Civic Intelligence

Matthew Roberts Inc.

Plan context: Matthew Roberts Inc. 401(K) Profit Sharing Plan

EIN 59-3653413 • Oviedo, FL • 20 filings • 2 plans

443 Aulin Ave, Suite AOviedo, FL 32765
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$2,037,919

2025 Contributions

$122,850

Historical Graphs

Total Assets Over Time

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

$2,037,919$1,018,960$0200620162025YearValue
$2,037,919Latest year 2025

Participants Over Time

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

20100200620162025YearValue
18Latest 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
2025118$2,037,919$122,850$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-18$2,037,919$122,850$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
2024118$1,629,207$119,174$6,621iApproximate average salary by contribution assumption: employee only about $165,519 at 4% or $110,346 at 6%; with 50% employer match about $110,346 at 4% or $73,564 at 6%; with 100% employer match about $82,760 at 4% or $55,173 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-18$1,629,207$119,174$6,621iApproximate average salary by contribution assumption: employee only about $165,519 at 4% or $110,346 at 6%; with 50% employer match about $110,346 at 4% or $73,564 at 6%; with 100% employer match about $82,760 at 4% or $55,173 at 6%.
2023120$1,330,471$109,038$5,452iApproximate average salary by contribution assumption: employee only about $136,298 at 4% or $90,865 at 6%; with 50% employer match about $90,865 at 4% or $60,577 at 6%; with 100% employer match about $68,149 at 4% or $45,433 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-20$1,330,471$109,038$5,452iApproximate average salary by contribution assumption: employee only about $136,298 at 4% or $90,865 at 6%; with 50% employer match about $90,865 at 4% or $60,577 at 6%; with 100% employer match about $68,149 at 4% or $45,433 at 6%.
2022118$1,027,699$111,706$6,206iApproximate average salary by contribution assumption: employee only about $155,147 at 4% or $103,431 at 6%; with 50% employer match about $103,431 at 4% or $68,954 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-18$1,027,699$111,706$6,206iApproximate average salary by contribution assumption: employee only about $155,147 at 4% or $103,431 at 6%; with 50% employer match about $103,431 at 4% or $68,954 at 6%; with 100% employer match about $77,574 at 4% or $51,716 at 6%.
2021115$1,136,619$105,927$7,062iApproximate average salary by contribution assumption: employee only about $176,545 at 4% or $117,697 at 6%; with 50% employer match about $117,697 at 4% or $78,464 at 6%; with 100% employer match about $88,273 at 4% or $58,848 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-15$1,136,619$105,927$7,062iApproximate average salary by contribution assumption: employee only about $176,545 at 4% or $117,697 at 6%; with 50% employer match about $117,697 at 4% or $78,464 at 6%; with 100% employer match about $88,273 at 4% or $58,848 at 6%.
2020115$966,827$102,346$6,823iApproximate average salary by contribution assumption: employee only about $170,577 at 4% or $113,718 at 6%; with 50% employer match about $113,718 at 4% or $75,812 at 6%; with 100% employer match about $85,288 at 4% or $56,859 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-15$966,827$102,346$6,823iApproximate average salary by contribution assumption: employee only about $170,577 at 4% or $113,718 at 6%; with 50% employer match about $113,718 at 4% or $75,812 at 6%; with 100% employer match about $85,288 at 4% or $56,859 at 6%.
2019114$785,754$89,119$6,366iApproximate average salary by contribution assumption: employee only about $159,141 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,729 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-14$785,754$89,119$6,366iApproximate average salary by contribution assumption: employee only about $159,141 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,729 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%.
2018117$605,981$80,787$4,752iApproximate average salary by contribution assumption: employee only about $118,804 at 4% or $79,203 at 6%; with 50% employer match about $79,203 at 4% or $52,802 at 6%; with 100% employer match about $59,402 at 4% or $39,601 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-17$605,981$80,787$4,752iApproximate average salary by contribution assumption: employee only about $118,804 at 4% or $79,203 at 6%; with 50% employer match about $79,203 at 4% or $52,802 at 6%; with 100% employer match about $59,402 at 4% or $39,601 at 6%.
2017114$571,944$74,462$5,319iApproximate average salary by contribution assumption: employee only about $132,968 at 4% or $88,645 at 6%; with 50% employer match about $88,645 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-14$571,944$74,462$5,319iApproximate average salary by contribution assumption: employee only about $132,968 at 4% or $88,645 at 6%; with 50% employer match about $88,645 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%.
2016114$512,181$76,492$5,464iApproximate average salary by contribution assumption: employee only about $136,593 at 4% or $91,062 at 6%; with 50% employer match about $91,062 at 4% or $60,708 at 6%; with 100% employer match about $68,296 at 4% or $45,531 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-14$512,181$76,492$5,464iApproximate average salary by contribution assumption: employee only about $136,593 at 4% or $91,062 at 6%; with 50% employer match about $91,062 at 4% or $60,708 at 6%; with 100% employer match about $68,296 at 4% or $45,531 at 6%.
2015115$414,392$65,051$4,337iApproximate average salary by contribution assumption: employee only about $108,418 at 4% or $72,279 at 6%; with 50% employer match about $72,279 at 4% or $48,186 at 6%; with 100% employer match about $54,209 at 4% or $36,139 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-15$414,392$65,051$4,337iApproximate average salary by contribution assumption: employee only about $108,418 at 4% or $72,279 at 6%; with 50% employer match about $72,279 at 4% or $48,186 at 6%; with 100% employer match about $54,209 at 4% or $36,139 at 6%.
2014113$377,104$52,007$4,001iApproximate average salary by contribution assumption: employee only about $100,013 at 4% or $66,676 at 6%; with 50% employer match about $66,676 at 4% or $44,450 at 6%; with 100% employer match about $50,007 at 4% or $33,338 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-13$377,104$52,007$4,001iApproximate average salary by contribution assumption: employee only about $100,013 at 4% or $66,676 at 6%; with 50% employer match about $66,676 at 4% or $44,450 at 6%; with 100% employer match about $50,007 at 4% or $33,338 at 6%.
2013113$317,165$50,494$3,884iApproximate average salary by contribution assumption: employee only about $97,104 at 4% or $64,736 at 6%; with 50% employer match about $64,736 at 4% or $43,157 at 6%; with 100% employer match about $48,552 at 4% or $32,368 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-13$317,165$50,494$3,884iApproximate average salary by contribution assumption: employee only about $97,104 at 4% or $64,736 at 6%; with 50% employer match about $64,736 at 4% or $43,157 at 6%; with 100% employer match about $48,552 at 4% or $32,368 at 6%.
2012111$221,034$40,461$3,678iApproximate average salary by contribution assumption: employee only about $91,957 at 4% or $61,305 at 6%; with 50% employer match about $61,305 at 4% or $40,870 at 6%; with 100% employer match about $45,978 at 4% or $30,652 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-11$221,034$40,461$3,678iApproximate average salary by contribution assumption: employee only about $91,957 at 4% or $61,305 at 6%; with 50% employer match about $61,305 at 4% or $40,870 at 6%; with 100% employer match about $45,978 at 4% or $30,652 at 6%.
2011110$157,951$29,246$2,925iApproximate average salary by contribution assumption: employee only about $73,115 at 4% or $48,743 at 6%; with 50% employer match about $48,743 at 4% or $32,496 at 6%; with 100% employer match about $36,558 at 4% or $24,372 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-10$157,951$29,246$2,925iApproximate average salary by contribution assumption: employee only about $73,115 at 4% or $48,743 at 6%; with 50% employer match about $48,743 at 4% or $32,496 at 6%; with 100% employer match about $36,558 at 4% or $24,372 at 6%.
2010110$138,371$28,626$2,863iApproximate average salary by contribution assumption: employee only about $71,565 at 4% or $47,710 at 6%; with 50% employer match about $47,710 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,855 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-10$138,371$28,626$2,863iApproximate average salary by contribution assumption: employee only about $71,565 at 4% or $47,710 at 6%; with 50% employer match about $47,710 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,855 at 6%.
2009113$99,362$26,885$2,068iApproximate average salary by contribution assumption: employee only about $51,702 at 4% or $34,468 at 6%; with 50% employer match about $34,468 at 4% or $22,979 at 6%; with 100% employer match about $25,851 at 4% or $17,234 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-13$99,362$26,885$2,068iApproximate average salary by contribution assumption: employee only about $51,702 at 4% or $34,468 at 6%; with 50% employer match about $34,468 at 4% or $22,979 at 6%; with 100% employer match about $25,851 at 4% or $17,234 at 6%.
2008112$51,084$26,759$2,230iApproximate average salary by contribution assumption: employee only about $55,748 at 4% or $37,165 at 6%; with 50% employer match about $37,165 at 4% or $24,777 at 6%; with 100% employer match about $27,874 at 4% or $18,583 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-12$51,084$26,759$2,230iApproximate average salary by contribution assumption: employee only about $55,748 at 4% or $37,165 at 6%; with 50% employer match about $37,165 at 4% or $24,777 at 6%; with 100% employer match about $27,874 at 4% or $18,583 at 6%.
2007110$0$0-
Matthew Roberts Inc. 401(K) Profit Sharing Plan-10---
200619$10,994$10,766$1,196iApproximate average salary by contribution assumption: employee only about $29,906 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,969 at 6%.
Matthew Roberts Inc. 401(K) Profit Sharing Plan-9$10,994$10,766$1,196iApproximate average salary by contribution assumption: employee only about $29,906 at 4% or $19,937 at 6%; with 50% employer match about $19,937 at 4% or $13,291 at 6%; with 100% employer match about $14,953 at 4% or $9,969 at 6%.
Matthew Roberts Inc. | EIN 59-3653413 | 2025 Form 5500 Company Profile