Matrix Human Services
Plan context: Tax Deferred Annuity Plan of Matrix Human Services
EIN 38-1358015 • 56 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
434
2024 Assets
$3,978,411
2024 Contributions
$391,122
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 434 | $3,978,411 | $391,122 | $901iApproximate average salary by contribution assumption: employee only about $22,530 at 4% or $15,020 at 6%; with 50% employer match about $15,020 at 4% or $10,013 at 6%; with 100% employer match about $11,265 at 4% or $7,510 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 434 | $3,978,411 | $391,122 | $901iApproximate average salary by contribution assumption: employee only about $22,530 at 4% or $15,020 at 6%; with 50% employer match about $15,020 at 4% or $10,013 at 6%; with 100% employer match about $11,265 at 4% or $7,510 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 354 | - | - | - |
| 2023 | 2 | 419 | $3,598,956 | $333,298 | $795iApproximate average salary by contribution assumption: employee only about $19,887 at 4% or $13,258 at 6%; with 50% employer match about $13,258 at 4% or $8,838 at 6%; with 100% employer match about $9,943 at 4% or $6,629 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 419 | $3,598,956 | $333,298 | $795iApproximate average salary by contribution assumption: employee only about $19,887 at 4% or $13,258 at 6%; with 50% employer match about $13,258 at 4% or $8,838 at 6%; with 100% employer match about $9,943 at 4% or $6,629 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 371 | - | - | - |
| 2022 | 2 | 477 | $3,020,830 | $312,280 | $655iApproximate average salary by contribution assumption: employee only about $16,367 at 4% or $10,911 at 6%; with 50% employer match about $10,911 at 4% or $7,274 at 6%; with 100% employer match about $8,183 at 4% or $5,456 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 477 | $3,020,830 | $312,280 | $655iApproximate average salary by contribution assumption: employee only about $16,367 at 4% or $10,911 at 6%; with 50% employer match about $10,911 at 4% or $7,274 at 6%; with 100% employer match about $8,183 at 4% or $5,456 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 432 | - | - | - |
| 2021 | 2 | 448 | $3,382,175 | $371,012 | $828iApproximate average salary by contribution assumption: employee only about $20,704 at 4% or $13,803 at 6%; with 50% employer match about $13,803 at 4% or $9,202 at 6%; with 100% employer match about $10,352 at 4% or $6,901 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 448 | $3,382,175 | $371,012 | $828iApproximate average salary by contribution assumption: employee only about $20,704 at 4% or $13,803 at 6%; with 50% employer match about $13,803 at 4% or $9,202 at 6%; with 100% employer match about $10,352 at 4% or $6,901 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 367 | - | - | - |
| 2020 | 2 | 485 | $2,960,746 | $368,570 | $760iApproximate average salary by contribution assumption: employee only about $18,998 at 4% or $12,666 at 6%; with 50% employer match about $12,666 at 4% or $8,444 at 6%; with 100% employer match about $9,499 at 4% or $6,333 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 485 | $2,960,746 | $368,570 | $760iApproximate average salary by contribution assumption: employee only about $18,998 at 4% or $12,666 at 6%; with 50% employer match about $12,666 at 4% or $8,444 at 6%; with 100% employer match about $9,499 at 4% or $6,333 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 367 | - | - | - |
| 2019 | 2 | 534 | $2,650,182 | $356,403 | $667iApproximate average salary by contribution assumption: employee only about $16,686 at 4% or $11,124 at 6%; with 50% employer match about $11,124 at 4% or $7,416 at 6%; with 100% employer match about $8,343 at 4% or $5,562 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 497 | $2,650,182 | $356,403 | $717iApproximate average salary by contribution assumption: employee only about $17,928 at 4% or $11,952 at 6%; with 50% employer match about $11,952 at 4% or $7,968 at 6%; with 100% employer match about $8,964 at 4% or $5,976 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 534 | - | - | - |
| 2018 | 2 | 528 | $2,116,558 | $416,312 | $788iApproximate average salary by contribution assumption: employee only about $19,712 at 4% or $13,141 at 6%; with 50% employer match about $13,141 at 4% or $8,761 at 6%; with 100% employer match about $9,856 at 4% or $6,571 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 514 | $2,116,558 | $416,312 | $810iApproximate average salary by contribution assumption: employee only about $20,249 at 4% or $13,499 at 6%; with 50% employer match about $13,499 at 4% or $8,999 at 6%; with 100% employer match about $10,124 at 4% or $6,750 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 528 | - | - | - |
| 2017 | 2 | 547 | $2,073,903 | $364,638 | $667iApproximate average salary by contribution assumption: employee only about $16,665 at 4% or $11,110 at 6%; with 50% employer match about $11,110 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,555 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 547 | $2,073,903 | $364,638 | $667iApproximate average salary by contribution assumption: employee only about $16,665 at 4% or $11,110 at 6%; with 50% employer match about $11,110 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,555 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 442 | - | - | - |
| 2016 | 2 | 545 | $1,911,534 | $370,774 | $680iApproximate average salary by contribution assumption: employee only about $17,008 at 4% or $11,339 at 6%; with 50% employer match about $11,339 at 4% or $7,559 at 6%; with 100% employer match about $8,504 at 4% or $5,669 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 545 | $1,911,534 | $370,774 | $680iApproximate average salary by contribution assumption: employee only about $17,008 at 4% or $11,339 at 6%; with 50% employer match about $11,339 at 4% or $7,559 at 6%; with 100% employer match about $8,504 at 4% or $5,669 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 414 | - | - | - |
| 2015 | 2 | 604 | $1,713,218 | $375,524 | $622iApproximate average salary by contribution assumption: employee only about $15,543 at 4% or $10,362 at 6%; with 50% employer match about $10,362 at 4% or $6,908 at 6%; with 100% employer match about $7,772 at 4% or $5,181 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 604 | $1,713,218 | $375,524 | $622iApproximate average salary by contribution assumption: employee only about $15,543 at 4% or $10,362 at 6%; with 50% employer match about $10,362 at 4% or $6,908 at 6%; with 100% employer match about $7,772 at 4% or $5,181 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 424 | - | - | - |
| 2014 | 2 | 498 | $1,455,985 | $422,599 | $849iApproximate average salary by contribution assumption: employee only about $21,215 at 4% or $14,143 at 6%; with 50% employer match about $14,143 at 4% or $9,429 at 6%; with 100% employer match about $10,607 at 4% or $7,072 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 498 | $1,455,985 | $422,599 | $849iApproximate average salary by contribution assumption: employee only about $21,215 at 4% or $14,143 at 6%; with 50% employer match about $14,143 at 4% or $9,429 at 6%; with 100% employer match about $10,607 at 4% or $7,072 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 424 | - | - | - |
| 2013 | 2 | 451 | $1,161,696 | $264,233 | $586iApproximate average salary by contribution assumption: employee only about $14,647 at 4% or $9,765 at 6%; with 50% employer match about $9,765 at 4% or $6,510 at 6%; with 100% employer match about $7,324 at 4% or $4,882 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 351 | $1,161,696 | $264,233 | $753iApproximate average salary by contribution assumption: employee only about $18,820 at 4% or $12,547 at 6%; with 50% employer match about $12,547 at 4% or $8,364 at 6%; with 100% employer match about $9,410 at 4% or $6,273 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 451 | - | - | - |
| 2012 | 2 | 313 | $955,763 | $177,168 | $566iApproximate average salary by contribution assumption: employee only about $14,151 at 4% or $9,434 at 6%; with 50% employer match about $9,434 at 4% or $6,289 at 6%; with 100% employer match about $7,075 at 4% or $4,717 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 313 | $955,763 | $177,168 | $566iApproximate average salary by contribution assumption: employee only about $14,151 at 4% or $9,434 at 6%; with 50% employer match about $9,434 at 4% or $6,289 at 6%; with 100% employer match about $7,075 at 4% or $4,717 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 241 | - | - | - |
| 2011 | 2 | 305 | $778,821 | $145,966 | $479iApproximate average salary by contribution assumption: employee only about $11,964 at 4% or $7,976 at 6%; with 50% employer match about $7,976 at 4% or $5,318 at 6%; with 100% employer match about $5,982 at 4% or $3,988 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 305 | $778,821 | $145,966 | $479iApproximate average salary by contribution assumption: employee only about $11,964 at 4% or $7,976 at 6%; with 50% employer match about $7,976 at 4% or $5,318 at 6%; with 100% employer match about $5,982 at 4% or $3,988 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 270 | - | - | - |
| 2010 | 2 | 299 | $671,843 | $121,803 | $407iApproximate average salary by contribution assumption: employee only about $10,184 at 4% or $6,789 at 6%; with 50% employer match about $6,789 at 4% or $4,526 at 6%; with 100% employer match about $5,092 at 4% or $3,395 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 299 | $671,843 | $121,803 | $407iApproximate average salary by contribution assumption: employee only about $10,184 at 4% or $6,789 at 6%; with 50% employer match about $6,789 at 4% or $4,526 at 6%; with 100% employer match about $5,092 at 4% or $3,395 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 213 | - | - | - |
| 2009 | 2 | 291 | $541,141 | $91,558 | $315iApproximate average salary by contribution assumption: employee only about $7,866 at 4% or $5,244 at 6%; with 50% employer match about $5,244 at 4% or $3,496 at 6%; with 100% employer match about $3,933 at 4% or $2,622 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 291 | $541,141 | $91,558 | $315iApproximate average salary by contribution assumption: employee only about $7,866 at 4% or $5,244 at 6%; with 50% employer match about $5,244 at 4% or $3,496 at 6%; with 100% employer match about $3,933 at 4% or $2,622 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 213 | - | - | - |
| 2008 | 2 | 217 | $0 | $0 | - |
| Matrix Human Services Health and Welfare Plan | - | 217 | - | - | - |
| MATRIX HUMAN SERVICES RETIREMENT PL AN | - | 0 | - | - | - |
| 2007 | 2 | 205 | $846,404 | $0 | - |
| MATRIX HUMAN SERVICES RETIREMENT PL AN | - | 32 | $846,404 | - | - |
| Matrix Human Services Health and Welfare Plan | - | 205 | - | - | - |
| 2006 | 2 | 247 | $0 | $0 | - |
| Matrix Human Services Health and Welfare Plan | - | 247 | - | - | - |
| MATRIX HUMAN SERVICES RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 3 | 269 | $987,870 | $0 | - |
| MATRIX HUMAN SERVICES RETIREMENT PLAN | - | 220 | $987,870 | - | - |
| Matrix Human Services Health and Welfare Plan | - | 269 | - | - | - |
| Matrix Human Services Health and Welfare Plan | - | 246 | - | - | - |
| 2004 | 3 | 229 | $1,000,075 | $1,572 | $7iApproximate average salary by contribution assumption: employee only about $172 at 4% or $114 at 6%; with 50% employer match about $114 at 4% or $76 at 6%; with 100% employer match about $86 at 4% or $57 at 6%. |
| MATRIX HUMAN SERVICES RETIREMENT PLAN | - | 229 | $1,000,075 | $1,572 | $7iApproximate average salary by contribution assumption: employee only about $172 at 4% or $114 at 6%; with 50% employer match about $114 at 4% or $76 at 6%; with 100% employer match about $86 at 4% or $57 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| Matrix Human Services Health and Welfare Plan | - | 0 | - | - | - |
| 2003 | 3 | 240 | $1,046,290 | $415,097 | $1,730iApproximate average salary by contribution assumption: employee only about $43,239 at 4% or $28,826 at 6%; with 50% employer match about $28,826 at 4% or $19,217 at 6%; with 100% employer match about $21,620 at 4% or $14,413 at 6%. |
| MATRIX HUMAN SERVICES RETIREMENT PLAN | - | 240 | $1,046,290 | $415,097 | $1,730iApproximate average salary by contribution assumption: employee only about $43,239 at 4% or $28,826 at 6%; with 50% employer match about $28,826 at 4% or $19,217 at 6%; with 100% employer match about $21,620 at 4% or $14,413 at 6%. |
| Matrix Human Services Health and Welfare Plan | - | 240 | - | - | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| 2002 | 3 | 295 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| Matrix Human Services Health and Welfare Plan | - | 295 | - | - | - |
| 2001 | 4 | 273 | $496,192 | $509,844 | $1,868iApproximate average salary by contribution assumption: employee only about $46,689 at 4% or $31,126 at 6%; with 50% employer match about $31,126 at 4% or $20,751 at 6%; with 100% employer match about $23,345 at 4% or $15,563 at 6%. |
| MATRIX HUMAN SERVICES RETIREMENT PLAN | - | 242 | $496,192 | $509,844 | $2,107iApproximate average salary by contribution assumption: employee only about $52,670 at 4% or $35,113 at 6%; with 50% employer match about $35,113 at 4% or $23,409 at 6%; with 100% employer match about $26,335 at 4% or $17,557 at 6%. |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| Matrix Human Services Health and Welfare Plan | - | 273 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Matrix Human Services | - | 0 | - | - | - |