Civic Intelligence

Mateer & Harbert, P.A.

Plan context: Mateer & Harbert, P.A. Employee Savings Trust

EIN 59-1536383 • Orlando, FL • 25 filings • 3 plans

225 E. Robinson StreetSuite 600Orlando, FL 32801
Current Snapshot

Latest Year

2023

2023 Participants

57

2023 Assets

$16,677,872

2023 Contributions

$236,514

Historical Graphs

Total Assets Over Time

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

$19,477,930$9,738,965$0199920122022YearValue
$16,677,872Latest year 2022

Participants Over Time

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

69350199920112022YearValue
57Latest year 2022

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
202310$0$236,514-
Mateer & Harbert, P.A. Employee Savings Trust-0$0$236,514-
2022157$16,677,872$514,878$9,033iApproximate average salary by contribution assumption: employee only about $225,824 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,275 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-57$16,677,872$514,878$9,033iApproximate average salary by contribution assumption: employee only about $225,824 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,275 at 6%.
2021161$19,477,930$640,429$10,499iApproximate average salary by contribution assumption: employee only about $262,471 at 4% or $174,981 at 6%; with 50% employer match about $174,981 at 4% or $116,654 at 6%; with 100% employer match about $131,235 at 4% or $87,490 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-61$19,477,930$640,429$10,499iApproximate average salary by contribution assumption: employee only about $262,471 at 4% or $174,981 at 6%; with 50% employer match about $174,981 at 4% or $116,654 at 6%; with 100% employer match about $131,235 at 4% or $87,490 at 6%.
2020160$16,986,824$705,159$11,753iApproximate average salary by contribution assumption: employee only about $293,816 at 4% or $195,878 at 6%; with 50% employer match about $195,878 at 4% or $130,585 at 6%; with 100% employer match about $146,908 at 4% or $97,939 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-60$16,986,824$705,159$11,753iApproximate average salary by contribution assumption: employee only about $293,816 at 4% or $195,878 at 6%; with 50% employer match about $195,878 at 4% or $130,585 at 6%; with 100% employer match about $146,908 at 4% or $97,939 at 6%.
2019156$14,265,489$703,825$12,568iApproximate average salary by contribution assumption: employee only about $314,208 at 4% or $209,472 at 6%; with 50% employer match about $209,472 at 4% or $139,648 at 6%; with 100% employer match about $157,104 at 4% or $104,736 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-56$14,265,489$703,825$12,568iApproximate average salary by contribution assumption: employee only about $314,208 at 4% or $209,472 at 6%; with 50% employer match about $209,472 at 4% or $139,648 at 6%; with 100% employer match about $157,104 at 4% or $104,736 at 6%.
2018157$12,124,612$590,975$10,368iApproximate average salary by contribution assumption: employee only about $259,200 at 4% or $172,800 at 6%; with 50% employer match about $172,800 at 4% or $115,200 at 6%; with 100% employer match about $129,600 at 4% or $86,400 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-57$12,124,612$590,975$10,368iApproximate average salary by contribution assumption: employee only about $259,200 at 4% or $172,800 at 6%; with 50% employer match about $172,800 at 4% or $115,200 at 6%; with 100% employer match about $129,600 at 4% or $86,400 at 6%.
2017160$12,770,196$579,415$9,657iApproximate average salary by contribution assumption: employee only about $241,423 at 4% or $160,949 at 6%; with 50% employer match about $160,949 at 4% or $107,299 at 6%; with 100% employer match about $120,711 at 4% or $80,474 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-60$12,770,196$579,415$9,657iApproximate average salary by contribution assumption: employee only about $241,423 at 4% or $160,949 at 6%; with 50% employer match about $160,949 at 4% or $107,299 at 6%; with 100% employer match about $120,711 at 4% or $80,474 at 6%.
2016164$12,109,050$644,730$10,074iApproximate average salary by contribution assumption: employee only about $251,848 at 4% or $167,898 at 6%; with 50% employer match about $167,898 at 4% or $111,932 at 6%; with 100% employer match about $125,924 at 4% or $83,949 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-64$12,109,050$644,730$10,074iApproximate average salary by contribution assumption: employee only about $251,848 at 4% or $167,898 at 6%; with 50% employer match about $167,898 at 4% or $111,932 at 6%; with 100% employer match about $125,924 at 4% or $83,949 at 6%.
2015169$11,950,993$582,921$8,448iApproximate average salary by contribution assumption: employee only about $211,203 at 4% or $140,802 at 6%; with 50% employer match about $140,802 at 4% or $93,868 at 6%; with 100% employer match about $105,602 at 4% or $70,401 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-69$11,950,993$582,921$8,448iApproximate average salary by contribution assumption: employee only about $211,203 at 4% or $140,802 at 6%; with 50% employer match about $140,802 at 4% or $93,868 at 6%; with 100% employer match about $105,602 at 4% or $70,401 at 6%.
2014164$11,972,514$1,354,155$21,159iApproximate average salary by contribution assumption: employee only about $528,967 at 4% or $352,645 at 6%; with 50% employer match about $352,645 at 4% or $235,096 at 6%; with 100% employer match about $264,483 at 4% or $176,322 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-64$11,972,514$1,354,155$21,159iApproximate average salary by contribution assumption: employee only about $528,967 at 4% or $352,645 at 6%; with 50% employer match about $352,645 at 4% or $235,096 at 6%; with 100% employer match about $264,483 at 4% or $176,322 at 6%.
2013167$10,631,282$1,079,541$16,113iApproximate average salary by contribution assumption: employee only about $402,814 at 4% or $268,543 at 6%; with 50% employer match about $268,543 at 4% or $179,028 at 6%; with 100% employer match about $201,407 at 4% or $134,271 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-67$10,631,282$1,079,541$16,113iApproximate average salary by contribution assumption: employee only about $402,814 at 4% or $268,543 at 6%; with 50% employer match about $268,543 at 4% or $179,028 at 6%; with 100% employer match about $201,407 at 4% or $134,271 at 6%.
2012163$8,202,204$562,280$8,925iApproximate average salary by contribution assumption: employee only about $223,127 at 4% or $148,751 at 6%; with 50% employer match about $148,751 at 4% or $99,168 at 6%; with 100% employer match about $111,563 at 4% or $74,376 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-63$8,202,204$562,280$8,925iApproximate average salary by contribution assumption: employee only about $223,127 at 4% or $148,751 at 6%; with 50% employer match about $148,751 at 4% or $99,168 at 6%; with 100% employer match about $111,563 at 4% or $74,376 at 6%.
2011159$6,946,718$895,139$15,172iApproximate average salary by contribution assumption: employee only about $379,296 at 4% or $252,864 at 6%; with 50% employer match about $252,864 at 4% or $168,576 at 6%; with 100% employer match about $189,648 at 4% or $126,432 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-59$6,946,718$895,139$15,172iApproximate average salary by contribution assumption: employee only about $379,296 at 4% or $252,864 at 6%; with 50% employer match about $252,864 at 4% or $168,576 at 6%; with 100% employer match about $189,648 at 4% or $126,432 at 6%.
2010154$6,379,641$621,787$11,515iApproximate average salary by contribution assumption: employee only about $287,864 at 4% or $191,910 at 6%; with 50% employer match about $191,910 at 4% or $127,940 at 6%; with 100% employer match about $143,932 at 4% or $95,955 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-54$6,379,641$621,787$11,515iApproximate average salary by contribution assumption: employee only about $287,864 at 4% or $191,910 at 6%; with 50% employer match about $191,910 at 4% or $127,940 at 6%; with 100% employer match about $143,932 at 4% or $95,955 at 6%.
2009147$5,770,097$570,129$12,130iApproximate average salary by contribution assumption: employee only about $303,260 at 4% or $202,173 at 6%; with 50% employer match about $202,173 at 4% or $134,782 at 6%; with 100% employer match about $151,630 at 4% or $101,087 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-47$5,770,097$570,129$12,130iApproximate average salary by contribution assumption: employee only about $303,260 at 4% or $202,173 at 6%; with 50% employer match about $202,173 at 4% or $134,782 at 6%; with 100% employer match about $151,630 at 4% or $101,087 at 6%.
2008138$4,749,650$517,065$13,607iApproximate average salary by contribution assumption: employee only about $340,174 at 4% or $226,783 at 6%; with 50% employer match about $226,783 at 4% or $151,189 at 6%; with 100% employer match about $170,087 at 4% or $113,391 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-38$4,749,650$517,065$13,607iApproximate average salary by contribution assumption: employee only about $340,174 at 4% or $226,783 at 6%; with 50% employer match about $226,783 at 4% or $151,189 at 6%; with 100% employer match about $170,087 at 4% or $113,391 at 6%.
2007139$0$0-
Mateer & Harbert, P.A. Employee Savings Trust-39---
2006247$5,880,528$548,205$11,664iApproximate average salary by contribution assumption: employee only about $291,598 at 4% or $194,399 at 6%; with 50% employer match about $194,399 at 4% or $129,599 at 6%; with 100% employer match about $145,799 at 4% or $97,199 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-47$5,880,528$548,205$11,664iApproximate average salary by contribution assumption: employee only about $291,598 at 4% or $194,399 at 6%; with 50% employer match about $194,399 at 4% or $129,599 at 6%; with 100% employer match about $145,799 at 4% or $97,199 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-47---
2005143$4,800,381$486,506$11,314iApproximate average salary by contribution assumption: employee only about $282,852 at 4% or $188,568 at 6%; with 50% employer match about $188,568 at 4% or $125,712 at 6%; with 100% employer match about $141,426 at 4% or $94,284 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-43$4,800,381$486,506$11,314iApproximate average salary by contribution assumption: employee only about $282,852 at 4% or $188,568 at 6%; with 50% employer match about $188,568 at 4% or $125,712 at 6%; with 100% employer match about $141,426 at 4% or $94,284 at 6%.
2004142$4,125,691$512,589$12,205iApproximate average salary by contribution assumption: employee only about $305,113 at 4% or $203,408 at 6%; with 50% employer match about $203,408 at 4% or $135,606 at 6%; with 100% employer match about $152,556 at 4% or $101,704 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-42$4,125,691$512,589$12,205iApproximate average salary by contribution assumption: employee only about $305,113 at 4% or $203,408 at 6%; with 50% employer match about $203,408 at 4% or $135,606 at 6%; with 100% employer match about $152,556 at 4% or $101,704 at 6%.
2003138$3,456,859$341,109$8,977iApproximate average salary by contribution assumption: employee only about $224,414 at 4% or $149,609 at 6%; with 50% employer match about $149,609 at 4% or $99,739 at 6%; with 100% employer match about $112,207 at 4% or $74,805 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-38$3,456,859$341,109$8,977iApproximate average salary by contribution assumption: employee only about $224,414 at 4% or $149,609 at 6%; with 50% employer match about $149,609 at 4% or $99,739 at 6%; with 100% employer match about $112,207 at 4% or $74,805 at 6%.
2001133$0$0-
Mateer & Harbert, P.A. Employee Savings Trust-33---
2000138$2,865,220$396,729$10,440iApproximate average salary by contribution assumption: employee only about $261,006 at 4% or $174,004 at 6%; with 50% employer match about $174,004 at 4% or $116,003 at 6%; with 100% employer match about $130,503 at 4% or $87,002 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-38$2,865,220$396,729$10,440iApproximate average salary by contribution assumption: employee only about $261,006 at 4% or $174,004 at 6%; with 50% employer match about $174,004 at 4% or $116,003 at 6%; with 100% employer match about $130,503 at 4% or $87,002 at 6%.
1999123$2,707,166$327,417$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,259 at 6%; with 50% employer match about $237,259 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.
Mateer & Harbert, P.A. Employee Savings Trust-23$2,707,166$327,417$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,259 at 6%; with 50% employer match about $237,259 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.