2023 Form 5500 filing — Matrixx Software 401(K) 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 20240930174825NAL0006051809001) for Matrixx Software 401(K) Plan, reported by Matrixx Software Inc. under EIN 26-3994420 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930174825NAL0006051809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matrixx Software Inc.
- EIN
- 26-3994420
- Plan number
- 001
- Location
- Foster City, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,887,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,887,432
- Employer contributions
- $0
- Participant contributions
- $2,111,020
- Total income / additions
- $4,331,149
- Benefits paid
- $1,170,313
- Administrative expenses
- $70,552
- Total expenses
- $1,240,865
- Net increase / (decrease)
- $3,090,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newfront Retirement Services, Inc. | INVESTMENT ADVISOR | $32,885 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,244 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,423 | not reported in the loaded dataset |
| Gwfs Equities Inc | BROKERAGE | $0 | $0 |