2023 Form 5500 filing — Matrix Technologies Profit Sharing & Savings 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 20240802152949NAL0038179392001) for Matrix Technologies Profit Sharing & Savings Plan, reported by Matrix Technologies, Inc. under EIN 34-1315997 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802152949NAL0038179392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matrix Technologies, Inc.
- EIN
- 34-1315997
- Plan number
- 001
- Location
- Maumee, OH
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,220,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,220,714
- Employer contributions
- $1,713,062
- Participant contributions
- $3,406,421
- Total income / additions
- $15,146,387
- Benefits paid
- $4,656,692
- Administrative expenses
- $129,037
- Total expenses
- $4,785,729
- Net increase / (decrease)
- $10,360,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisor | RETAINED BY EMPLOYER | $71,151 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $47,086 | $0 |
| Cliftonlarsonallen Llp | RETAINED BY EMPLOYER | $10,800 | not reported in the loaded dataset |