Civic Intelligence

Daniel R Mathis

Plan context: Daniel R. Mathis 401K Plan

EIN 55-2666093 • Carlsbad, CA • 4 filings • 1 plans

2352 Zodiac St.Carlsbad, CA 92009
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$870,444

2021 Contributions

$59,000

Historical Graphs

Total Assets Over Time

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

$870,444$435,222$0201520162017YearValue
$870,444Latest year 2017

Participants Over Time

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

11020162017YearValue
1Latest 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
202110$0$0-
Daniel R. Mathis 401K Plan-0$0$0-
201711$870,444$0-
Daniel R. Mathis 401K Plan-1$870,444$0-
201611$764,668$0-
Daniel R. Mathis 401K Plan-1$764,668$0-
201510$658,651$59,000-
Daniel R. Mathis 401K Plan-0$658,651$59,000-