 at 4% or $118,906 at 6%; with 100% employer match about $133,769 at 4% or $89,179 at 6%.
Caroline D. Mathew M.D. Retirement Plan-6$241,456$64,209$10,702iApproximate average salary by contribution assumption: employee only about $267,538 at 4% or $178,358 at 6%; with 50% employer match about $178,358 at 4% or $118,906 at 6%; with 100% employer match about $133,769 at 4% or $89,179 at 6%.
201515$158,147$63,839$12,768iApproximate average salary by contribution assumption: employee only about $319,195 at 4% or $212,797 at 6%; with 50% employer match about $212,797 at 4% or $141,864 at 6%; with 100% employer match about $159,598 at 4% or $106,398 at 6%.
Caroline D. Mathew M.D. Retirement Plan-5$158,147$63,839$12,768iApproximate average salary by contribution assumption: employee only about $319,195 at 4% or $212,797 at 6%; with 50% employer match about $212,797 at 4% or $141,864 at 6%; with 100% employer match about $159,598 at 4% or $106,398 at 6%.
201415$97,375$64,829$12,966iApproximate average salary by contribution assumption: employee only about $324,145 at 4% or $216,097 at 6%; with 50% employer match about $216,097 at 4% or $144,064 at 6%; with 100% employer match about $162,073 at 4% or $108,048 at 6%.
Caroline D. Mathew M.D. Retirement Plan-5$97,375$64,829$12,966iApproximate average salary by contribution assumption: employee only about $324,145 at 4% or $216,097 at 6%; with 50% employer match about $216,097 at 4% or $144,064 at 6%; with 100% employer match about $162,073 at 4% or $108,048 at 6%.
201315$28,249$26,200$5,240iApproximate average salary by contribution assumption: employee only about $131,000 at 4% or $87,333 at 6%; with 50% employer match about $87,333 at 4% or $58,222 at 6%; with 100% employer match about $65,500 at 4% or $43,667 at 6%.
Caroline D. Mathew M.D. Retirement Plan-5$28,249$26,200$5,240iApproximate average salary by contribution assumption: employee only about $131,000 at 4% or $87,333 at 6%; with 50% employer match about $87,333 at 4% or $58,222 at 6%; with 100% employer match about $65,500 at 4% or $43,667 at 6%.