Matrix Design Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Matrix Design Group, 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 Design Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Matrix Design Group, Inc. under EIN 84-1515767 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $19,335,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matrix Design Group, Inc.
- EIN
- 84-1515767
- Plan number
- 002
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $19,335,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241010123747NAL0020080369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,335,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,335,406
- Net assets (BOY)
- $17,625,787
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $3,500,805
Expenses & distributions
- Benefits paid
- $1,719,278
- Administrative expenses
- $71,908
- Total expenses
- $1,791,186
- Net increase / (decrease)
- $1,709,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Menke And Associates | TPA | $16,452 | not reported in the loaded dataset | 2023 |
| Prairie Capital | VALUATION | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investment | INVESTMENT/CUSTODIAL FEE | $14,061 | not reported in the loaded dataset | 2023 |
| Biggs Kofford | AUDITORS | $11,750 | not reported in the loaded dataset | 2023 |
| Raymond James | INVESTMENT/CUSTODIAL FEE | $10,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matrix Design Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Menke And Associates — Schedule C compensation
- Prairie Capital — Schedule C compensation
- Fidelity Investment — Schedule C compensation
- Biggs Kofford — Schedule C compensation
- Raymond James — Schedule C compensation