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MATRIX 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMATRIX 401(K) PROFIT SHARING PLAN
Plan identification number 001

MATRIX 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 INTEGRATION LLC has sponsored the creation of one or more 401k plans.

Company Name:MATRIX INTEGRATION LLC
Employer identification number (EIN):352016356
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATRIX 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ABBY STALLINGS2024-10-08
0012022-01-01ABBY STALLINGS2023-10-06
0012021-01-01ABBY STALLINGS2022-10-13
0012021-01-01ABBY STALLINGS2022-10-13
0012020-01-01BRENDA STALLINGS2021-06-07 BRENDA STALLINGS2021-06-07
0012019-01-01BRENDA STALLINGS2020-10-07 BRENDA STALLINGS2020-10-07
0012018-01-01BRENDA STALLINGS2019-07-10 BRENDA STALLINGS2019-07-10
0012017-01-01BRENDA STALLINGS2018-06-14 BRENDA STALLINGS2018-06-14
0012016-01-01BRENDA STALLINGS2017-05-30
0012015-01-01BRENDA STALLINGS2016-06-26 BRENDA STALLINGS2016-06-26
0012014-01-01BRENDA STALLINGS BRENDA STALLINGS2015-06-29
0012013-01-01BRENDA STALLINGS BRENDA STALLINGS2014-07-10
0012012-01-01BRENDA STALLINGS
0012011-01-01BRENDA STALLINGS
0012009-01-01BRENDA STALLINGS BRENDA STALLINGS2010-07-16

Plan Statistics for MATRIX 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MATRIX 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MATRIX 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0499
Total number of particpants at end of year2025-09-0467
Number of Participants With Account Balances2025-09-0450
2024: MATRIX 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0893
Total number of particpants at end of year2024-10-080
Number of Participants With Account Balances2024-10-080
2014: MATRIX 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0184
Total number of active participants reported on line 7a of the Form 55002014-01-0168
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0188
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MATRIX 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0175
Total number of active participants reported on line 7a of the Form 55002013-01-0168
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0185
Number of participants with account balances2013-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MATRIX 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0183
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0182
Number of participants with account balances2012-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: MATRIX 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0187
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0180
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MATRIX 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0186
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MATRIX 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MATRIX 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-043477141
Net assets as of the end of the plan year2025-09-0411345951
Total assets as of the beginning of the plan year2025-09-0412446618
Value of plan covered by a fidelity bond2025-09-04500000
Participant contributions to plan in this plan year2025-09-04421619
Other expenses paid from plan in this plan year2025-09-040
Other contributions to plan in this plan year2025-09-040
Other income to plan in this plan year2025-09-041745905
Plan net income in this plan year2025-09-04-1100667
Net assets as of the end of the plan year2025-09-0411345951
Net assets as of the beginning of the plan year2025-09-0412446618
Employer contributions to plan in this plan year2025-09-04208950
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0433969
2024 : MATRIX 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08504951
Net assets as of the end of the plan year2024-10-0812446618
Total assets as of the beginning of the plan year2024-10-0810410313
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08446232
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-0812858
Other income to plan in this plan year2024-10-081876524
Plan net income in this plan year2024-10-082036305
Net assets as of the end of the plan year2024-10-0812446618
Net assets as of the beginning of the plan year2024-10-0810410313
Employer contributions to plan in this plan year2024-10-08205642
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0828785
2014 : MATRIX 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$1,052,515
Expenses. Total of all expenses incurred2014-12-31$264,063
Benefits paid (including direct rollovers)2014-12-31$263,913
Total plan assets at end of year2014-12-31$8,006,951
Total plan assets at beginning of year2014-12-31$7,218,499
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$340,041
Contributions received from other sources (not participants or employers)2014-12-31$2,203
Other income received2014-12-31$516,807
Net income (gross income less expenses)2014-12-31$788,452
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,006,951
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,218,499
Total contributions received or receivable from employer(s)2014-12-31$193,464
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MATRIX 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,993,772
Expenses. Total of all expenses incurred2013-12-31$223,943
Benefits paid (including direct rollovers)2013-12-31$223,693
Total plan assets at end of year2013-12-31$7,218,499
Total plan assets at beginning of year2013-12-31$5,448,670
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$323,572
Contributions received from other sources (not participants or employers)2013-12-31$33,974
Other income received2013-12-31$1,457,457
Net income (gross income less expenses)2013-12-31$1,769,829
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,218,499
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,448,670
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$178,769
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MATRIX 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$1,195,197
Expenses. Total of all expenses incurred2012-12-31$157,033
Benefits paid (including direct rollovers)2012-12-31$156,758
Total plan assets at end of year2012-12-31$5,448,670
Total plan assets at beginning of year2012-12-31$4,410,506
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$327,457
Expenses. Other expenses not covered elsewhere2012-12-31$275
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$691,233
Net income (gross income less expenses)2012-12-31$1,038,164
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,448,670
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,410,506
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$176,507
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MATRIX 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$354,089
Expenses. Total of all expenses incurred2011-12-31$151,999
Benefits paid (including direct rollovers)2011-12-31$151,749
Total plan assets at end of year2011-12-31$4,410,506
Total plan assets at beginning of year2011-12-31$4,208,416
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$308,252
Expenses. Other expenses not covered elsewhere2011-12-31$250
Contributions received from other sources (not participants or employers)2011-12-31$802
Other income received2011-12-31$-120,581
Net income (gross income less expenses)2011-12-31$202,090
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,410,506
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,208,416
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$165,616
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2009 : MATRIX 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MATRIX 401(K) PROFIT SHARING PLAN

2014: MATRIX 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MATRIX 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MATRIX 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MATRIX 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MATRIX 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829534
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829534
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710278
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710278
Policy instance 1

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