Civic Intelligence

Mark J. Matsock & Associates Inc.

Plan context: Matsock & Assoc. 401K Plan

EIN 86-0535969 • Phoenix, AZ • 26 filings • 3 plans

5110 N. 40th Street, Suite 242Phoenix, AZ 85018
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,617,800

2024 Contributions

$233,753

Historical Graphs

Total Assets Over Time

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

$4,617,800$2,308,900$0200220142024YearValue
$4,617,800Latest year 2024

Participants Over Time

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

1580199920122024YearValue
12Latest 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
2024112$4,617,800$233,753$19,479iApproximate average salary by contribution assumption: employee only about $486,985 at 4% or $324,657 at 6%; with 50% employer match about $324,657 at 4% or $216,438 at 6%; with 100% employer match about $243,493 at 4% or $162,328 at 6%.
Matsock & Assoc. 401K Plan-12$4,617,800$233,753$19,479iApproximate average salary by contribution assumption: employee only about $486,985 at 4% or $324,657 at 6%; with 50% employer match about $324,657 at 4% or $216,438 at 6%; with 100% employer match about $243,493 at 4% or $162,328 at 6%.
2023115$3,831,000$261,116$17,408iApproximate average salary by contribution assumption: employee only about $435,193 at 4% or $290,129 at 6%; with 50% employer match about $290,129 at 4% or $193,419 at 6%; with 100% employer match about $217,597 at 4% or $145,064 at 6%.
Matsock & Assoc. 401K Plan-15$3,831,000$261,116$17,408iApproximate average salary by contribution assumption: employee only about $435,193 at 4% or $290,129 at 6%; with 50% employer match about $290,129 at 4% or $193,419 at 6%; with 100% employer match about $217,597 at 4% or $145,064 at 6%.
2022111$3,028,871$200,273$18,207iApproximate average salary by contribution assumption: employee only about $455,166 at 4% or $303,444 at 6%; with 50% employer match about $303,444 at 4% or $202,296 at 6%; with 100% employer match about $227,583 at 4% or $151,722 at 6%.
Matsock & Assoc. 401K Plan-11$3,028,871$200,273$18,207iApproximate average salary by contribution assumption: employee only about $455,166 at 4% or $303,444 at 6%; with 50% employer match about $303,444 at 4% or $202,296 at 6%; with 100% employer match about $227,583 at 4% or $151,722 at 6%.
2021111$3,582,560$185,818$16,893iApproximate average salary by contribution assumption: employee only about $422,314 at 4% or $281,542 at 6%; with 50% employer match about $281,542 at 4% or $187,695 at 6%; with 100% employer match about $211,157 at 4% or $140,771 at 6%.
Matsock & Assoc. 401K Plan-11$3,582,560$185,818$16,893iApproximate average salary by contribution assumption: employee only about $422,314 at 4% or $281,542 at 6%; with 50% employer match about $281,542 at 4% or $187,695 at 6%; with 100% employer match about $211,157 at 4% or $140,771 at 6%.
2020111$3,017,061$285,326$25,939iApproximate average salary by contribution assumption: employee only about $648,468 at 4% or $432,312 at 6%; with 50% employer match about $432,312 at 4% or $288,208 at 6%; with 100% employer match about $324,234 at 4% or $216,156 at 6%.
Matsock & Assoc. 401K Plan-11$3,017,061$285,326$25,939iApproximate average salary by contribution assumption: employee only about $648,468 at 4% or $432,312 at 6%; with 50% employer match about $432,312 at 4% or $288,208 at 6%; with 100% employer match about $324,234 at 4% or $216,156 at 6%.
2019111$2,331,221$161,102$14,646iApproximate average salary by contribution assumption: employee only about $366,141 at 4% or $244,094 at 6%; with 50% employer match about $244,094 at 4% or $162,729 at 6%; with 100% employer match about $183,070 at 4% or $122,047 at 6%.
Matsock & Assoc. 401K Plan-11$2,331,221$161,102$14,646iApproximate average salary by contribution assumption: employee only about $366,141 at 4% or $244,094 at 6%; with 50% employer match about $244,094 at 4% or $162,729 at 6%; with 100% employer match about $183,070 at 4% or $122,047 at 6%.
2018110$1,779,425$127,935$12,794iApproximate average salary by contribution assumption: employee only about $319,838 at 4% or $213,225 at 6%; with 50% employer match about $213,225 at 4% or $142,150 at 6%; with 100% employer match about $159,919 at 4% or $106,613 at 6%.
Matsock & Assoc. 401K Plan-10$1,779,425$127,935$12,794iApproximate average salary by contribution assumption: employee only about $319,838 at 4% or $213,225 at 6%; with 50% employer match about $213,225 at 4% or $142,150 at 6%; with 100% employer match about $159,919 at 4% or $106,613 at 6%.
2017110$1,753,866$140,591$14,059iApproximate average salary by contribution assumption: employee only about $351,478 at 4% or $234,318 at 6%; with 50% employer match about $234,318 at 4% or $156,212 at 6%; with 100% employer match about $175,739 at 4% or $117,159 at 6%.
Matsock & Assoc. 401K Plan-10$1,753,866$140,591$14,059iApproximate average salary by contribution assumption: employee only about $351,478 at 4% or $234,318 at 6%; with 50% employer match about $234,318 at 4% or $156,212 at 6%; with 100% employer match about $175,739 at 4% or $117,159 at 6%.
2016110$1,356,024$180,082$18,008iApproximate average salary by contribution assumption: employee only about $450,205 at 4% or $300,137 at 6%; with 50% employer match about $300,137 at 4% or $200,091 at 6%; with 100% employer match about $225,103 at 4% or $150,068 at 6%.
Matsock & Assoc. 401K Plan-10$1,356,024$180,082$18,008iApproximate average salary by contribution assumption: employee only about $450,205 at 4% or $300,137 at 6%; with 50% employer match about $300,137 at 4% or $200,091 at 6%; with 100% employer match about $225,103 at 4% or $150,068 at 6%.
201518$1,103,235$165,659$20,707iApproximate average salary by contribution assumption: employee only about $517,684 at 4% or $345,123 at 6%; with 50% employer match about $345,123 at 4% or $230,082 at 6%; with 100% employer match about $258,842 at 4% or $172,561 at 6%.
Matsock & Assoc. 401K Plan-8$1,103,235$165,659$20,707iApproximate average salary by contribution assumption: employee only about $517,684 at 4% or $345,123 at 6%; with 50% employer match about $345,123 at 4% or $230,082 at 6%; with 100% employer match about $258,842 at 4% or $172,561 at 6%.
201418$925,045$153,108$19,139iApproximate average salary by contribution assumption: employee only about $478,463 at 4% or $318,975 at 6%; with 50% employer match about $318,975 at 4% or $212,650 at 6%; with 100% employer match about $239,231 at 4% or $159,488 at 6%.
Matsock & Assoc. 401K Plan-8$925,045$153,108$19,139iApproximate average salary by contribution assumption: employee only about $478,463 at 4% or $318,975 at 6%; with 50% employer match about $318,975 at 4% or $212,650 at 6%; with 100% employer match about $239,231 at 4% or $159,488 at 6%.
201317$725,990$75,893$10,842iApproximate average salary by contribution assumption: employee only about $271,046 at 4% or $180,698 at 6%; with 50% employer match about $180,698 at 4% or $120,465 at 6%; with 100% employer match about $135,523 at 4% or $90,349 at 6%.
Matsock & Assoc. 401K Plan-7$725,990$75,893$10,842iApproximate average salary by contribution assumption: employee only about $271,046 at 4% or $180,698 at 6%; with 50% employer match about $180,698 at 4% or $120,465 at 6%; with 100% employer match about $135,523 at 4% or $90,349 at 6%.
201217$523,118$76,287$10,898iApproximate average salary by contribution assumption: employee only about $272,454 at 4% or $181,636 at 6%; with 50% employer match about $181,636 at 4% or $121,090 at 6%; with 100% employer match about $136,227 at 4% or $90,818 at 6%.
Matsock & Assoc. 401K Plan-7$523,118$76,287$10,898iApproximate average salary by contribution assumption: employee only about $272,454 at 4% or $181,636 at 6%; with 50% employer match about $181,636 at 4% or $121,090 at 6%; with 100% employer match about $136,227 at 4% or $90,818 at 6%.
201118$392,956$62,267$7,783iApproximate average salary by contribution assumption: employee only about $194,584 at 4% or $129,723 at 6%; with 50% employer match about $129,723 at 4% or $86,482 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
Matsock & Assoc. 401K Plan-8$392,956$62,267$7,783iApproximate average salary by contribution assumption: employee only about $194,584 at 4% or $129,723 at 6%; with 50% employer match about $129,723 at 4% or $86,482 at 6%; with 100% employer match about $97,292 at 4% or $64,861 at 6%.
201018$347,575$47,272$5,909iApproximate average salary by contribution assumption: employee only about $147,725 at 4% or $98,483 at 6%; with 50% employer match about $98,483 at 4% or $65,656 at 6%; with 100% employer match about $73,863 at 4% or $49,242 at 6%.
Matsock & Assoc. 401K Plan-8$347,575$47,272$5,909iApproximate average salary by contribution assumption: employee only about $147,725 at 4% or $98,483 at 6%; with 50% employer match about $98,483 at 4% or $65,656 at 6%; with 100% employer match about $73,863 at 4% or $49,242 at 6%.
200917$260,919$45,395$6,485iApproximate average salary by contribution assumption: employee only about $162,125 at 4% or $108,083 at 6%; with 50% employer match about $108,083 at 4% or $72,056 at 6%; with 100% employer match about $81,063 at 4% or $54,042 at 6%.
Matsock & Assoc. 401K Plan-7$260,919$45,395$6,485iApproximate average salary by contribution assumption: employee only about $162,125 at 4% or $108,083 at 6%; with 50% employer match about $108,083 at 4% or $72,056 at 6%; with 100% employer match about $81,063 at 4% or $54,042 at 6%.
200815$169,702$80,742$16,148iApproximate average salary by contribution assumption: employee only about $403,710 at 4% or $269,140 at 6%; with 50% employer match about $269,140 at 4% or $179,427 at 6%; with 100% employer match about $201,855 at 4% or $134,570 at 6%.
Matsock & Assoc. 401K Plan-5$169,702$80,742$16,148iApproximate average salary by contribution assumption: employee only about $403,710 at 4% or $269,140 at 6%; with 50% employer match about $269,140 at 4% or $179,427 at 6%; with 100% employer match about $201,855 at 4% or $134,570 at 6%.
200714$0$0-
Matsock & Assoc. 401K Plan-4---
200614$101,253$18,076$4,519iApproximate average salary by contribution assumption: employee only about $112,975 at 4% or $75,317 at 6%; with 50% employer match about $75,317 at 4% or $50,211 at 6%; with 100% employer match about $56,488 at 4% or $37,658 at 6%.
Matsock & Assoc. 401K Plan-4$101,253$18,076$4,519iApproximate average salary by contribution assumption: employee only about $112,975 at 4% or $75,317 at 6%; with 50% employer match about $75,317 at 4% or $50,211 at 6%; with 100% employer match about $56,488 at 4% or $37,658 at 6%.
200514$71,989$22,129$5,532iApproximate average salary by contribution assumption: employee only about $138,306 at 4% or $92,204 at 6%; with 50% employer match about $92,204 at 4% or $61,469 at 6%; with 100% employer match about $69,153 at 4% or $46,102 at 6%.
Matsock & Assoc. 401K Plan-4$71,989$22,129$5,532iApproximate average salary by contribution assumption: employee only about $138,306 at 4% or $92,204 at 6%; with 50% employer match about $92,204 at 4% or $61,469 at 6%; with 100% employer match about $69,153 at 4% or $46,102 at 6%.
200414$46,107$24,164$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
Matsock & Assoc. 401K Plan-4$46,107$24,164$6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%.
200314$37,338$16,304$4,076iApproximate average salary by contribution assumption: employee only about $101,900 at 4% or $67,933 at 6%; with 50% employer match about $67,933 at 4% or $45,289 at 6%; with 100% employer match about $50,950 at 4% or $33,967 at 6%.
Matsock & Assoc. 401K Plan-4$37,338$16,304$4,076iApproximate average salary by contribution assumption: employee only about $101,900 at 4% or $67,933 at 6%; with 50% employer match about $67,933 at 4% or $45,289 at 6%; with 100% employer match about $50,950 at 4% or $33,967 at 6%.
200213$24,849$14,676$4,892iApproximate average salary by contribution assumption: employee only about $122,300 at 4% or $81,533 at 6%; with 50% employer match about $81,533 at 4% or $54,356 at 6%; with 100% employer match about $61,150 at 4% or $40,767 at 6%.
Matsock & Assoc. 401K Plan-3$24,849$14,676$4,892iApproximate average salary by contribution assumption: employee only about $122,300 at 4% or $81,533 at 6%; with 50% employer match about $81,533 at 4% or $54,356 at 6%; with 100% employer match about $61,150 at 4% or $40,767 at 6%.
200112$0$0-
Matsock & Assoc. 401K Plan-2---
200012$0$0-
Matsock & Assoc. 401K Plan-2---
199912$0$0-
Matsock & Assoc. 401K Plan-2---