Civic Intelligence

Matrix Financial Solutions Inc.

Plan context: MATRIX FINANCIAL SOLUTIONS,INC. EMPLOYEES SAVINGS TRUST

EIN 20-1591048 • Denver, CO • 10 filings • 6 plans

700 17th StreetSuite 300Denver, CO 80202
Current Snapshot

Latest Year

2011

2011 Participants

147

2011 Assets

$38,709

2011 Contributions

$1,624,270

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,722,943$4,861,472$0200520092011YearValue
$38,709Latest year 2011

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

155780200520082010YearValue
147Latest year 2010

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201120$38,709$0-
MATRIX FINANCIAL SOLUTIONS,INC. EMPLOYEES SAVINGS TRUST-0$38,709--
MATRIX FINANCIAL SOLUTIONS, INC. EMPLOYEES SAVINGS TRUST-0$0--
20101147$9,722,943$1,624,270$11,049iApproximate average salary by contribution assumption: employee only about $276,236 at 4% or $184,158 at 6%; with 50% employer match about $184,158 at 4% or $122,772 at 6%; with 100% employer match about $138,118 at 4% or $92,079 at 6%.
MATRIX FINANCIAL SOLUTIONS, INC. EMPLOYEES SAVINGS TRUST-147$9,722,943$1,624,270$11,049iApproximate average salary by contribution assumption: employee only about $276,236 at 4% or $184,158 at 6%; with 50% employer match about $184,158 at 4% or $122,772 at 6%; with 100% employer match about $138,118 at 4% or $92,079 at 6%.
20092155$7,132,530$1,565,433$10,100iApproximate average salary by contribution assumption: employee only about $252,489 at 4% or $168,326 at 6%; with 50% employer match about $168,326 at 4% or $112,217 at 6%; with 100% employer match about $126,245 at 4% or $84,163 at 6%.
MATRIX FINANCIAL SOLUTIONS, INC. EMPLOYEES SAVINGS TRUST-146$7,132,530$1,565,433$10,722iApproximate average salary by contribution assumption: employee only about $268,054 at 4% or $178,702 at 6%; with 50% employer match about $178,702 at 4% or $119,135 at 6%; with 100% employer match about $134,027 at 4% or $89,351 at 6%.
Matrix Financial Solutions Inc., Health & Benefits-155---
20082153$4,131,880$1,550,936$10,137iApproximate average salary by contribution assumption: employee only about $253,421 at 4% or $168,947 at 6%; with 50% employer match about $168,947 at 4% or $112,632 at 6%; with 100% employer match about $126,710 at 4% or $84,474 at 6%.
MATRIX FINANCIAL SOLUTIONS, INC EMPLOYEES SAVINGS TRUST-153$4,131,880$1,550,936$10,137iApproximate average salary by contribution assumption: employee only about $253,421 at 4% or $168,947 at 6%; with 50% employer match about $168,947 at 4% or $112,632 at 6%; with 100% employer match about $126,710 at 4% or $84,474 at 6%.
Matrix Financial Solutions Inc., Health & Benefits-150---
20071108$0$0-
MATRIX FINANCIAL SOLUTIONS, INC EMPLOYEES SAVINGS TRUST-108---
2006193$3,068,863$874,302$9,401iApproximate average salary by contribution assumption: employee only about $235,027 at 4% or $156,685 at 6%; with 50% employer match about $156,685 at 4% or $104,457 at 6%; with 100% employer match about $117,514 at 4% or $78,342 at 6%.
MG COLORADO HOLDINGS INC. EMPLOYEES SAVINGS TRUST-93$3,068,863$874,302$9,401iApproximate average salary by contribution assumption: employee only about $235,027 at 4% or $156,685 at 6%; with 50% employer match about $156,685 at 4% or $104,457 at 6%; with 100% employer match about $117,514 at 4% or $78,342 at 6%.
2005169$2,019,692$1,040,968$15,086iApproximate average salary by contribution assumption: employee only about $377,162 at 4% or $251,442 at 6%; with 50% employer match about $251,442 at 4% or $167,628 at 6%; with 100% employer match about $188,581 at 4% or $125,721 at 6%.
MG COLORADO HOLDINGS INC. EMPLOYEES SAVINGS TRUST-69$2,019,692$1,040,968$15,086iApproximate average salary by contribution assumption: employee only about $377,162 at 4% or $251,442 at 6%; with 50% employer match about $251,442 at 4% or $167,628 at 6%; with 100% employer match about $188,581 at 4% or $125,721 at 6%.