Matrix New World Engineering, Land Surveying And Landscape Architecture, P.C. 401k Plan — Form 5500 plan (Matrix New World Engineering, Land Surveying, And Landscape Architectu)
Plain-English plan 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, Matrix New World Engineering, Land Surveying And Landscape Architecture, P.C. 401k Plan is a benefit plan reported by Matrix New World Engineering, Land Surveying, And Landscape Architectu under EIN 22-3057511 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $26,969,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matrix New World Engineering, Land Surveying, And Landscape Architectu
- EIN
- 22-3057511
- Plan number
- 001
- Plan type
- 2
- Location
- Florham Park, NJ
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $26,969,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250318113103NAL0005530656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,969,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,969,508
- Net assets (BOY)
- $22,473,875
Income & contributions
- Employer contributions
- $770,577
- Participant contributions
- $1,734,576
- Total contributions
- $2,648,373
- Total income / additions
- $6,523,238
Expenses & distributions
- Benefits paid
- $1,935,757
- Administrative expenses
- $91,848
- Total expenses
- $2,027,605
- Net increase / (decrease)
- $4,495,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jw Cole Advisors Inc. | INVESTMENT ADVISOR | $28,000 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $24,579 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $23,443 | $0 | 2023 |
| Essex Retirement Services LLC | CONTRACT ADMIN | $18,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matrix New World Engineering, Land Surveying, And Landscape Architectu
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Florham Park, NJ
- Jw Cole Advisors Inc. — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- Essex Retirement Services LLC — Schedule C compensation