Civic Intelligence

Matrix Insurance Agency Inc.

Plan context: Matrix Insurance Agency Inc. 401(K) Plan

EIN 58-1775438 • Newnan, GA • 29 filings • 5 plans

P.O. Box 190977 Jefferson ParkwayNewnan, GA 30263
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$4,645,108

2025 Contributions

$230,662

Historical Graphs

Total Assets Over Time

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

$6,620,040$3,310,020$0199920122025YearValue
$4,645,108Latest year 2025

Participants Over Time

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

22110199920122025YearValue
20Latest 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
2025120$4,645,108$230,662$11,533iApproximate average salary by contribution assumption: employee only about $288,328 at 4% or $192,218 at 6%; with 50% employer match about $192,218 at 4% or $128,146 at 6%; with 100% employer match about $144,164 at 4% or $96,109 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-20$4,645,108$230,662$11,533iApproximate average salary by contribution assumption: employee only about $288,328 at 4% or $192,218 at 6%; with 50% employer match about $192,218 at 4% or $128,146 at 6%; with 100% employer match about $144,164 at 4% or $96,109 at 6%.
2024217$6,620,040$374,276$22,016iApproximate average salary by contribution assumption: employee only about $550,406 at 4% or $366,937 at 6%; with 50% employer match about $366,937 at 4% or $244,625 at 6%; with 100% employer match about $275,203 at 4% or $183,469 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-17$6,610,801$176,481$10,381iApproximate average salary by contribution assumption: employee only about $259,531 at 4% or $173,021 at 6%; with 50% employer match about $173,021 at 4% or $115,347 at 6%; with 100% employer match about $129,765 at 4% or $86,510 at 6%.
MATRIX INSURANCE AGENCY INC GCF BENEFIT PLAN-13$9,239$197,795$15,215iApproximate average salary by contribution assumption: employee only about $380,375 at 4% or $253,583 at 6%; with 50% employer match about $253,583 at 4% or $169,056 at 6%; with 100% employer match about $190,188 at 4% or $126,792 at 6%.
2023221$5,960,392$320,164$15,246iApproximate average salary by contribution assumption: employee only about $381,148 at 4% or $254,098 at 6%; with 50% employer match about $254,098 at 4% or $169,399 at 6%; with 100% employer match about $190,574 at 4% or $127,049 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-21$5,954,817$141,501$6,738iApproximate average salary by contribution assumption: employee only about $168,454 at 4% or $112,302 at 6%; with 50% employer match about $112,302 at 4% or $74,868 at 6%; with 100% employer match about $84,227 at 4% or $56,151 at 6%.
MATRIX INSURANCE AGENCY INC GCF BENEFIT PLAN-12$5,575$178,663$14,889iApproximate average salary by contribution assumption: employee only about $372,215 at 4% or $248,143 at 6%; with 50% employer match about $248,143 at 4% or $165,429 at 6%; with 100% employer match about $186,107 at 4% or $124,072 at 6%.
2022122$5,170,151$119,233$5,420iApproximate average salary by contribution assumption: employee only about $135,492 at 4% or $90,328 at 6%; with 50% employer match about $90,328 at 4% or $60,219 at 6%; with 100% employer match about $67,746 at 4% or $45,164 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-22$5,170,151$119,233$5,420iApproximate average salary by contribution assumption: employee only about $135,492 at 4% or $90,328 at 6%; with 50% employer match about $90,328 at 4% or $60,219 at 6%; with 100% employer match about $67,746 at 4% or $45,164 at 6%.
2021118$5,931,883$129,762$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-18$5,931,883$129,762$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
2020117$5,207,304$116,271$6,839iApproximate average salary by contribution assumption: employee only about $170,987 at 4% or $113,991 at 6%; with 50% employer match about $113,991 at 4% or $75,994 at 6%; with 100% employer match about $85,493 at 4% or $56,996 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-17$5,207,304$116,271$6,839iApproximate average salary by contribution assumption: employee only about $170,987 at 4% or $113,991 at 6%; with 50% employer match about $113,991 at 4% or $75,994 at 6%; with 100% employer match about $85,493 at 4% or $56,996 at 6%.
2019117$4,544,429$123,461$7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-17$4,544,429$123,461$7,262iApproximate average salary by contribution assumption: employee only about $181,560 at 4% or $121,040 at 6%; with 50% employer match about $121,040 at 4% or $80,693 at 6%; with 100% employer match about $90,780 at 4% or $60,520 at 6%.
2018118$3,728,418$121,170$6,732iApproximate average salary by contribution assumption: employee only about $168,292 at 4% or $112,194 at 6%; with 50% employer match about $112,194 at 4% or $74,796 at 6%; with 100% employer match about $84,146 at 4% or $56,097 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-18$3,728,418$121,170$6,732iApproximate average salary by contribution assumption: employee only about $168,292 at 4% or $112,194 at 6%; with 50% employer match about $112,194 at 4% or $74,796 at 6%; with 100% employer match about $84,146 at 4% or $56,097 at 6%.
2017117$3,854,331$109,183$6,423iApproximate average salary by contribution assumption: employee only about $160,563 at 4% or $107,042 at 6%; with 50% employer match about $107,042 at 4% or $71,361 at 6%; with 100% employer match about $80,282 at 4% or $53,521 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-17$3,854,331$109,183$6,423iApproximate average salary by contribution assumption: employee only about $160,563 at 4% or $107,042 at 6%; with 50% employer match about $107,042 at 4% or $71,361 at 6%; with 100% employer match about $80,282 at 4% or $53,521 at 6%.
2016116$3,299,992$112,739$7,046iApproximate average salary by contribution assumption: employee only about $176,155 at 4% or $117,436 at 6%; with 50% employer match about $117,436 at 4% or $78,291 at 6%; with 100% employer match about $88,077 at 4% or $58,718 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-16$3,299,992$112,739$7,046iApproximate average salary by contribution assumption: employee only about $176,155 at 4% or $117,436 at 6%; with 50% employer match about $117,436 at 4% or $78,291 at 6%; with 100% employer match about $88,077 at 4% or $58,718 at 6%.
2015116$2,994,686$99,912$6,245iApproximate average salary by contribution assumption: employee only about $156,113 at 4% or $104,075 at 6%; with 50% employer match about $104,075 at 4% or $69,383 at 6%; with 100% employer match about $78,056 at 4% or $52,038 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-16$2,994,686$99,912$6,245iApproximate average salary by contribution assumption: employee only about $156,113 at 4% or $104,075 at 6%; with 50% employer match about $104,075 at 4% or $69,383 at 6%; with 100% employer match about $78,056 at 4% or $52,038 at 6%.
2014115$2,949,912$97,470$6,498iApproximate average salary by contribution assumption: employee only about $162,450 at 4% or $108,300 at 6%; with 50% employer match about $108,300 at 4% or $72,200 at 6%; with 100% employer match about $81,225 at 4% or $54,150 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-15$2,949,912$97,470$6,498iApproximate average salary by contribution assumption: employee only about $162,450 at 4% or $108,300 at 6%; with 50% employer match about $108,300 at 4% or $72,200 at 6%; with 100% employer match about $81,225 at 4% or $54,150 at 6%.
2013114$2,740,010$95,767$6,841iApproximate average salary by contribution assumption: employee only about $171,013 at 4% or $114,008 at 6%; with 50% employer match about $114,008 at 4% or $76,006 at 6%; with 100% employer match about $85,506 at 4% or $57,004 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$2,740,010$95,767$6,841iApproximate average salary by contribution assumption: employee only about $171,013 at 4% or $114,008 at 6%; with 50% employer match about $114,008 at 4% or $76,006 at 6%; with 100% employer match about $85,506 at 4% or $57,004 at 6%.
2012114$2,321,259$99,881$7,134iApproximate average salary by contribution assumption: employee only about $178,359 at 4% or $118,906 at 6%; with 50% employer match about $118,906 at 4% or $79,271 at 6%; with 100% employer match about $89,179 at 4% or $59,453 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$2,321,259$99,881$7,134iApproximate average salary by contribution assumption: employee only about $178,359 at 4% or $118,906 at 6%; with 50% employer match about $118,906 at 4% or $79,271 at 6%; with 100% employer match about $89,179 at 4% or $59,453 at 6%.
2011114$1,968,082$98,013$7,001iApproximate average salary by contribution assumption: employee only about $175,023 at 4% or $116,682 at 6%; with 50% employer match about $116,682 at 4% or $77,788 at 6%; with 100% employer match about $87,512 at 4% or $58,341 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$1,968,082$98,013$7,001iApproximate average salary by contribution assumption: employee only about $175,023 at 4% or $116,682 at 6%; with 50% employer match about $116,682 at 4% or $77,788 at 6%; with 100% employer match about $87,512 at 4% or $58,341 at 6%.
2010115$2,070,703$96,010$6,401iApproximate average salary by contribution assumption: employee only about $160,017 at 4% or $106,678 at 6%; with 50% employer match about $106,678 at 4% or $71,119 at 6%; with 100% employer match about $80,008 at 4% or $53,339 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-15$2,070,703$96,010$6,401iApproximate average salary by contribution assumption: employee only about $160,017 at 4% or $106,678 at 6%; with 50% employer match about $106,678 at 4% or $71,119 at 6%; with 100% employer match about $80,008 at 4% or $53,339 at 6%.
2009115$2,028,725$134,177$8,945iApproximate average salary by contribution assumption: employee only about $223,628 at 4% or $149,086 at 6%; with 50% employer match about $149,086 at 4% or $99,390 at 6%; with 100% employer match about $111,814 at 4% or $74,543 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-15$2,028,725$134,177$8,945iApproximate average salary by contribution assumption: employee only about $223,628 at 4% or $149,086 at 6%; with 50% employer match about $149,086 at 4% or $99,390 at 6%; with 100% employer match about $111,814 at 4% or $74,543 at 6%.
2008114$1,512,881$155,443$11,103iApproximate average salary by contribution assumption: employee only about $277,577 at 4% or $185,051 at 6%; with 50% employer match about $185,051 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,526 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$1,512,881$155,443$11,103iApproximate average salary by contribution assumption: employee only about $277,577 at 4% or $185,051 at 6%; with 50% employer match about $185,051 at 4% or $123,367 at 6%; with 100% employer match about $138,788 at 4% or $92,526 at 6%.
2007115$2,344,248$213,911$14,261iApproximate average salary by contribution assumption: employee only about $356,518 at 4% or $237,679 at 6%; with 50% employer match about $237,679 at 4% or $158,453 at 6%; with 100% employer match about $178,259 at 4% or $118,839 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-15$2,344,248$213,911$14,261iApproximate average salary by contribution assumption: employee only about $356,518 at 4% or $237,679 at 6%; with 50% employer match about $237,679 at 4% or $158,453 at 6%; with 100% employer match about $178,259 at 4% or $118,839 at 6%.
2006114$2,006,652$194,408$13,886iApproximate average salary by contribution assumption: employee only about $347,157 at 4% or $231,438 at 6%; with 50% employer match about $231,438 at 4% or $154,292 at 6%; with 100% employer match about $173,579 at 4% or $115,719 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$2,006,652$194,408$13,886iApproximate average salary by contribution assumption: employee only about $347,157 at 4% or $231,438 at 6%; with 50% employer match about $231,438 at 4% or $154,292 at 6%; with 100% employer match about $173,579 at 4% or $115,719 at 6%.
2005112$1,629,519$192,126$16,011iApproximate average salary by contribution assumption: employee only about $400,263 at 4% or $266,842 at 6%; with 50% employer match about $266,842 at 4% or $177,894 at 6%; with 100% employer match about $200,131 at 4% or $133,421 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-12$1,629,519$192,126$16,011iApproximate average salary by contribution assumption: employee only about $400,263 at 4% or $266,842 at 6%; with 50% employer match about $266,842 at 4% or $177,894 at 6%; with 100% employer match about $200,131 at 4% or $133,421 at 6%.
2004111$1,338,014$196,664$17,879iApproximate average salary by contribution assumption: employee only about $446,964 at 4% or $297,976 at 6%; with 50% employer match about $297,976 at 4% or $198,651 at 6%; with 100% employer match about $223,482 at 4% or $148,988 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-11$1,338,014$196,664$17,879iApproximate average salary by contribution assumption: employee only about $446,964 at 4% or $297,976 at 6%; with 50% employer match about $297,976 at 4% or $198,651 at 6%; with 100% employer match about $223,482 at 4% or $148,988 at 6%.
2003114$1,039,617$146,195$10,443iApproximate average salary by contribution assumption: employee only about $261,063 at 4% or $174,042 at 6%; with 50% employer match about $174,042 at 4% or $116,028 at 6%; with 100% employer match about $130,531 at 4% or $87,021 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-14$1,039,617$146,195$10,443iApproximate average salary by contribution assumption: employee only about $261,063 at 4% or $174,042 at 6%; with 50% employer match about $174,042 at 4% or $116,028 at 6%; with 100% employer match about $130,531 at 4% or $87,021 at 6%.
2002112$776,293$138,751$11,563iApproximate average salary by contribution assumption: employee only about $289,065 at 4% or $192,710 at 6%; with 50% employer match about $192,710 at 4% or $128,473 at 6%; with 100% employer match about $144,532 at 4% or $96,355 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-12$776,293$138,751$11,563iApproximate average salary by contribution assumption: employee only about $289,065 at 4% or $192,710 at 6%; with 50% employer match about $192,710 at 4% or $128,473 at 6%; with 100% employer match about $144,532 at 4% or $96,355 at 6%.
2001111$823,547$117,056$10,641iApproximate average salary by contribution assumption: employee only about $266,036 at 4% or $177,358 at 6%; with 50% employer match about $177,358 at 4% or $118,238 at 6%; with 100% employer match about $133,018 at 4% or $88,679 at 6%.
Matrix Insurance Agency Inc. 401(K) Plan-11$823,547$117,056$10,641iApproximate average salary by contribution assumption: employee only about $266,036 at 4% or $177,358 at 6%; with 50% employer match about $177,358 at 4% or $118,238 at 6%; with 100% employer match about $133,018 at 4% or $88,679 at 6%.
2000111$859,543$110,532$10,048iApproximate average salary by contribution assumption: employee only about $251,209 at 4% or $167,473 at 6%; with 50% employer match about $167,473 at 4% or $111,648 at 6%; with 100% employer match about $125,605 at 4% or $83,736 at 6%.
Matrix Insurance Agency Inc. Profit Sharing Trust-11$859,543$110,532$10,048iApproximate average salary by contribution assumption: employee only about $251,209 at 4% or $167,473 at 6%; with 50% employer match about $167,473 at 4% or $111,648 at 6%; with 100% employer match about $125,605 at 4% or $83,736 at 6%.
1999113$889,358$97,925$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.
Matrix Insurance Agency Inc. Profit Sharing Trust-13$889,358$97,925$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.