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MATRIX ADVOCARE NETWORK 401(K) PLAN 401k Plan overview

Plan NameMATRIX ADVOCARE NETWORK 401(K) PLAN
Plan identification number 001

MATRIX ADVOCARE NETWORK 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MATRIX ADVOCARE NETWORK has sponsored the creation of one or more 401k plans.

Company Name:MATRIX ADVOCARE NETWORK
Employer identification number (EIN):271853345
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATRIX ADVOCARE NETWORK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-06-21
0012022-01-01SHIRLEY HORNER2023-06-22
0012021-01-01SHIRLEY HORNER2022-07-04
0012020-01-01NEWTANG XIONG2021-07-16
0012019-01-01BRUCE LAWRENCE2020-06-05
0012018-01-01ELIZABETH ENGELDINGER2019-07-11
0012017-01-01ELIZABETH ENGELDINGER2018-07-05
0012016-01-01ELIZABETH ENGELDINGER2017-06-28
0012015-01-01ELIZABETH ENGELDINGER2016-07-06
0012014-01-01ELIZABETH ENGELDINGER2015-07-14
0012013-01-01ELIZABETH ENGELDINGER2014-07-10
0012012-01-01CORBY RENFREW2013-07-23
0012011-01-01CORBY RENFREW2012-08-13
0012010-01-01CORBY RENFREW2011-07-20

Financial Data on MATRIX ADVOCARE NETWORK 401(K) PLAN

Measure Date Value
2025 : MATRIX ADVOCARE NETWORK 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-124105
Net assets as of the end of the plan year2025-07-12334267
Total assets as of the beginning of the plan year2025-07-12283509
Value of plan covered by a fidelity bond2025-07-1229000
Participant contributions to plan in this plan year2025-07-1221473
Value of participant loans at end of plan year2025-07-120
Other income to plan in this plan year2025-07-1233390
Plan net income in this plan year2025-07-1250758
Net assets as of the end of the plan year2025-07-12334267
Net assets as of the beginning of the plan year2025-07-12283509
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-12195
2024 : MATRIX ADVOCARE NETWORK 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2162789
Net assets as of the end of the plan year2024-06-21283509
Total assets as of the beginning of the plan year2024-06-21252694
Value of plan covered by a fidelity bond2024-06-2126000
Participant contributions to plan in this plan year2024-06-2145474
Value of participant loans at end of plan year2024-06-210
Other income to plan in this plan year2024-06-2148130
Plan net income in this plan year2024-06-2130815
Net assets as of the end of the plan year2024-06-21283509
Net assets as of the beginning of the plan year2024-06-21252694
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-21455
2022 : MATRIX ADVOCARE NETWORK 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0448355
Net assets as of the end of the plan year2022-07-04318985
Total assets as of the beginning of the plan year2022-07-04247308
Value of plan covered by a fidelity bond2022-07-0425000
Participant contributions to plan in this plan year2022-07-0475747
Value of participant loans at end of plan year2022-07-0414050
Other income to plan in this plan year2022-07-0444285
Plan net income in this plan year2022-07-0471677
Net assets as of the end of the plan year2022-07-04318985
Net assets as of the beginning of the plan year2022-07-04247308
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-041420

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