Civic Intelligence

Matei & Co.

Plan context: Matei & Co. 401(K) Plan

EIN 47-4373767 • Running Springs, CA • 6 filings • 2 plans

P.O. Box 2918Running Springs, CA 92382
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$555,831

2024 Contributions

$23,000

Historical Graphs

Total Assets Over Time

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

$555,831$277,916$0202220232024YearValue
$555,831Latest year 2024

Participants Over Time

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

210202220232024YearValue
2Latest 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
202422$555,831$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Matei & Co. 401(K) Plan-2$555,831$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Matei & Co. Defined Benefit Plan-0$0$0-
202322$538,884$106,061$53,031iApproximate average salary by contribution assumption: employee only about $1,325,763 at 4% or $883,842 at 6%; with 50% employer match about $883,842 at 4% or $589,228 at 6%; with 100% employer match about $662,881 at 4% or $441,921 at 6%.
Matei & Co. 401(K) Plan-2$310,390$78,061$39,031iApproximate average salary by contribution assumption: employee only about $975,763 at 4% or $650,508 at 6%; with 50% employer match about $650,508 at 4% or $433,672 at 6%; with 100% employer match about $487,881 at 4% or $325,254 at 6%.
Matei & Co. Defined Benefit Plan-2$228,494$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
202222$307,052$158,943$79,472iApproximate average salary by contribution assumption: employee only about $1,986,788 at 4% or $1,324,525 at 6%; with 50% employer match about $1,324,525 at 4% or $883,017 at 6%; with 100% employer match about $993,394 at 4% or $662,263 at 6%.
Matei & Co. Defined Benefit Plan-2$174,049$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Matei & Co. 401(K) Plan-2$133,003$68,943$34,472iApproximate average salary by contribution assumption: employee only about $861,788 at 4% or $574,525 at 6%; with 50% employer match about $574,525 at 4% or $383,017 at 6%; with 100% employer match about $430,894 at 4% or $287,263 at 6%.