Civic Intelligence

Donald a. Matheson PLC

Plan context: Donald a. Matheson PLC Profit Sharing Plan

EIN 86-0944357 • Scottsdale, AZ • 18 filings • 2 plans

21020 North Pima RoadScottsdale, AZ 85255
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,809,076

2021 Contributions

$116,165

Historical Graphs

Total Assets Over Time

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

$2,809,076$1,404,538$0200420132020YearValue
$2,809,076Latest year 2020

Participants Over Time

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

630200420122020YearValue
2Latest year 2020

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
202110$0$0-
Donald a. Matheson PLC Profit Sharing Plan-0$0$0-
202012$2,809,076$0-
Donald a. Matheson PLC Profit Sharing Plan-2$2,809,076$0-
201912$2,072,244$0-
Donald a. Matheson PLC Profit Sharing Plan-2$2,072,244$0-
201815$1,658,489$116,165$23,233iApproximate average salary by contribution assumption: employee only about $580,825 at 4% or $387,217 at 6%; with 50% employer match about $387,217 at 4% or $258,144 at 6%; with 100% employer match about $290,413 at 4% or $193,608 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-5$1,658,489$116,165$23,233iApproximate average salary by contribution assumption: employee only about $580,825 at 4% or $387,217 at 6%; with 50% employer match about $387,217 at 4% or $258,144 at 6%; with 100% employer match about $290,413 at 4% or $193,608 at 6%.
201716$1,782,969$102,446$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-6$1,782,969$102,446$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.
201614$1,432,852$106,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-4$1,432,852$106,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201516$1,256,428$0-
Donald a. Matheson PLC Profit Sharing Plan-6$1,256,428--
201416$1,287,635$0-
Donald a. Matheson PLC Profit Sharing Plan-6$1,287,635--
201315$1,243,714$106,490$21,298iApproximate average salary by contribution assumption: employee only about $532,450 at 4% or $354,967 at 6%; with 50% employer match about $354,967 at 4% or $236,644 at 6%; with 100% employer match about $266,225 at 4% or $177,483 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-5$1,243,714$106,490$21,298iApproximate average salary by contribution assumption: employee only about $532,450 at 4% or $354,967 at 6%; with 50% employer match about $354,967 at 4% or $236,644 at 6%; with 100% employer match about $266,225 at 4% or $177,483 at 6%.
201216$995,017$115,755$19,293iApproximate average salary by contribution assumption: employee only about $482,313 at 4% or $321,542 at 6%; with 50% employer match about $321,542 at 4% or $214,361 at 6%; with 100% employer match about $241,156 at 4% or $160,771 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-6$995,017$115,755$19,293iApproximate average salary by contribution assumption: employee only about $482,313 at 4% or $321,542 at 6%; with 50% employer match about $321,542 at 4% or $214,361 at 6%; with 100% employer match about $241,156 at 4% or $160,771 at 6%.
201115$834,530$117,810$23,562iApproximate average salary by contribution assumption: employee only about $589,050 at 4% or $392,700 at 6%; with 50% employer match about $392,700 at 4% or $261,800 at 6%; with 100% employer match about $294,525 at 4% or $196,350 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-5$834,530$117,810$23,562iApproximate average salary by contribution assumption: employee only about $589,050 at 4% or $392,700 at 6%; with 50% employer match about $392,700 at 4% or $261,800 at 6%; with 100% employer match about $294,525 at 4% or $196,350 at 6%.
201014$699,263$0-
Donald a. Matheson PLC Profit Sharing Plan-4$699,263--
200914$578,116$62,516$15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-4$578,116$62,516$15,629iApproximate average salary by contribution assumption: employee only about $390,725 at 4% or $260,483 at 6%; with 50% employer match about $260,483 at 4% or $173,656 at 6%; with 100% employer match about $195,363 at 4% or $130,242 at 6%.
200813$529,280$0-
Donald a. Matheson PLC Profit Sharing Plan-3$529,280--
200713$0$0-
Donald a. Matheson PLC Profit Sharing Plan-3---
200613$622,288$125,040$41,680iApproximate average salary by contribution assumption: employee only about $1,042,000 at 4% or $694,667 at 6%; with 50% employer match about $694,667 at 4% or $463,111 at 6%; with 100% employer match about $521,000 at 4% or $347,333 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-3$622,288$125,040$41,680iApproximate average salary by contribution assumption: employee only about $1,042,000 at 4% or $694,667 at 6%; with 50% employer match about $694,667 at 4% or $463,111 at 6%; with 100% employer match about $521,000 at 4% or $347,333 at 6%.
200512$477,717$345,618$172,809iApproximate average salary by contribution assumption: employee only about $4,320,225 at 4% or $2,880,150 at 6%; with 50% employer match about $2,880,150 at 4% or $1,920,100 at 6%; with 100% employer match about $2,160,113 at 4% or $1,440,075 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-2$477,717$345,618$172,809iApproximate average salary by contribution assumption: employee only about $4,320,225 at 4% or $2,880,150 at 6%; with 50% employer match about $2,880,150 at 4% or $1,920,100 at 6%; with 100% employer match about $2,160,113 at 4% or $1,440,075 at 6%.
200414$115,158$115,158$28,790iApproximate average salary by contribution assumption: employee only about $719,738 at 4% or $479,825 at 6%; with 50% employer match about $479,825 at 4% or $319,883 at 6%; with 100% employer match about $359,869 at 4% or $239,913 at 6%.
Donald a. Matheson PLC Profit Sharing Plan-4$115,158$115,158$28,790iApproximate average salary by contribution assumption: employee only about $719,738 at 4% or $479,825 at 6%; with 50% employer match about $479,825 at 4% or $319,883 at 6%; with 100% employer match about $359,869 at 4% or $239,913 at 6%.