Matric Limited, Inc. Profit Sharing 401(K)Plan — Form 5500 plan (Matric Limited, Inc.)
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, Matric Limited, Inc. Profit Sharing 401(K)Plan is a benefit plan reported by Matric Limited, Inc. under EIN 25-1352929 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $20,424,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matric Limited, Inc.
- EIN
- 25-1352929
- Plan number
- 001
- Plan type
- 2
- Location
- Seneca, PA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $20,424,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241014162310NAL0045290608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,424,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,424,420
- Net assets (BOY)
- $17,549,529
Income & contributions
- Employer contributions
- $323,490
- Participant contributions
- $1,088,189
- Total contributions
- $1,412,659
- Total income / additions
- $4,400,384
Expenses & distributions
- Benefits paid
- $1,428,542
- Administrative expenses
- $92,861
- Total expenses
- $1,525,493
- Net increase / (decrease)
- $2,874,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lineweaver Wealth Advisors | SERVICE PROVIDER | $0 | $37,324 | 2023 |
| Cbiz Benefits And Insurance Svcs | TPA | $0 | $16,462 | 2023 |
| Cbiz Investment Advisory Service | SERVICE PROVIDER | $11,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matric Limited, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Seneca, PA
- Lineweaver Wealth Advisors — Schedule C compensation
- Cbiz Benefits And Insurance Svcs — Schedule C compensation
- Cbiz Investment Advisory Service — Schedule C compensation