Matrix LLC
Plan context: Matrix LLC 401(K) Plan
EIN 63-1239787 • Montgomery, AL • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$2,966,954
2024 Contributions
$191,345
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 | 18 | $2,966,954 | $191,345 | $10,630iApproximate average salary by contribution assumption: employee only about $265,757 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,586 at 6%. |
| Matrix LLC 401(K) Plan | - | 18 | $2,966,954 | $191,345 | $10,630iApproximate average salary by contribution assumption: employee only about $265,757 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,586 at 6%. |
| 2023 | 1 | 18 | $2,520,424 | $209,457 | $11,637iApproximate average salary by contribution assumption: employee only about $290,913 at 4% or $193,942 at 6%; with 50% employer match about $193,942 at 4% or $129,294 at 6%; with 100% employer match about $145,456 at 4% or $96,971 at 6%. |
| Matrix LLC 401(K) Plan | - | 18 | $2,520,424 | $209,457 | $11,637iApproximate average salary by contribution assumption: employee only about $290,913 at 4% or $193,942 at 6%; with 50% employer match about $193,942 at 4% or $129,294 at 6%; with 100% employer match about $145,456 at 4% or $96,971 at 6%. |
| 2022 | 1 | 20 | $2,183,811 | $194,394 | $9,720iApproximate average salary by contribution assumption: employee only about $242,993 at 4% or $161,995 at 6%; with 50% employer match about $161,995 at 4% or $107,997 at 6%; with 100% employer match about $121,496 at 4% or $80,998 at 6%. |
| Matrix LLC 401(K) Plan | - | 20 | $2,183,811 | $194,394 | $9,720iApproximate average salary by contribution assumption: employee only about $242,993 at 4% or $161,995 at 6%; with 50% employer match about $161,995 at 4% or $107,997 at 6%; with 100% employer match about $121,496 at 4% or $80,998 at 6%. |
| 2021 | 1 | 21 | $2,417,282 | $176,410 | $8,400iApproximate average salary by contribution assumption: employee only about $210,012 at 4% or $140,008 at 6%; with 50% employer match about $140,008 at 4% or $93,339 at 6%; with 100% employer match about $105,006 at 4% or $70,004 at 6%. |
| Matrix LLC 401(K) Plan | - | 21 | $2,417,282 | $176,410 | $8,400iApproximate average salary by contribution assumption: employee only about $210,012 at 4% or $140,008 at 6%; with 50% employer match about $140,008 at 4% or $93,339 at 6%; with 100% employer match about $105,006 at 4% or $70,004 at 6%. |
| 2020 | 1 | 21 | $2,847,148 | $206,253 | $9,822iApproximate average salary by contribution assumption: employee only about $245,539 at 4% or $163,693 at 6%; with 50% employer match about $163,693 at 4% or $109,129 at 6%; with 100% employer match about $122,770 at 4% or $81,846 at 6%. |
| Matrix LLC 401(K) Plan | - | 21 | $2,847,148 | $206,253 | $9,822iApproximate average salary by contribution assumption: employee only about $245,539 at 4% or $163,693 at 6%; with 50% employer match about $163,693 at 4% or $109,129 at 6%; with 100% employer match about $122,770 at 4% or $81,846 at 6%. |
| 2019 | 1 | 19 | $2,380,333 | $195,087 | $10,268iApproximate average salary by contribution assumption: employee only about $256,693 at 4% or $171,129 at 6%; with 50% employer match about $171,129 at 4% or $114,086 at 6%; with 100% employer match about $128,347 at 4% or $85,564 at 6%. |
| Matrix LLC 401(K) Plan | - | 19 | $2,380,333 | $195,087 | $10,268iApproximate average salary by contribution assumption: employee only about $256,693 at 4% or $171,129 at 6%; with 50% employer match about $171,129 at 4% or $114,086 at 6%; with 100% employer match about $128,347 at 4% or $85,564 at 6%. |
| 2018 | 1 | 17 | $1,871,646 | $165,422 | $9,731iApproximate average salary by contribution assumption: employee only about $243,268 at 4% or $162,178 at 6%; with 50% employer match about $162,178 at 4% or $108,119 at 6%; with 100% employer match about $121,634 at 4% or $81,089 at 6%. |
| Matrix LLC 401(K) Plan | - | 17 | $1,871,646 | $165,422 | $9,731iApproximate average salary by contribution assumption: employee only about $243,268 at 4% or $162,178 at 6%; with 50% employer match about $162,178 at 4% or $108,119 at 6%; with 100% employer match about $121,634 at 4% or $81,089 at 6%. |
| 2017 | 1 | 17 | $1,876,579 | $135,535 | $7,973iApproximate average salary by contribution assumption: employee only about $199,316 at 4% or $132,877 at 6%; with 50% employer match about $132,877 at 4% or $88,585 at 6%; with 100% employer match about $99,658 at 4% or $66,439 at 6%. |
| Matrix LLC 401(K) Plan | - | 17 | $1,876,579 | $135,535 | $7,973iApproximate average salary by contribution assumption: employee only about $199,316 at 4% or $132,877 at 6%; with 50% employer match about $132,877 at 4% or $88,585 at 6%; with 100% employer match about $99,658 at 4% or $66,439 at 6%. |
| 2016 | 1 | 16 | $1,514,237 | $119,044 | $7,440iApproximate average salary by contribution assumption: employee only about $186,006 at 4% or $124,004 at 6%; with 50% employer match about $124,004 at 4% or $82,669 at 6%; with 100% employer match about $93,003 at 4% or $62,002 at 6%. |
| Matrix LLC 401(K) Plan | - | 16 | $1,514,237 | $119,044 | $7,440iApproximate average salary by contribution assumption: employee only about $186,006 at 4% or $124,004 at 6%; with 50% employer match about $124,004 at 4% or $82,669 at 6%; with 100% employer match about $93,003 at 4% or $62,002 at 6%. |
| 2015 | 1 | 18 | $1,322,505 | $120,028 | $6,668iApproximate average salary by contribution assumption: employee only about $166,706 at 4% or $111,137 at 6%; with 50% employer match about $111,137 at 4% or $74,091 at 6%; with 100% employer match about $83,353 at 4% or $55,569 at 6%. |
| Matrix LLC 401(K) Plan | - | 18 | $1,322,505 | $120,028 | $6,668iApproximate average salary by contribution assumption: employee only about $166,706 at 4% or $111,137 at 6%; with 50% employer match about $111,137 at 4% or $74,091 at 6%; with 100% employer match about $83,353 at 4% or $55,569 at 6%. |
| 2014 | 1 | 13 | $1,229,175 | $117,299 | $9,023iApproximate average salary by contribution assumption: employee only about $225,575 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,256 at 6%; with 100% employer match about $112,788 at 4% or $75,192 at 6%. |
| Matrix LLC 401(K) Plan | - | 13 | $1,229,175 | $117,299 | $9,023iApproximate average salary by contribution assumption: employee only about $225,575 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,256 at 6%; with 100% employer match about $112,788 at 4% or $75,192 at 6%. |
| 2013 | 1 | 12 | $1,065,374 | $115,093 | $9,591iApproximate average salary by contribution assumption: employee only about $239,777 at 4% or $159,851 at 6%; with 50% employer match about $159,851 at 4% or $106,568 at 6%; with 100% employer match about $119,889 at 4% or $79,926 at 6%. |
| Matrix LLC 401(K) Plan | - | 12 | $1,065,374 | $115,093 | $9,591iApproximate average salary by contribution assumption: employee only about $239,777 at 4% or $159,851 at 6%; with 50% employer match about $159,851 at 4% or $106,568 at 6%; with 100% employer match about $119,889 at 4% or $79,926 at 6%. |
| 2012 | 1 | 11 | $792,559 | $115,741 | $10,522iApproximate average salary by contribution assumption: employee only about $263,048 at 4% or $175,365 at 6%; with 50% employer match about $175,365 at 4% or $116,910 at 6%; with 100% employer match about $131,524 at 4% or $87,683 at 6%. |
| Matrix LLC 401(K) Plan | - | 11 | $792,559 | $115,741 | $10,522iApproximate average salary by contribution assumption: employee only about $263,048 at 4% or $175,365 at 6%; with 50% employer match about $175,365 at 4% or $116,910 at 6%; with 100% employer match about $131,524 at 4% or $87,683 at 6%. |
| 2011 | 1 | 9 | $610,622 | $78,128 | $8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%. |
| Matrix LLC 401(K) Plan | - | 9 | $610,622 | $78,128 | $8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%. |
| 2010 | 1 | 9 | $624,278 | $75,996 | $8,444iApproximate average salary by contribution assumption: employee only about $211,100 at 4% or $140,733 at 6%; with 50% employer match about $140,733 at 4% or $93,822 at 6%; with 100% employer match about $105,550 at 4% or $70,367 at 6%. |
| Matrix LLC 401(K) Plan | - | 9 | $624,278 | $75,996 | $8,444iApproximate average salary by contribution assumption: employee only about $211,100 at 4% or $140,733 at 6%; with 50% employer match about $140,733 at 4% or $93,822 at 6%; with 100% employer match about $105,550 at 4% or $70,367 at 6%. |
| 2009 | 1 | 10 | $563,664 | $99,438 | $9,944iApproximate average salary by contribution assumption: employee only about $248,595 at 4% or $165,730 at 6%; with 50% employer match about $165,730 at 4% or $110,487 at 6%; with 100% employer match about $124,297 at 4% or $82,865 at 6%. |
| Matrix LLC 401(K) Plan | - | 10 | $563,664 | $99,438 | $9,944iApproximate average salary by contribution assumption: employee only about $248,595 at 4% or $165,730 at 6%; with 50% employer match about $165,730 at 4% or $110,487 at 6%; with 100% employer match about $124,297 at 4% or $82,865 at 6%. |
| 2008 | 1 | 8 | $365,008 | $77,374 | $9,672iApproximate average salary by contribution assumption: employee only about $241,794 at 4% or $161,196 at 6%; with 50% employer match about $161,196 at 4% or $107,464 at 6%; with 100% employer match about $120,897 at 4% or $80,598 at 6%. |
| Matrix LLC 401(K) Plan | - | 8 | $365,008 | $77,374 | $9,672iApproximate average salary by contribution assumption: employee only about $241,794 at 4% or $161,196 at 6%; with 50% employer match about $161,196 at 4% or $107,464 at 6%; with 100% employer match about $120,897 at 4% or $80,598 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Matrix LLC 401(K) Plan | - | 10 | - | - | - |
| 2006 | 1 | 13 | $393,589 | $74,875 | $5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,994 at 6%; with 50% employer match about $95,994 at 4% or $63,996 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%. |
| Matrix LLC 401(K) Plan | - | 13 | $393,589 | $74,875 | $5,760iApproximate average salary by contribution assumption: employee only about $143,990 at 4% or $95,994 at 6%; with 50% employer match about $95,994 at 4% or $63,996 at 6%; with 100% employer match about $71,995 at 4% or $47,997 at 6%. |
| 2005 | 1 | 12 | $287,559 | $39,044 | $3,254iApproximate average salary by contribution assumption: employee only about $81,342 at 4% or $54,228 at 6%; with 50% employer match about $54,228 at 4% or $36,152 at 6%; with 100% employer match about $40,671 at 4% or $27,114 at 6%. |
| Matrix LLC 401(K) Plan | - | 12 | $287,559 | $39,044 | $3,254iApproximate average salary by contribution assumption: employee only about $81,342 at 4% or $54,228 at 6%; with 50% employer match about $54,228 at 4% or $36,152 at 6%; with 100% employer match about $40,671 at 4% or $27,114 at 6%. |
| 2004 | 1 | 13 | $234,927 | $29,214 | $2,247iApproximate average salary by contribution assumption: employee only about $56,181 at 4% or $37,454 at 6%; with 50% employer match about $37,454 at 4% or $24,969 at 6%; with 100% employer match about $28,090 at 4% or $18,727 at 6%. |
| Matrix LLC 401(K) Plan | - | 13 | $234,927 | $29,214 | $2,247iApproximate average salary by contribution assumption: employee only about $56,181 at 4% or $37,454 at 6%; with 50% employer match about $37,454 at 4% or $24,969 at 6%; with 100% employer match about $28,090 at 4% or $18,727 at 6%. |
| 2003 | 1 | 11 | $183,804 | $18,428 | $1,675iApproximate average salary by contribution assumption: employee only about $41,882 at 4% or $27,921 at 6%; with 50% employer match about $27,921 at 4% or $18,614 at 6%; with 100% employer match about $20,941 at 4% or $13,961 at 6%. |
| Matrix LLC 401(K) Plan | - | 11 | $183,804 | $18,428 | $1,675iApproximate average salary by contribution assumption: employee only about $41,882 at 4% or $27,921 at 6%; with 50% employer match about $27,921 at 4% or $18,614 at 6%; with 100% employer match about $20,941 at 4% or $13,961 at 6%. |
| 2002 | 1 | 11 | $135,443 | $21,242 | $1,931iApproximate average salary by contribution assumption: employee only about $48,277 at 4% or $32,185 at 6%; with 50% employer match about $32,185 at 4% or $21,457 at 6%; with 100% employer match about $24,139 at 4% or $16,092 at 6%. |
| Matrix LLC 401(K) Plan | - | 11 | $135,443 | $21,242 | $1,931iApproximate average salary by contribution assumption: employee only about $48,277 at 4% or $32,185 at 6%; with 50% employer match about $32,185 at 4% or $21,457 at 6%; with 100% employer match about $24,139 at 4% or $16,092 at 6%. |