Dan-Matt & Associates Inc.
Plan context: DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN
EIN 52-2108010 • Potomac, MD • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,759,609
2024 Contributions
$30,360
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $5,759,609 | $30,360 | $5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%. |
| DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $4,470,869 | $0 | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $1,288,740 | $30,360 | $5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%. |
| 2023 | 2 | 6 | $5,425,702 | $30,137 | $5,023iApproximate average salary by contribution assumption: employee only about $125,571 at 4% or $83,714 at 6%; with 50% employer match about $83,714 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,857 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $4,262,332 | $0 | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $1,163,370 | $30,137 | $5,023iApproximate average salary by contribution assumption: employee only about $125,571 at 4% or $83,714 at 6%; with 50% employer match about $83,714 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,857 at 6%. |
| 2022 | 2 | 6 | $5,123,500 | $37,561 | $6,260iApproximate average salary by contribution assumption: employee only about $156,504 at 4% or $104,336 at 6%; with 50% employer match about $104,336 at 4% or $69,557 at 6%; with 100% employer match about $78,252 at 4% or $52,168 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $4,058,887 | $303 | $61iApproximate average salary by contribution assumption: employee only about $1,515 at 4% or $1,010 at 6%; with 50% employer match about $1,010 at 4% or $673 at 6%; with 100% employer match about $758 at 4% or $505 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $1,064,613 | $37,258 | $6,210iApproximate average salary by contribution assumption: employee only about $155,242 at 4% or $103,494 at 6%; with 50% employer match about $103,494 at 4% or $68,996 at 6%; with 100% employer match about $77,621 at 4% or $51,747 at 6%. |
| 2021 | 2 | 6 | $6,360,921 | $29,333 | $4,889iApproximate average salary by contribution assumption: employee only about $122,221 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,320 at 6%; with 100% employer match about $61,110 at 4% or $40,740 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $5,092,359 | $0 | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $1,268,562 | $29,333 | $4,889iApproximate average salary by contribution assumption: employee only about $122,221 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,320 at 6%; with 100% employer match about $61,110 at 4% or $40,740 at 6%. |
| 2020 | 2 | 5 | $5,602,381 | $26,515 | $5,303iApproximate average salary by contribution assumption: employee only about $132,575 at 4% or $88,383 at 6%; with 50% employer match about $88,383 at 4% or $58,922 at 6%; with 100% employer match about $66,288 at 4% or $44,192 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $4,502,843 | $0 | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 5 | $1,099,538 | $26,515 | $5,303iApproximate average salary by contribution assumption: employee only about $132,575 at 4% or $88,383 at 6%; with 50% employer match about $88,383 at 4% or $58,922 at 6%; with 100% employer match about $66,288 at 4% or $44,192 at 6%. |
| 2019 | 2 | 6 | $5,551,027 | $55,135 | $9,189iApproximate average salary by contribution assumption: employee only about $229,729 at 4% or $153,153 at 6%; with 50% employer match about $153,153 at 4% or $102,102 at 6%; with 100% employer match about $114,865 at 4% or $76,576 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $4,411,001 | $16,002 | $2,667iApproximate average salary by contribution assumption: employee only about $66,675 at 4% or $44,450 at 6%; with 50% employer match about $44,450 at 4% or $29,633 at 6%; with 100% employer match about $33,338 at 4% or $22,225 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $1,140,026 | $39,133 | $6,522iApproximate average salary by contribution assumption: employee only about $163,054 at 4% or $108,703 at 6%; with 50% employer match about $108,703 at 4% or $72,469 at 6%; with 100% employer match about $81,527 at 4% or $54,351 at 6%. |
| 2018 | 2 | 6 | $4,900,252 | $78,661 | $13,110iApproximate average salary by contribution assumption: employee only about $327,754 at 4% or $218,503 at 6%; with 50% employer match about $218,503 at 4% or $145,669 at 6%; with 100% employer match about $163,877 at 4% or $109,251 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $3,933,744 | $0 | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $966,508 | $78,661 | $13,110iApproximate average salary by contribution assumption: employee only about $327,754 at 4% or $218,503 at 6%; with 50% employer match about $218,503 at 4% or $145,669 at 6%; with 100% employer match about $163,877 at 4% or $109,251 at 6%. |
| 2017 | 2 | 7 | $5,084,623 | $197,864 | $28,266iApproximate average salary by contribution assumption: employee only about $706,657 at 4% or $471,105 at 6%; with 50% employer match about $471,105 at 4% or $314,070 at 6%; with 100% employer match about $353,329 at 4% or $235,552 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $4,150,054 | $80,231 | $13,372iApproximate average salary by contribution assumption: employee only about $334,296 at 4% or $222,864 at 6%; with 50% employer match about $222,864 at 4% or $148,576 at 6%; with 100% employer match about $167,148 at 4% or $111,432 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 7 | $934,569 | $117,633 | $16,805iApproximate average salary by contribution assumption: employee only about $420,118 at 4% or $280,079 at 6%; with 50% employer match about $280,079 at 4% or $186,719 at 6%; with 100% employer match about $210,059 at 4% or $140,039 at 6%. |
| 2016 | 2 | 6 | $4,337,656 | $199,065 | $33,178iApproximate average salary by contribution assumption: employee only about $829,438 at 4% or $552,958 at 6%; with 50% employer match about $552,958 at 4% or $368,639 at 6%; with 100% employer match about $414,719 at 4% or $276,479 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $3,620,691 | $127,745 | $25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 6 | $716,965 | $71,320 | $11,887iApproximate average salary by contribution assumption: employee only about $297,167 at 4% or $198,111 at 6%; with 50% employer match about $198,111 at 4% or $132,074 at 6%; with 100% employer match about $148,583 at 4% or $99,056 at 6%. |
| 2015 | 2 | 7 | $3,829,418 | $190,728 | $27,247iApproximate average salary by contribution assumption: employee only about $681,171 at 4% or $454,114 at 6%; with 50% employer match about $454,114 at 4% or $302,743 at 6%; with 100% employer match about $340,586 at 4% or $227,057 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $3,208,634 | $132,358 | $26,472iApproximate average salary by contribution assumption: employee only about $661,790 at 4% or $441,193 at 6%; with 50% employer match about $441,193 at 4% or $294,129 at 6%; with 100% employer match about $330,895 at 4% or $220,597 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 7 | $620,784 | $58,370 | $8,339iApproximate average salary by contribution assumption: employee only about $208,464 at 4% or $138,976 at 6%; with 50% employer match about $138,976 at 4% or $92,651 at 6%; with 100% employer match about $104,232 at 4% or $69,488 at 6%. |
| 2014 | 2 | 8 | $3,704,099 | $190,033 | $23,754iApproximate average salary by contribution assumption: employee only about $593,853 at 4% or $395,902 at 6%; with 50% employer match about $395,902 at 4% or $263,935 at 6%; with 100% employer match about $296,927 at 4% or $197,951 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $3,129,735 | $140,395 | $23,399iApproximate average salary by contribution assumption: employee only about $584,979 at 4% or $389,986 at 6%; with 50% employer match about $389,986 at 4% or $259,991 at 6%; with 100% employer match about $292,490 at 4% or $194,993 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 8 | $574,364 | $49,638 | $6,205iApproximate average salary by contribution assumption: employee only about $155,119 at 4% or $103,413 at 6%; with 50% employer match about $103,413 at 4% or $68,942 at 6%; with 100% employer match about $77,559 at 4% or $51,706 at 6%. |
| 2013 | 2 | 8 | $3,430,102 | $191,390 | $23,924iApproximate average salary by contribution assumption: employee only about $598,094 at 4% or $398,729 at 6%; with 50% employer match about $398,729 at 4% or $265,819 at 6%; with 100% employer match about $299,047 at 4% or $199,365 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $2,929,352 | $140,538 | $23,423iApproximate average salary by contribution assumption: employee only about $585,575 at 4% or $390,383 at 6%; with 50% employer match about $390,383 at 4% or $260,256 at 6%; with 100% employer match about $292,788 at 4% or $195,192 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 8 | $500,750 | $50,852 | $6,357iApproximate average salary by contribution assumption: employee only about $158,913 at 4% or $105,942 at 6%; with 50% employer match about $105,942 at 4% or $70,628 at 6%; with 100% employer match about $79,456 at 4% or $52,971 at 6%. |
| 2012 | 2 | 8 | $2,806,384 | $191,771 | $23,971iApproximate average salary by contribution assumption: employee only about $599,284 at 4% or $399,523 at 6%; with 50% employer match about $399,523 at 4% or $266,349 at 6%; with 100% employer match about $299,642 at 4% or $199,761 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $2,412,139 | $140,356 | $23,393iApproximate average salary by contribution assumption: employee only about $584,817 at 4% or $389,878 at 6%; with 50% employer match about $389,878 at 4% or $259,919 at 6%; with 100% employer match about $292,408 at 4% or $194,939 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 8 | $394,245 | $51,415 | $6,427iApproximate average salary by contribution assumption: employee only about $160,672 at 4% or $107,115 at 6%; with 50% employer match about $107,115 at 4% or $71,410 at 6%; with 100% employer match about $80,336 at 4% or $53,557 at 6%. |
| 2011 | 2 | 8 | $2,281,593 | $191,065 | $23,883iApproximate average salary by contribution assumption: employee only about $597,078 at 4% or $398,052 at 6%; with 50% employer match about $398,052 at 4% or $265,368 at 6%; with 100% employer match about $298,539 at 4% or $199,026 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $1,979,807 | $140,121 | $23,354iApproximate average salary by contribution assumption: employee only about $583,838 at 4% or $389,225 at 6%; with 50% employer match about $389,225 at 4% or $259,483 at 6%; with 100% employer match about $291,919 at 4% or $194,613 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 8 | $301,786 | $50,944 | $6,368iApproximate average salary by contribution assumption: employee only about $159,200 at 4% or $106,133 at 6%; with 50% employer match about $106,133 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%. |
| 2010 | 2 | 9 | $2,114,505 | $200,743 | $22,305iApproximate average salary by contribution assumption: employee only about $557,619 at 4% or $371,746 at 6%; with 50% employer match about $371,746 at 4% or $247,831 at 6%; with 100% employer match about $278,810 at 4% or $185,873 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $1,848,865 | $138,450 | $23,075iApproximate average salary by contribution assumption: employee only about $576,875 at 4% or $384,583 at 6%; with 50% employer match about $384,583 at 4% or $256,389 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 9 | $265,640 | $62,293 | $6,921iApproximate average salary by contribution assumption: employee only about $173,036 at 4% or $115,357 at 6%; with 50% employer match about $115,357 at 4% or $76,905 at 6%; with 100% employer match about $86,518 at 4% or $57,679 at 6%. |
| 2009 | 2 | 9 | $1,710,197 | $193,860 | $21,540iApproximate average salary by contribution assumption: employee only about $538,500 at 4% or $359,000 at 6%; with 50% employer match about $359,000 at 4% or $239,333 at 6%; with 100% employer match about $269,250 at 4% or $179,500 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $1,524,738 | $138,389 | $23,065iApproximate average salary by contribution assumption: employee only about $576,621 at 4% or $384,414 at 6%; with 50% employer match about $384,414 at 4% or $256,276 at 6%; with 100% employer match about $288,310 at 4% or $192,207 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 9 | $185,459 | $55,471 | $6,163iApproximate average salary by contribution assumption: employee only about $154,086 at 4% or $102,724 at 6%; with 50% employer match about $102,724 at 4% or $68,483 at 6%; with 100% employer match about $77,043 at 4% or $51,362 at 6%. |
| 2008 | 2 | 7 | $1,378,312 | $200,768 | $28,681iApproximate average salary by contribution assumption: employee only about $717,029 at 4% or $478,019 at 6%; with 50% employer match about $478,019 at 4% or $318,679 at 6%; with 100% employer match about $358,514 at 4% or $239,010 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $1,263,572 | $137,515 | $27,503iApproximate average salary by contribution assumption: employee only about $687,575 at 4% or $458,383 at 6%; with 50% employer match about $458,383 at 4% or $305,589 at 6%; with 100% employer match about $343,788 at 4% or $229,192 at 6%. |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 7 | $114,740 | $63,253 | $9,036iApproximate average salary by contribution assumption: employee only about $225,904 at 4% or $150,602 at 6%; with 50% employer match about $150,602 at 4% or $100,402 at 6%; with 100% employer match about $112,952 at 4% or $75,301 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| Dan-Matt & Associates Inc. 401(K) Plan | - | 8 | - | - | - |
| 2006 | 1 | 5 | $1,319,375 | $268,956 | $53,791iApproximate average salary by contribution assumption: employee only about $1,344,780 at 4% or $896,520 at 6%; with 50% employer match about $896,520 at 4% or $597,680 at 6%; with 100% employer match about $672,390 at 4% or $448,260 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $1,319,375 | $268,956 | $53,791iApproximate average salary by contribution assumption: employee only about $1,344,780 at 4% or $896,520 at 6%; with 50% employer match about $896,520 at 4% or $597,680 at 6%; with 100% employer match about $672,390 at 4% or $448,260 at 6%. |
| 2005 | 1 | 4 | $922,179 | $186,924 | $46,731iApproximate average salary by contribution assumption: employee only about $1,168,275 at 4% or $778,850 at 6%; with 50% employer match about $778,850 at 4% or $519,233 at 6%; with 100% employer match about $584,138 at 4% or $389,425 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $922,179 | $186,924 | $46,731iApproximate average salary by contribution assumption: employee only about $1,168,275 at 4% or $778,850 at 6%; with 50% employer match about $778,850 at 4% or $519,233 at 6%; with 100% employer match about $584,138 at 4% or $389,425 at 6%. |
| 2004 | 1 | 4 | $696,125 | $174,580 | $43,645iApproximate average salary by contribution assumption: employee only about $1,091,125 at 4% or $727,417 at 6%; with 50% employer match about $727,417 at 4% or $484,944 at 6%; with 100% employer match about $545,563 at 4% or $363,708 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $696,125 | $174,580 | $43,645iApproximate average salary by contribution assumption: employee only about $1,091,125 at 4% or $727,417 at 6%; with 50% employer match about $727,417 at 4% or $484,944 at 6%; with 100% employer match about $545,563 at 4% or $363,708 at 6%. |
| 2003 | 1 | 5 | $484,437 | $195,913 | $39,183iApproximate average salary by contribution assumption: employee only about $979,565 at 4% or $653,043 at 6%; with 50% employer match about $653,043 at 4% or $435,362 at 6%; with 100% employer match about $489,783 at 4% or $326,522 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | $484,437 | $195,913 | $39,183iApproximate average salary by contribution assumption: employee only about $979,565 at 4% or $653,043 at 6%; with 50% employer match about $653,043 at 4% or $435,362 at 6%; with 100% employer match about $489,783 at 4% or $326,522 at 6%. |
| 2002 | 1 | 4 | $237,695 | $174,021 | $43,505iApproximate average salary by contribution assumption: employee only about $1,087,631 at 4% or $725,088 at 6%; with 50% employer match about $725,088 at 4% or $483,392 at 6%; with 100% employer match about $543,816 at 4% or $362,544 at 6%. |
| DAN/MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 4 | $237,695 | $174,021 | $43,505iApproximate average salary by contribution assumption: employee only about $1,087,631 at 4% or $725,088 at 6%; with 50% employer match about $725,088 at 4% or $483,392 at 6%; with 100% employer match about $543,816 at 4% or $362,544 at 6%. |