2023 Form 5500 filing — Matrix Partners Management Services, L. P. Money Purchase Pension 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 20250205091924NAL0016520704001) for Matrix Partners Management Services, L. P. Money Purchase Pension Plan, reported by Matrix Partners Management Services, L.P. under EIN 36-4496070 and plan number 002. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,556,535
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250205091924NAL0016520704001
Plan sponsor
Matrix Partners Management Services, L.P.
EIN
36-4496070
Plan number
002
Location
Cambridge, MA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$133.3K
Benefits paid / distributions$133.3K
Contributions
Employer$330.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,556,535
Net assets (EOY)
$6,556,535
Employer contributions
$330,602
Total income / additions
$1,429,627
Benefits paid
$133,300
Total expenses
$133,300
Net increase / (decrease)
$1,296,327

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250205091924NAL0016520704001 cover?
It is the 2023 Form 5500 filing for Matrix Partners Management Services, L. P. Money Purchase Pension Plan, reported by Matrix Partners Management Services, L.P. (EIN 36-4496070).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages