Matrix 401(K) Plan — Form 5500 plan (Matrix Realty Inc.)
Plain-English plan 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, Matrix 401(K) Plan is a benefit plan reported by Matrix Realty Inc. under EIN 22-3152921 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $19,646,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matrix Realty Inc.
- EIN
- 22-3152921
- Plan number
- 001
- Plan type
- 2
- Location
- Cranbury, NJ
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $19,646,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | I | 20240905130014NAL0011828915001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,646,423
- Total liabilities (EOY)
- $6,639
- Net assets (EOY)
- $19,639,784
- Net assets (BOY)
- $15,240,344
Income & contributions
- Employer contributions
- $336,616
- Participant contributions
- $835,611
- Total income / additions
- $4,746,384
Expenses & distributions
- Benefits paid
- $344,390
- Administrative expenses
- $2,554
- Total expenses
- $346,944
- Net increase / (decrease)
- $4,399,440
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.