2023 Form 5500 filing — Matrix Service Company 401(K) 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 20241010113009NAL0020900241001) for Matrix Service Company 401(K) Savings Plan, reported by Matrix Service Company under EIN 73-1352174 and plan number 001. It reports 2,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113009NAL0020900241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matrix Service Company
- EIN
- 73-1352174
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 2,790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,188,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $199,188,556
- Employer contributions
- $5,095,802
- Participant contributions
- $11,384,167
- Total income / additions
- $48,762,862
- Benefits paid
- $21,237,067
- Administrative expenses
- $289,478
- Total expenses
- $21,526,545
- Net increase / (decrease)
- $27,236,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $196,542 | not reported in the loaded dataset |
| Bok Financial | NONE | $70,000 | not reported in the loaded dataset |
| Charles Schwabtrust Bank | NONE | $22,798 | $0 |