Civic Intelligence

Matters of Fact Inc

Plan context: Matters of Fact Inc. Retirement Plan

EIN 95-4371365 • Thousand Oaks, CA • 31 filings • 4 plans

862 Silver Cloud StreetThousand Oaks, CA 91360
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$736,519

2024 Contributions

$3,500

Historical Graphs

Total Assets Over Time

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

$738,375$369,188$0199920112023YearValue
$736,519Latest year 2023

Participants Over Time

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

950199920112023YearValue
2Latest year 2023

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
202410$0$0-
Matters of Fact Inc. Retirement Plan-0$0$0-
202312$736,519$0-
Matters of Fact Inc. Retirement Plan-2$736,519$0-
202212$601,394$0-
Matters of Fact Inc. Retirement Plan-2$601,394$0-
202112$738,375$3,500$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
Matters of Fact Inc. Retirement Plan-2$738,375$3,500$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
202012$624,439$0-
Matters of Fact Inc. Retirement Plan-2$624,439$0-
201912$529,499$0-
Matters of Fact Inc. Retirement Plan-2$529,499$0-
201812$434,526$228,757$114,379iApproximate average salary by contribution assumption: employee only about $2,859,463 at 4% or $1,906,308 at 6%; with 50% employer match about $1,906,308 at 4% or $1,270,872 at 6%; with 100% employer match about $1,429,731 at 4% or $953,154 at 6%.
Matters of Fact Inc. Retirement Plan-2$434,526$228,757$114,379iApproximate average salary by contribution assumption: employee only about $2,859,463 at 4% or $1,906,308 at 6%; with 50% employer match about $1,906,308 at 4% or $1,270,872 at 6%; with 100% employer match about $1,429,731 at 4% or $953,154 at 6%.
201713$451,038$0-
Matters of Fact Inc. Retirement Plan-3$451,038$0-
201613$392,712$0-
Matters of Fact Inc. Retirement Plan-3$392,712$0-
201513$371,903$0-
Matters of Fact Inc. Retirement Plan-3$371,903$0-
201413$385,019$0-
Matters of Fact Inc. Retirement Plan-3$385,019$0-
201313$378,324$0-
Matters of Fact Inc. Retirement Plan-3$378,324$0-
201213$337,161$0-
Matters of Fact Inc. Retirement Plan-3$337,161$0-
201113$339,847$0-
Matters of Fact Inc. Retirement Plan-3$339,847$0-
201013$349,290$0-
Matters of Fact Inc. Retirement Plan-3$349,290$0-
200912$312,280$0-
Matters of Fact Inc. Retirement Plan-2$312,280--
200822$247,764$0-
Matters of Fact Inc. Retirement Plan-2$247,764--
Matters of Fact Inc 401K Profit Sharing Plan & Trust-0---
200722$346,013$0-
Matters of Fact Inc. Retirement Plan-2$346,013--
Matters of Fact Inc 401K Profit Sharing Plan & Trust-0---
200622$318,470$0-
Matters of Fact Inc. Retirement Plan-2$318,470--
Matters of Fact Inc 401K Profit Sharing Plan & Trust-0---
200523$285,511$0-
Matters of Fact Inc. Retirement Plan-3$285,511--
Matters of Fact Inc 401K Profit Sharing Plan & Trust-0---
200416$268,640$77,689$12,948iApproximate average salary by contribution assumption: employee only about $323,704 at 4% or $215,803 at 6%; with 50% employer match about $215,803 at 4% or $143,869 at 6%; with 100% employer match about $161,852 at 4% or $107,901 at 6%.
Matters of Fact Inc. Retirement Plan-6$268,640$77,689$12,948iApproximate average salary by contribution assumption: employee only about $323,704 at 4% or $215,803 at 6%; with 50% employer match about $215,803 at 4% or $143,869 at 6%; with 100% employer match about $161,852 at 4% or $107,901 at 6%.
200328$171,195$172,414$21,552iApproximate average salary by contribution assumption: employee only about $538,794 at 4% or $359,196 at 6%; with 50% employer match about $359,196 at 4% or $239,464 at 6%; with 100% employer match about $269,397 at 4% or $179,598 at 6%.
Matters of Fact Inc. Retirement Plan-8$170,472$170,539$21,317iApproximate average salary by contribution assumption: employee only about $532,934 at 4% or $355,290 at 6%; with 50% employer match about $355,290 at 4% or $236,860 at 6%; with 100% employer match about $266,467 at 4% or $177,645 at 6%.
Matters of Fact Inc 401K Profit Sharing Plan & Trust-8$723$1,875$234iApproximate average salary by contribution assumption: employee only about $5,859 at 4% or $3,906 at 6%; with 50% employer match about $3,906 at 4% or $2,604 at 6%; with 100% employer match about $2,930 at 4% or $1,953 at 6%.
200218$224,581$50,725$6,341iApproximate average salary by contribution assumption: employee only about $158,516 at 4% or $105,677 at 6%; with 50% employer match about $105,677 at 4% or $70,451 at 6%; with 100% employer match about $79,258 at 4% or $52,839 at 6%.
Matters of Fact Inc 401K Profit Sharing Plan & Trust-8$224,581$50,725$6,341iApproximate average salary by contribution assumption: employee only about $158,516 at 4% or $105,677 at 6%; with 50% employer match about $105,677 at 4% or $70,451 at 6%; with 100% employer match about $79,258 at 4% or $52,839 at 6%.
200119$303,810$59,433$6,604iApproximate average salary by contribution assumption: employee only about $165,092 at 4% or $110,061 at 6%; with 50% employer match about $110,061 at 4% or $73,374 at 6%; with 100% employer match about $82,546 at 4% or $55,031 at 6%.
Matters of Fact Inc 401K Profit Sharing Plan & Trust-9$303,810$59,433$6,604iApproximate average salary by contribution assumption: employee only about $165,092 at 4% or $110,061 at 6%; with 50% employer match about $110,061 at 4% or $73,374 at 6%; with 100% employer match about $82,546 at 4% or $55,031 at 6%.
200018$264,536$73,112$9,139iApproximate average salary by contribution assumption: employee only about $228,475 at 4% or $152,317 at 6%; with 50% employer match about $152,317 at 4% or $101,544 at 6%; with 100% employer match about $114,238 at 4% or $76,158 at 6%.
Matters of Fact Inc 401K Profit Sharing Plan & Trust-8$264,536$73,112$9,139iApproximate average salary by contribution assumption: employee only about $228,475 at 4% or $152,317 at 6%; with 50% employer match about $152,317 at 4% or $101,544 at 6%; with 100% employer match about $114,238 at 4% or $76,158 at 6%.
199918$197,867$76,375$9,547iApproximate average salary by contribution assumption: employee only about $238,672 at 4% or $159,115 at 6%; with 50% employer match about $159,115 at 4% or $106,076 at 6%; with 100% employer match about $119,336 at 4% or $79,557 at 6%.
Matters of Fact Inc 401K Profit Sharing Plan & Trust-8$197,867$76,375$9,547iApproximate average salary by contribution assumption: employee only about $238,672 at 4% or $159,115 at 6%; with 50% employer match about $159,115 at 4% or $106,076 at 6%; with 100% employer match about $119,336 at 4% or $79,557 at 6%.