Miguel Mateos-Mora, M.D.
Plan context: MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN
EIN 59-3085773 • Melbourne, FL • 28 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$4,953,336
2024 Contributions
$22,312
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 | 2 | 7 | $4,953,336 | $22,312 | $3,187iApproximate average salary by contribution assumption: employee only about $79,686 at 4% or $53,124 at 6%; with 50% employer match about $53,124 at 4% or $35,416 at 6%; with 100% employer match about $39,843 at 4% or $26,562 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $2,548,563 | $15,200 | $3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 7 | $2,404,773 | $7,112 | $1,016iApproximate average salary by contribution assumption: employee only about $25,400 at 4% or $16,933 at 6%; with 50% employer match about $16,933 at 4% or $11,289 at 6%; with 100% employer match about $12,700 at 4% or $8,467 at 6%. |
| 2023 | 2 | 7 | $4,432,463 | $235,205 | $33,601iApproximate average salary by contribution assumption: employee only about $840,018 at 4% or $560,012 at 6%; with 50% employer match about $560,012 at 4% or $373,341 at 6%; with 100% employer match about $420,009 at 4% or $280,006 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $2,299,334 | $184,800 | $46,200iApproximate average salary by contribution assumption: employee only about $1,155,000 at 4% or $770,000 at 6%; with 50% employer match about $770,000 at 4% or $513,333 at 6%; with 100% employer match about $577,500 at 4% or $385,000 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 7 | $2,133,129 | $50,405 | $7,201iApproximate average salary by contribution assumption: employee only about $180,018 at 4% or $120,012 at 6%; with 50% employer match about $120,012 at 4% or $80,008 at 6%; with 100% employer match about $90,009 at 4% or $60,006 at 6%. |
| 2022 | 2 | 5 | $3,618,759 | $387,576 | $77,515iApproximate average salary by contribution assumption: employee only about $1,937,880 at 4% or $1,291,920 at 6%; with 50% employer match about $1,291,920 at 4% or $861,280 at 6%; with 100% employer match about $968,940 at 4% or $645,960 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $1,841,747 | $343,000 | $85,750iApproximate average salary by contribution assumption: employee only about $2,143,750 at 4% or $1,429,167 at 6%; with 50% employer match about $1,429,167 at 4% or $952,778 at 6%; with 100% employer match about $1,071,875 at 4% or $714,583 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,777,012 | $44,576 | $8,915iApproximate average salary by contribution assumption: employee only about $222,880 at 4% or $148,587 at 6%; with 50% employer match about $148,587 at 4% or $99,058 at 6%; with 100% employer match about $111,440 at 4% or $74,293 at 6%. |
| 2021 | 2 | 5 | $3,885,726 | $154,287 | $30,857iApproximate average salary by contribution assumption: employee only about $771,435 at 4% or $514,290 at 6%; with 50% employer match about $514,290 at 4% or $342,860 at 6%; with 100% employer match about $385,718 at 4% or $257,145 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $2,098,852 | $42,287 | $8,457iApproximate average salary by contribution assumption: employee only about $211,435 at 4% or $140,957 at 6%; with 50% employer match about $140,957 at 4% or $93,971 at 6%; with 100% employer match about $105,718 at 4% or $70,478 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $1,786,874 | $112,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2020 | 2 | 5 | $3,371,715 | $135,755 | $27,151iApproximate average salary by contribution assumption: employee only about $678,775 at 4% or $452,517 at 6%; with 50% employer match about $452,517 at 4% or $301,678 at 6%; with 100% employer match about $339,388 at 4% or $226,258 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,845,482 | $48,338 | $9,668iApproximate average salary by contribution assumption: employee only about $241,690 at 4% or $161,127 at 6%; with 50% employer match about $161,127 at 4% or $107,418 at 6%; with 100% employer match about $120,845 at 4% or $80,563 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $1,526,233 | $87,417 | $21,854iApproximate average salary by contribution assumption: employee only about $546,356 at 4% or $364,238 at 6%; with 50% employer match about $364,238 at 4% or $242,825 at 6%; with 100% employer match about $273,178 at 4% or $182,119 at 6%. |
| 2019 | 2 | 4 | $2,792,339 | $202,518 | $50,630iApproximate average salary by contribution assumption: employee only about $1,265,738 at 4% or $843,825 at 6%; with 50% employer match about $843,825 at 4% or $562,550 at 6%; with 100% employer match about $632,869 at 4% or $421,913 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 4 | $1,558,326 | $45,364 | $11,341iApproximate average salary by contribution assumption: employee only about $283,525 at 4% or $189,017 at 6%; with 50% employer match about $189,017 at 4% or $126,011 at 6%; with 100% employer match about $141,763 at 4% or $94,508 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $1,234,013 | $157,154 | $39,289iApproximate average salary by contribution assumption: employee only about $982,213 at 4% or $654,808 at 6%; with 50% employer match about $654,808 at 4% or $436,539 at 6%; with 100% employer match about $491,106 at 4% or $327,404 at 6%. |
| 2018 | 2 | 5 | $2,184,731 | $131,817 | $26,363iApproximate average salary by contribution assumption: employee only about $659,085 at 4% or $439,390 at 6%; with 50% employer match about $439,390 at 4% or $292,927 at 6%; with 100% employer match about $329,543 at 4% or $219,695 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,262,957 | $44,634 | $8,927iApproximate average salary by contribution assumption: employee only about $223,170 at 4% or $148,780 at 6%; with 50% employer match about $148,780 at 4% or $99,187 at 6%; with 100% employer match about $111,585 at 4% or $74,390 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 5 | $921,774 | $87,183 | $17,437iApproximate average salary by contribution assumption: employee only about $435,915 at 4% or $290,610 at 6%; with 50% employer match about $290,610 at 4% or $193,740 at 6%; with 100% employer match about $217,957 at 4% or $145,305 at 6%. |
| 2017 | 2 | 5 | $2,295,412 | $132,087 | $26,417iApproximate average salary by contribution assumption: employee only about $660,435 at 4% or $440,290 at 6%; with 50% employer match about $440,290 at 4% or $293,527 at 6%; with 100% employer match about $330,218 at 4% or $220,145 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,368,873 | $44,519 | $8,904iApproximate average salary by contribution assumption: employee only about $222,595 at 4% or $148,397 at 6%; with 50% employer match about $148,397 at 4% or $98,931 at 6%; with 100% employer match about $111,297 at 4% or $74,198 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 4 | $926,539 | $87,568 | $21,892iApproximate average salary by contribution assumption: employee only about $547,300 at 4% or $364,867 at 6%; with 50% employer match about $364,867 at 4% or $243,244 at 6%; with 100% employer match about $273,650 at 4% or $182,433 at 6%. |
| 2016 | 2 | 5 | $1,793,432 | $195,000 | $39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 5 | $1,076,668 | $39,000 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 5 | $716,764 | $156,000 | $31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%. |
| 2015 | 2 | 6 | $1,511,677 | $222,977 | $37,163iApproximate average salary by contribution assumption: employee only about $929,071 at 4% or $619,381 at 6%; with 50% employer match about $619,381 at 4% or $412,920 at 6%; with 100% employer match about $464,535 at 4% or $309,690 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 6 | $995,313 | $44,504 | $7,417iApproximate average salary by contribution assumption: employee only about $185,433 at 4% or $123,622 at 6%; with 50% employer match about $123,622 at 4% or $82,415 at 6%; with 100% employer match about $92,717 at 4% or $61,811 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 6 | $516,364 | $178,473 | $29,746iApproximate average salary by contribution assumption: employee only about $743,638 at 4% or $495,758 at 6%; with 50% employer match about $495,758 at 4% or $330,506 at 6%; with 100% employer match about $371,819 at 4% or $247,879 at 6%. |
| 2014 | 2 | 8 | $1,372,265 | $226,721 | $28,340iApproximate average salary by contribution assumption: employee only about $708,503 at 4% or $472,335 at 6%; with 50% employer match about $472,335 at 4% or $314,890 at 6%; with 100% employer match about $354,252 at 4% or $236,168 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 8 | $1,009,850 | $47,090 | $5,886iApproximate average salary by contribution assumption: employee only about $147,156 at 4% or $98,104 at 6%; with 50% employer match about $98,104 at 4% or $65,403 at 6%; with 100% employer match about $73,578 at 4% or $49,052 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 8 | $362,415 | $179,631 | $22,454iApproximate average salary by contribution assumption: employee only about $561,347 at 4% or $374,231 at 6%; with 50% employer match about $374,231 at 4% or $249,488 at 6%; with 100% employer match about $280,673 at 4% or $187,116 at 6%. |
| 2013 | 2 | 8 | $1,106,852 | $228,565 | $28,571iApproximate average salary by contribution assumption: employee only about $714,266 at 4% or $476,177 at 6%; with 50% employer match about $476,177 at 4% or $317,451 at 6%; with 100% employer match about $357,133 at 4% or $238,089 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 8 | $927,069 | $48,782 | $6,098iApproximate average salary by contribution assumption: employee only about $152,444 at 4% or $101,629 at 6%; with 50% employer match about $101,629 at 4% or $67,753 at 6%; with 100% employer match about $76,222 at 4% or $50,815 at 6%. |
| MIGUEL MATEOS-MORA, M.D. CASH BALANCE PLAN | - | 8 | $179,783 | $179,783 | $22,473iApproximate average salary by contribution assumption: employee only about $561,822 at 4% or $374,548 at 6%; with 50% employer match about $374,548 at 4% or $249,699 at 6%; with 100% employer match about $280,911 at 4% or $187,274 at 6%. |
| 2012 | 1 | 4 | $788,565 | $70,532 | $17,633iApproximate average salary by contribution assumption: employee only about $440,825 at 4% or $293,883 at 6%; with 50% employer match about $293,883 at 4% or $195,922 at 6%; with 100% employer match about $220,413 at 4% or $146,942 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 4 | $788,565 | $70,532 | $17,633iApproximate average salary by contribution assumption: employee only about $440,825 at 4% or $293,883 at 6%; with 50% employer match about $293,883 at 4% or $195,922 at 6%; with 100% employer match about $220,413 at 4% or $146,942 at 6%. |
| 2011 | 1 | 4 | $634,528 | $70,341 | $17,585iApproximate average salary by contribution assumption: employee only about $439,631 at 4% or $293,088 at 6%; with 50% employer match about $293,088 at 4% or $195,392 at 6%; with 100% employer match about $219,816 at 4% or $146,544 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 4 | $634,528 | $70,341 | $17,585iApproximate average salary by contribution assumption: employee only about $439,631 at 4% or $293,088 at 6%; with 50% employer match about $293,088 at 4% or $195,392 at 6%; with 100% employer match about $219,816 at 4% or $146,544 at 6%. |
| 2010 | 1 | 4 | $622,613 | $467,014 | $116,754iApproximate average salary by contribution assumption: employee only about $2,918,838 at 4% or $1,945,892 at 6%; with 50% employer match about $1,945,892 at 4% or $1,297,261 at 6%; with 100% employer match about $1,459,419 at 4% or $972,946 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 4 | $622,613 | $467,014 | $116,754iApproximate average salary by contribution assumption: employee only about $2,918,838 at 4% or $1,945,892 at 6%; with 50% employer match about $1,945,892 at 4% or $1,297,261 at 6%; with 100% employer match about $1,459,419 at 4% or $972,946 at 6%. |
| 2009 | 1 | 4 | $69,125 | $69,125 | $17,281iApproximate average salary by contribution assumption: employee only about $432,031 at 4% or $288,021 at 6%; with 50% employer match about $288,021 at 4% or $192,014 at 6%; with 100% employer match about $216,016 at 4% or $144,010 at 6%. |
| Miguel Mateos-Mora, M.D. 401(K) Profit Sharing Plan | - | 4 | $69,125 | $69,125 | $17,281iApproximate average salary by contribution assumption: employee only about $432,031 at 4% or $288,021 at 6%; with 50% employer match about $288,021 at 4% or $192,014 at 6%; with 100% employer match about $216,016 at 4% or $144,010 at 6%. |