Civic Intelligence

Matrix Planning Inc.

Plan context: Matrix Planning Inc., Profit Sharing Plan

EIN 95-4044407 • Santa Monica, CA • 19 filings • 4 plans

3015 Main St., Ste 403Santa Monica, CA 90405
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,486,220

2024 Contributions

$39,309

Historical Graphs

Total Assets Over Time

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

$1,655,608$827,804$0200920172024YearValue
$1,486,220Latest year 2024

Participants Over Time

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

320200620152024YearValue
3Latest 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
202413$1,486,220$39,309$13,103iApproximate average salary by contribution assumption: employee only about $327,575 at 4% or $218,383 at 6%; with 50% employer match about $218,383 at 4% or $145,589 at 6%; with 100% employer match about $163,788 at 4% or $109,192 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$1,486,220$39,309$13,103iApproximate average salary by contribution assumption: employee only about $327,575 at 4% or $218,383 at 6%; with 50% employer match about $218,383 at 4% or $145,589 at 6%; with 100% employer match about $163,788 at 4% or $109,192 at 6%.
202313$1,203,787$26,721$8,907iApproximate average salary by contribution assumption: employee only about $222,675 at 4% or $148,450 at 6%; with 50% employer match about $148,450 at 4% or $98,967 at 6%; with 100% employer match about $111,338 at 4% or $74,225 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$1,203,787$26,721$8,907iApproximate average salary by contribution assumption: employee only about $222,675 at 4% or $148,450 at 6%; with 50% employer match about $148,450 at 4% or $98,967 at 6%; with 100% employer match about $111,338 at 4% or $74,225 at 6%.
202213$964,513$0-
Matrix Planning Inc., Profit Sharing Plan-3$964,513--
202113$1,636,074$32,468$10,823iApproximate average salary by contribution assumption: employee only about $270,567 at 4% or $180,378 at 6%; with 50% employer match about $180,378 at 4% or $120,252 at 6%; with 100% employer match about $135,283 at 4% or $90,189 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$1,636,074$32,468$10,823iApproximate average salary by contribution assumption: employee only about $270,567 at 4% or $180,378 at 6%; with 50% employer match about $180,378 at 4% or $120,252 at 6%; with 100% employer match about $135,283 at 4% or $90,189 at 6%.
202013$1,655,608$78,920$26,307iApproximate average salary by contribution assumption: employee only about $657,667 at 4% or $438,444 at 6%; with 50% employer match about $438,444 at 4% or $292,296 at 6%; with 100% employer match about $328,833 at 4% or $219,222 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$1,655,608$78,920$26,307iApproximate average salary by contribution assumption: employee only about $657,667 at 4% or $438,444 at 6%; with 50% employer match about $438,444 at 4% or $292,296 at 6%; with 100% employer match about $328,833 at 4% or $219,222 at 6%.
201913$1,118,352$74,621$24,874iApproximate average salary by contribution assumption: employee only about $621,842 at 4% or $414,561 at 6%; with 50% employer match about $414,561 at 4% or $276,374 at 6%; with 100% employer match about $310,921 at 4% or $207,281 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$1,118,352$74,621$24,874iApproximate average salary by contribution assumption: employee only about $621,842 at 4% or $414,561 at 6%; with 50% employer match about $414,561 at 4% or $276,374 at 6%; with 100% employer match about $310,921 at 4% or $207,281 at 6%.
201813$910,724$42,924$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$910,724$42,924$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
201713$725,329$21,234$7,078iApproximate average salary by contribution assumption: employee only about $176,950 at 4% or $117,967 at 6%; with 50% employer match about $117,967 at 4% or $78,644 at 6%; with 100% employer match about $88,475 at 4% or $58,983 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$725,329$21,234$7,078iApproximate average salary by contribution assumption: employee only about $176,950 at 4% or $117,967 at 6%; with 50% employer match about $117,967 at 4% or $78,644 at 6%; with 100% employer match about $88,475 at 4% or $58,983 at 6%.
201613$759,605$28,268$9,423iApproximate average salary by contribution assumption: employee only about $235,567 at 4% or $157,044 at 6%; with 50% employer match about $157,044 at 4% or $104,696 at 6%; with 100% employer match about $117,783 at 4% or $78,522 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$759,605$28,268$9,423iApproximate average salary by contribution assumption: employee only about $235,567 at 4% or $157,044 at 6%; with 50% employer match about $157,044 at 4% or $104,696 at 6%; with 100% employer match about $117,783 at 4% or $78,522 at 6%.
201513$727,977$43,242$14,414iApproximate average salary by contribution assumption: employee only about $360,350 at 4% or $240,233 at 6%; with 50% employer match about $240,233 at 4% or $160,156 at 6%; with 100% employer match about $180,175 at 4% or $120,117 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$727,977$43,242$14,414iApproximate average salary by contribution assumption: employee only about $360,350 at 4% or $240,233 at 6%; with 50% employer match about $240,233 at 4% or $160,156 at 6%; with 100% employer match about $180,175 at 4% or $120,117 at 6%.
201413$671,623$55,928$18,643iApproximate average salary by contribution assumption: employee only about $466,067 at 4% or $310,711 at 6%; with 50% employer match about $310,711 at 4% or $207,141 at 6%; with 100% employer match about $233,033 at 4% or $155,356 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$671,623$55,928$18,643iApproximate average salary by contribution assumption: employee only about $466,067 at 4% or $310,711 at 6%; with 50% employer match about $310,711 at 4% or $207,141 at 6%; with 100% employer match about $233,033 at 4% or $155,356 at 6%.
201313$423,563$32,397$10,799iApproximate average salary by contribution assumption: employee only about $269,975 at 4% or $179,983 at 6%; with 50% employer match about $179,983 at 4% or $119,989 at 6%; with 100% employer match about $134,988 at 4% or $89,992 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$423,563$32,397$10,799iApproximate average salary by contribution assumption: employee only about $269,975 at 4% or $179,983 at 6%; with 50% employer match about $179,983 at 4% or $119,989 at 6%; with 100% employer match about $134,988 at 4% or $89,992 at 6%.
201212$359,253$39,987$19,994iApproximate average salary by contribution assumption: employee only about $499,838 at 4% or $333,225 at 6%; with 50% employer match about $333,225 at 4% or $222,150 at 6%; with 100% employer match about $249,919 at 4% or $166,613 at 6%.
Matrix Planning Inc., Profit Sharing Plan-2$359,253$39,987$19,994iApproximate average salary by contribution assumption: employee only about $499,838 at 4% or $333,225 at 6%; with 50% employer match about $333,225 at 4% or $222,150 at 6%; with 100% employer match about $249,919 at 4% or $166,613 at 6%.
201112$280,484$51,610$25,805iApproximate average salary by contribution assumption: employee only about $645,125 at 4% or $430,083 at 6%; with 50% employer match about $430,083 at 4% or $286,722 at 6%; with 100% employer match about $322,563 at 4% or $215,042 at 6%.
Matrix Planning Inc., Profit Sharing Plan-2$280,484$51,610$25,805iApproximate average salary by contribution assumption: employee only about $645,125 at 4% or $430,083 at 6%; with 50% employer match about $430,083 at 4% or $286,722 at 6%; with 100% employer match about $322,563 at 4% or $215,042 at 6%.
201013$320,791$26,293$8,764iApproximate average salary by contribution assumption: employee only about $219,108 at 4% or $146,072 at 6%; with 50% employer match about $146,072 at 4% or $97,381 at 6%; with 100% employer match about $109,554 at 4% or $73,036 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$320,791$26,293$8,764iApproximate average salary by contribution assumption: employee only about $219,108 at 4% or $146,072 at 6%; with 50% employer match about $146,072 at 4% or $97,381 at 6%; with 100% employer match about $109,554 at 4% or $73,036 at 6%.
200913$251,630$31,315$10,438iApproximate average salary by contribution assumption: employee only about $260,958 at 4% or $173,972 at 6%; with 50% employer match about $173,972 at 4% or $115,981 at 6%; with 100% employer match about $130,479 at 4% or $86,986 at 6%.
Matrix Planning Inc., Profit Sharing Plan-3$251,630$31,315$10,438iApproximate average salary by contribution assumption: employee only about $260,958 at 4% or $173,972 at 6%; with 50% employer match about $173,972 at 4% or $115,981 at 6%; with 100% employer match about $130,479 at 4% or $86,986 at 6%.
200813$0$0-
Matrix Planning Inc., Profit Sharing Plan-3---
200713$0$0-
Matrix Planning Inc., Profit Sharing Plan-3---
200612$0$0-
Matrix Planning Inc., Profit Sharing Plan-2---