2023 Form 5500 filing — Matrix Design Group, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010123747NAL0020080369001) for Matrix Design Group, Inc. Employee Stock Ownership Plan, reported by Matrix Design Group, Inc. under EIN 84-1515767 and plan number 002. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123747NAL0020080369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matrix Design Group, Inc.
- EIN
- 84-1515767
- Plan number
- 002
- Location
- Colorado Springs, CO
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,335,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,335,406
- Employer contributions
- $1,000,000
- Total income / additions
- $3,500,805
- Benefits paid
- $1,719,278
- Administrative expenses
- $71,908
- Total expenses
- $1,791,186
- Net increase / (decrease)
- $1,709,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Menke And Associates | TPA | $16,452 | not reported in the loaded dataset |
| Prairie Capital | VALUATION | $15,000 | not reported in the loaded dataset |
| Fidelity Investment | INVESTMENT/CUSTODIAL FEE | $14,061 | not reported in the loaded dataset |
| Biggs Kofford | AUDITORS | $11,750 | not reported in the loaded dataset |
| Raymond James | INVESTMENT/CUSTODIAL FEE | $10,549 | not reported in the loaded dataset |