Civic Intelligence

Matrix Global Advisors LLC

Plan context: Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust

EIN 56-2635474 • Washington, DC • 13 filings • 2 plans

1800 M Street NW,Front 1, #33201Washington, DC 20036
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,732,970

2025 Contributions

$97,172

Historical Graphs

Total Assets Over Time

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

$1,732,970$866,485$0201320192025YearValue
$1,732,970Latest year 2025

Participants Over Time

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

320201320192025YearValue
3Latest year 2025

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
202513$1,732,970$97,172$32,391iApproximate average salary by contribution assumption: employee only about $809,767 at 4% or $539,844 at 6%; with 50% employer match about $539,844 at 4% or $359,896 at 6%; with 100% employer match about $404,883 at 4% or $269,922 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-3$1,732,970$97,172$32,391iApproximate average salary by contribution assumption: employee only about $809,767 at 4% or $539,844 at 6%; with 50% employer match about $539,844 at 4% or $359,896 at 6%; with 100% employer match about $404,883 at 4% or $269,922 at 6%.
202413$1,391,214$103,960$34,653iApproximate average salary by contribution assumption: employee only about $866,333 at 4% or $577,556 at 6%; with 50% employer match about $577,556 at 4% or $385,037 at 6%; with 100% employer match about $433,167 at 4% or $288,778 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-3$1,391,214$103,960$34,653iApproximate average salary by contribution assumption: employee only about $866,333 at 4% or $577,556 at 6%; with 50% employer match about $577,556 at 4% or $385,037 at 6%; with 100% employer match about $433,167 at 4% or $288,778 at 6%.
202313$1,145,628$60,373$20,124iApproximate average salary by contribution assumption: employee only about $503,108 at 4% or $335,406 at 6%; with 50% employer match about $335,406 at 4% or $223,604 at 6%; with 100% employer match about $251,554 at 4% or $167,703 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-3$1,145,628$60,373$20,124iApproximate average salary by contribution assumption: employee only about $503,108 at 4% or $335,406 at 6%; with 50% employer match about $335,406 at 4% or $223,604 at 6%; with 100% employer match about $251,554 at 4% or $167,703 at 6%.
202212$915,560$62,875$31,438iApproximate average salary by contribution assumption: employee only about $785,938 at 4% or $523,958 at 6%; with 50% employer match about $523,958 at 4% or $349,306 at 6%; with 100% employer match about $392,969 at 4% or $261,979 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$915,560$62,875$31,438iApproximate average salary by contribution assumption: employee only about $785,938 at 4% or $523,958 at 6%; with 50% employer match about $523,958 at 4% or $349,306 at 6%; with 100% employer match about $392,969 at 4% or $261,979 at 6%.
202112$1,032,937$63,813$31,907iApproximate average salary by contribution assumption: employee only about $797,663 at 4% or $531,775 at 6%; with 50% employer match about $531,775 at 4% or $354,517 at 6%; with 100% employer match about $398,831 at 4% or $265,888 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$1,032,937$63,813$31,907iApproximate average salary by contribution assumption: employee only about $797,663 at 4% or $531,775 at 6%; with 50% employer match about $531,775 at 4% or $354,517 at 6%; with 100% employer match about $398,831 at 4% or $265,888 at 6%.
202012$843,340$86,500$43,250iApproximate average salary by contribution assumption: employee only about $1,081,250 at 4% or $720,833 at 6%; with 50% employer match about $720,833 at 4% or $480,556 at 6%; with 100% employer match about $540,625 at 4% or $360,417 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$843,340$86,500$43,250iApproximate average salary by contribution assumption: employee only about $1,081,250 at 4% or $720,833 at 6%; with 50% employer match about $720,833 at 4% or $480,556 at 6%; with 100% employer match about $540,625 at 4% or $360,417 at 6%.
201912$660,492$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$660,492$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201812$494,876$130,000$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%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$494,876$130,000$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%.
201712$391,540$83,030$41,515iApproximate average salary by contribution assumption: employee only about $1,037,875 at 4% or $691,917 at 6%; with 50% employer match about $691,917 at 4% or $461,278 at 6%; with 100% employer match about $518,938 at 4% or $345,958 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$391,540$83,030$41,515iApproximate average salary by contribution assumption: employee only about $1,037,875 at 4% or $691,917 at 6%; with 50% employer match about $691,917 at 4% or $461,278 at 6%; with 100% employer match about $518,938 at 4% or $345,958 at 6%.
201612$256,723$76,430$38,215iApproximate average salary by contribution assumption: employee only about $955,375 at 4% or $636,917 at 6%; with 50% employer match about $636,917 at 4% or $424,611 at 6%; with 100% employer match about $477,688 at 4% or $318,458 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$256,723$76,430$38,215iApproximate average salary by contribution assumption: employee only about $955,375 at 4% or $636,917 at 6%; with 50% employer match about $636,917 at 4% or $424,611 at 6%; with 100% employer match about $477,688 at 4% or $318,458 at 6%.
201512$162,812$70,697$35,349iApproximate average salary by contribution assumption: employee only about $883,713 at 4% or $589,142 at 6%; with 50% employer match about $589,142 at 4% or $392,761 at 6%; with 100% employer match about $441,856 at 4% or $294,571 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$162,812$70,697$35,349iApproximate average salary by contribution assumption: employee only about $883,713 at 4% or $589,142 at 6%; with 50% employer match about $589,142 at 4% or $392,761 at 6%; with 100% employer match about $441,856 at 4% or $294,571 at 6%.
201412$93,776$71,118$35,559iApproximate average salary by contribution assumption: employee only about $888,975 at 4% or $592,650 at 6%; with 50% employer match about $592,650 at 4% or $395,100 at 6%; with 100% employer match about $444,488 at 4% or $296,325 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$93,776$71,118$35,559iApproximate average salary by contribution assumption: employee only about $888,975 at 4% or $592,650 at 6%; with 50% employer match about $592,650 at 4% or $395,100 at 6%; with 100% employer match about $444,488 at 4% or $296,325 at 6%.
201312$16,255$15,200$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
Matrix Global Advisors LLC 401 K Profit Sharing Plan Trust-2$16,255$15,200$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.