2023 Form 5500 filing — Matrix Design Group 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 20241007094003NAL0015888337001) for Matrix Design Group 401(K) Plan, reported by Matrix Design Group, Inc. under EIN 84-1515767 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14MReported net assets$13,955,882
Participants255
Provider compensation$9761 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007094003NAL0015888337001
- Plan sponsor
- Matrix Design Group, Inc.
- EIN
- 84-1515767
- Plan number
- 001
- Location
- Colorado Springs, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,955,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,955,882
- Employer contributions
- $196,349
- Participant contributions
- $1,421,158
- Total income / additions
- $3,782,598
- Benefits paid
- $651,732
- Administrative expenses
- $86,605
- Total expenses
- $738,337
- Net increase / (decrease)
- $3,044,261
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co. | NONE | $976 | $0 |