Matrix Design Group 401(K) Plan — Form 5500 plan (Matrix Design Group, 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 Design Group 401(K) Plan is a benefit plan reported by Matrix Design Group, Inc. under EIN 84-1515767 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $13,955,882 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14MPlan net assets, end of year$13,955,882
Participants255Covered participants reported
Assets / participant$54.7KComputed: assets ÷ participants$54,729 (computed)
Provider compensation$9761 Schedule C provider row(s)
- Plan sponsor
- Matrix Design Group, Inc.
- EIN
- 84-1515767
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241007094003NAL0015888337001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,955,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,955,882
- Net assets (BOY)
- $10,911,621
Income & contributions
- Employer contributions
- $196,349
- Participant contributions
- $1,421,158
- Total contributions
- $2,041,277
- Total income / additions
- $3,782,598
Expenses & distributions
- Benefits paid
- $651,732
- Administrative expenses
- $86,605
- Total expenses
- $738,337
- Net increase / (decrease)
- $3,044,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co. | NONE | $976 | $0 | 2023 |