401k Plan data: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN plan

401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 401k Plan overview

Plan Name	401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN
Plan identification number	008

401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS has sponsored the creation of one or more 401k plans.

Company Name: 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS

Employer identification number (EIN): 823081474

NAIC Classification: 454390
NAIC Description: Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2020-01-01
008 2019-01-01
008 2018-01-01
008 2018-01-01

Plan Statistics for 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN

401k plan membership statisitcs for 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN

Measure Date Value
2020: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 64
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 196
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 139
Total of all active and inactive participants 2019-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 293
Number of participants with account balances 2019-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 79
2018: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 182
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 283
Total of all active and inactive participants 2018-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 465
Number of participants with account balances 2018-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 200

Measure	Date	Value
2020: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	64
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	196
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	139
Total of all active and inactive participants	2019-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	293
Number of participants with account balances	2019-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	79
2018: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	182
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	283
Total of all active and inactive participants	2018-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	465
Number of participants with account balances	2018-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	200

Financial Data on 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN

Measure	Date	Value
2020 : 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,600,455
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,283,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,199,247
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,462,808
Value of total assets at end of year	2020-12-31	$7,268,237
Value of total assets at beginning of year	2020-12-31	$5,951,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$79,985
Total interest from all sources	2020-12-31	$1,548
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$78,680
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$517,448
Participant contributions at end of year	2020-12-31	$81,833
Participant contributions at beginning of year	2020-12-31	$23,911
Participant contributions at end of year	2020-12-31	$56
Participant contributions at beginning of year	2020-12-31	$21,387
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$823,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$81,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,316,476
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,268,237
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,951,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest on participant loans	2020-12-31	$1,548
Value of interest in common/collective trusts at end of year	2020-12-31	$7,186,348
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,902,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,136,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$122,074
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$3,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,117,337
Contract administrator fees	2020-12-31	$1,305
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,037,578
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,645,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,569,202
Expenses. Certain deemed distributions of participant loans	2019-12-31	$9,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$819,124
Value of total assets at end of year	2019-12-31	$5,951,761
Value of total assets at beginning of year	2019-12-31	$5,559,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$66,939
Total interest from all sources	2019-12-31	$979
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$65,924
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$649,232
Participant contributions at end of year	2019-12-31	$23,911
Participant contributions at beginning of year	2019-12-31	$20,504
Participant contributions at end of year	2019-12-31	$21,387
Participant contributions at beginning of year	2019-12-31	$45,377
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$392,322
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,951,761
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,559,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest on participant loans	2019-12-31	$979
Value of interest in common/collective trusts at end of year	2019-12-31	$5,902,572
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,483,906
Net investment gain or loss from common/collective trusts	2019-12-31	$1,217,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$145,745
Employer contributions (assets) at end of year	2019-12-31	$3,891
Employer contributions (assets) at beginning of year	2019-12-31	$9,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,569,202
Contract administrator fees	2019-12-31	$1,015
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
2018 : 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$28,432
Total income from all sources (including contributions)	2018-12-31	$1,360,314
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,282,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,223,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,469,771
Value of total assets at end of year	2018-12-31	$5,559,439
Value of total assets at beginning of year	2018-12-31	$5,509,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$58,930
Total interest from all sources	2018-12-31	$5,877
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$58,930
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,107,382
Participant contributions at end of year	2018-12-31	$20,504
Participant contributions at beginning of year	2018-12-31	$47,725
Participant contributions at end of year	2018-12-31	$45,377
Participant contributions at beginning of year	2018-12-31	$141,234
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,267
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$77,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$28,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$78,303
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,559,439
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,481,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,483,906
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,102,197
Interest on participant loans	2018-12-31	$2,635
Interest earned on other investments	2018-12-31	$3,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$181,562
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-115,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$260,122
Employer contributions (assets) at end of year	2018-12-31	$9,652
Employer contributions (assets) at beginning of year	2018-12-31	$36,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,223,081
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945

Form 5500 Responses for 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN

2020: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY INCIPIO,LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931061-398

Policy instance

Insurance contract or identification number	931061-398
Number of Individuals Covered	634
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $22,659
Total amount of fees paid to insurance company	USD $125
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,659
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

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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