Civic Intelligence

Stephen R. Matz, M.D., P.A.

Plan context: Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust

EIN 52-1315586 • Baltimore, MD • 24 filings • 3 plans

2 Reservoir Circle, Suite 200Baltimore, MD 21208-7302
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$3,990,757

2018 Contributions

$119,203

Historical Graphs

Total Assets Over Time

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

$3,990,757$1,995,379$0199920082017YearValue
$3,990,757Latest year 2017

Participants Over Time

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

530199920082017YearValue
4Latest 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$0-
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-0$0$0-
201714$3,990,757$119,203$29,801iApproximate average salary by contribution assumption: employee only about $745,019 at 4% or $496,679 at 6%; with 50% employer match about $496,679 at 4% or $331,119 at 6%; with 100% employer match about $372,509 at 4% or $248,340 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$3,990,757$119,203$29,801iApproximate average salary by contribution assumption: employee only about $745,019 at 4% or $496,679 at 6%; with 50% employer match about $496,679 at 4% or $331,119 at 6%; with 100% employer match about $372,509 at 4% or $248,340 at 6%.
201614$3,351,379$118,038$29,510iApproximate average salary by contribution assumption: employee only about $737,738 at 4% or $491,825 at 6%; with 50% employer match about $491,825 at 4% or $327,883 at 6%; with 100% employer match about $368,869 at 4% or $245,913 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$3,351,379$118,038$29,510iApproximate average salary by contribution assumption: employee only about $737,738 at 4% or $491,825 at 6%; with 50% employer match about $491,825 at 4% or $327,883 at 6%; with 100% employer match about $368,869 at 4% or $245,913 at 6%.
201514$3,013,100$117,505$29,376iApproximate average salary by contribution assumption: employee only about $734,406 at 4% or $489,604 at 6%; with 50% employer match about $489,604 at 4% or $326,403 at 6%; with 100% employer match about $367,203 at 4% or $244,802 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$3,013,100$117,505$29,376iApproximate average salary by contribution assumption: employee only about $734,406 at 4% or $489,604 at 6%; with 50% employer match about $489,604 at 4% or $326,403 at 6%; with 100% employer match about $367,203 at 4% or $244,802 at 6%.
201414$2,789,185$113,953$28,488iApproximate average salary by contribution assumption: employee only about $712,206 at 4% or $474,804 at 6%; with 50% employer match about $474,804 at 4% or $316,536 at 6%; with 100% employer match about $356,103 at 4% or $237,402 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$2,789,185$113,953$28,488iApproximate average salary by contribution assumption: employee only about $712,206 at 4% or $474,804 at 6%; with 50% employer match about $474,804 at 4% or $316,536 at 6%; with 100% employer match about $356,103 at 4% or $237,402 at 6%.
201314$2,563,549$112,220$28,055iApproximate average salary by contribution assumption: employee only about $701,375 at 4% or $467,583 at 6%; with 50% employer match about $467,583 at 4% or $311,722 at 6%; with 100% employer match about $350,688 at 4% or $233,792 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$2,563,549$112,220$28,055iApproximate average salary by contribution assumption: employee only about $701,375 at 4% or $467,583 at 6%; with 50% employer match about $467,583 at 4% or $311,722 at 6%; with 100% employer match about $350,688 at 4% or $233,792 at 6%.
201215$2,143,189$108,787$21,757iApproximate average salary by contribution assumption: employee only about $543,935 at 4% or $362,623 at 6%; with 50% employer match about $362,623 at 4% or $241,749 at 6%; with 100% employer match about $271,968 at 4% or $181,312 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-5$2,143,189$108,787$21,757iApproximate average salary by contribution assumption: employee only about $543,935 at 4% or $362,623 at 6%; with 50% employer match about $362,623 at 4% or $241,749 at 6%; with 100% employer match about $271,968 at 4% or $181,312 at 6%.
201115$1,982,400$87,324$17,465iApproximate average salary by contribution assumption: employee only about $436,620 at 4% or $291,080 at 6%; with 50% employer match about $291,080 at 4% or $194,053 at 6%; with 100% employer match about $218,310 at 4% or $145,540 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-5$1,982,400$87,324$17,465iApproximate average salary by contribution assumption: employee only about $436,620 at 4% or $291,080 at 6%; with 50% employer match about $291,080 at 4% or $194,053 at 6%; with 100% employer match about $218,310 at 4% or $145,540 at 6%.
201015$1,906,404$90,318$18,064iApproximate average salary by contribution assumption: employee only about $451,590 at 4% or $301,060 at 6%; with 50% employer match about $301,060 at 4% or $200,707 at 6%; with 100% employer match about $225,795 at 4% or $150,530 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-5$1,906,404$90,318$18,064iApproximate average salary by contribution assumption: employee only about $451,590 at 4% or $301,060 at 6%; with 50% employer match about $301,060 at 4% or $200,707 at 6%; with 100% employer match about $225,795 at 4% or $150,530 at 6%.
200915$1,629,693$103,674$20,735iApproximate average salary by contribution assumption: employee only about $518,370 at 4% or $345,580 at 6%; with 50% employer match about $345,580 at 4% or $230,387 at 6%; with 100% employer match about $259,185 at 4% or $172,790 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-5$1,629,693$103,674$20,735iApproximate average salary by contribution assumption: employee only about $518,370 at 4% or $345,580 at 6%; with 50% employer match about $345,580 at 4% or $230,387 at 6%; with 100% employer match about $259,185 at 4% or $172,790 at 6%.
200815$1,281,333$86,675$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-5$1,281,333$86,675$17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%.
200714$1,950,796$57,161$14,290iApproximate average salary by contribution assumption: employee only about $357,256 at 4% or $238,171 at 6%; with 50% employer match about $238,171 at 4% or $158,781 at 6%; with 100% employer match about $178,628 at 4% or $119,085 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$1,950,796$57,161$14,290iApproximate average salary by contribution assumption: employee only about $357,256 at 4% or $238,171 at 6%; with 50% employer match about $238,171 at 4% or $158,781 at 6%; with 100% employer match about $178,628 at 4% or $119,085 at 6%.
200613$1,768,451$46,796$15,599iApproximate average salary by contribution assumption: employee only about $389,967 at 4% or $259,978 at 6%; with 50% employer match about $259,978 at 4% or $173,319 at 6%; with 100% employer match about $194,983 at 4% or $129,989 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-3$1,768,451$46,796$15,599iApproximate average salary by contribution assumption: employee only about $389,967 at 4% or $259,978 at 6%; with 50% employer match about $259,978 at 4% or $173,319 at 6%; with 100% employer match about $194,983 at 4% or $129,989 at 6%.
200513$1,535,477$50,191$16,730iApproximate average salary by contribution assumption: employee only about $418,258 at 4% or $278,839 at 6%; with 50% employer match about $278,839 at 4% or $185,893 at 6%; with 100% employer match about $209,129 at 4% or $139,419 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-3$1,535,477$50,191$16,730iApproximate average salary by contribution assumption: employee only about $418,258 at 4% or $278,839 at 6%; with 50% employer match about $278,839 at 4% or $185,893 at 6%; with 100% employer match about $209,129 at 4% or $139,419 at 6%.
200414$1,412,226$54,773$13,693iApproximate average salary by contribution assumption: employee only about $342,331 at 4% or $228,221 at 6%; with 50% employer match about $228,221 at 4% or $152,147 at 6%; with 100% employer match about $171,166 at 4% or $114,110 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$1,412,226$54,773$13,693iApproximate average salary by contribution assumption: employee only about $342,331 at 4% or $228,221 at 6%; with 50% employer match about $228,221 at 4% or $152,147 at 6%; with 100% employer match about $171,166 at 4% or $114,110 at 6%.
200314$1,278,367$53,112$13,278iApproximate average salary by contribution assumption: employee only about $331,950 at 4% or $221,300 at 6%; with 50% employer match about $221,300 at 4% or $147,533 at 6%; with 100% employer match about $165,975 at 4% or $110,650 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$1,278,367$53,112$13,278iApproximate average salary by contribution assumption: employee only about $331,950 at 4% or $221,300 at 6%; with 50% employer match about $221,300 at 4% or $147,533 at 6%; with 100% employer match about $165,975 at 4% or $110,650 at 6%.
200224$833,896$59,437$14,859iApproximate average salary by contribution assumption: employee only about $371,481 at 4% or $247,654 at 6%; with 50% employer match about $247,654 at 4% or $165,103 at 6%; with 100% employer match about $185,741 at 4% or $123,827 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$833,896$59,437$14,859iApproximate average salary by contribution assumption: employee only about $371,481 at 4% or $247,654 at 6%; with 50% employer match about $247,654 at 4% or $165,103 at 6%; with 100% employer match about $185,741 at 4% or $123,827 at 6%.
Stephen R. Matz, M.D., P.A. Money Purchase Pension Plan and Trust-0---
200124$1,122,083$52,818$13,205iApproximate average salary by contribution assumption: employee only about $330,113 at 4% or $220,075 at 6%; with 50% employer match about $220,075 at 4% or $146,717 at 6%; with 100% employer match about $165,056 at 4% or $110,038 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-4$1,093,221$42,825$10,706iApproximate average salary by contribution assumption: employee only about $267,656 at 4% or $178,438 at 6%; with 50% employer match about $178,438 at 4% or $118,958 at 6%; with 100% employer match about $133,828 at 4% or $89,219 at 6%.
Stephen R. Matz, M.D., P.A. Money Purchase Pension Plan and Trust-4$28,862$9,993$2,498iApproximate average salary by contribution assumption: employee only about $62,456 at 4% or $41,638 at 6%; with 50% employer match about $41,638 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,819 at 6%.
200023$1,453,727$37,218$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-3$1,428,072$29,526$9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%.
Stephen R. Matz, M.D., P.A. Money Purchase Pension Plan and Trust-3$25,655$7,692$2,564iApproximate average salary by contribution assumption: employee only about $64,100 at 4% or $42,733 at 6%; with 50% employer match about $42,733 at 4% or $28,489 at 6%; with 100% employer match about $32,050 at 4% or $21,367 at 6%.
199923$2,708,397$42,665$14,222iApproximate average salary by contribution assumption: employee only about $355,542 at 4% or $237,028 at 6%; with 50% employer match about $237,028 at 4% or $158,019 at 6%; with 100% employer match about $177,771 at 4% or $118,514 at 6%.
Stephen R. Matz, M.D., P.A. Profit Sharing Plan and Trust-3$2,673,446$34,230$11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%.
Stephen R. Matz, M.D., P.A. Money Purchase Pension Plan and Trust-3$34,951$8,435$2,812iApproximate average salary by contribution assumption: employee only about $70,292 at 4% or $46,861 at 6%; with 50% employer match about $46,861 at 4% or $31,241 at 6%; with 100% employer match about $35,146 at 4% or $23,431 at 6%.