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| Company Name: | JOEL D. MATTHEWS, MBA, CHFC |
| Employer identification number (EIN): | 161662004 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-05-14 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | JOEL D. MATTHEWS PROFIT SHARING PLAN | 2011-01-01 | 1997-01-01 |
| 003 | JOEL D. MATTHEWS CASH BALANCE PLAN | 2016-01-01 | 2014-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-08-02 | Employer Contributions | $ 17,726 |
| 2022-08-02 | Employee Contributions | $ 17,726 |
| 2022-07-01 | Employer Contributions | $ 25,000 |
| 2022-07-01 | Employee Contributions | $ 25,000 |
| 2022-05-20 | Employer Contributions | $ 25,000 |
| 2022-05-20 | Employee Contributions | $ 25,000 |
| 2022-04-22 | Employer Contributions | $ 25,000 |
| 2022-04-22 | Employee Contributions | $ 25,000 |
| 2020-08-31 | Employer Contributions | $ 69,000 |
| 2020-08-31 | Employee Contributions | $ 69,000 |
| 2020-07-31 | Employer Contributions | $ 50,000 |
| 2020-07-31 | Employee Contributions | $ 50,000 |
| 2020-06-19 | Employer Contributions | $ 50,000 |
| 2020-06-19 | Employee Contributions | $ 50,000 |
| 2020-05-22 | Employer Contributions | $ 50,000 |
| 2020-05-22 | Employee Contributions | $ 50,000 |
| 2020-04-24 | Employer Contributions | $ 50,000 |
| 2020-04-24 | Employee Contributions | $ 50,000 |
| 2020-04-10 | Employer Contributions | $ 50,000 |
| 2020-04-10 | Employee Contributions | $ 50,000 |
| 2018-02-02 | Employer Contributions | $ 56,032 |
| 2018-02-02 | Employee Contributions | $ 56,032 |
| 2017-12-22 | Employer Contributions | $ 25,000 |
| 2017-12-22 | Employee Contributions | $ 25,000 |
| 2017-11-10 | Employer Contributions | $ 25,000 |
| 2017-11-10 | Employee Contributions | $ 25,000 |
| 2017-06-09 | Employer Contributions | $ 993 |
| 2017-06-09 | Employee Contributions | $ 993 |
| 2017-05-26 | Employer Contributions | $ 115 |
| 2017-05-26 | Employee Contributions | $ 115 |
| 2017-05-12 | Employer Contributions | $ 538 |
| 2017-05-12 | Employee Contributions | $ 538 |
| 2017-04-28 | Employer Contributions | $ 199 |
| 2017-04-28 | Employee Contributions | $ 199 |
| 2017-04-14 | Employer Contributions | $ 35,896 |
| 2017-04-14 | Employee Contributions | $ 35,896 |
| 2017-03-31 | Employer Contributions | $ 790 |
| 2017-03-31 | Employee Contributions | $ 790 |
| 2017-03-17 | Employer Contributions | $ 996 |
| 2017-03-17 | Employee Contributions | $ 996 |
| 2017-03-03 | Employer Contributions | $ 306 |
| 2017-03-03 | Employee Contributions | $ 306 |
| 2017-02-17 | Employer Contributions | $ 826 |
| 2017-02-17 | Employee Contributions | $ 826 |
| 2017-02-03 | Employer Contributions | $ 878 |
| 2017-02-03 | Employee Contributions | $ 878 |
| 2017-01-20 | Employer Contributions | $ 12,431 |
| 2017-01-20 | Employee Contributions | $ 12,431 |
| 2016-10-18 | Employer Contributions | $ 35,750 |
| 2016-10-18 | Employee Contributions | $ 35,750 |
| 2016-08-25 | Employer Contributions | $ 5,500 |
| 2016-08-25 | Employee Contributions | $ 5,500 |
| 2016-07-13 | Employer Contributions | $ 25,000 |
| 2016-07-13 | Employee Contributions | $ 25,000 |
| 2016-06-15 | Employer Contributions | $ 4,000 |
| 2016-06-15 | Employee Contributions | $ 4,000 |
| 2016-05-08 | Employer Contributions | $ 4,500 |
| 2016-05-08 | Employee Contributions | $ 4,500 |
| 2016-04-19 | Employer Contributions | $ 28,900 |
| 2016-04-19 | Employee Contributions | $ 28,900 |
| 2016-02-12 | Employer Contributions | $ 5,300 |
| 2016-02-12 | Employee Contributions | $ 5,300 |
| 2016-01-19 | Employer Contributions | $ 24,000 |
| 2016-01-19 | Employee Contributions | $ 24,000 |
| 2016-01-06 | Employer Contributions | $ 6,500 |
| 2016-01-06 | Employee Contributions | $ 6,500 |
| 2015-12-25 | Employer Contributions | $ 652 |
| 2015-12-25 | Employee Contributions | $ 652 |
| 2015-12-11 | Employer Contributions | $ 3,425 |
| 2015-12-11 | Employee Contributions | $ 3,425 |
| 2015-11-27 | Employer Contributions | $ 2,337 |
| 2015-11-27 | Employee Contributions | $ 2,337 |
| 2015-11-13 | Employer Contributions | $ 4,360 |
| 2015-11-13 | Employee Contributions | $ 4,360 |
| 2015-10-30 | Employer Contributions | $ 4,128 |
| 2015-10-30 | Employee Contributions | $ 4,128 |
| 2015-10-16 | Employer Contributions | $ 43,518 |
| 2015-10-16 | Employee Contributions | $ 43,518 |
| 2015-10-02 | Employer Contributions | $ 1,554 |
| 2015-10-02 | Employee Contributions | $ 1,554 |
| 2015-09-18 | Employer Contributions | $ 3,374 |
| 2015-09-18 | Employee Contributions | $ 3,374 |
| 2015-09-04 | Employer Contributions | $ 1,731 |
| 2015-09-04 | Employee Contributions | $ 1,731 |
| 2015-08-21 | Employer Contributions | $ 1,833 |
| 2015-08-21 | Employee Contributions | $ 1,833 |
| 2015-08-07 | Employer Contributions | $ 4,152 |
| 2015-08-07 | Employee Contributions | $ 4,152 |
| 2015-07-24 | Employer Contributions | $ 5,839 |
| 2015-07-24 | Employee Contributions | $ 5,839 |
| 2015-07-11 | Employer Contributions | $ 44,389 |
| 2015-07-11 | Employee Contributions | $ 44,389 |
| 2015-06-26 | Employer Contributions | $ 1,848 |
| 2015-06-26 | Employee Contributions | $ 1,848 |
| 2015-06-12 | Employer Contributions | $ 3,382 |
| 2015-06-12 | Employee Contributions | $ 3,382 |
| 2015-05-29 | Employer Contributions | $ 2,301 |
| 2015-05-29 | Employee Contributions | $ 2,301 |
| 2015-05-15 | Employer Contributions | $ 4,686 |
| 2015-05-15 | Employee Contributions | $ 4,686 |
| 2015-05-01 | Employer Contributions | $ 4,304 |
| 2015-05-01 | Employee Contributions | $ 4,304 |
| 2015-04-17 | Employer Contributions | $ 8,802 |
| 2015-04-17 | Employee Contributions | $ 8,802 |
| 2015-04-02 | Employer Contributions | $ 1,635 |
| 2015-04-02 | Employee Contributions | $ 1,635 |
| 2015-03-20 | Employer Contributions | $ 1,134 |
| 2015-03-20 | Employee Contributions | $ 1,134 |
| 2015-03-06 | Employer Contributions | $ 5,238 |
| 2015-03-06 | Employee Contributions | $ 5,238 |
| 2015-02-20 | Employer Contributions | $ 2,255 |
| 2015-02-20 | Employee Contributions | $ 2,255 |
| 2015-02-06 | Employer Contributions | $ 3,741 |
| 2015-02-06 | Employee Contributions | $ 3,741 |
| 2015-01-23 | Employer Contributions | $ 6,281 |
| 2015-01-23 | Employee Contributions | $ 6,281 |
| 2015-01-09 | Employer Contributions | $ 42,190 |
| 2015-01-09 | Employee Contributions | $ 42,190 |
| 2014-12-26 | Employer Contributions | $ 2,432 |
| 2014-12-26 | Employee Contributions | $ 2,432 |
| 2014-12-12 | Employer Contributions | $ 3,322 |
| 2014-12-12 | Employee Contributions | $ 3,322 |
| 2014-11-28 | Employer Contributions | $ 1,617 |
| 2014-11-28 | Employee Contributions | $ 1,617 |
| 2014-11-14 | Employer Contributions | $ 3,401 |
| 2014-11-14 | Employee Contributions | $ 3,401 |
| 2014-10-31 | Employer Contributions | $ 2,230 |
| 2014-10-31 | Employee Contributions | $ 2,230 |
| 2014-10-17 | Employer Contributions | $ 23,850 |
| 2014-10-17 | Employee Contributions | $ 23,850 |
| 2014-10-03 | Employer Contributions | $ 689 |
| 2014-10-03 | Employee Contributions | $ 689 |
| 2014-09-19 | Employer Contributions | $ 1,812 |
| 2014-09-19 | Employee Contributions | $ 1,812 |
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