2023 Form 5500 filing — Matrix New World Engineering, Land Surveying And Landscape Architecture, P.C. 401k 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 20250318113103NAL0005530656001) for Matrix New World Engineering, Land Surveying And Landscape Architecture, P.C. 401k Plan, reported by Matrix New World Engineering, Land Surveying, And Landscape Architectu under EIN 22-3057511 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250318113103NAL0005530656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matrix New World Engineering, Land Surveying, And Landscape Architectu
- EIN
- 22-3057511
- Plan number
- 001
- Location
- Florham Park, NJ
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,969,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,969,508
- Employer contributions
- $770,577
- Participant contributions
- $1,734,576
- Total income / additions
- $6,523,238
- Benefits paid
- $1,935,757
- Administrative expenses
- $91,848
- Total expenses
- $2,027,605
- Net increase / (decrease)
- $4,495,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jw Cole Advisors Inc. | INVESTMENT ADVISOR | $28,000 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $24,579 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $23,443 | $0 |
| Essex Retirement Services LLC | CONTRACT ADMIN | $18,943 | not reported in the loaded dataset |