2023 Form 5500 filing — Matric Limited, Inc. Profit Sharing 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 20241014162310NAL0045290608001) for Matric Limited, Inc. Profit Sharing 401(K)Plan, reported by Matric Limited, Inc. under EIN 25-1352929 and plan number 001. It reports 350 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)$20.4MReported net assets$20,424,420
Participants350
Provider compensation$65K3 Schedule C row(s)$64,983
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014162310NAL0045290608001
- Plan sponsor
- Matric Limited, Inc.
- EIN
- 25-1352929
- Plan number
- 001
- Location
- Seneca, PA
- 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)$20.4M total assets
Net assets$20.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,424,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,424,420
- Employer contributions
- $323,490
- Participant contributions
- $1,088,189
- Total income / additions
- $4,400,384
- Benefits paid
- $1,428,542
- Administrative expenses
- $92,861
- Total expenses
- $1,525,493
- Net increase / (decrease)
- $2,874,891
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lineweaver Wealth Advisors | SERVICE PROVIDER | $0 | $37,324 |
| Cbiz Benefits And Insurance Svcs | TPA | $0 | $16,462 |
| Cbiz Investment Advisory Service | SERVICE PROVIDER | $11,197 | not reported in the loaded dataset |