Matrix Financial Solutions,inc. 401(k) Plan (terminated 2012): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2012. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Matrix Financial Solutions,inc. 401(k) Plan Facts (plan year 2012)

Plan name
MATRIX FINANCIAL SOLUTIONS, INC. EMPLOYEES SAVINGS TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MATRIX FINANCIAL SOLUTIONS, INC.
Participants
4
Plan year
Jan 1, 2012 – May 8, 2012
Plan established
Jan 1, 2005
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2012 (Jan 1, 2012 – May 8, 2012), filed Oct 30, 2012. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2012

  • $40,178 was paid out to participants.

How the Matrix Financial Solutions,inc. 401(k) changed, 2009–2012

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009157$7.13 million$362,455$157,268
2010164$9.72 million$381,876$177,710
2011165$38,709—$10.0 million
2012 (final)4$0—$40,178

Matrix Financial Solutions,inc. 401(k) Contact Information

Phone
720-956-5403
Mailing address
700 17TH STREET SUITE 300, DENVER CO 80202
Plan sponsor
MATRIX FINANCIAL SOLUTIONS, INC.
Employer identification number (EIN)
20-1591048
Plan number
001

Questions about the Matrix Financial Solutions,inc. 401(k)

Is the Matrix Financial Solutions,inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2012.

Does Matrix Financial Solutions,inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Matrix Financial Solutions,inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Matrix Financial Solutions,inc 401(k) plan?

4 participants at the start of plan year 2012.

Who manages the Matrix Financial Solutions,inc 401(k) accounts?

CPI QUALIFIED PLAN CONSULTANTS, INC is the plan's recordkeeper, which is where participants log in to see their balance.

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