Matrix Service Company 401(K) Savings Plan — Form 5500 plan (Matrix Service Company)

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 Service Company 401(K) Savings Plan is a benefit plan reported by Matrix Service Company under EIN 73-1352174 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,790 participants and $199,188,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matrix Service Company
EIN
73-1352174
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
2,790
End-of-year plan assets
$199,188,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,790H, C20241010113009NAL0020900241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$199,188,556
Total liabilities (EOY)
$0
Net assets (EOY)
$199,188,556
Net assets (BOY)
$171,952,239

Income & contributions

Employer contributions
$5,095,802
Participant contributions
$11,384,167
Total contributions
$18,697,413
Total income / additions
$48,762,862

Expenses & distributions

Benefits paid
$21,237,067
Administrative expenses
$289,478
Total expenses
$21,526,545
Net increase / (decrease)
$27,236,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$196,542not reported in the loaded dataset2023
Bok FinancialNONE$70,000not reported in the loaded dataset2023
Charles Schwabtrust BankNONE$22,798$02023

Related Form 5500 pages