MMA INSURANCE
Plan context: MARK MATTHEWS INSURANCE LLC 401(K) PLAN
EIN 56-2416978 • Pickerington, OH • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$806,739
2025 Contributions
$222,910
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $806,739 | $222,910 | $24,768iApproximate average salary by contribution assumption: employee only about $619,194 at 4% or $412,796 at 6%; with 50% employer match about $412,796 at 4% or $275,198 at 6%; with 100% employer match about $309,597 at 4% or $206,398 at 6%. |
| MARK MATTHEWS INSURANCE LLC 401(K) PLAN | - | 9 | $806,739 | $222,910 | $24,768iApproximate average salary by contribution assumption: employee only about $619,194 at 4% or $412,796 at 6%; with 50% employer match about $412,796 at 4% or $275,198 at 6%; with 100% employer match about $309,597 at 4% or $206,398 at 6%. |
| 2024 | 2 | 8 | $465,148 | $173,370 | $21,671iApproximate average salary by contribution assumption: employee only about $541,781 at 4% or $361,188 at 6%; with 50% employer match about $361,188 at 4% or $240,792 at 6%; with 100% employer match about $270,891 at 4% or $180,594 at 6%. |
| MARK MATTHEWS INSURANCE LLC 401(K) PLAN | - | 8 | $465,148 | $117,464 | $14,683iApproximate average salary by contribution assumption: employee only about $367,075 at 4% or $244,717 at 6%; with 50% employer match about $244,717 at 4% or $163,144 at 6%; with 100% employer match about $183,538 at 4% or $122,358 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 0 | $0 | $55,906 | - |
| 2023 | 2 | 9 | $350,910 | $171,209 | $19,023iApproximate average salary by contribution assumption: employee only about $475,581 at 4% or $317,054 at 6%; with 50% employer match about $317,054 at 4% or $211,369 at 6%; with 100% employer match about $237,790 at 4% or $158,527 at 6%. |
| MARK MATTHEWS INSURANCE LLC 401(K) PLAN | - | 9 | $338,403 | $97,616 | $10,846iApproximate average salary by contribution assumption: employee only about $271,156 at 4% or $180,770 at 6%; with 50% employer match about $180,770 at 4% or $120,514 at 6%; with 100% employer match about $135,578 at 4% or $90,385 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 7 | $12,507 | $73,593 | $10,513iApproximate average salary by contribution assumption: employee only about $262,832 at 4% or $175,221 at 6%; with 50% employer match about $175,221 at 4% or $116,814 at 6%; with 100% employer match about $131,416 at 4% or $87,611 at 6%. |
| 2022 | 2 | 7 | $209,586 | $127,875 | $18,268iApproximate average salary by contribution assumption: employee only about $456,696 at 4% or $304,464 at 6%; with 50% employer match about $304,464 at 4% or $202,976 at 6%; with 100% employer match about $228,348 at 4% or $152,232 at 6%. |
| MARK MATTHEWS INSURANCE LLC 401(K) PLAN | - | 7 | $197,540 | $89,901 | $12,843iApproximate average salary by contribution assumption: employee only about $321,075 at 4% or $214,050 at 6%; with 50% employer match about $214,050 at 4% or $142,700 at 6%; with 100% employer match about $160,538 at 4% or $107,025 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 4 | $12,046 | $37,974 | $9,494iApproximate average salary by contribution assumption: employee only about $237,338 at 4% or $158,225 at 6%; with 50% employer match about $158,225 at 4% or $105,483 at 6%; with 100% employer match about $118,669 at 4% or $79,113 at 6%. |
| 2021 | 2 | 7 | $144,134 | $172,804 | $24,686iApproximate average salary by contribution assumption: employee only about $617,157 at 4% or $411,438 at 6%; with 50% employer match about $411,438 at 4% or $274,292 at 6%; with 100% employer match about $308,579 at 4% or $205,719 at 6%. |
| MARK MATTHEWS INSURANCE LLC 401(K) PLAN | - | 7 | $135,275 | $127,191 | $18,170iApproximate average salary by contribution assumption: employee only about $454,254 at 4% or $302,836 at 6%; with 50% employer match about $302,836 at 4% or $201,890 at 6%; with 100% employer match about $227,127 at 4% or $151,418 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 5 | $8,859 | $45,613 | $9,123iApproximate average salary by contribution assumption: employee only about $228,065 at 4% or $152,043 at 6%; with 50% employer match about $152,043 at 4% or $101,362 at 6%; with 100% employer match about $114,033 at 4% or $76,022 at 6%. |
| 2020 | 1 | 6 | $6,674 | $59,793 | $9,966iApproximate average salary by contribution assumption: employee only about $249,138 at 4% or $166,092 at 6%; with 50% employer match about $166,092 at 4% or $110,728 at 6%; with 100% employer match about $124,569 at 4% or $83,046 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 6 | $6,674 | $59,793 | $9,966iApproximate average salary by contribution assumption: employee only about $249,138 at 4% or $166,092 at 6%; with 50% employer match about $166,092 at 4% or $110,728 at 6%; with 100% employer match about $124,569 at 4% or $83,046 at 6%. |
| 2019 | 1 | 6 | $4,995 | $37,655 | $6,276iApproximate average salary by contribution assumption: employee only about $156,896 at 4% or $104,597 at 6%; with 50% employer match about $104,597 at 4% or $69,731 at 6%; with 100% employer match about $78,448 at 4% or $52,299 at 6%. |
| MMA INSURANCE SOCA BENEFIT PLAN | - | 6 | $4,995 | $37,655 | $6,276iApproximate average salary by contribution assumption: employee only about $156,896 at 4% or $104,597 at 6%; with 50% employer match about $104,597 at 4% or $69,731 at 6%; with 100% employer match about $78,448 at 4% or $52,299 at 6%. |