Matthew a. Linde, P.A.
Plan context: Matthew a. Linde, P. a. Cash Balance Plan
EIN 52-2386988 • Fort Myers, FL • 31 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$6,173,919
2024 Contributions
$741,258
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 | 9 | $6,173,919 | $741,258 | $82,362iApproximate average salary by contribution assumption: employee only about $2,059,050 at 4% or $1,372,700 at 6%; with 50% employer match about $1,372,700 at 4% or $915,133 at 6%; with 100% employer match about $1,029,525 at 4% or $686,350 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 8 | $3,397,829 | $600,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 9 | $2,776,090 | $141,258 | $15,695iApproximate average salary by contribution assumption: employee only about $392,383 at 4% or $261,589 at 6%; with 50% employer match about $261,589 at 4% or $174,393 at 6%; with 100% employer match about $196,192 at 4% or $130,794 at 6%. |
| 2023 | 1 | 9 | $2,313,020 | $177,198 | $19,689iApproximate average salary by contribution assumption: employee only about $492,217 at 4% or $328,144 at 6%; with 50% employer match about $328,144 at 4% or $218,763 at 6%; with 100% employer match about $246,108 at 4% or $164,072 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 9 | $2,313,020 | $177,198 | $19,689iApproximate average salary by contribution assumption: employee only about $492,217 at 4% or $328,144 at 6%; with 50% employer match about $328,144 at 4% or $218,763 at 6%; with 100% employer match about $246,108 at 4% or $164,072 at 6%. |
| 2022 | 2 | 10 | $3,623,298 | $821,324 | $82,132iApproximate average salary by contribution assumption: employee only about $2,053,310 at 4% or $1,368,873 at 6%; with 50% employer match about $1,368,873 at 4% or $912,582 at 6%; with 100% employer match about $1,026,655 at 4% or $684,437 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 7 | $1,922,432 | $171,324 | $24,475iApproximate average salary by contribution assumption: employee only about $611,871 at 4% or $407,914 at 6%; with 50% employer match about $407,914 at 4% or $271,943 at 6%; with 100% employer match about $305,936 at 4% or $203,957 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 10 | $1,700,866 | $650,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| 2021 | 2 | 7 | $3,119,163 | $600,463 | $85,780iApproximate average salary by contribution assumption: employee only about $2,144,511 at 4% or $1,429,674 at 6%; with 50% employer match about $1,429,674 at 4% or $953,116 at 6%; with 100% employer match about $1,072,255 at 4% or $714,837 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 5 | $1,975,674 | $300,463 | $60,093iApproximate average salary by contribution assumption: employee only about $1,502,315 at 4% or $1,001,543 at 6%; with 50% employer match about $1,001,543 at 4% or $667,696 at 6%; with 100% employer match about $751,158 at 4% or $500,772 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 7 | $1,143,489 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| 2020 | 2 | 8 | $2,399,945 | $193,038 | $24,130iApproximate average salary by contribution assumption: employee only about $603,244 at 4% or $402,163 at 6%; with 50% employer match about $402,163 at 4% or $268,108 at 6%; with 100% employer match about $301,622 at 4% or $201,081 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 5 | $1,578,217 | $88,038 | $17,608iApproximate average salary by contribution assumption: employee only about $440,190 at 4% or $293,460 at 6%; with 50% employer match about $293,460 at 4% or $195,640 at 6%; with 100% employer match about $220,095 at 4% or $146,730 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 8 | $821,728 | $105,000 | $13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%. |
| 2019 | 2 | 5 | $2,215,996 | $342,093 | $68,419iApproximate average salary by contribution assumption: employee only about $1,710,465 at 4% or $1,140,310 at 6%; with 50% employer match about $1,140,310 at 4% or $760,207 at 6%; with 100% employer match about $855,233 at 4% or $570,155 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 5 | $1,528,175 | $42,093 | $8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 4 | $687,821 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2018 | 2 | 6 | $1,589,213 | $40,164 | $6,694iApproximate average salary by contribution assumption: employee only about $167,350 at 4% or $111,567 at 6%; with 50% employer match about $111,567 at 4% or $74,378 at 6%; with 100% employer match about $83,675 at 4% or $55,783 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 6 | $1,242,591 | $40,164 | $6,694iApproximate average salary by contribution assumption: employee only about $167,350 at 4% or $111,567 at 6%; with 50% employer match about $111,567 at 4% or $74,378 at 6%; with 100% employer match about $83,675 at 4% or $55,783 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 4 | $346,622 | - | - |
| 2017 | 2 | 6 | $1,803,473 | $897,642 | $149,607iApproximate average salary by contribution assumption: employee only about $3,740,175 at 4% or $2,493,450 at 6%; with 50% employer match about $2,493,450 at 4% or $1,662,300 at 6%; with 100% employer match about $1,870,088 at 4% or $1,246,725 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 6 | $1,443,698 | $772,942 | $128,824iApproximate average salary by contribution assumption: employee only about $3,220,592 at 4% or $2,147,061 at 6%; with 50% employer match about $2,147,061 at 4% or $1,431,374 at 6%; with 100% employer match about $1,610,296 at 4% or $1,073,531 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 4 | $359,775 | $124,700 | $31,175iApproximate average salary by contribution assumption: employee only about $779,375 at 4% or $519,583 at 6%; with 50% employer match about $519,583 at 4% or $346,389 at 6%; with 100% employer match about $389,688 at 4% or $259,792 at 6%. |
| 2016 | 2 | 6 | $758,014 | $178,953 | $29,826iApproximate average salary by contribution assumption: employee only about $745,638 at 4% or $497,092 at 6%; with 50% employer match about $497,092 at 4% or $331,394 at 6%; with 100% employer match about $372,819 at 4% or $248,546 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 6 | $540,244 | $58,453 | $9,742iApproximate average salary by contribution assumption: employee only about $243,554 at 4% or $162,369 at 6%; with 50% employer match about $162,369 at 4% or $108,246 at 6%; with 100% employer match about $121,777 at 4% or $81,185 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 4 | $217,770 | $120,500 | $30,125iApproximate average salary by contribution assumption: employee only about $753,125 at 4% or $502,083 at 6%; with 50% employer match about $502,083 at 4% or $334,722 at 6%; with 100% employer match about $376,563 at 4% or $251,042 at 6%. |
| 2015 | 2 | 4 | $540,271 | $163,814 | $40,954iApproximate average salary by contribution assumption: employee only about $1,023,838 at 4% or $682,558 at 6%; with 50% employer match about $682,558 at 4% or $455,039 at 6%; with 100% employer match about $511,919 at 4% or $341,279 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 4 | $443,171 | $66,714 | $16,679iApproximate average salary by contribution assumption: employee only about $416,963 at 4% or $277,975 at 6%; with 50% employer match about $277,975 at 4% or $185,317 at 6%; with 100% employer match about $208,481 at 4% or $138,988 at 6%. |
| Matthew a. Linde, P. a. Cash Balance Plan | - | 1 | $97,100 | $97,100 | $97,100iApproximate average salary by contribution assumption: employee only about $2,427,500 at 4% or $1,618,333 at 6%; with 50% employer match about $1,618,333 at 4% or $1,078,889 at 6%; with 100% employer match about $1,213,750 at 4% or $809,167 at 6%. |
| 2014 | 1 | 4 | $452,597 | $59,779 | $14,945iApproximate average salary by contribution assumption: employee only about $373,619 at 4% or $249,079 at 6%; with 50% employer match about $249,079 at 4% or $166,053 at 6%; with 100% employer match about $186,809 at 4% or $124,540 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 4 | $452,597 | $59,779 | $14,945iApproximate average salary by contribution assumption: employee only about $373,619 at 4% or $249,079 at 6%; with 50% employer match about $249,079 at 4% or $166,053 at 6%; with 100% employer match about $186,809 at 4% or $124,540 at 6%. |
| 2013 | 1 | 4 | $348,959 | $56,455 | $14,114iApproximate average salary by contribution assumption: employee only about $352,844 at 4% or $235,229 at 6%; with 50% employer match about $235,229 at 4% or $156,819 at 6%; with 100% employer match about $176,422 at 4% or $117,615 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 4 | $348,959 | $56,455 | $14,114iApproximate average salary by contribution assumption: employee only about $352,844 at 4% or $235,229 at 6%; with 50% employer match about $235,229 at 4% or $156,819 at 6%; with 100% employer match about $176,422 at 4% or $117,615 at 6%. |
| 2012 | 1 | 3 | $231,875 | $53,316 | $17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 3 | $231,875 | $53,316 | $17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%. |
| 2011 | 1 | 4 | $166,727 | $29,444 | $7,361iApproximate average salary by contribution assumption: employee only about $184,025 at 4% or $122,683 at 6%; with 50% employer match about $122,683 at 4% or $81,789 at 6%; with 100% employer match about $92,013 at 4% or $61,342 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 4 | $166,727 | $29,444 | $7,361iApproximate average salary by contribution assumption: employee only about $184,025 at 4% or $122,683 at 6%; with 50% employer match about $122,683 at 4% or $81,789 at 6%; with 100% employer match about $92,013 at 4% or $61,342 at 6%. |
| 2010 | 1 | 3 | $161,190 | $31,348 | $10,449iApproximate average salary by contribution assumption: employee only about $261,233 at 4% or $174,156 at 6%; with 50% employer match about $174,156 at 4% or $116,104 at 6%; with 100% employer match about $130,617 at 4% or $87,078 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 3 | $161,190 | $31,348 | $10,449iApproximate average salary by contribution assumption: employee only about $261,233 at 4% or $174,156 at 6%; with 50% employer match about $174,156 at 4% or $116,104 at 6%; with 100% employer match about $130,617 at 4% or $87,078 at 6%. |
| 2009 | 1 | 4 | $118,724 | $12,702 | $3,176iApproximate average salary by contribution assumption: employee only about $79,388 at 4% or $52,925 at 6%; with 50% employer match about $52,925 at 4% or $35,283 at 6%; with 100% employer match about $39,694 at 4% or $26,463 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 4 | $118,724 | $12,702 | $3,176iApproximate average salary by contribution assumption: employee only about $79,388 at 4% or $52,925 at 6%; with 50% employer match about $52,925 at 4% or $35,283 at 6%; with 100% employer match about $39,694 at 4% or $26,463 at 6%. |
| 2008 | 1 | 2 | $86,775 | $31,985 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,694 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 2 | $86,775 | $31,985 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,694 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| 2007 | 1 | 2 | $96,517 | $25,397 | $12,699iApproximate average salary by contribution assumption: employee only about $317,463 at 4% or $211,642 at 6%; with 50% employer match about $211,642 at 4% or $141,094 at 6%; with 100% employer match about $158,731 at 4% or $105,821 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 2 | $96,517 | $25,397 | $12,699iApproximate average salary by contribution assumption: employee only about $317,463 at 4% or $211,642 at 6%; with 50% employer match about $211,642 at 4% or $141,094 at 6%; with 100% employer match about $158,731 at 4% or $105,821 at 6%. |
| 2006 | 1 | 2 | $64,039 | $6,729 | $3,365iApproximate average salary by contribution assumption: employee only about $84,113 at 4% or $56,075 at 6%; with 50% employer match about $56,075 at 4% or $37,383 at 6%; with 100% employer match about $42,056 at 4% or $28,038 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 2 | $64,039 | $6,729 | $3,365iApproximate average salary by contribution assumption: employee only about $84,113 at 4% or $56,075 at 6%; with 50% employer match about $56,075 at 4% or $37,383 at 6%; with 100% employer match about $42,056 at 4% or $28,038 at 6%. |
| 2005 | 1 | 1 | $38,885 | $21,270 | $21,270iApproximate average salary by contribution assumption: employee only about $531,750 at 4% or $354,500 at 6%; with 50% employer match about $354,500 at 4% or $236,333 at 6%; with 100% employer match about $265,875 at 4% or $177,250 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 1 | $38,885 | $21,270 | $21,270iApproximate average salary by contribution assumption: employee only about $531,750 at 4% or $354,500 at 6%; with 50% employer match about $354,500 at 4% or $236,333 at 6%; with 100% employer match about $265,875 at 4% or $177,250 at 6%. |
| 2004 | 1 | 1 | $16,324 | $15,083 | $15,083iApproximate average salary by contribution assumption: employee only about $377,075 at 4% or $251,383 at 6%; with 50% employer match about $251,383 at 4% or $167,589 at 6%; with 100% employer match about $188,538 at 4% or $125,692 at 6%. |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 1 | $16,324 | $15,083 | $15,083iApproximate average salary by contribution assumption: employee only about $377,075 at 4% or $251,383 at 6%; with 50% employer match about $251,383 at 4% or $167,589 at 6%; with 100% employer match about $188,538 at 4% or $125,692 at 6%. |
| 2003 | 1 | 1 | $0 | $0 | - |
| Matthew a. Linde, P. a. 401(K) Profit Sharing Plan | - | 1 | - | - | - |