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| Plan Name | 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC. |
| Plan identification number | 009 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS |
| Employer identification number (EIN): | 823081474 |
| NAIC Classification: | 454390 |
| NAIC Description: | Other Direct Selling Establishments |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 009 | 2022-01-01 | THAD COWARD | 2023-10-09 | ||
| 009 | 2021-01-01 | THAD COWARD | 2022-06-29 | ||
| 009 | 2020-01-01 | THAD COWARD | 2021-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2022 : 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS ALBUS-KEEFE & ASSOCIATES, INC. 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-29 | 404549 |
| Net assets as of the end of the plan year | 2022-06-29 | 3141622 |
| Total assets as of the beginning of the plan year | 2022-06-29 | 3060884 |
| Value of plan covered by a fidelity bond | 2022-06-29 | 314162 |
| Participant contributions to plan in this plan year | 2022-06-29 | 91447 |
| Other contributions to plan in this plan year | 2022-06-29 | 7429 |
| Other income to plan in this plan year | 2022-06-29 | 338636 |
| Plan net income in this plan year | 2022-06-29 | 80738 |
| Net assets as of the end of the plan year | 2022-06-29 | 3141622 |
| Net assets as of the beginning of the plan year | 2022-06-29 | 3060884 |
| Employer contributions to plan in this plan year | 2022-06-29 | 47775 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-29 | 18623 |
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