2023 Form 5500 filing — Matrix Providers Inc. 401(K) Profit Sharing 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 20241015183439NAL0015261395001) for Matrix Providers Inc. 401(K) Profit Sharing Plan, reported by Matrix Providers Inc. under EIN 27-2753271 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,227,741
Participants654
Provider compensation$551 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015183439NAL0015261395001
Plan sponsor
Matrix Providers Inc.
EIN
27-2753271
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$284K
Participant$1.6M
Full reported line items
Total assets (EOY)
$7,227,741
Total liabilities (EOY)
$0
Net assets (EOY)
$7,227,741
Employer contributions
$283,996
Participant contributions
$1,649,238
Total income / additions
$3,189,627
Benefits paid
$1,580,212
Administrative expenses
$76,610
Total expenses
$1,683,212
Net increase / (decrease)
$1,506,415
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $55 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015183439NAL0015261395001 cover?
It is the 2023 Form 5500 filing for Matrix Providers Inc. 401(K) Profit Sharing Plan, reported by Matrix Providers Inc. (EIN 27-2753271).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages