MATRIX PLANNING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MATRIX PLANNING, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $295,330 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $56,056 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $55,800 |
| Total plan assets at end of year | 2023-12-31 | $1,203,787 |
| Total plan assets at beginning of year | 2023-12-31 | $964,513 |
| Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $28,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $268,609 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $239,274 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,203,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $964,513 |
| Assets. Value of participant loans | 2023-12-31 | $37,263 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $15,288 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $26,721 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $256 |
| 2022 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| 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 | $-618,776 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $52,785 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $51,849 |
| Total plan assets at end of year | 2022-12-31 | $964,513 |
| Total plan assets at beginning of year | 2022-12-31 | $1,636,074 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $28,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-618,776 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-671,561 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $964,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,636,074 |
| Assets. Value of participant loans | 2022-12-31 | $25,416 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $15,288 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $936 |
| 2021 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| 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 | $38,465 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $57,999 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $57,914 |
| Total plan assets at end of year | 2021-12-31 | $1,636,074 |
| Total plan assets at beginning of year | 2021-12-31 | $1,655,608 |
| Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $190,037 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $5,997 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-19,534 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,636,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,655,608 |
| Assets. Value of participant loans | 2021-12-31 | $43,487 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $15,169 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $32,468 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $85 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $16 |
| Total income from all sources | 2020-12-31 | $537,963 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $691 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,655,608 |
| Total plan assets at beginning of year | 2020-12-31 | $1,118,352 |
| Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $279,709 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $459,043 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $537,272 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,655,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,118,336 |
| Assets. Value of participant loans | 2020-12-31 | $60,941 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $60,228 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $78,920 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $691 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $16 |
| Total plan liabilities at beginning of year | 2019-12-31 | $138,984 |
| Total income from all sources | 2019-12-31 | $372,637 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $26,041 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $25,678 |
| Total plan assets at end of year | 2019-12-31 | $1,118,352 |
| Total plan assets at beginning of year | 2019-12-31 | $910,724 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $279,709 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $298,016 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $346,596 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,118,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $771,740 |
| Assets. Value of participant loans | 2019-12-31 | $30,403 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $50,282 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $74,621 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $363 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $138,984 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $72,935 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $26,524 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $23,386 |
| Total plan assets at end of year | 2018-12-31 | $910,724 |
| Total plan assets at beginning of year | 2018-12-31 | $725,329 |
| Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $244,037 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $30,011 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $46,411 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $771,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $725,329 |
| Assets. Value of participant loans | 2018-12-31 | $39,484 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $14,688 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $42,924 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,138 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $209,908 |
| Total income from all sources | 2017-12-31 | $195,605 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,973 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $16,525 |
| Total plan assets at end of year | 2017-12-31 | $725,329 |
| Total plan assets at beginning of year | 2017-12-31 | $759,605 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $144,037 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $174,371 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $175,632 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $725,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $549,697 |
| Assets. Value of participant loans | 2017-12-31 | $46,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $14,084 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $21,234 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,448 |
| 2016 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $209,908 |
| Total plan liabilities at beginning of year | 2016-12-31 | $207,954 |
| Total income from all sources | 2016-12-31 | $55,066 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $25,392 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $14,800 |
| Total plan assets at end of year | 2016-12-31 | $759,605 |
| Total plan assets at beginning of year | 2016-12-31 | $727,977 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $144,037 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $26,798 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $29,674 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $549,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $520,023 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $28,268 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,592 |
| 2015 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $207,954 |
| Total plan liabilities at beginning of year | 2015-12-31 | $169,574 |
| Total income from all sources | 2015-12-31 | $38,731 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $20,757 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,260 |
| Total plan assets at end of year | 2015-12-31 | $727,977 |
| Total plan assets at beginning of year | 2015-12-31 | $671,623 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $79,314 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $90 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-4,511 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $17,974 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $520,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $502,049 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $43,242 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,407 |
| 2014 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $169,574 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $94,101 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $15,615 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $12,504 |
| Total plan assets at end of year | 2014-12-31 | $671,623 |
| Total plan assets at beginning of year | 2014-12-31 | $423,563 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $106,253 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $38,173 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $78,486 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $502,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $423,563 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,928 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,111 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $17,375 |
| Total income from all sources | 2013-12-31 | $81,924 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $239 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $423,563 |
| Total plan assets at beginning of year | 2013-12-31 | $359,253 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $80,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $49,527 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $81,685 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $423,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $341,878 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,397 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $239 |
| 2012 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $17,375 |
| Total plan liabilities at beginning of year | 2012-12-31 | $20,544 |
| Total income from all sources | 2012-12-31 | $91,002 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,064 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,939 |
| Total plan assets at end of year | 2012-12-31 | $359,253 |
| Total plan assets at beginning of year | 2012-12-31 | $280,484 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $46,021 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $95 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $87 |
| Other income received | 2012-12-31 | $51,015 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $81,938 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $341,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $259,940 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $48,659 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,900 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,030 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2009 : MATRIX PLANNING, INC. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $31,315 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $31,315 |
