Civic Intelligence

Matthews, Matson & Kelley Inc.

Plan context: Matthews, Matson & Kelley Inc. Money Purchase Pension Plan

EIN 74-2103215 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

25

2004 Assets

$883,306

2004 Contributions

$13,120

Historical Graphs

Total Assets Over Time

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

$1,334,063$667,032$0199920022004YearValue
$883,306Latest year 2004

Participants Over Time

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

70350199920022004YearValue
25Latest year 2004

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
2004125$883,306$0-
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-25$883,306--
2003163$1,331,084$13,120$208iApproximate average salary by contribution assumption: employee only about $5,206 at 4% or $3,471 at 6%; with 50% employer match about $3,471 at 4% or $2,314 at 6%; with 100% employer match about $2,603 at 4% or $1,735 at 6%.
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-63$1,331,084$13,120$208iApproximate average salary by contribution assumption: employee only about $5,206 at 4% or $3,471 at 6%; with 50% employer match about $3,471 at 4% or $2,314 at 6%; with 100% employer match about $2,603 at 4% or $1,735 at 6%.
2002164$1,277,846$3,296$52iApproximate average salary by contribution assumption: employee only about $1,288 at 4% or $858 at 6%; with 50% employer match about $858 at 4% or $572 at 6%; with 100% employer match about $644 at 4% or $429 at 6%.
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-64$1,277,846$3,296$52iApproximate average salary by contribution assumption: employee only about $1,288 at 4% or $858 at 6%; with 50% employer match about $858 at 4% or $572 at 6%; with 100% employer match about $644 at 4% or $429 at 6%.
2001170$1,216,323$0-
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-70$1,216,323--
2000145$1,334,063$413,788$9,195iApproximate average salary by contribution assumption: employee only about $229,882 at 4% or $153,255 at 6%; with 50% employer match about $153,255 at 4% or $102,170 at 6%; with 100% employer match about $114,941 at 4% or $76,627 at 6%.
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-45$1,334,063$413,788$9,195iApproximate average salary by contribution assumption: employee only about $229,882 at 4% or $153,255 at 6%; with 50% employer match about $153,255 at 4% or $102,170 at 6%; with 100% employer match about $114,941 at 4% or $76,627 at 6%.
1999158$993,406$0-
Matthews, Matson & Kelley Inc. Money Purchase Pension Plan-58$993,406--