P 401(k) Plan Report

Stable plan record

MATRIX WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Sponsored by MATRIX WEALTH MANAGEMENT, INC. · EIN/PN 204903965-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,954
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$442,414
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416191916NAL00185848010013$2,954
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.