Civic Intelligence

Matrix Wealth Advisors Inc.

Plan context: Matrix Wealth Advisors Inc. 401K Plan

EIN 56-1732410 • Monroe, NC • 14 filings • 2 plans

1219 Presson Farm LaneMonroe, NC 28110
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,927,594

2018 Contributions

$185,745

Historical Graphs

Total Assets Over Time

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

$2,927,594$1,463,797$0200520112017YearValue
$2,927,594Latest year 2017

Participants Over Time

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

950200520112017YearValue
7Latest 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-
Matrix Wealth Advisors Inc. 401K Plan-0$0--
201717$2,927,594$185,745$26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-7$2,927,594$185,745$26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%.
201616$2,419,129$151,653$25,276iApproximate average salary by contribution assumption: employee only about $631,888 at 4% or $421,258 at 6%; with 50% employer match about $421,258 at 4% or $280,839 at 6%; with 100% employer match about $315,944 at 4% or $210,629 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-6$2,419,129$151,653$25,276iApproximate average salary by contribution assumption: employee only about $631,888 at 4% or $421,258 at 6%; with 50% employer match about $421,258 at 4% or $280,839 at 6%; with 100% employer match about $315,944 at 4% or $210,629 at 6%.
201517$2,141,738$154,080$22,011iApproximate average salary by contribution assumption: employee only about $550,286 at 4% or $366,857 at 6%; with 50% employer match about $366,857 at 4% or $244,571 at 6%; with 100% employer match about $275,143 at 4% or $183,429 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-7$2,141,738$154,080$22,011iApproximate average salary by contribution assumption: employee only about $550,286 at 4% or $366,857 at 6%; with 50% employer match about $366,857 at 4% or $244,571 at 6%; with 100% employer match about $275,143 at 4% or $183,429 at 6%.
201417$2,034,816$148,061$21,152iApproximate average salary by contribution assumption: employee only about $528,789 at 4% or $352,526 at 6%; with 50% employer match about $352,526 at 4% or $235,017 at 6%; with 100% employer match about $264,395 at 4% or $176,263 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-7$2,034,816$148,061$21,152iApproximate average salary by contribution assumption: employee only about $528,789 at 4% or $352,526 at 6%; with 50% employer match about $352,526 at 4% or $235,017 at 6%; with 100% employer match about $264,395 at 4% or $176,263 at 6%.
201319$2,177,108$138,591$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-9$2,177,108$138,591$15,399iApproximate average salary by contribution assumption: employee only about $384,975 at 4% or $256,650 at 6%; with 50% employer match about $256,650 at 4% or $171,100 at 6%; with 100% employer match about $192,488 at 4% or $128,325 at 6%.
201218$1,718,413$237,621$29,703iApproximate average salary by contribution assumption: employee only about $742,566 at 4% or $495,044 at 6%; with 50% employer match about $495,044 at 4% or $330,029 at 6%; with 100% employer match about $371,283 at 4% or $247,522 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-8$1,718,413$237,621$29,703iApproximate average salary by contribution assumption: employee only about $742,566 at 4% or $495,044 at 6%; with 50% employer match about $495,044 at 4% or $330,029 at 6%; with 100% employer match about $371,283 at 4% or $247,522 at 6%.
201117$1,360,182$147,707$21,101iApproximate average salary by contribution assumption: employee only about $527,525 at 4% or $351,683 at 6%; with 50% employer match about $351,683 at 4% or $234,456 at 6%; with 100% employer match about $263,763 at 4% or $175,842 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-7$1,360,182$147,707$21,101iApproximate average salary by contribution assumption: employee only about $527,525 at 4% or $351,683 at 6%; with 50% employer match about $351,683 at 4% or $234,456 at 6%; with 100% employer match about $263,763 at 4% or $175,842 at 6%.
201017$1,239,605$145,327$20,761iApproximate average salary by contribution assumption: employee only about $519,025 at 4% or $346,017 at 6%; with 50% employer match about $346,017 at 4% or $230,678 at 6%; with 100% employer match about $259,513 at 4% or $173,008 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-7$1,239,605$145,327$20,761iApproximate average salary by contribution assumption: employee only about $519,025 at 4% or $346,017 at 6%; with 50% employer match about $346,017 at 4% or $230,678 at 6%; with 100% employer match about $259,513 at 4% or $173,008 at 6%.
200916$930,492$135,203$22,534iApproximate average salary by contribution assumption: employee only about $563,346 at 4% or $375,564 at 6%; with 50% employer match about $375,564 at 4% or $250,376 at 6%; with 100% employer match about $281,673 at 4% or $187,782 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-6$930,492$135,203$22,534iApproximate average salary by contribution assumption: employee only about $563,346 at 4% or $375,564 at 6%; with 50% employer match about $375,564 at 4% or $250,376 at 6%; with 100% employer match about $281,673 at 4% or $187,782 at 6%.
200816$585,810$120,260$20,043iApproximate average salary by contribution assumption: employee only about $501,083 at 4% or $334,056 at 6%; with 50% employer match about $334,056 at 4% or $222,704 at 6%; with 100% employer match about $250,542 at 4% or $167,028 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-6$585,810$120,260$20,043iApproximate average salary by contribution assumption: employee only about $501,083 at 4% or $334,056 at 6%; with 50% employer match about $334,056 at 4% or $222,704 at 6%; with 100% employer match about $250,542 at 4% or $167,028 at 6%.
200715$849,373$125,263$25,053iApproximate average salary by contribution assumption: employee only about $626,315 at 4% or $417,543 at 6%; with 50% employer match about $417,543 at 4% or $278,362 at 6%; with 100% employer match about $313,158 at 4% or $208,772 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-5$849,373$125,263$25,053iApproximate average salary by contribution assumption: employee only about $626,315 at 4% or $417,543 at 6%; with 50% employer match about $417,543 at 4% or $278,362 at 6%; with 100% employer match about $313,158 at 4% or $208,772 at 6%.
200615$696,909$208,625$41,725iApproximate average salary by contribution assumption: employee only about $1,043,125 at 4% or $695,417 at 6%; with 50% employer match about $695,417 at 4% or $463,611 at 6%; with 100% employer match about $521,563 at 4% or $347,708 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-5$696,909$208,625$41,725iApproximate average salary by contribution assumption: employee only about $1,043,125 at 4% or $695,417 at 6%; with 50% employer match about $695,417 at 4% or $463,611 at 6%; with 100% employer match about $521,563 at 4% or $347,708 at 6%.
200515$437,133$422,400$84,480iApproximate average salary by contribution assumption: employee only about $2,112,000 at 4% or $1,408,000 at 6%; with 50% employer match about $1,408,000 at 4% or $938,667 at 6%; with 100% employer match about $1,056,000 at 4% or $704,000 at 6%.
Matrix Wealth Advisors Inc. 401K Plan-5$437,133$422,400$84,480iApproximate average salary by contribution assumption: employee only about $2,112,000 at 4% or $1,408,000 at 6%; with 50% employer match about $1,408,000 at 4% or $938,667 at 6%; with 100% employer match about $1,056,000 at 4% or $704,000 at 6%.