Mathews Associates Inc.
Plan context: Mathews Associates Inc. 401K Plan
EIN 59-2012347 • Sanford, FL • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$3,833,434
2024 Contributions
$214,579
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 38 | $3,833,434 | $214,579 | $5,647iApproximate average salary by contribution assumption: employee only about $141,170 at 4% or $94,114 at 6%; with 50% employer match about $94,114 at 4% or $62,742 at 6%; with 100% employer match about $70,585 at 4% or $47,057 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 38 | $3,833,434 | $214,579 | $5,647iApproximate average salary by contribution assumption: employee only about $141,170 at 4% or $94,114 at 6%; with 50% employer match about $94,114 at 4% or $62,742 at 6%; with 100% employer match about $70,585 at 4% or $47,057 at 6%. |
| 2023 | 1 | 39 | $3,483,559 | $192,023 | $4,924iApproximate average salary by contribution assumption: employee only about $123,092 at 4% or $82,061 at 6%; with 50% employer match about $82,061 at 4% or $54,707 at 6%; with 100% employer match about $61,546 at 4% or $41,031 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 39 | $3,483,559 | $192,023 | $4,924iApproximate average salary by contribution assumption: employee only about $123,092 at 4% or $82,061 at 6%; with 50% employer match about $82,061 at 4% or $54,707 at 6%; with 100% employer match about $61,546 at 4% or $41,031 at 6%. |
| 2022 | 1 | 35 | $3,656,648 | $196,530 | $5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,390 at 6%; with 100% employer match about $70,189 at 4% or $46,793 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 35 | $3,656,648 | $196,530 | $5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,390 at 6%; with 100% employer match about $70,189 at 4% or $46,793 at 6%. |
| 2021 | 1 | 45 | $4,364,500 | $197,446 | $4,388iApproximate average salary by contribution assumption: employee only about $109,692 at 4% or $73,128 at 6%; with 50% employer match about $73,128 at 4% or $48,752 at 6%; with 100% employer match about $54,846 at 4% or $36,564 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 45 | $4,364,500 | $197,446 | $4,388iApproximate average salary by contribution assumption: employee only about $109,692 at 4% or $73,128 at 6%; with 50% employer match about $73,128 at 4% or $48,752 at 6%; with 100% employer match about $54,846 at 4% or $36,564 at 6%. |
| 2020 | 1 | 46 | $4,091,173 | $199,506 | $4,337iApproximate average salary by contribution assumption: employee only about $108,427 at 4% or $72,285 at 6%; with 50% employer match about $72,285 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,142 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 46 | $4,091,173 | $199,506 | $4,337iApproximate average salary by contribution assumption: employee only about $108,427 at 4% or $72,285 at 6%; with 50% employer match about $72,285 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,142 at 6%. |
| 2019 | 1 | 59 | $4,016,244 | $258,056 | $4,374iApproximate average salary by contribution assumption: employee only about $109,346 at 4% or $72,897 at 6%; with 50% employer match about $72,897 at 4% or $48,598 at 6%; with 100% employer match about $54,673 at 4% or $36,449 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 59 | $4,016,244 | $258,056 | $4,374iApproximate average salary by contribution assumption: employee only about $109,346 at 4% or $72,897 at 6%; with 50% employer match about $72,897 at 4% or $48,598 at 6%; with 100% employer match about $54,673 at 4% or $36,449 at 6%. |
| 2018 | 1 | 58 | $3,350,299 | $239,567 | $4,130iApproximate average salary by contribution assumption: employee only about $103,262 at 4% or $68,841 at 6%; with 50% employer match about $68,841 at 4% or $45,894 at 6%; with 100% employer match about $51,631 at 4% or $34,421 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 58 | $3,350,299 | $239,567 | $4,130iApproximate average salary by contribution assumption: employee only about $103,262 at 4% or $68,841 at 6%; with 50% employer match about $68,841 at 4% or $45,894 at 6%; with 100% employer match about $51,631 at 4% or $34,421 at 6%. |
| 2017 | 1 | 56 | $3,435,593 | $295,198 | $5,271iApproximate average salary by contribution assumption: employee only about $131,785 at 4% or $87,857 at 6%; with 50% employer match about $87,857 at 4% or $58,571 at 6%; with 100% employer match about $65,892 at 4% or $43,928 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 56 | $3,435,593 | $295,198 | $5,271iApproximate average salary by contribution assumption: employee only about $131,785 at 4% or $87,857 at 6%; with 50% employer match about $87,857 at 4% or $58,571 at 6%; with 100% employer match about $65,892 at 4% or $43,928 at 6%. |
| 2016 | 1 | 60 | $2,894,832 | $257,338 | $4,289iApproximate average salary by contribution assumption: employee only about $107,224 at 4% or $71,483 at 6%; with 50% employer match about $71,483 at 4% or $47,655 at 6%; with 100% employer match about $53,612 at 4% or $35,741 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 60 | $2,894,832 | $257,338 | $4,289iApproximate average salary by contribution assumption: employee only about $107,224 at 4% or $71,483 at 6%; with 50% employer match about $71,483 at 4% or $47,655 at 6%; with 100% employer match about $53,612 at 4% or $35,741 at 6%. |
| 2015 | 1 | 60 | $2,596,530 | $227,733 | $3,796iApproximate average salary by contribution assumption: employee only about $94,889 at 4% or $63,259 at 6%; with 50% employer match about $63,259 at 4% or $42,173 at 6%; with 100% employer match about $47,444 at 4% or $31,630 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 60 | $2,596,530 | $227,733 | $3,796iApproximate average salary by contribution assumption: employee only about $94,889 at 4% or $63,259 at 6%; with 50% employer match about $63,259 at 4% or $42,173 at 6%; with 100% employer match about $47,444 at 4% or $31,630 at 6%. |
| 2014 | 1 | 67 | $2,750,213 | $201,867 | $3,013iApproximate average salary by contribution assumption: employee only about $75,324 at 4% or $50,216 at 6%; with 50% employer match about $50,216 at 4% or $33,477 at 6%; with 100% employer match about $37,662 at 4% or $25,108 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 67 | $2,750,213 | $201,867 | $3,013iApproximate average salary by contribution assumption: employee only about $75,324 at 4% or $50,216 at 6%; with 50% employer match about $50,216 at 4% or $33,477 at 6%; with 100% employer match about $37,662 at 4% or $25,108 at 6%. |
| 2013 | 1 | 74 | $2,638,567 | $240,704 | $3,253iApproximate average salary by contribution assumption: employee only about $81,319 at 4% or $54,213 at 6%; with 50% employer match about $54,213 at 4% or $36,142 at 6%; with 100% employer match about $40,659 at 4% or $27,106 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 74 | $2,638,567 | $240,704 | $3,253iApproximate average salary by contribution assumption: employee only about $81,319 at 4% or $54,213 at 6%; with 50% employer match about $54,213 at 4% or $36,142 at 6%; with 100% employer match about $40,659 at 4% or $27,106 at 6%. |
| 2012 | 1 | 75 | $2,585,065 | $206,050 | $2,747iApproximate average salary by contribution assumption: employee only about $68,683 at 4% or $45,789 at 6%; with 50% employer match about $45,789 at 4% or $30,526 at 6%; with 100% employer match about $34,342 at 4% or $22,894 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 75 | $2,585,065 | $206,050 | $2,747iApproximate average salary by contribution assumption: employee only about $68,683 at 4% or $45,789 at 6%; with 50% employer match about $45,789 at 4% or $30,526 at 6%; with 100% employer match about $34,342 at 4% or $22,894 at 6%. |
| 2011 | 1 | 72 | $2,424,171 | $189,529 | $2,632iApproximate average salary by contribution assumption: employee only about $65,809 at 4% or $43,872 at 6%; with 50% employer match about $43,872 at 4% or $29,248 at 6%; with 100% employer match about $32,904 at 4% or $21,936 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 72 | $2,424,171 | $189,529 | $2,632iApproximate average salary by contribution assumption: employee only about $65,809 at 4% or $43,872 at 6%; with 50% employer match about $43,872 at 4% or $29,248 at 6%; with 100% employer match about $32,904 at 4% or $21,936 at 6%. |
| 2010 | 1 | 70 | $2,554,987 | $186,868 | $2,670iApproximate average salary by contribution assumption: employee only about $66,739 at 4% or $44,492 at 6%; with 50% employer match about $44,492 at 4% or $29,662 at 6%; with 100% employer match about $33,369 at 4% or $22,246 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 70 | $2,554,987 | $186,868 | $2,670iApproximate average salary by contribution assumption: employee only about $66,739 at 4% or $44,492 at 6%; with 50% employer match about $44,492 at 4% or $29,662 at 6%; with 100% employer match about $33,369 at 4% or $22,246 at 6%. |
| 2009 | 1 | 63 | $2,126,025 | $146,953 | $2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,876 at 6%; with 50% employer match about $38,876 at 4% or $25,918 at 6%; with 100% employer match about $29,157 at 4% or $19,438 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 63 | $2,126,025 | $146,953 | $2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,876 at 6%; with 50% employer match about $38,876 at 4% or $25,918 at 6%; with 100% employer match about $29,157 at 4% or $19,438 at 6%. |
| 2008 | 1 | 60 | $1,732,646 | $161,233 | $2,687iApproximate average salary by contribution assumption: employee only about $67,180 at 4% or $44,787 at 6%; with 50% employer match about $44,787 at 4% or $29,858 at 6%; with 100% employer match about $33,590 at 4% or $22,393 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 60 | $1,732,646 | $161,233 | $2,687iApproximate average salary by contribution assumption: employee only about $67,180 at 4% or $44,787 at 6%; with 50% employer match about $44,787 at 4% or $29,858 at 6%; with 100% employer match about $33,590 at 4% or $22,393 at 6%. |
| 2007 | 1 | 60 | $2,835,312 | $211,283 | $3,521iApproximate average salary by contribution assumption: employee only about $88,035 at 4% or $58,690 at 6%; with 50% employer match about $58,690 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,345 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 60 | $2,835,312 | $211,283 | $3,521iApproximate average salary by contribution assumption: employee only about $88,035 at 4% or $58,690 at 6%; with 50% employer match about $58,690 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,345 at 6%. |
| 2006 | 1 | 70 | $2,745,031 | $252,660 | $3,609iApproximate average salary by contribution assumption: employee only about $90,236 at 4% or $60,157 at 6%; with 50% employer match about $60,157 at 4% or $40,105 at 6%; with 100% employer match about $45,118 at 4% or $30,079 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 70 | $2,745,031 | $252,660 | $3,609iApproximate average salary by contribution assumption: employee only about $90,236 at 4% or $60,157 at 6%; with 50% employer match about $60,157 at 4% or $40,105 at 6%; with 100% employer match about $45,118 at 4% or $30,079 at 6%. |
| 2005 | 1 | 75 | $2,299,319 | $376,296 | $5,017iApproximate average salary by contribution assumption: employee only about $125,432 at 4% or $83,621 at 6%; with 50% employer match about $83,621 at 4% or $55,748 at 6%; with 100% employer match about $62,716 at 4% or $41,811 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 75 | $2,299,319 | $376,296 | $5,017iApproximate average salary by contribution assumption: employee only about $125,432 at 4% or $83,621 at 6%; with 50% employer match about $83,621 at 4% or $55,748 at 6%; with 100% employer match about $62,716 at 4% or $41,811 at 6%. |
| 2004 | 1 | 77 | $1,938,998 | $375,764 | $4,880iApproximate average salary by contribution assumption: employee only about $122,001 at 4% or $81,334 at 6%; with 50% employer match about $81,334 at 4% or $54,223 at 6%; with 100% employer match about $61,001 at 4% or $40,667 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 77 | $1,938,998 | $375,764 | $4,880iApproximate average salary by contribution assumption: employee only about $122,001 at 4% or $81,334 at 6%; with 50% employer match about $81,334 at 4% or $54,223 at 6%; with 100% employer match about $61,001 at 4% or $40,667 at 6%. |
| 2003 | 1 | 80 | $1,402,926 | $443,449 | $5,543iApproximate average salary by contribution assumption: employee only about $138,578 at 4% or $92,385 at 6%; with 50% employer match about $92,385 at 4% or $61,590 at 6%; with 100% employer match about $69,289 at 4% or $46,193 at 6%. |
| Mathews Associates Inc. 401K Plan | - | 80 | $1,402,926 | $443,449 | $5,543iApproximate average salary by contribution assumption: employee only about $138,578 at 4% or $92,385 at 6%; with 50% employer match about $92,385 at 4% or $61,590 at 6%; with 100% employer match about $69,289 at 4% or $46,193 at 6%. |
| 2002 | 1 | 72 | $593,268 | $0 | - |
| Mathews Associates Inc. 401K Plan | - | 72 | $593,268 | - | - |
| 2001 | 1 | 52 | $0 | $0 | - |
| Mathews Associates Inc. 401K Plan | - | 52 | - | - | - |