Matrix Adhesives Group 401(K) Plan — Form 5500 plan (Matrix Adhesives Group, LLC)

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 Adhesives Group 401(K) Plan is a benefit plan reported by Matrix Adhesives Group, LLC under EIN 87-1342450 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $2,811,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matrix Adhesives Group, LLC
EIN
87-1342450
Plan number
001
Plan type
2
Location
Westerville, OH
Latest filing year
2023
Participants
217
End-of-year plan assets
$2,811,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20240815160321NAL0013428289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,811,728
Total liabilities (EOY)
$0
Net assets (EOY)
$2,811,728
Net assets (BOY)
$1,598,035

Income & contributions

Employer contributions
$215,414
Participant contributions
$524,262
Total contributions
$1,071,160
Total income / additions
$1,390,069

Expenses & distributions

Benefits paid
$173,578
Administrative expenses
$2,798
Total expenses
$176,376
Net increase / (decrease)
$1,213,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Christensen Group FinancialNONE$1,828not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$970$02023

Related Form 5500 pages