Matrix Wealth Management, Inc. (EIN 20-4903965) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $804K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Matrix Wealth Management, Inc. 401(k) Profit Sharing Plan | 001 | 3 | $442K |
| Matrix Wealth Management, Inc. Defined Benefit Plan | 002 | 2 | $361K |
20-4903965 is the Employer Identification Number (EIN) Matrix Wealth Management, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
