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401k Sponsoring company profile

R. L. MATUS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:R. L. MATUS & ASSOCIATES, INC.
Employer identification number (EIN):204062721
NAIC Classification:339900

The following addresses have been detected on the 401k submissions:

USA Location Address
7301 CARMEL EXECUTIVE PK. DR.
SUITE 218
CHARLOTTE
NC
28226
Date first seen: 2007-01-01
Date last seen: 2025-08-31
USA Location Address
2010 CRANE ROAD
WAXHAW
NC
27173
Date first seen: 2014-04-03
Date last seen: 2021-10-15
USA Location Address
2010 CRANE RD.
WAXHAW
NC
28173
Date first seen: 2007-01-01
Date last seen: 2025-09-30
401k Sponsor USA Address
2010 CRANE RD.
WAXHAW
NC
28173
Date first seen: 2007-01-01
Date last seen: 2025-10-15

R. L. MATUS & ASSOCIATES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN2016-01-01 2013-01-01
002R. L. MATUS & ASSOCIATES, INC. CASH BALANCE PLAN2016-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2017-03-24Employer Contributions $ 23,000
2017-03-24Employee Contributions $ 23,000
2017-03-16Employer Contributions $ 23,000
2017-03-16Employee Contributions $ 23,000
2017-02-24Employer Contributions $ 25,000
2017-02-24Employee Contributions $ 25,000
2017-01-18Employer Contributions $ 19,000
2017-01-18Employee Contributions $ 19,000
2016-12-28Employer Contributions $ 110,000
2016-12-28Employee Contributions $ 110,000
2016-04-06Employer Contributions $ 20,000
2016-04-06Employee Contributions $ 20,000
2016-01-22Employer Contributions $ 25,000
2016-01-22Employee Contributions $ 25,000
2016-01-07Employer Contributions $ 150,000
2016-01-07Employee Contributions $ 150,000
2015-08-21Employer Contributions $ 189,299
2015-08-21Employee Contributions $ 189,299

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