Blevins Matheney & Stees, P. C.
Plan context: Blevins Matheney & Stees, P. C. 401K Plan
EIN 62-1404815 • Chattanooga, TN • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
28
2020 Assets
$2,000,659
2020 Contributions
$76,520
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $76,520 | - |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 0 | $0 | $76,520 | - |
| 2019 | 1 | 28 | $2,000,659 | $128,821 | $4,601iApproximate average salary by contribution assumption: employee only about $115,019 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,340 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 28 | $2,000,659 | $128,821 | $4,601iApproximate average salary by contribution assumption: employee only about $115,019 at 4% or $76,679 at 6%; with 50% employer match about $76,679 at 4% or $51,119 at 6%; with 100% employer match about $57,509 at 4% or $38,340 at 6%. |
| 2018 | 1 | 25 | $1,555,678 | $123,159 | $4,926iApproximate average salary by contribution assumption: employee only about $123,159 at 4% or $82,106 at 6%; with 50% employer match about $82,106 at 4% or $54,737 at 6%; with 100% employer match about $61,579 at 4% or $41,053 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 25 | $1,555,678 | $123,159 | $4,926iApproximate average salary by contribution assumption: employee only about $123,159 at 4% or $82,106 at 6%; with 50% employer match about $82,106 at 4% or $54,737 at 6%; with 100% employer match about $61,579 at 4% or $41,053 at 6%. |
| 2017 | 1 | 23 | $1,550,298 | $113,928 | $4,953iApproximate average salary by contribution assumption: employee only about $123,835 at 4% or $82,557 at 6%; with 50% employer match about $82,557 at 4% or $55,038 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 23 | $1,550,298 | $113,928 | $4,953iApproximate average salary by contribution assumption: employee only about $123,835 at 4% or $82,557 at 6%; with 50% employer match about $82,557 at 4% or $55,038 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%. |
| 2016 | 1 | 25 | $1,253,726 | $116,534 | $4,661iApproximate average salary by contribution assumption: employee only about $116,534 at 4% or $77,689 at 6%; with 50% employer match about $77,689 at 4% or $51,793 at 6%; with 100% employer match about $58,267 at 4% or $38,845 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 25 | $1,253,726 | $116,534 | $4,661iApproximate average salary by contribution assumption: employee only about $116,534 at 4% or $77,689 at 6%; with 50% employer match about $77,689 at 4% or $51,793 at 6%; with 100% employer match about $58,267 at 4% or $38,845 at 6%. |
| 2015 | 1 | 23 | $1,054,875 | $114,070 | $4,960iApproximate average salary by contribution assumption: employee only about $123,989 at 4% or $82,659 at 6%; with 50% employer match about $82,659 at 4% or $55,106 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 23 | $1,054,875 | $114,070 | $4,960iApproximate average salary by contribution assumption: employee only about $123,989 at 4% or $82,659 at 6%; with 50% employer match about $82,659 at 4% or $55,106 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%. |
| 2014 | 1 | 23 | $967,393 | $126,394 | $5,495iApproximate average salary by contribution assumption: employee only about $137,385 at 4% or $91,590 at 6%; with 50% employer match about $91,590 at 4% or $61,060 at 6%; with 100% employer match about $68,692 at 4% or $45,795 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 23 | $967,393 | $126,394 | $5,495iApproximate average salary by contribution assumption: employee only about $137,385 at 4% or $91,590 at 6%; with 50% employer match about $91,590 at 4% or $61,060 at 6%; with 100% employer match about $68,692 at 4% or $45,795 at 6%. |
| 2013 | 1 | 18 | $794,149 | $60,076 | $3,338iApproximate average salary by contribution assumption: employee only about $83,439 at 4% or $55,626 at 6%; with 50% employer match about $55,626 at 4% or $37,084 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 18 | $794,149 | $60,076 | $3,338iApproximate average salary by contribution assumption: employee only about $83,439 at 4% or $55,626 at 6%; with 50% employer match about $55,626 at 4% or $37,084 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%. |
| 2012 | 1 | 17 | $618,877 | $52,587 | $3,093iApproximate average salary by contribution assumption: employee only about $77,334 at 4% or $51,556 at 6%; with 50% employer match about $51,556 at 4% or $34,371 at 6%; with 100% employer match about $38,667 at 4% or $25,778 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 17 | $618,877 | $52,587 | $3,093iApproximate average salary by contribution assumption: employee only about $77,334 at 4% or $51,556 at 6%; with 50% employer match about $51,556 at 4% or $34,371 at 6%; with 100% employer match about $38,667 at 4% or $25,778 at 6%. |
| 2011 | 1 | 18 | $525,407 | $48,246 | $2,680iApproximate average salary by contribution assumption: employee only about $67,008 at 4% or $44,672 at 6%; with 50% employer match about $44,672 at 4% or $29,781 at 6%; with 100% employer match about $33,504 at 4% or $22,336 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 18 | $525,407 | $48,246 | $2,680iApproximate average salary by contribution assumption: employee only about $67,008 at 4% or $44,672 at 6%; with 50% employer match about $44,672 at 4% or $29,781 at 6%; with 100% employer match about $33,504 at 4% or $22,336 at 6%. |
| 2010 | 1 | 18 | $509,519 | $47,716 | $2,651iApproximate average salary by contribution assumption: employee only about $66,272 at 4% or $44,181 at 6%; with 50% employer match about $44,181 at 4% or $29,454 at 6%; with 100% employer match about $33,136 at 4% or $22,091 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 18 | $509,519 | $47,716 | $2,651iApproximate average salary by contribution assumption: employee only about $66,272 at 4% or $44,181 at 6%; with 50% employer match about $44,181 at 4% or $29,454 at 6%; with 100% employer match about $33,136 at 4% or $22,091 at 6%. |
| 2009 | 1 | 16 | $425,984 | $40,926 | $2,558iApproximate average salary by contribution assumption: employee only about $63,947 at 4% or $42,631 at 6%; with 50% employer match about $42,631 at 4% or $28,421 at 6%; with 100% employer match about $31,973 at 4% or $21,316 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 16 | $425,984 | $40,926 | $2,558iApproximate average salary by contribution assumption: employee only about $63,947 at 4% or $42,631 at 6%; with 50% employer match about $42,631 at 4% or $28,421 at 6%; with 100% employer match about $31,973 at 4% or $21,316 at 6%. |
| 2008 | 1 | 8 | $299,933 | $49,254 | $6,157iApproximate average salary by contribution assumption: employee only about $153,919 at 4% or $102,613 at 6%; with 50% employer match about $102,613 at 4% or $68,408 at 6%; with 100% employer match about $76,959 at 4% or $51,306 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 8 | $299,933 | $49,254 | $6,157iApproximate average salary by contribution assumption: employee only about $153,919 at 4% or $102,613 at 6%; with 50% employer match about $102,613 at 4% or $68,408 at 6%; with 100% employer match about $76,959 at 4% or $51,306 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 10 | - | - | - |
| 2006 | 1 | 10 | $368,031 | $41,593 | $4,159iApproximate average salary by contribution assumption: employee only about $103,983 at 4% or $69,322 at 6%; with 50% employer match about $69,322 at 4% or $46,214 at 6%; with 100% employer match about $51,991 at 4% or $34,661 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 10 | $368,031 | $41,593 | $4,159iApproximate average salary by contribution assumption: employee only about $103,983 at 4% or $69,322 at 6%; with 50% employer match about $69,322 at 4% or $46,214 at 6%; with 100% employer match about $51,991 at 4% or $34,661 at 6%. |
| 2005 | 1 | 8 | $292,866 | $35,529 | $4,441iApproximate average salary by contribution assumption: employee only about $111,028 at 4% or $74,019 at 6%; with 50% employer match about $74,019 at 4% or $49,346 at 6%; with 100% employer match about $55,514 at 4% or $37,009 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 8 | $292,866 | $35,529 | $4,441iApproximate average salary by contribution assumption: employee only about $111,028 at 4% or $74,019 at 6%; with 50% employer match about $74,019 at 4% or $49,346 at 6%; with 100% employer match about $55,514 at 4% or $37,009 at 6%. |
| 2004 | 1 | 9 | $349,222 | $52,943 | $5,883iApproximate average salary by contribution assumption: employee only about $147,064 at 4% or $98,043 at 6%; with 50% employer match about $98,043 at 4% or $65,362 at 6%; with 100% employer match about $73,532 at 4% or $49,021 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 9 | $349,222 | $52,943 | $5,883iApproximate average salary by contribution assumption: employee only about $147,064 at 4% or $98,043 at 6%; with 50% employer match about $98,043 at 4% or $65,362 at 6%; with 100% employer match about $73,532 at 4% or $49,021 at 6%. |
| 2003 | 1 | 8 | $286,306 | $33,705 | $4,213iApproximate average salary by contribution assumption: employee only about $105,328 at 4% or $70,219 at 6%; with 50% employer match about $70,219 at 4% or $46,813 at 6%; with 100% employer match about $52,664 at 4% or $35,109 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 8 | $286,306 | $33,705 | $4,213iApproximate average salary by contribution assumption: employee only about $105,328 at 4% or $70,219 at 6%; with 50% employer match about $70,219 at 4% or $46,813 at 6%; with 100% employer match about $52,664 at 4% or $35,109 at 6%. |
| 2002 | 1 | 9 | $209,472 | $40,847 | $4,539iApproximate average salary by contribution assumption: employee only about $113,464 at 4% or $75,643 at 6%; with 50% employer match about $75,643 at 4% or $50,428 at 6%; with 100% employer match about $56,732 at 4% or $37,821 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 9 | $209,472 | $40,847 | $4,539iApproximate average salary by contribution assumption: employee only about $113,464 at 4% or $75,643 at 6%; with 50% employer match about $75,643 at 4% or $50,428 at 6%; with 100% employer match about $56,732 at 4% or $37,821 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 11 | - | - | - |
| 2000 | 1 | 7 | $211,888 | $53,140 | $7,591iApproximate average salary by contribution assumption: employee only about $189,786 at 4% or $126,524 at 6%; with 50% employer match about $126,524 at 4% or $84,349 at 6%; with 100% employer match about $94,893 at 4% or $63,262 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 7 | $211,888 | $53,140 | $7,591iApproximate average salary by contribution assumption: employee only about $189,786 at 4% or $126,524 at 6%; with 50% employer match about $126,524 at 4% or $84,349 at 6%; with 100% employer match about $94,893 at 4% or $63,262 at 6%. |
| 1999 | 1 | 12 | $198,244 | $48,598 | $4,050iApproximate average salary by contribution assumption: employee only about $101,246 at 4% or $67,497 at 6%; with 50% employer match about $67,497 at 4% or $44,998 at 6%; with 100% employer match about $50,623 at 4% or $33,749 at 6%. |
| Blevins Matheney & Stees, P. C. 401K Plan | - | 12 | $198,244 | $48,598 | $4,050iApproximate average salary by contribution assumption: employee only about $101,246 at 4% or $67,497 at 6%; with 50% employer match about $67,497 at 4% or $44,998 at 6%; with 100% employer match about $50,623 at 4% or $33,749 at 6%. |