2023 Form 5500 filing — Matrix Tool, 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 20250710093043NAL0008490944001) for Matrix Tool, Inc. 401(K) Profit Sharing Plan, reported by Matrix Tool Inc under EIN 25-1259371 and plan number 001. It reports 120 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)$8.9MReported net assets$8,864,031
Participants120
Provider compensation$28.2K1 Schedule C row(s)$28,195
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250710093043NAL0008490944001
Plan sponsor
Matrix Tool Inc
EIN
25-1259371
Plan number
001
Location
Fairview, PA
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)$8.9M total assets
Net assets$8.9MLiabilities$235
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$70K
Participant$313.1K
Full reported line items
Total assets (EOY)
$8,864,266
Total liabilities (EOY)
$235
Net assets (EOY)
$8,864,031
Employer contributions
$70,000
Participant contributions
$313,076
Total income / additions
$2,352,490
Benefits paid
$1,499,920
Administrative expenses
$28,585
Total expenses
$1,528,505
Net increase / (decrease)
$823,985
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $28.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250710093043NAL0008490944001 cover?
It is the 2023 Form 5500 filing for Matrix Tool, Inc. 401(K) Profit Sharing Plan, reported by Matrix Tool Inc (EIN 25-1259371).
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