Civic Intelligence

Matheson Mortensen & Olsen PC

Plan context: Matheson, Mortensen & Olsen, Pcps Pl

EIN 87-0409057 • Salt Lake City, UT • 23 filings • 11 plans

648 East First SouthSalt Lake City, UT 84102-1584
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$3,395,490

2015 Contributions

$3,924

Historical Graphs

Total Assets Over Time

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

$3,567,616$1,783,808$0199920082014YearValue
$3,395,490Latest year 2014

Participants Over Time

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

1260199920072014YearValue
4Latest year 2014

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
201510$0$3,924-
Matheson, Mortensen & Olsen, Pcps Pl-0-$3,924-
201424$3,395,490$22,940$5,735iApproximate average salary by contribution assumption: employee only about $143,375 at 4% or $95,583 at 6%; with 50% employer match about $95,583 at 4% or $63,722 at 6%; with 100% employer match about $71,688 at 4% or $47,792 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-4$3,395,490$21,257$5,314iApproximate average salary by contribution assumption: employee only about $132,856 at 4% or $88,571 at 6%; with 50% employer match about $88,571 at 4% or $59,047 at 6%; with 100% employer match about $66,428 at 4% or $44,285 at 6%.
MATHESON & HOWELL, P.C. CASH BALANCE PENSION PLAN-0$0$1,683-
2013212$3,381,859$49,290$4,108iApproximate average salary by contribution assumption: employee only about $102,688 at 4% or $68,458 at 6%; with 50% employer match about $68,458 at 4% or $45,639 at 6%; with 100% employer match about $51,344 at 4% or $34,229 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$3,329,516$31,271$3,909iApproximate average salary by contribution assumption: employee only about $97,722 at 4% or $65,148 at 6%; with 50% employer match about $65,148 at 4% or $43,432 at 6%; with 100% employer match about $48,861 at 4% or $32,574 at 6%.
MATHESON & HOWELL, P.C. CASH BALANCE PENSION PLAN-12$52,343$18,019$1,502iApproximate average salary by contribution assumption: employee only about $37,540 at 4% or $25,026 at 6%; with 50% employer match about $25,026 at 4% or $16,684 at 6%; with 100% employer match about $18,770 at 4% or $12,513 at 6%.
201228$2,763,255$290,188$36,274iApproximate average salary by contribution assumption: employee only about $906,838 at 4% or $604,558 at 6%; with 50% employer match about $604,558 at 4% or $403,039 at 6%; with 100% employer match about $453,419 at 4% or $302,279 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-7$2,550,144$74,524$10,646iApproximate average salary by contribution assumption: employee only about $266,157 at 4% or $177,438 at 6%; with 50% employer match about $177,438 at 4% or $118,292 at 6%; with 100% employer match about $133,079 at 4% or $88,719 at 6%.
MATHESON & HOWELL, P.C. CASH BALANCE PENSION PLAN-8$213,111$215,664$26,958iApproximate average salary by contribution assumption: employee only about $673,950 at 4% or $449,300 at 6%; with 50% employer match about $449,300 at 4% or $299,533 at 6%; with 100% employer match about $336,975 at 4% or $224,650 at 6%.
201128$2,677,372$458,191$57,274iApproximate average salary by contribution assumption: employee only about $1,431,847 at 4% or $954,565 at 6%; with 50% employer match about $954,565 at 4% or $636,376 at 6%; with 100% employer match about $715,923 at 4% or $477,282 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$1,967,110$106,391$13,299iApproximate average salary by contribution assumption: employee only about $332,472 at 4% or $221,648 at 6%; with 50% employer match about $221,648 at 4% or $147,765 at 6%; with 100% employer match about $166,236 at 4% or $110,824 at 6%.
MATHESON & HOWELL, P.C. CASH BALANCE PENSION PLAN-8$710,262$351,800$43,975iApproximate average salary by contribution assumption: employee only about $1,099,375 at 4% or $732,917 at 6%; with 50% employer match about $732,917 at 4% or $488,611 at 6%; with 100% employer match about $549,688 at 4% or $366,458 at 6%.
201038$3,567,616$602,282$75,285iApproximate average salary by contribution assumption: employee only about $1,882,131 at 4% or $1,254,754 at 6%; with 50% employer match about $1,254,754 at 4% or $836,503 at 6%; with 100% employer match about $941,066 at 4% or $627,377 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$3,104,216$138,712$17,339iApproximate average salary by contribution assumption: employee only about $433,475 at 4% or $288,983 at 6%; with 50% employer match about $288,983 at 4% or $192,656 at 6%; with 100% employer match about $216,738 at 4% or $144,492 at 6%.
MATHESON, MORTENSEN, OLSEN & JEPPSON, P.C. CASH BALANCE PENSION PLAN-8$353,570$353,570$44,196iApproximate average salary by contribution assumption: employee only about $1,104,906 at 4% or $736,604 at 6%; with 50% employer match about $736,604 at 4% or $491,069 at 6%; with 100% employer match about $552,453 at 4% or $368,302 at 6%.
MMOJ SIGNATURE RETIREE HEALTH BENEFIT TRUST-2$109,830$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
200918$2,720,680$182,107$22,763iApproximate average salary by contribution assumption: employee only about $569,084 at 4% or $379,390 at 6%; with 50% employer match about $379,390 at 4% or $252,926 at 6%; with 100% employer match about $284,542 at 4% or $189,695 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$2,720,680$182,107$22,763iApproximate average salary by contribution assumption: employee only about $569,084 at 4% or $379,390 at 6%; with 50% employer match about $379,390 at 4% or $252,926 at 6%; with 100% employer match about $284,542 at 4% or $189,695 at 6%.
200817$2,119,540$163,093$23,299iApproximate average salary by contribution assumption: employee only about $582,475 at 4% or $388,317 at 6%; with 50% employer match about $388,317 at 4% or $258,878 at 6%; with 100% employer match about $291,238 at 4% or $194,158 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-7$2,119,540$163,093$23,299iApproximate average salary by contribution assumption: employee only about $582,475 at 4% or $388,317 at 6%; with 50% employer match about $388,317 at 4% or $258,878 at 6%; with 100% employer match about $291,238 at 4% or $194,158 at 6%.
200718$0$0-
Matheson, Mortensen & Olsen, Pcps Pl-8---
200618$1,782,422$149,794$18,724iApproximate average salary by contribution assumption: employee only about $468,106 at 4% or $312,071 at 6%; with 50% employer match about $312,071 at 4% or $208,047 at 6%; with 100% employer match about $234,053 at 4% or $156,035 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$1,782,422$149,794$18,724iApproximate average salary by contribution assumption: employee only about $468,106 at 4% or $312,071 at 6%; with 50% employer match about $312,071 at 4% or $208,047 at 6%; with 100% employer match about $234,053 at 4% or $156,035 at 6%.
200518$1,512,630$144,396$18,050iApproximate average salary by contribution assumption: employee only about $451,238 at 4% or $300,825 at 6%; with 50% employer match about $300,825 at 4% or $200,550 at 6%; with 100% employer match about $225,619 at 4% or $150,413 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-8$1,512,630$144,396$18,050iApproximate average salary by contribution assumption: employee only about $451,238 at 4% or $300,825 at 6%; with 50% employer match about $300,825 at 4% or $200,550 at 6%; with 100% employer match about $225,619 at 4% or $150,413 at 6%.
200415$1,332,576$127,231$25,446iApproximate average salary by contribution assumption: employee only about $636,155 at 4% or $424,103 at 6%; with 50% employer match about $424,103 at 4% or $282,736 at 6%; with 100% employer match about $318,078 at 4% or $212,052 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-5$1,332,576$127,231$25,446iApproximate average salary by contribution assumption: employee only about $636,155 at 4% or $424,103 at 6%; with 50% employer match about $424,103 at 4% or $282,736 at 6%; with 100% employer match about $318,078 at 4% or $212,052 at 6%.
200315$1,130,738$32,088$6,418iApproximate average salary by contribution assumption: employee only about $160,440 at 4% or $106,960 at 6%; with 50% employer match about $106,960 at 4% or $71,307 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-5$1,130,738$32,088$6,418iApproximate average salary by contribution assumption: employee only about $160,440 at 4% or $106,960 at 6%; with 50% employer match about $106,960 at 4% or $71,307 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
200214$984,251$88,246$22,062iApproximate average salary by contribution assumption: employee only about $551,538 at 4% or $367,692 at 6%; with 50% employer match about $367,692 at 4% or $245,128 at 6%; with 100% employer match about $275,769 at 4% or $183,846 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-4$984,251$88,246$22,062iApproximate average salary by contribution assumption: employee only about $551,538 at 4% or $367,692 at 6%; with 50% employer match about $367,692 at 4% or $245,128 at 6%; with 100% employer match about $275,769 at 4% or $183,846 at 6%.
200111$0$0-
Matheson, Mortensen & Olsen, Pcps Pl-1---
200014$1,138,376$32,190$8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-4$1,138,376$32,190$8,048iApproximate average salary by contribution assumption: employee only about $201,188 at 4% or $134,125 at 6%; with 50% employer match about $134,125 at 4% or $89,417 at 6%; with 100% employer match about $100,594 at 4% or $67,063 at 6%.
199915$1,124,049$40,100$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
Matheson, Mortensen & Olsen, Pcps Pl-5$1,124,049$40,100$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.