Civic Intelligence

Mattson Financial Services

Plan context: Mattson Financial Services 401(K) Plan

EIN 74-2623285 • Waco, TX • 26 filings • 4 plans

5400 Bosque BoulevardSuite 453Waco, TX 76710
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$16,044,774

2024 Contributions

$294,403

Historical Graphs

Total Assets Over Time

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

$16,044,774$8,022,387$0199920122024YearValue
$16,044,774Latest year 2024

Participants Over Time

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

1470199920122024YearValue
14Latest year 2024

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
2024114$16,044,774$294,403$21,029iApproximate average salary by contribution assumption: employee only about $525,720 at 4% or $350,480 at 6%; with 50% employer match about $350,480 at 4% or $233,653 at 6%; with 100% employer match about $262,860 at 4% or $175,240 at 6%.
Mattson Financial Services 401(K) Plan-14$16,044,774$294,403$21,029iApproximate average salary by contribution assumption: employee only about $525,720 at 4% or $350,480 at 6%; with 50% employer match about $350,480 at 4% or $233,653 at 6%; with 100% employer match about $262,860 at 4% or $175,240 at 6%.
2023114$12,584,233$276,412$19,744iApproximate average salary by contribution assumption: employee only about $493,593 at 4% or $329,062 at 6%; with 50% employer match about $329,062 at 4% or $219,375 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%.
Mattson Financial Services 401(K) Plan-14$12,584,233$276,412$19,744iApproximate average salary by contribution assumption: employee only about $493,593 at 4% or $329,062 at 6%; with 50% employer match about $329,062 at 4% or $219,375 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%.
2022114$9,414,242$249,364$17,812iApproximate average salary by contribution assumption: employee only about $445,293 at 4% or $296,862 at 6%; with 50% employer match about $296,862 at 4% or $197,908 at 6%; with 100% employer match about $222,646 at 4% or $148,431 at 6%.
Mattson Financial Services 401(K) Plan-14$9,414,242$249,364$17,812iApproximate average salary by contribution assumption: employee only about $445,293 at 4% or $296,862 at 6%; with 50% employer match about $296,862 at 4% or $197,908 at 6%; with 100% employer match about $222,646 at 4% or $148,431 at 6%.
2021112$11,894,564$260,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Mattson Financial Services 401(K) Plan-12$11,894,564$260,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
2020112$9,740,313$255,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Mattson Financial Services 401(K) Plan-12$9,740,313$255,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
2019112$11,305,225$255,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Mattson Financial Services 401(K) Plan-12$11,305,225$255,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
2018112$8,435,495$249,000$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
Mattson Financial Services 401(K) Plan-12$8,435,495$249,000$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
2017112$8,552,528$216,726$18,061iApproximate average salary by contribution assumption: employee only about $451,513 at 4% or $301,008 at 6%; with 50% employer match about $301,008 at 4% or $200,672 at 6%; with 100% employer match about $225,756 at 4% or $150,504 at 6%.
Mattson Financial Services 401(K) Plan-12$8,552,528$216,726$18,061iApproximate average salary by contribution assumption: employee only about $451,513 at 4% or $301,008 at 6%; with 50% employer match about $301,008 at 4% or $200,672 at 6%; with 100% employer match about $225,756 at 4% or $150,504 at 6%.
2016112$6,810,399$209,224$17,435iApproximate average salary by contribution assumption: employee only about $435,883 at 4% or $290,589 at 6%; with 50% employer match about $290,589 at 4% or $193,726 at 6%; with 100% employer match about $217,942 at 4% or $145,294 at 6%.
Mattson Financial Services 401(K) Plan-12$6,810,399$209,224$17,435iApproximate average salary by contribution assumption: employee only about $435,883 at 4% or $290,589 at 6%; with 50% employer match about $290,589 at 4% or $193,726 at 6%; with 100% employer match about $217,942 at 4% or $145,294 at 6%.
2015113$6,009,638$203,885$15,683iApproximate average salary by contribution assumption: employee only about $392,087 at 4% or $261,391 at 6%; with 50% employer match about $261,391 at 4% or $174,261 at 6%; with 100% employer match about $196,043 at 4% or $130,696 at 6%.
Mattson Financial Services 401(K) Plan-13$6,009,638$203,885$15,683iApproximate average salary by contribution assumption: employee only about $392,087 at 4% or $261,391 at 6%; with 50% employer match about $261,391 at 4% or $174,261 at 6%; with 100% employer match about $196,043 at 4% or $130,696 at 6%.
2014113$5,734,061$194,229$14,941iApproximate average salary by contribution assumption: employee only about $373,517 at 4% or $249,012 at 6%; with 50% employer match about $249,012 at 4% or $166,008 at 6%; with 100% employer match about $186,759 at 4% or $124,506 at 6%.
Mattson Financial Services 401(K) Plan-13$5,734,061$194,229$14,941iApproximate average salary by contribution assumption: employee only about $373,517 at 4% or $249,012 at 6%; with 50% employer match about $249,012 at 4% or $166,008 at 6%; with 100% employer match about $186,759 at 4% or $124,506 at 6%.
2013112$4,892,142$193,530$16,128iApproximate average salary by contribution assumption: employee only about $403,188 at 4% or $268,792 at 6%; with 50% employer match about $268,792 at 4% or $179,194 at 6%; with 100% employer match about $201,594 at 4% or $134,396 at 6%.
Mattson Financial Services 401(K) Plan-12$4,892,142$193,530$16,128iApproximate average salary by contribution assumption: employee only about $403,188 at 4% or $268,792 at 6%; with 50% employer match about $268,792 at 4% or $179,194 at 6%; with 100% employer match about $201,594 at 4% or $134,396 at 6%.
2012111$3,522,600$177,886$16,171iApproximate average salary by contribution assumption: employee only about $404,286 at 4% or $269,524 at 6%; with 50% employer match about $269,524 at 4% or $179,683 at 6%; with 100% employer match about $202,143 at 4% or $134,762 at 6%.
Mattson Financial Services 401(K) Plan-11$3,522,600$177,886$16,171iApproximate average salary by contribution assumption: employee only about $404,286 at 4% or $269,524 at 6%; with 50% employer match about $269,524 at 4% or $179,683 at 6%; with 100% employer match about $202,143 at 4% or $134,762 at 6%.
2011111$2,900,415$170,035$15,458iApproximate average salary by contribution assumption: employee only about $386,443 at 4% or $257,629 at 6%; with 50% employer match about $257,629 at 4% or $171,753 at 6%; with 100% employer match about $193,222 at 4% or $128,814 at 6%.
Mattson Financial Services 401(K) Plan-11$2,900,415$170,035$15,458iApproximate average salary by contribution assumption: employee only about $386,443 at 4% or $257,629 at 6%; with 50% employer match about $257,629 at 4% or $171,753 at 6%; with 100% employer match about $193,222 at 4% or $128,814 at 6%.
201018$2,713,356$170,847$21,356iApproximate average salary by contribution assumption: employee only about $533,897 at 4% or $355,931 at 6%; with 50% employer match about $355,931 at 4% or $237,288 at 6%; with 100% employer match about $266,948 at 4% or $177,966 at 6%.
Mattson Financial Services 401(K) Plan-8$2,713,356$170,847$21,356iApproximate average salary by contribution assumption: employee only about $533,897 at 4% or $355,931 at 6%; with 50% employer match about $355,931 at 4% or $237,288 at 6%; with 100% employer match about $266,948 at 4% or $177,966 at 6%.
200918$2,166,019$165,894$20,737iApproximate average salary by contribution assumption: employee only about $518,419 at 4% or $345,613 at 6%; with 50% employer match about $345,613 at 4% or $230,408 at 6%; with 100% employer match about $259,209 at 4% or $172,806 at 6%.
Mattson Financial Services 401(K) Plan-8$2,166,019$165,894$20,737iApproximate average salary by contribution assumption: employee only about $518,419 at 4% or $345,613 at 6%; with 50% employer match about $345,613 at 4% or $230,408 at 6%; with 100% employer match about $259,209 at 4% or $172,806 at 6%.
200817$1,509,843$150,169$21,453iApproximate average salary by contribution assumption: employee only about $536,318 at 4% or $357,545 at 6%; with 50% employer match about $357,545 at 4% or $238,363 at 6%; with 100% employer match about $268,159 at 4% or $178,773 at 6%.
Mattson Financial Services 401(K) Plan-7$1,509,843$150,169$21,453iApproximate average salary by contribution assumption: employee only about $536,318 at 4% or $357,545 at 6%; with 50% employer match about $357,545 at 4% or $238,363 at 6%; with 100% employer match about $268,159 at 4% or $178,773 at 6%.
200715$2,155,738$146,098$29,220iApproximate average salary by contribution assumption: employee only about $730,490 at 4% or $486,993 at 6%; with 50% employer match about $486,993 at 4% or $324,662 at 6%; with 100% employer match about $365,245 at 4% or $243,497 at 6%.
Mattson Financial Services 401(K) Plan-5$2,155,738$146,098$29,220iApproximate average salary by contribution assumption: employee only about $730,490 at 4% or $486,993 at 6%; with 50% employer match about $486,993 at 4% or $324,662 at 6%; with 100% employer match about $365,245 at 4% or $243,497 at 6%.
200616$1,848,897$140,464$23,411iApproximate average salary by contribution assumption: employee only about $585,267 at 4% or $390,178 at 6%; with 50% employer match about $390,178 at 4% or $260,119 at 6%; with 100% employer match about $292,633 at 4% or $195,089 at 6%.
Mattson Financial Services 401(K) Plan-6$1,848,897$140,464$23,411iApproximate average salary by contribution assumption: employee only about $585,267 at 4% or $390,178 at 6%; with 50% employer match about $390,178 at 4% or $260,119 at 6%; with 100% employer match about $292,633 at 4% or $195,089 at 6%.
200515$1,504,437$132,920$26,584iApproximate average salary by contribution assumption: employee only about $664,600 at 4% or $443,067 at 6%; with 50% employer match about $443,067 at 4% or $295,378 at 6%; with 100% employer match about $332,300 at 4% or $221,533 at 6%.
Mattson Financial Services 401(K) Plan-5$1,504,437$132,920$26,584iApproximate average salary by contribution assumption: employee only about $664,600 at 4% or $443,067 at 6%; with 50% employer match about $443,067 at 4% or $295,378 at 6%; with 100% employer match about $332,300 at 4% or $221,533 at 6%.
200414$1,285,306$127,643$31,911iApproximate average salary by contribution assumption: employee only about $797,769 at 4% or $531,846 at 6%; with 50% employer match about $531,846 at 4% or $354,564 at 6%; with 100% employer match about $398,884 at 4% or $265,923 at 6%.
Mattson Financial Services 401(K) Plan-4$1,285,306$127,643$31,911iApproximate average salary by contribution assumption: employee only about $797,769 at 4% or $531,846 at 6%; with 50% employer match about $531,846 at 4% or $354,564 at 6%; with 100% employer match about $398,884 at 4% or $265,923 at 6%.
200314$1,028,684$126,938$31,735iApproximate average salary by contribution assumption: employee only about $793,363 at 4% or $528,908 at 6%; with 50% employer match about $528,908 at 4% or $352,606 at 6%; with 100% employer match about $396,681 at 4% or $264,454 at 6%.
Mattson Financial Services 401(K) Plan-4$1,028,684$126,938$31,735iApproximate average salary by contribution assumption: employee only about $793,363 at 4% or $528,908 at 6%; with 50% employer match about $528,908 at 4% or $352,606 at 6%; with 100% employer match about $396,681 at 4% or $264,454 at 6%.
200214$700,744$124,346$31,087iApproximate average salary by contribution assumption: employee only about $777,163 at 4% or $518,108 at 6%; with 50% employer match about $518,108 at 4% or $345,406 at 6%; with 100% employer match about $388,581 at 4% or $259,054 at 6%.
Mattson Financial Services 401(K) Plan-4$700,744$124,346$31,087iApproximate average salary by contribution assumption: employee only about $777,163 at 4% or $518,108 at 6%; with 50% employer match about $518,108 at 4% or $345,406 at 6%; with 100% employer match about $388,581 at 4% or $259,054 at 6%.
200116$733,819$105,884$17,647iApproximate average salary by contribution assumption: employee only about $441,183 at 4% or $294,122 at 6%; with 50% employer match about $294,122 at 4% or $196,081 at 6%; with 100% employer match about $220,592 at 4% or $147,061 at 6%.
Mattson Financial Services 401(K) Plan-6$733,819$105,884$17,647iApproximate average salary by contribution assumption: employee only about $441,183 at 4% or $294,122 at 6%; with 50% employer match about $294,122 at 4% or $196,081 at 6%; with 100% employer match about $220,592 at 4% or $147,061 at 6%.
200014$673,793$71,206$17,802iApproximate average salary by contribution assumption: employee only about $445,038 at 4% or $296,692 at 6%; with 50% employer match about $296,692 at 4% or $197,794 at 6%; with 100% employer match about $222,519 at 4% or $148,346 at 6%.
Mattson Financial Services 401(K) Plan-4$673,793$71,206$17,802iApproximate average salary by contribution assumption: employee only about $445,038 at 4% or $296,692 at 6%; with 50% employer match about $296,692 at 4% or $197,794 at 6%; with 100% employer match about $222,519 at 4% or $148,346 at 6%.
199915$624,661$70,763$14,153iApproximate average salary by contribution assumption: employee only about $353,815 at 4% or $235,877 at 6%; with 50% employer match about $235,877 at 4% or $157,251 at 6%; with 100% employer match about $176,908 at 4% or $117,938 at 6%.
Mattson Financial Services 401(K) Plan-5$624,661$70,763$14,153iApproximate average salary by contribution assumption: employee only about $353,815 at 4% or $235,877 at 6%; with 50% employer match about $235,877 at 4% or $157,251 at 6%; with 100% employer match about $176,908 at 4% or $117,938 at 6%.