401k Plan data: 624 BOSTON SAVINGS INCENTIVE PLAN plan

624 BOSTON SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	624 BOSTON SAVINGS INCENTIVE PLAN
Plan identification number	001

624 BOSTON SAVINGS INCENTIVE PLAN Benefits

401k Plan Type

Defined 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.
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 ARCHITECTS ENGINEERS PLANNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: MATRIX ARCHITECTS ENGINEERS PLANNERS, INC.

Employer identification number (EIN): 730758969

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 624 BOSTON SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RICHARD A. FLAMING
001 2016-01-01 RICHARD A. FLAMING
001 2015-01-01 RICHARD A. FLAMING
001 2015-01-01 RICHARD A. FLAMING
001 2014-01-01 RICHARD A. FLAMING
001 2014-01-01 RICHARD A. FLAMING
001 2013-01-01 RICHARD A. FLAMING
001 2012-01-01 RICHARD A. FLAMING
001 2011-01-01 RICHARD A. FLAMING
001 2010-01-01 RICHARD A. FLAMING
001 2009-01-01 RICHARD A. FLAMING

Plan Statistics for 624 BOSTON SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for 624 BOSTON SAVINGS INCENTIVE PLAN

Measure Date Value
2022: 624 BOSTON SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 27
Number of participants with account balances 2022-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 624 BOSTON SAVINGS INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: 624 BOSTON SAVINGS INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 624 BOSTON SAVINGS INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 40
Number of participants with account balances 2019-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
Number of employers contributing to the scheme 2019-01-01 2
2018: 624 BOSTON SAVINGS INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 42
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 54
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 2
2017: 624 BOSTON SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 41
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 53
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 2
2016: 624 BOSTON SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 47
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 59
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 2
2015: 624 BOSTON SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 45
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 60
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 2
2014: 624 BOSTON SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 63
Total of all active and inactive participants 2014-01-01 63
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
2013: 624 BOSTON SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 43
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 63
Number of participants with account balances 2013-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: 624 BOSTON SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 41
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 624 BOSTON SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 38
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 60
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: 624 BOSTON SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 42
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 62
Number of participants with account balances 2010-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: 624 BOSTON SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 61
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 75
Number of participants with account balances 2009-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: 624 BOSTON SAVINGS INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	27
Number of participants with account balances	2022-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 624 BOSTON SAVINGS INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: 624 BOSTON SAVINGS INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 624 BOSTON SAVINGS INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	40
Number of participants with account balances	2019-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
Number of employers contributing to the scheme	2019-01-01	2
2018: 624 BOSTON SAVINGS INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	42
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	54
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	2
2017: 624 BOSTON SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	41
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	53
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	2
2016: 624 BOSTON SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	47
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	59
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	2
2015: 624 BOSTON SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	45
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	60
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	2
2014: 624 BOSTON SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	63
Total of all active and inactive participants	2014-01-01	63
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
2013: 624 BOSTON SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	43
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	63
Number of participants with account balances	2013-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: 624 BOSTON SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	41
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 624 BOSTON SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	38
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	60
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: 624 BOSTON SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	42
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	62
Number of participants with account balances	2010-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: 624 BOSTON SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	61
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	75
Number of participants with account balances	2009-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on 624 BOSTON SAVINGS INCENTIVE PLAN

Measure	Date	Value
2022 : 624 BOSTON SAVINGS INCENTIVE PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-865,175
Expenses. Total of all expenses incurred	2022-12-31	$13,993
Benefits paid (including direct rollovers)	2022-12-31	$13,993
Total plan assets at end of year	2022-12-31	$4,950,229
Total plan assets at beginning of year	2022-12-31	$5,829,397
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$107,112
Other income received	2022-12-31	$-1,043,941
Net income (gross income less expenses)	2022-12-31	$-879,168
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,950,229
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,829,397
Total contributions received or receivable from employer(s)	2022-12-31	$71,654
2021 : 624 BOSTON SAVINGS INCENTIVE PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$884,679
Expenses. Total of all expenses incurred	2021-12-31	$795,025
Benefits paid (including direct rollovers)	2021-12-31	$795,025
Total plan assets at end of year	2021-12-31	$5,829,397
Total plan assets at beginning of year	2021-12-31	$5,739,743
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$107,382
Other income received	2021-12-31	$706,211
Net income (gross income less expenses)	2021-12-31	$89,654
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,829,397
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,739,743
Total contributions received or receivable from employer(s)	2021-12-31	$71,086
2020 : 624 BOSTON SAVINGS INCENTIVE PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$887,279
Expenses. Total of all expenses incurred	2020-12-31	$999,405
Benefits paid (including direct rollovers)	2020-12-31	$999,405
Total plan assets at end of year	2020-12-31	$5,739,743
Total plan assets at beginning of year	2020-12-31	$5,851,869
Value of fidelity bond covering the plan	2020-12-31	$600,000
Total contributions received or receivable from participants	2020-12-31	$112,823
Other income received	2020-12-31	$695,274
Net income (gross income less expenses)	2020-12-31	$-112,126
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,739,743
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,851,869
Total contributions received or receivable from employer(s)	2020-12-31	$79,182
2019 : 624 BOSTON SAVINGS INCENTIVE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,245,197
Expenses. Total of all expenses incurred	2019-12-31	$125,631
Benefits paid (including direct rollovers)	2019-12-31	$125,631
Total plan assets at end of year	2019-12-31	$5,851,869
Total plan assets at beginning of year	2019-12-31	$4,732,303
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$161,581
Other income received	2019-12-31	$982,327
Net income (gross income less expenses)	2019-12-31	$1,119,566
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,851,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,732,303
Total contributions received or receivable from employer(s)	2019-12-31	$101,289
2018 : 624 BOSTON SAVINGS INCENTIVE PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-54,912
Expenses. Total of all expenses incurred	2018-12-31	$448,156
Benefits paid (including direct rollovers)	2018-12-31	$448,156
Total plan assets at end of year	2018-12-31	$4,732,303
Total plan assets at beginning of year	2018-12-31	$5,235,371
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$182,934
Contributions received from other sources (not participants or employers)	2018-12-31	$11,995
Other income received	2018-12-31	$-367,409
Net income (gross income less expenses)	2018-12-31	$-503,068
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,732,303
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,235,371
Total contributions received or receivable from employer(s)	2018-12-31	$117,568
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : 624 BOSTON SAVINGS INCENTIVE PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,615,553
Expenses. Total of all expenses incurred	2017-12-31	$661,134
Benefits paid (including direct rollovers)	2017-12-31	$661,134
Total plan assets at end of year	2017-12-31	$5,235,371
Total plan assets at beginning of year	2017-12-31	$4,280,952
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$159,450
Contributions received from other sources (not participants or employers)	2017-12-31	$553,301
Other income received	2017-12-31	$796,527
Net income (gross income less expenses)	2017-12-31	$954,419
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,235,371
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,280,952
Total contributions received or receivable from employer(s)	2017-12-31	$106,275
2016 : 624 BOSTON SAVINGS INCENTIVE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$501,051
Expenses. Total of all expenses incurred	2016-12-31	$156,166
Benefits paid (including direct rollovers)	2016-12-31	$156,166
Total plan assets at end of year	2016-12-31	$4,280,952
Total plan assets at beginning of year	2016-12-31	$3,936,067
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$152,127
Other income received	2016-12-31	$233,343
Net income (gross income less expenses)	2016-12-31	$344,885
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,280,952
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,936,067
Total contributions received or receivable from employer(s)	2016-12-31	$115,581
2015 : 624 BOSTON SAVINGS INCENTIVE PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$187,416
Expenses. Total of all expenses incurred	2015-12-31	$279,079
Benefits paid (including direct rollovers)	2015-12-31	$279,079
Total plan assets at end of year	2015-12-31	$3,919,435
Total plan assets at beginning of year	2015-12-31	$4,011,098
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$143,253
Contributions received from other sources (not participants or employers)	2015-12-31	$317
Other income received	2015-12-31	$-63,111
Net income (gross income less expenses)	2015-12-31	$-91,663
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,919,435
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,011,098
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$8,400
Total contributions received or receivable from employer(s)	2015-12-31	$107,274
2014 : 624 BOSTON SAVINGS INCENTIVE PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$468,749
Expenses. Total of all expenses incurred	2014-12-31	$11,849
Benefits paid (including direct rollovers)	2014-12-31	$11,849
Total plan assets at end of year	2014-12-31	$4,011,098
Total plan assets at beginning of year	2014-12-31	$3,554,198
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$151,541
Other income received	2014-12-31	$205,547
Net income (gross income less expenses)	2014-12-31	$456,900
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,011,098
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,554,198
Total contributions received or receivable from employer(s)	2014-12-31	$111,661
2013 : 624 BOSTON SAVINGS INCENTIVE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,013,978
Expenses. Total of all expenses incurred	2013-12-31	$398,259
Benefits paid (including direct rollovers)	2013-12-31	$398,259
Total plan assets at end of year	2013-12-31	$3,554,198
Total plan assets at beginning of year	2013-12-31	$2,938,479
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$165,129
Other income received	2013-12-31	$752,020
Net income (gross income less expenses)	2013-12-31	$615,719
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,554,198
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,938,479
Total contributions received or receivable from employer(s)	2013-12-31	$96,829
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : 624 BOSTON SAVINGS INCENTIVE PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$580,457
Expenses. Total of all expenses incurred	2012-12-31	$1,127,953
Benefits paid (including direct rollovers)	2012-12-31	$1,127,953
Total plan assets at end of year	2012-12-31	$2,938,479
Total plan assets at beginning of year	2012-12-31	$3,485,975
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$127,441
Contributions received from other sources (not participants or employers)	2012-12-31	$27,125
Other income received	2012-12-31	$345,950
Net income (gross income less expenses)	2012-12-31	$-547,496
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,938,479
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,485,975
Total contributions received or receivable from employer(s)	2012-12-31	$79,941
2011 : 624 BOSTON SAVINGS INCENTIVE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-130,515
Expenses. Total of all expenses incurred	2011-12-31	$470,290
Benefits paid (including direct rollovers)	2011-12-31	$470,290
Total plan assets at end of year	2011-12-31	$3,485,975
Total plan assets at beginning of year	2011-12-31	$4,086,780
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$116,937
Other income received	2011-12-31	$-323,424
Net income (gross income less expenses)	2011-12-31	$-600,805
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,485,975
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,086,780
Total contributions received or receivable from employer(s)	2011-12-31	$75,972
2010 : 624 BOSTON SAVINGS INCENTIVE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$882,833
Expenses. Total of all expenses incurred	2010-12-31	$831,171
Benefits paid (including direct rollovers)	2010-12-31	$831,171
Total plan assets at end of year	2010-12-31	$4,086,780
Total plan assets at beginning of year	2010-12-31	$4,035,118
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$212,573
Other income received	2010-12-31	$562,041
Net income (gross income less expenses)	2010-12-31	$51,662
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,086,780
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,035,118
Total contributions received or receivable from employer(s)	2010-12-31	$108,219

Form 5500 Responses for 624 BOSTON SAVINGS INCENTIVE PLAN

2022: 624 BOSTON SAVINGS INCENTIVE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 624 BOSTON SAVINGS INCENTIVE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 624 BOSTON SAVINGS INCENTIVE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 624 BOSTON SAVINGS INCENTIVE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 624 BOSTON SAVINGS INCENTIVE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 624 BOSTON SAVINGS INCENTIVE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 624 BOSTON SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 624 BOSTON SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 624 BOSTON SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 624 BOSTON SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 624 BOSTON SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 624 BOSTON SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: 624 BOSTON SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: 624 BOSTON SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GA-849362

Policy instance

Insurance contract or identification number	GA-849362
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $10,621
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,621
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GA-849362

Policy instance

Insurance contract or identification number	GA-849362
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $18,111
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,111
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80027

Policy instance

Insurance contract or identification number	871-80027
Number of Individuals Covered	30
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $154
Total amount of fees paid to insurance company	USD $39
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $154
Insurance broker organization code?	3
Amount paid for insurance broker fees	39
Additional information about fees paid to insurance broker	ADMINISTRATIVE COMPENSATION

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80027

Policy instance

Insurance contract or identification number	871-80027
Number of Individuals Covered	36
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,931
Total amount of fees paid to insurance company	USD $483
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,539
Insurance broker organization code?	3
Amount paid for insurance broker fees	483
Additional information about fees paid to insurance broker	ADMINISTRATIVE COMPENSATION

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80027

Policy instance

Insurance contract or identification number	871-80027
Number of Individuals Covered	35
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,092
Total amount of fees paid to insurance company	USD $273
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,092
Insurance broker organization code?	3
Amount paid for insurance broker fees	273
Additional information about fees paid to insurance broker	ADMINISTRATIVE COMPENSATION
Insurance broker name	PENSION SOLUTIONS, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

871-80027

Policy instance

Insurance contract or identification number	871-80027
Number of Individuals Covered	39
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $18
Total amount of fees paid to insurance company	USD $5
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17
Insurance broker organization code?	4
Amount paid for insurance broker fees	5
Additional information about fees paid to insurance broker	ADMINISTRATIVE COMPENSATION
Insurance broker name	LPL FINANCIAL, LLC

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Company Name:	MATRIX ARCHITECTS ENGINEERS PLANNERS, INC.
Employer identification number (EIN):	730758969
NAIC Classification:	541310
NAIC Description:	Architectural Services