How many benefit plans does Matrix Design Group, Inc. report on Form 5500?

Matrix Design Group, Inc. (EIN 84-1515767) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Matrix Design Group, Inc.?

The Employer Identification Number (EIN) reported for Matrix Design Group, Inc. is 84-1515767.

What is the latest Form 5500 filing year for Matrix Design Group, Inc.?

The latest loaded Form 5500 filing year for Matrix Design Group, Inc. is 2023.

Matrix Design Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Matrix Design Group, Inc. (EIN 84-1515767) is a plan sponsor located in Colorado Springs, CO with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 84-1515767
Location: Colorado Springs, CO
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $33,291,288
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $33,291,288

Contributions & income

Employer contributions: $1,196,349
Participant contributions: $1,421,158
Total income / additions: $7,283,403

Expenses & distributions

Benefits paid / distributions: $2,371,010
Total expenses: $2,529,523
Net increase / (decrease): $4,753,880

Coverage

Total reported participants: 695
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Matrix Design Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Matrix Design Group, Inc. Employee Stock Ownership Plan	002	273	$19,335,406	2023
Matrix Design Group 401(K) Plan	001	255	$13,955,882	2023
Matrix Design Group Medical, Dental, Vision, Life, Ad&D, Ltd And Eap Plan	501	167	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Matrix Design Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Matrix Design Group Medical, Dental, Vision, Life, Ad&D, Ltd And Eap Plan	167	—	20240618174800NAL0002665441001
2023	Matrix Design Group 401(K) Plan	255	H, C	20241007094003NAL0015888337001
2023	Matrix Design Group, Inc. Employee Stock Ownership Plan	273	H, C	20241010123747NAL0020080369001