Fidelity bond in place
No
Filing2530 Pine Grove RoadCumming, GA 30041
Mathis Grading Inc. 401(K) Profit Sharing Plan
Mathis Grading Inc. • EIN 58-1793677 • Cumming, GA • Plan year 1999
Filing Insights
Participants
Up23 → 26
3 • 13.04%
Assets
Up$34,491 → $131,533
$97,042 • 281.35%
Investment Management Fee
-
Admin expenses - • Total expenses $2,880
Filing Details
Context- Net investment result
- $97,042
- Pension payor EIN
- 58-1793677
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $2,262,164 | $88,000 | $4,889iApproximate average salary by contribution assumption: employee only about $122,222 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,321 at 6%; with 100% employer match about $61,111 at 4% or $40,741 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 18 | $2,262,164 | $88,000 | $4,889iApproximate average salary by contribution assumption: employee only about $122,222 at 4% or $81,481 at 6%; with 50% employer match about $81,481 at 4% or $54,321 at 6%; with 100% employer match about $61,111 at 4% or $40,741 at 6%. |
| 2023 | 1 | 18 | $1,909,090 | $148,981 | $8,277iApproximate average salary by contribution assumption: employee only about $206,918 at 4% or $137,945 at 6%; with 50% employer match about $137,945 at 4% or $91,964 at 6%; with 100% employer match about $103,459 at 4% or $68,973 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 18 | $1,909,090 | $148,981 | $8,277iApproximate average salary by contribution assumption: employee only about $206,918 at 4% or $137,945 at 6%; with 50% employer match about $137,945 at 4% or $91,964 at 6%; with 100% employer match about $103,459 at 4% or $68,973 at 6%. |
| 2022 | 1 | 18 | $1,503,756 | $41,443 | $2,302iApproximate average salary by contribution assumption: employee only about $57,560 at 4% or $38,373 at 6%; with 50% employer match about $38,373 at 4% or $25,582 at 6%; with 100% employer match about $28,780 at 4% or $19,187 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 18 | $1,503,756 | $41,443 | $2,302iApproximate average salary by contribution assumption: employee only about $57,560 at 4% or $38,373 at 6%; with 50% employer match about $38,373 at 4% or $25,582 at 6%; with 100% employer match about $28,780 at 4% or $19,187 at 6%. |
| 2021 | 1 | 15 | $1,771,376 | $39,576 | $2,638iApproximate average salary by contribution assumption: employee only about $65,960 at 4% or $43,973 at 6%; with 50% employer match about $43,973 at 4% or $29,316 at 6%; with 100% employer match about $32,980 at 4% or $21,987 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 15 | $1,771,376 | $39,576 | $2,638iApproximate average salary by contribution assumption: employee only about $65,960 at 4% or $43,973 at 6%; with 50% employer match about $43,973 at 4% or $29,316 at 6%; with 100% employer match about $32,980 at 4% or $21,987 at 6%. |
| 2020 | 1 | 14 | $1,475,376 | $36,337 | $2,596iApproximate average salary by contribution assumption: employee only about $64,888 at 4% or $43,258 at 6%; with 50% employer match about $43,258 at 4% or $28,839 at 6%; with 100% employer match about $32,444 at 4% or $21,629 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $1,475,376 | $36,337 | $2,596iApproximate average salary by contribution assumption: employee only about $64,888 at 4% or $43,258 at 6%; with 50% employer match about $43,258 at 4% or $28,839 at 6%; with 100% employer match about $32,444 at 4% or $21,629 at 6%. |
| 2019 | 1 | 14 | $1,286,895 | $24,982 | $1,784iApproximate average salary by contribution assumption: employee only about $44,611 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $1,286,895 | $24,982 | $1,784iApproximate average salary by contribution assumption: employee only about $44,611 at 4% or $29,740 at 6%; with 50% employer match about $29,740 at 4% or $19,827 at 6%; with 100% employer match about $22,305 at 4% or $14,870 at 6%. |
| 2018 | 1 | 15 | $1,043,179 | $20,771 | $1,385iApproximate average salary by contribution assumption: employee only about $34,618 at 4% or $23,079 at 6%; with 50% employer match about $23,079 at 4% or $15,386 at 6%; with 100% employer match about $17,309 at 4% or $11,539 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 15 | $1,043,179 | $20,771 | $1,385iApproximate average salary by contribution assumption: employee only about $34,618 at 4% or $23,079 at 6%; with 50% employer match about $23,079 at 4% or $15,386 at 6%; with 100% employer match about $17,309 at 4% or $11,539 at 6%. |
| 2017 | 1 | 13 | $1,100,273 | $15,542 | $1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 13 | $1,100,273 | $15,542 | $1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,926 at 6%; with 50% employer match about $19,926 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%. |
| 2016 | 1 | 14 | $955,876 | $15,444 | $1,103iApproximate average salary by contribution assumption: employee only about $27,579 at 4% or $18,386 at 6%; with 50% employer match about $18,386 at 4% or $12,257 at 6%; with 100% employer match about $13,789 at 4% or $9,193 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $955,876 | $15,444 | $1,103iApproximate average salary by contribution assumption: employee only about $27,579 at 4% or $18,386 at 6%; with 50% employer match about $18,386 at 4% or $12,257 at 6%; with 100% employer match about $13,789 at 4% or $9,193 at 6%. |
| 2015 | 1 | 14 | $828,867 | $15,104 | $1,079iApproximate average salary by contribution assumption: employee only about $26,971 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,990 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $828,867 | $15,104 | $1,079iApproximate average salary by contribution assumption: employee only about $26,971 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,990 at 6%. |
| 2014 | 1 | 14 | $840,710 | $15,019 | $1,073iApproximate average salary by contribution assumption: employee only about $26,820 at 4% or $17,880 at 6%; with 50% employer match about $17,880 at 4% or $11,920 at 6%; with 100% employer match about $13,410 at 4% or $8,940 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $840,710 | $15,019 | $1,073iApproximate average salary by contribution assumption: employee only about $26,820 at 4% or $17,880 at 6%; with 50% employer match about $17,880 at 4% or $11,920 at 6%; with 100% employer match about $13,410 at 4% or $8,940 at 6%. |
| 2013 | 1 | 14 | $778,095 | $12,284 | $877iApproximate average salary by contribution assumption: employee only about $21,936 at 4% or $14,624 at 6%; with 50% employer match about $14,624 at 4% or $9,749 at 6%; with 100% employer match about $10,968 at 4% or $7,312 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 14 | $778,095 | $12,284 | $877iApproximate average salary by contribution assumption: employee only about $21,936 at 4% or $14,624 at 6%; with 50% employer match about $14,624 at 4% or $9,749 at 6%; with 100% employer match about $10,968 at 4% or $7,312 at 6%. |
| 2012 | 1 | 11 | $646,054 | $13,822 | $1,257iApproximate average salary by contribution assumption: employee only about $31,414 at 4% or $20,942 at 6%; with 50% employer match about $20,942 at 4% or $13,962 at 6%; with 100% employer match about $15,707 at 4% or $10,471 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 11 | $646,054 | $13,822 | $1,257iApproximate average salary by contribution assumption: employee only about $31,414 at 4% or $20,942 at 6%; with 50% employer match about $20,942 at 4% or $13,962 at 6%; with 100% employer match about $15,707 at 4% or $10,471 at 6%. |
| 2011 | 1 | 10 | $583,204 | $22,117 | $2,212iApproximate average salary by contribution assumption: employee only about $55,292 at 4% or $36,862 at 6%; with 50% employer match about $36,862 at 4% or $24,574 at 6%; with 100% employer match about $27,646 at 4% or $18,431 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 10 | $583,204 | $22,117 | $2,212iApproximate average salary by contribution assumption: employee only about $55,292 at 4% or $36,862 at 6%; with 50% employer match about $36,862 at 4% or $24,574 at 6%; with 100% employer match about $27,646 at 4% or $18,431 at 6%. |
| 2010 | 1 | 8 | $590,186 | $14,949 | $1,869iApproximate average salary by contribution assumption: employee only about $46,716 at 4% or $31,144 at 6%; with 50% employer match about $31,144 at 4% or $20,763 at 6%; with 100% employer match about $23,358 at 4% or $15,572 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 8 | $590,186 | $14,949 | $1,869iApproximate average salary by contribution assumption: employee only about $46,716 at 4% or $31,144 at 6%; with 50% employer match about $31,144 at 4% or $20,763 at 6%; with 100% employer match about $23,358 at 4% or $15,572 at 6%. |
| 2009 | 1 | 9 | $532,726 | $22,787 | $2,532iApproximate average salary by contribution assumption: employee only about $63,297 at 4% or $42,198 at 6%; with 50% employer match about $42,198 at 4% or $28,132 at 6%; with 100% employer match about $31,649 at 4% or $21,099 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 9 | $532,726 | $22,787 | $2,532iApproximate average salary by contribution assumption: employee only about $63,297 at 4% or $42,198 at 6%; with 50% employer match about $42,198 at 4% or $28,132 at 6%; with 100% employer match about $31,649 at 4% or $21,099 at 6%. |
| 2008 | 1 | 11 | $607,086 | $55,355 | $5,032iApproximate average salary by contribution assumption: employee only about $125,807 at 4% or $83,871 at 6%; with 50% employer match about $83,871 at 4% or $55,914 at 6%; with 100% employer match about $62,903 at 4% or $41,936 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 11 | $607,086 | $55,355 | $5,032iApproximate average salary by contribution assumption: employee only about $125,807 at 4% or $83,871 at 6%; with 50% employer match about $83,871 at 4% or $55,914 at 6%; with 100% employer match about $62,903 at 4% or $41,936 at 6%. |
| 2007 | 1 | 22 | $1,265,307 | $138,155 | $6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 22 | $1,265,307 | $138,155 | $6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%. |
| 2006 | 1 | 33 | $1,133,424 | $209,092 | $6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,401 at 6%; with 100% employer match about $79,202 at 4% or $52,801 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 33 | $1,133,424 | $209,092 | $6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,401 at 6%; with 100% employer match about $79,202 at 4% or $52,801 at 6%. |
| 2005 | 1 | 33 | $891,128 | $169,312 | $5,131iApproximate average salary by contribution assumption: employee only about $128,267 at 4% or $85,511 at 6%; with 50% employer match about $85,511 at 4% or $57,007 at 6%; with 100% employer match about $64,133 at 4% or $42,756 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 33 | $891,128 | $169,312 | $5,131iApproximate average salary by contribution assumption: employee only about $128,267 at 4% or $85,511 at 6%; with 50% employer match about $85,511 at 4% or $57,007 at 6%; with 100% employer match about $64,133 at 4% or $42,756 at 6%. |
| 2004 | 1 | 34 | $679,220 | $139,261 | $4,096iApproximate average salary by contribution assumption: employee only about $102,398 at 4% or $68,265 at 6%; with 50% employer match about $68,265 at 4% or $45,510 at 6%; with 100% employer match about $51,199 at 4% or $34,133 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 34 | $679,220 | $139,261 | $4,096iApproximate average salary by contribution assumption: employee only about $102,398 at 4% or $68,265 at 6%; with 50% employer match about $68,265 at 4% or $45,510 at 6%; with 100% employer match about $51,199 at 4% or $34,133 at 6%. |
| 2003 | 1 | 30 | $514,306 | $120,782 | $4,026iApproximate average salary by contribution assumption: employee only about $100,652 at 4% or $67,101 at 6%; with 50% employer match about $67,101 at 4% or $44,734 at 6%; with 100% employer match about $50,326 at 4% or $33,551 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 30 | $514,306 | $120,782 | $4,026iApproximate average salary by contribution assumption: employee only about $100,652 at 4% or $67,101 at 6%; with 50% employer match about $67,101 at 4% or $44,734 at 6%; with 100% employer match about $50,326 at 4% or $33,551 at 6%. |
| 2002 | 1 | 27 | $334,610 | $110,126 | $4,079iApproximate average salary by contribution assumption: employee only about $101,969 at 4% or $67,979 at 6%; with 50% employer match about $67,979 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,990 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 27 | $334,610 | $110,126 | $4,079iApproximate average salary by contribution assumption: employee only about $101,969 at 4% or $67,979 at 6%; with 50% employer match about $67,979 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,990 at 6%. |
| 2001 | 1 | 26 | $299,352 | $125,246 | $4,817iApproximate average salary by contribution assumption: employee only about $120,429 at 4% or $80,286 at 6%; with 50% employer match about $80,286 at 4% or $53,524 at 6%; with 100% employer match about $60,214 at 4% or $40,143 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 26 | $299,352 | $125,246 | $4,817iApproximate average salary by contribution assumption: employee only about $120,429 at 4% or $80,286 at 6%; with 50% employer match about $80,286 at 4% or $53,524 at 6%; with 100% employer match about $60,214 at 4% or $40,143 at 6%. |
| 2000 | 1 | 29 | $217,299 | $119,341 | $4,115iApproximate average salary by contribution assumption: employee only about $102,880 at 4% or $68,587 at 6%; with 50% employer match about $68,587 at 4% or $45,725 at 6%; with 100% employer match about $51,440 at 4% or $34,293 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | - | 29 | $217,299 | $119,341 | $4,115iApproximate average salary by contribution assumption: employee only about $102,880 at 4% or $68,587 at 6%; with 50% employer match about $68,587 at 4% or $45,725 at 6%; with 100% employer match about $51,440 at 4% or $34,293 at 6%. |
| 1999 | 1 | 26 | $131,533 | $94,048 | $3,617iApproximate average salary by contribution assumption: employee only about $90,431 at 4% or $60,287 at 6%; with 50% employer match about $60,287 at 4% or $40,191 at 6%; with 100% employer match about $45,215 at 4% or $30,144 at 6%. |
| Mathis Grading Inc. 401(K) Profit Sharing Plan | Current | 26 | $131,533 | $94,048 | $3,617iApproximate average salary by contribution assumption: employee only about $90,431 at 4% or $60,287 at 6%; with 50% employer match about $60,287 at 4% or $40,191 at 6%; with 100% employer match about $45,215 at 4% or $30,144 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$131,533$97,042 change
Balance Sheet
Beginning and end of plan year.
Total assets$34,491$131,533Increase +$97,042 (281.35%)
Total liabilities$0$0No change $0
Net assets$34,491$131,533Increase +$97,042 (281.35%)
Contributions
Employer contributions$81,792
Participant contributions$12,256
Other contributions$0
Income & Expenses
Total income$99,922
Total expenses$2,880
Net income$97,042
Source fields
- Schedule I source fields
- Filing Id
- 56037094166301
- Schedule I EIN
- 58-1793677
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 1999-01-01
- Schedule I Tax Period
- 19991231
- Small plan total assets at beginning of year
- $34,491
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $34,491
- Small plan total assets at end of year
- $131,533
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $131,533
- Small plan employer contributions
- $81,792
- Small plan participant contributions
- $12,256
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $5,874
- Small plan total income
- $99,922
- Small plan total benefit distributions
- $2,880
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $2,880
- Small plan net income or loss
- $97,042
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN58-1793677
Transfers
Distributed property value$0
Schedule R source fields
- Payor 58-1793677
- Filing Id
- 56037094166301
- Schedule R EIN
- 58-1793677
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 1999-01-01
- Schedule R Tax Period
- 19991231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 58-1793677
- Pension Bnft Distribution Sngl Sum Count
- 4
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0