Matrixx Software 401(K) Plan — Form 5500 plan (Matrixx Software 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, Matrixx Software 401(K) Plan is a benefit plan reported by Matrixx Software Inc. under EIN 26-3994420 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $14,887,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matrixx Software Inc.
- EIN
- 26-3994420
- Plan number
- 001
- Plan type
- 2
- Location
- Foster City, CA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $14,887,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240930174825NAL0006051809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,887,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,887,432
- Net assets (BOY)
- $11,797,148
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,111,020
- Total contributions
- $2,168,996
- Total income / additions
- $4,331,149
Expenses & distributions
- Benefits paid
- $1,170,313
- Administrative expenses
- $70,552
- Total expenses
- $1,240,865
- Net increase / (decrease)
- $3,090,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newfront Retirement Services, Inc. | INVESTMENT ADVISOR | $32,885 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,244 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,423 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matrixx Software Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Foster City, CA
- Newfront Retirement Services, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation