Civic Intelligence

Cox, Matthews & Associates Inc.

Plan context: Cox, Matthews & Associates Inc. Retirement Trust

EIN 54-1201869 • Fairfax, VA • 27 filings • 4 plans

10520 Warwick Avenue., Suite B-8Fairfax, VA 22030
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,456,489

2024 Contributions

$116,299

Historical Graphs

Total Assets Over Time

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

$3,571,362$1,785,681$0200020132024YearValue
$2,456,489Latest year 2024

Participants Over Time

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

29150200020122024YearValue
16Latest 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
2024116$2,456,489$116,299$7,269iApproximate average salary by contribution assumption: employee only about $181,717 at 4% or $121,145 at 6%; with 50% employer match about $121,145 at 4% or $80,763 at 6%; with 100% employer match about $90,859 at 4% or $60,572 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-16$2,456,489$116,299$7,269iApproximate average salary by contribution assumption: employee only about $181,717 at 4% or $121,145 at 6%; with 50% employer match about $121,145 at 4% or $80,763 at 6%; with 100% employer match about $90,859 at 4% or $60,572 at 6%.
2023119$2,172,188$150,199$7,905iApproximate average salary by contribution assumption: employee only about $197,630 at 4% or $131,754 at 6%; with 50% employer match about $131,754 at 4% or $87,836 at 6%; with 100% employer match about $98,815 at 4% or $65,877 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-19$2,172,188$150,199$7,905iApproximate average salary by contribution assumption: employee only about $197,630 at 4% or $131,754 at 6%; with 50% employer match about $131,754 at 4% or $87,836 at 6%; with 100% employer match about $98,815 at 4% or $65,877 at 6%.
2022121$1,787,581$145,326$6,920iApproximate average salary by contribution assumption: employee only about $173,007 at 4% or $115,338 at 6%; with 50% employer match about $115,338 at 4% or $76,892 at 6%; with 100% employer match about $86,504 at 4% or $57,669 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-21$1,787,581$145,326$6,920iApproximate average salary by contribution assumption: employee only about $173,007 at 4% or $115,338 at 6%; with 50% employer match about $115,338 at 4% or $76,892 at 6%; with 100% employer match about $86,504 at 4% or $57,669 at 6%.
2021122$3,571,362$138,152$6,280iApproximate average salary by contribution assumption: employee only about $156,991 at 4% or $104,661 at 6%; with 50% employer match about $104,661 at 4% or $69,774 at 6%; with 100% employer match about $78,495 at 4% or $52,330 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-22$3,571,362$138,152$6,280iApproximate average salary by contribution assumption: employee only about $156,991 at 4% or $104,661 at 6%; with 50% employer match about $104,661 at 4% or $69,774 at 6%; with 100% employer match about $78,495 at 4% or $52,330 at 6%.
2020121$3,265,915$132,721$6,320iApproximate average salary by contribution assumption: employee only about $158,001 at 4% or $105,334 at 6%; with 50% employer match about $105,334 at 4% or $70,223 at 6%; with 100% employer match about $79,001 at 4% or $52,667 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-21$3,265,915$132,721$6,320iApproximate average salary by contribution assumption: employee only about $158,001 at 4% or $105,334 at 6%; with 50% employer match about $105,334 at 4% or $70,223 at 6%; with 100% employer match about $79,001 at 4% or $52,667 at 6%.
2019119$2,937,255$134,334$7,070iApproximate average salary by contribution assumption: employee only about $176,755 at 4% or $117,837 at 6%; with 50% employer match about $117,837 at 4% or $78,558 at 6%; with 100% employer match about $88,378 at 4% or $58,918 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-19$2,937,255$134,334$7,070iApproximate average salary by contribution assumption: employee only about $176,755 at 4% or $117,837 at 6%; with 50% employer match about $117,837 at 4% or $78,558 at 6%; with 100% employer match about $88,378 at 4% or $58,918 at 6%.
2018120$2,491,585$138,594$6,930iApproximate average salary by contribution assumption: employee only about $173,243 at 4% or $115,495 at 6%; with 50% employer match about $115,495 at 4% or $76,997 at 6%; with 100% employer match about $86,621 at 4% or $57,748 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-20$2,491,585$138,594$6,930iApproximate average salary by contribution assumption: employee only about $173,243 at 4% or $115,495 at 6%; with 50% employer match about $115,495 at 4% or $76,997 at 6%; with 100% employer match about $86,621 at 4% or $57,748 at 6%.
2017122$2,551,123$123,540$5,615iApproximate average salary by contribution assumption: employee only about $140,386 at 4% or $93,591 at 6%; with 50% employer match about $93,591 at 4% or $62,394 at 6%; with 100% employer match about $70,193 at 4% or $46,795 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-22$2,551,123$123,540$5,615iApproximate average salary by contribution assumption: employee only about $140,386 at 4% or $93,591 at 6%; with 50% employer match about $93,591 at 4% or $62,394 at 6%; with 100% employer match about $70,193 at 4% or $46,795 at 6%.
2016123$2,245,982$126,971$5,520iApproximate average salary by contribution assumption: employee only about $138,012 at 4% or $92,008 at 6%; with 50% employer match about $92,008 at 4% or $61,339 at 6%; with 100% employer match about $69,006 at 4% or $46,004 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-23$2,245,982$126,971$5,520iApproximate average salary by contribution assumption: employee only about $138,012 at 4% or $92,008 at 6%; with 50% employer match about $92,008 at 4% or $61,339 at 6%; with 100% employer match about $69,006 at 4% or $46,004 at 6%.
2015121$2,221,706$117,820$5,610iApproximate average salary by contribution assumption: employee only about $140,262 at 4% or $93,508 at 6%; with 50% employer match about $93,508 at 4% or $62,339 at 6%; with 100% employer match about $70,131 at 4% or $46,754 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-21$2,221,706$117,820$5,610iApproximate average salary by contribution assumption: employee only about $140,262 at 4% or $93,508 at 6%; with 50% employer match about $93,508 at 4% or $62,339 at 6%; with 100% employer match about $70,131 at 4% or $46,754 at 6%.
2014119$2,188,494$114,487$6,026iApproximate average salary by contribution assumption: employee only about $150,641 at 4% or $100,427 at 6%; with 50% employer match about $100,427 at 4% or $66,951 at 6%; with 100% employer match about $75,320 at 4% or $50,214 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-19$2,188,494$114,487$6,026iApproximate average salary by contribution assumption: employee only about $150,641 at 4% or $100,427 at 6%; with 50% employer match about $100,427 at 4% or $66,951 at 6%; with 100% employer match about $75,320 at 4% or $50,214 at 6%.
2013119$2,120,240$106,126$5,586iApproximate average salary by contribution assumption: employee only about $139,639 at 4% or $93,093 at 6%; with 50% employer match about $93,093 at 4% or $62,062 at 6%; with 100% employer match about $69,820 at 4% or $46,546 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-19$2,120,240$106,126$5,586iApproximate average salary by contribution assumption: employee only about $139,639 at 4% or $93,093 at 6%; with 50% employer match about $93,093 at 4% or $62,062 at 6%; with 100% employer match about $69,820 at 4% or $46,546 at 6%.
2012119$2,094,938$104,357$5,492iApproximate average salary by contribution assumption: employee only about $137,312 at 4% or $91,541 at 6%; with 50% employer match about $91,541 at 4% or $61,027 at 6%; with 100% employer match about $68,656 at 4% or $45,771 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-19$2,094,938$104,357$5,492iApproximate average salary by contribution assumption: employee only about $137,312 at 4% or $91,541 at 6%; with 50% employer match about $91,541 at 4% or $61,027 at 6%; with 100% employer match about $68,656 at 4% or $45,771 at 6%.
2011118$1,794,236$110,827$6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,618 at 6%; with 50% employer match about $102,618 at 4% or $68,412 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-18$1,794,236$110,827$6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,618 at 6%; with 50% employer match about $102,618 at 4% or $68,412 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%.
2010116$1,787,666$105,400$6,588iApproximate average salary by contribution assumption: employee only about $164,688 at 4% or $109,792 at 6%; with 50% employer match about $109,792 at 4% or $73,194 at 6%; with 100% employer match about $82,344 at 4% or $54,896 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-16$1,787,666$105,400$6,588iApproximate average salary by contribution assumption: employee only about $164,688 at 4% or $109,792 at 6%; with 50% employer match about $109,792 at 4% or $73,194 at 6%; with 100% employer match about $82,344 at 4% or $54,896 at 6%.
2009115$1,495,868$107,829$7,189iApproximate average salary by contribution assumption: employee only about $179,715 at 4% or $119,810 at 6%; with 50% employer match about $119,810 at 4% or $79,873 at 6%; with 100% employer match about $89,858 at 4% or $59,905 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-15$1,495,868$107,829$7,189iApproximate average salary by contribution assumption: employee only about $179,715 at 4% or $119,810 at 6%; with 50% employer match about $119,810 at 4% or $79,873 at 6%; with 100% employer match about $89,858 at 4% or $59,905 at 6%.
2008117$2,443,357$126,886$7,464iApproximate average salary by contribution assumption: employee only about $186,597 at 4% or $124,398 at 6%; with 50% employer match about $124,398 at 4% or $82,932 at 6%; with 100% employer match about $93,299 at 4% or $62,199 at 6%.
Cox, Matthews & Associates Inc. Retirement Trust-17$2,443,357$126,886$7,464iApproximate average salary by contribution assumption: employee only about $186,597 at 4% or $124,398 at 6%; with 50% employer match about $124,398 at 4% or $82,932 at 6%; with 100% employer match about $93,299 at 4% or $62,199 at 6%.
2007227$0$0-
Cox, Matthews & Associates Inc. Retirement Trust-27---
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-0---
2006229$2,504,962$72,823$2,511iApproximate average salary by contribution assumption: employee only about $62,778 at 4% or $41,852 at 6%; with 50% employer match about $41,852 at 4% or $27,902 at 6%; with 100% employer match about $31,389 at 4% or $20,926 at 6%.
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-29$2,430,588--
Cox, Matthews & Associates Inc. Retirement Trust-29$74,374$72,823$2,511iApproximate average salary by contribution assumption: employee only about $62,778 at 4% or $41,852 at 6%; with 50% employer match about $41,852 at 4% or $27,902 at 6%; with 100% employer match about $31,389 at 4% or $20,926 at 6%.
2005121$2,266,267$0-
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-21$2,266,267--
2004114$2,159,884$0-
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-14$2,159,884--
2003115$0$0-
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-15---
2002116$1,711,747$80,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
COX, MATTHEWS & ASSOCIATES, INC EMPLOYEES PROFIT SHARING PLAN AND TRUST-16$1,711,747$80,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200117$1,854,652$92,920$13,274iApproximate average salary by contribution assumption: employee only about $331,857 at 4% or $221,238 at 6%; with 50% employer match about $221,238 at 4% or $147,492 at 6%; with 100% employer match about $165,929 at 4% or $110,619 at 6%.
COX,MATTHEWS & ASSOCIATES,INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-7$1,854,652$92,920$13,274iApproximate average salary by contribution assumption: employee only about $331,857 at 4% or $221,238 at 6%; with 50% employer match about $221,238 at 4% or $147,492 at 6%; with 100% employer match about $165,929 at 4% or $110,619 at 6%.
200017$1,878,460$80,501$11,500iApproximate average salary by contribution assumption: employee only about $287,504 at 4% or $191,669 at 6%; with 50% employer match about $191,669 at 4% or $127,779 at 6%; with 100% employer match about $143,752 at 4% or $95,835 at 6%.
COX,MATTHEWS & ASSOCIATES,INC EMPLOYEES PROFIT-SHARING PLAN AND TRUST-7$1,878,460$80,501$11,500iApproximate average salary by contribution assumption: employee only about $287,504 at 4% or $191,669 at 6%; with 50% employer match about $191,669 at 4% or $127,779 at 6%; with 100% employer match about $143,752 at 4% or $95,835 at 6%.