Plan5500

Matrix Technologies Profit Sharing & Savings Plan — Form 5500 plan (Matrix Technologies, 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, Matrix Technologies Profit Sharing & Savings Plan is a benefit plan reported by Matrix Technologies, Inc. under EIN 34-1315997 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $66,220,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matrix Technologies, Inc.
EIN
34-1315997
Plan number
001
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
378
End-of-year plan assets
$66,220,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20240802152949NAL0038179392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,220,714
Total liabilities (EOY)
$0
Net assets (EOY)
$66,220,714
Net assets (BOY)
$55,860,056

Income & contributions

Employer contributions
$1,713,062
Participant contributions
$3,406,421
Total contributions
$5,521,680
Total income / additions
$15,146,387

Expenses & distributions

Benefits paid
$4,656,692
Administrative expenses
$129,037
Total expenses
$4,785,729
Net increase / (decrease)
$10,360,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart AdvisorRETAINED BY EMPLOYER$71,151not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$47,086$02023
Cliftonlarsonallen LlpRETAINED BY EMPLOYER$10,800not reported in the loaded dataset2023

Related Form 5500 pages