Civic Intelligence

Matthiesen & Associates

Plan context: Matthiesen & Associates Safe Harbor 401(K) Plan

EIN 76-0317513 • Houston, TX • 24 filings • 2 plans

511 Lovett BoulevardHouston, TX 77006
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$8,304,808

2025 Contributions

$139,883

Historical Graphs

Total Assets Over Time

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

$8,304,808$4,152,404$0200220142025YearValue
$8,304,808Latest year 2025

Participants Over Time

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

630200220142025YearValue
4Latest 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
202514$8,304,808$139,883$34,971iApproximate average salary by contribution assumption: employee only about $874,269 at 4% or $582,846 at 6%; with 50% employer match about $582,846 at 4% or $388,564 at 6%; with 100% employer match about $437,134 at 4% or $291,423 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$8,304,808$139,883$34,971iApproximate average salary by contribution assumption: employee only about $874,269 at 4% or $582,846 at 6%; with 50% employer match about $582,846 at 4% or $388,564 at 6%; with 100% employer match about $437,134 at 4% or $291,423 at 6%.
202415$6,928,197$130,483$26,097iApproximate average salary by contribution assumption: employee only about $652,415 at 4% or $434,943 at 6%; with 50% employer match about $434,943 at 4% or $289,962 at 6%; with 100% employer match about $326,208 at 4% or $217,472 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$6,928,197$130,483$26,097iApproximate average salary by contribution assumption: employee only about $652,415 at 4% or $434,943 at 6%; with 50% employer match about $434,943 at 4% or $289,962 at 6%; with 100% employer match about $326,208 at 4% or $217,472 at 6%.
202316$5,678,399$122,729$20,455iApproximate average salary by contribution assumption: employee only about $511,371 at 4% or $340,914 at 6%; with 50% employer match about $340,914 at 4% or $227,276 at 6%; with 100% employer match about $255,685 at 4% or $170,457 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-6$5,678,399$122,729$20,455iApproximate average salary by contribution assumption: employee only about $511,371 at 4% or $340,914 at 6%; with 50% employer match about $340,914 at 4% or $227,276 at 6%; with 100% employer match about $255,685 at 4% or $170,457 at 6%.
202215$4,368,743$114,691$22,938iApproximate average salary by contribution assumption: employee only about $573,455 at 4% or $382,303 at 6%; with 50% employer match about $382,303 at 4% or $254,869 at 6%; with 100% employer match about $286,728 at 4% or $191,152 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$4,368,743$114,691$22,938iApproximate average salary by contribution assumption: employee only about $573,455 at 4% or $382,303 at 6%; with 50% employer match about $382,303 at 4% or $254,869 at 6%; with 100% employer match about $286,728 at 4% or $191,152 at 6%.
202115$5,435,701$114,125$22,825iApproximate average salary by contribution assumption: employee only about $570,625 at 4% or $380,417 at 6%; with 50% employer match about $380,417 at 4% or $253,611 at 6%; with 100% employer match about $285,313 at 4% or $190,208 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$5,435,701$114,125$22,825iApproximate average salary by contribution assumption: employee only about $570,625 at 4% or $380,417 at 6%; with 50% employer match about $380,417 at 4% or $253,611 at 6%; with 100% employer match about $285,313 at 4% or $190,208 at 6%.
202015$4,795,626$107,927$21,585iApproximate average salary by contribution assumption: employee only about $539,635 at 4% or $359,757 at 6%; with 50% employer match about $359,757 at 4% or $239,838 at 6%; with 100% employer match about $269,818 at 4% or $179,878 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$4,795,626$107,927$21,585iApproximate average salary by contribution assumption: employee only about $539,635 at 4% or $359,757 at 6%; with 50% employer match about $359,757 at 4% or $239,838 at 6%; with 100% employer match about $269,818 at 4% or $179,878 at 6%.
201915$3,766,896$108,076$21,615iApproximate average salary by contribution assumption: employee only about $540,380 at 4% or $360,253 at 6%; with 50% employer match about $360,253 at 4% or $240,169 at 6%; with 100% employer match about $270,190 at 4% or $180,127 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$3,766,896$108,076$21,615iApproximate average salary by contribution assumption: employee only about $540,380 at 4% or $360,253 at 6%; with 50% employer match about $360,253 at 4% or $240,169 at 6%; with 100% employer match about $270,190 at 4% or $180,127 at 6%.
201815$2,864,607$103,821$20,764iApproximate average salary by contribution assumption: employee only about $519,105 at 4% or $346,070 at 6%; with 50% employer match about $346,070 at 4% or $230,713 at 6%; with 100% employer match about $259,553 at 4% or $173,035 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$2,864,607$103,821$20,764iApproximate average salary by contribution assumption: employee only about $519,105 at 4% or $346,070 at 6%; with 50% employer match about $346,070 at 4% or $230,713 at 6%; with 100% employer match about $259,553 at 4% or $173,035 at 6%.
201715$2,966,148$101,232$20,246iApproximate average salary by contribution assumption: employee only about $506,160 at 4% or $337,440 at 6%; with 50% employer match about $337,440 at 4% or $224,960 at 6%; with 100% employer match about $253,080 at 4% or $168,720 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$2,966,148$101,232$20,246iApproximate average salary by contribution assumption: employee only about $506,160 at 4% or $337,440 at 6%; with 50% employer match about $337,440 at 4% or $224,960 at 6%; with 100% employer match about $253,080 at 4% or $168,720 at 6%.
201615$2,325,410$108,589$21,718iApproximate average salary by contribution assumption: employee only about $542,945 at 4% or $361,963 at 6%; with 50% employer match about $361,963 at 4% or $241,309 at 6%; with 100% employer match about $271,473 at 4% or $180,982 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$2,325,410$108,589$21,718iApproximate average salary by contribution assumption: employee only about $542,945 at 4% or $361,963 at 6%; with 50% employer match about $361,963 at 4% or $241,309 at 6%; with 100% employer match about $271,473 at 4% or $180,982 at 6%.
201515$2,025,438$106,526$21,305iApproximate average salary by contribution assumption: employee only about $532,630 at 4% or $355,087 at 6%; with 50% employer match about $355,087 at 4% or $236,724 at 6%; with 100% employer match about $266,315 at 4% or $177,543 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$2,025,438$106,526$21,305iApproximate average salary by contribution assumption: employee only about $532,630 at 4% or $355,087 at 6%; with 50% employer match about $355,087 at 4% or $236,724 at 6%; with 100% employer match about $266,315 at 4% or $177,543 at 6%.
201415$1,911,817$97,424$19,485iApproximate average salary by contribution assumption: employee only about $487,120 at 4% or $324,747 at 6%; with 50% employer match about $324,747 at 4% or $216,498 at 6%; with 100% employer match about $243,560 at 4% or $162,373 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$1,911,817$97,424$19,485iApproximate average salary by contribution assumption: employee only about $487,120 at 4% or $324,747 at 6%; with 50% employer match about $324,747 at 4% or $216,498 at 6%; with 100% employer match about $243,560 at 4% or $162,373 at 6%.
201315$1,696,745$100,723$20,145iApproximate average salary by contribution assumption: employee only about $503,615 at 4% or $335,743 at 6%; with 50% employer match about $335,743 at 4% or $223,829 at 6%; with 100% employer match about $251,807 at 4% or $167,872 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$1,696,745$100,723$20,145iApproximate average salary by contribution assumption: employee only about $503,615 at 4% or $335,743 at 6%; with 50% employer match about $335,743 at 4% or $223,829 at 6%; with 100% employer match about $251,807 at 4% or $167,872 at 6%.
201214$1,222,571$94,858$23,715iApproximate average salary by contribution assumption: employee only about $592,863 at 4% or $395,242 at 6%; with 50% employer match about $395,242 at 4% or $263,494 at 6%; with 100% employer match about $296,431 at 4% or $197,621 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$1,222,571$94,858$23,715iApproximate average salary by contribution assumption: employee only about $592,863 at 4% or $395,242 at 6%; with 50% employer match about $395,242 at 4% or $263,494 at 6%; with 100% employer match about $296,431 at 4% or $197,621 at 6%.
201115$988,903$98,507$19,701iApproximate average salary by contribution assumption: employee only about $492,535 at 4% or $328,357 at 6%; with 50% employer match about $328,357 at 4% or $218,904 at 6%; with 100% employer match about $246,268 at 4% or $164,178 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$988,903$98,507$19,701iApproximate average salary by contribution assumption: employee only about $492,535 at 4% or $328,357 at 6%; with 50% employer match about $328,357 at 4% or $218,904 at 6%; with 100% employer match about $246,268 at 4% or $164,178 at 6%.
201015$930,834$103,507$20,701iApproximate average salary by contribution assumption: employee only about $517,535 at 4% or $345,023 at 6%; with 50% employer match about $345,023 at 4% or $230,016 at 6%; with 100% employer match about $258,768 at 4% or $172,512 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$930,834$103,507$20,701iApproximate average salary by contribution assumption: employee only about $517,535 at 4% or $345,023 at 6%; with 50% employer match about $345,023 at 4% or $230,016 at 6%; with 100% employer match about $258,768 at 4% or $172,512 at 6%.
200915$735,767$101,439$20,288iApproximate average salary by contribution assumption: employee only about $507,195 at 4% or $338,130 at 6%; with 50% employer match about $338,130 at 4% or $225,420 at 6%; with 100% employer match about $253,598 at 4% or $169,065 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$735,767$101,439$20,288iApproximate average salary by contribution assumption: employee only about $507,195 at 4% or $338,130 at 6%; with 50% employer match about $338,130 at 4% or $225,420 at 6%; with 100% employer match about $253,598 at 4% or $169,065 at 6%.
200815$469,439$120,523$24,105iApproximate average salary by contribution assumption: employee only about $602,615 at 4% or $401,743 at 6%; with 50% employer match about $401,743 at 4% or $267,829 at 6%; with 100% employer match about $301,308 at 4% or $200,872 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$469,439$120,523$24,105iApproximate average salary by contribution assumption: employee only about $602,615 at 4% or $401,743 at 6%; with 50% employer match about $401,743 at 4% or $267,829 at 6%; with 100% employer match about $301,308 at 4% or $200,872 at 6%.
200714$615,403$101,843$25,461iApproximate average salary by contribution assumption: employee only about $636,519 at 4% or $424,346 at 6%; with 50% employer match about $424,346 at 4% or $282,897 at 6%; with 100% employer match about $318,259 at 4% or $212,173 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$615,403$101,843$25,461iApproximate average salary by contribution assumption: employee only about $636,519 at 4% or $424,346 at 6%; with 50% employer match about $424,346 at 4% or $282,897 at 6%; with 100% employer match about $318,259 at 4% or $212,173 at 6%.
200614$530,305$59,425$14,856iApproximate average salary by contribution assumption: employee only about $371,406 at 4% or $247,604 at 6%; with 50% employer match about $247,604 at 4% or $165,069 at 6%; with 100% employer match about $185,703 at 4% or $123,802 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$530,305$59,425$14,856iApproximate average salary by contribution assumption: employee only about $371,406 at 4% or $247,604 at 6%; with 50% employer match about $247,604 at 4% or $165,069 at 6%; with 100% employer match about $185,703 at 4% or $123,802 at 6%.
200515$414,934$90,307$18,061iApproximate average salary by contribution assumption: employee only about $451,535 at 4% or $301,023 at 6%; with 50% employer match about $301,023 at 4% or $200,682 at 6%; with 100% employer match about $225,768 at 4% or $150,512 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$414,934$90,307$18,061iApproximate average salary by contribution assumption: employee only about $451,535 at 4% or $301,023 at 6%; with 50% employer match about $301,023 at 4% or $200,682 at 6%; with 100% employer match about $225,768 at 4% or $150,512 at 6%.
200414$290,859$87,549$21,887iApproximate average salary by contribution assumption: employee only about $547,181 at 4% or $364,788 at 6%; with 50% employer match about $364,788 at 4% or $243,192 at 6%; with 100% employer match about $273,591 at 4% or $182,394 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$290,859$87,549$21,887iApproximate average salary by contribution assumption: employee only about $547,181 at 4% or $364,788 at 6%; with 50% employer match about $364,788 at 4% or $243,192 at 6%; with 100% employer match about $273,591 at 4% or $182,394 at 6%.
200315$182,098$83,622$16,724iApproximate average salary by contribution assumption: employee only about $418,110 at 4% or $278,740 at 6%; with 50% employer match about $278,740 at 4% or $185,827 at 6%; with 100% employer match about $209,055 at 4% or $139,370 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-5$182,098$83,622$16,724iApproximate average salary by contribution assumption: employee only about $418,110 at 4% or $278,740 at 6%; with 50% employer match about $278,740 at 4% or $185,827 at 6%; with 100% employer match about $209,055 at 4% or $139,370 at 6%.
200214$76,976$82,068$20,517iApproximate average salary by contribution assumption: employee only about $512,925 at 4% or $341,950 at 6%; with 50% employer match about $341,950 at 4% or $227,967 at 6%; with 100% employer match about $256,463 at 4% or $170,975 at 6%.
Matthiesen & Associates Safe Harbor 401(K) Plan-4$76,976$82,068$20,517iApproximate average salary by contribution assumption: employee only about $512,925 at 4% or $341,950 at 6%; with 50% employer match about $341,950 at 4% or $227,967 at 6%; with 100% employer match about $256,463 at 4% or $170,975 at 6%.