2023 Form 5500 filing — Mtx Group 401(K) 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 20250123144332NAL0010681936001) for Mtx Group 401(K) Plan, reported by Mtx Group, Inc. under EIN 82-4828973 and plan number 001. It reports 547 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)$7.8MReported net assets$7,834,130
Participants547
Provider compensation$16.2K1 Schedule C row(s)$16,198
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250123144332NAL0010681936001
Plan sponsor
Mtx Group, Inc.
EIN
82-4828973
Plan number
001
Location
Frisco, TX
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$1.1K
Participant$2.3M
Full reported line items
Total assets (EOY)
$7,834,130
Total liabilities (EOY)
$0
Net assets (EOY)
$7,834,130
Employer contributions
$1,076
Participant contributions
$2,268,081
Total income / additions
$3,771,995
Benefits paid
$1,018,230
Administrative expenses
$18,839
Total expenses
$1,039,613
Net increase / (decrease)
$2,732,382
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $16.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250123144332NAL0010681936001 cover?
It is the 2023 Form 5500 filing for Mtx Group 401(K) Plan, reported by Mtx Group, Inc. (EIN 82-4828973).
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