Civic Intelligence

Matt Dion

Plan context: Matt Dion 401(K) Profit Sharing Plan & Trust

EIN 99-1550534 • Roswell, GA • 2 filings • 1 plans

300 Autumn Breeze DrRoswell, GA 30075-7165
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,419,056

2025 Contributions

$98,757

Historical Graphs

Total Assets Over Time

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

$1,419,056$709,528$020242025YearValue
$1,419,056Latest year 2025

Participants Over Time

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

21020242025YearValue
1Latest year 2025

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
202511$1,419,056$98,757$98,757iApproximate average salary by contribution assumption: employee only about $2,468,925 at 4% or $1,645,950 at 6%; with 50% employer match about $1,645,950 at 4% or $1,097,300 at 6%; with 100% employer match about $1,234,463 at 4% or $822,975 at 6%.
Matt Dion 401(K) Profit Sharing Plan & Trust-1$1,419,056$98,757$98,757iApproximate average salary by contribution assumption: employee only about $2,468,925 at 4% or $1,645,950 at 6%; with 50% employer match about $1,645,950 at 4% or $1,097,300 at 6%; with 100% employer match about $1,234,463 at 4% or $822,975 at 6%.
202412$1,139,195$1,095,693$547,847iApproximate average salary by contribution assumption: employee only about $13,696,163 at 4% or $9,130,775 at 6%; with 50% employer match about $9,130,775 at 4% or $6,087,183 at 6%; with 100% employer match about $6,848,081 at 4% or $4,565,388 at 6%.
Matt Dion 401(K) Profit Sharing Plan & Trust-2$1,139,195$1,095,693$547,847iApproximate average salary by contribution assumption: employee only about $13,696,163 at 4% or $9,130,775 at 6%; with 50% employer match about $9,130,775 at 4% or $6,087,183 at 6%; with 100% employer match about $6,848,081 at 4% or $4,565,388 at 6%.