401(k)
2023 plan-year 401(k) DOL Form 5500

Matter Management Enterprise, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Matter Management Enterprise, LLC ยท Georgia ยท Administrative & Support Services

What the 2023 filing shows

Matter Management Enterprise, LLC 401(k) Plan holds $577K for 407 participants - about $1,419 per participant, up 231.5% over the 2023 plan year.

$577K
total plan assets (2023 EOY)
407
covered participants
$1,419
avg assets per participant
+231.5%
assets growth YoY
Total Assets (2023)
$577K
Participants
407
State
Industry
Administrative & Support Services

What the Filing Says About Matter Management Enterprise, LLC 401(k) Plan

Matter Management Enterprise, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Matter Management Enterprise, LLC, headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $577K in total end-of-year assets and covers 407 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 842254556, and the plan has been effective since 2022-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $174K at the beginning of 2023 to $577K at year-end โ€” a gain of 231.5%. Net assets (after liabilities) closed the year at $572K, with reported net income of $398K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$174K
Total Assets (End of Year)$577K
Net Assets (End of Year)$572K
Net Income$398K
Plan Type401(k)
Employer EIN842254556
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Matter Management Enterprise, LLC)

Year Plans Participants Total Assets
2022 1 341 $174K
2023 1 407 $577K
2024 1 446 $1M

Nearby 401(k) Plans in Georgia

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Frequently Asked Questions

How much money is in the Matter Management Enterprise, LLC 401(k) Plan?
As of the 2023 Form 5500 filing, Matter Management Enterprise, LLC 401(k) Plan holds $577K in total assets with 407 participants. It is sponsored by Matter Management Enterprise, LLC.
What type of plan is Matter Management Enterprise, LLC 401(k) Plan?
Matter Management Enterprise, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2022-06-01. The plan is filed with the U.S. Department of Labor under EIN 842254556.
Who sponsors the Matter Management Enterprise, LLC 401(k) Plan?
Matter Management Enterprise, LLC 401(k) Plan is sponsored by Matter Management Enterprise, LLC, located in Georgia. The sponsor's EIN is 842254556 and the plan operates in the Administrative & Support Services industry.
How did Matter Management Enterprise, LLC 401(k) Plan perform in 2023?
Matter Management Enterprise, LLC 401(k) Plan grew by 231.5% during 2023, moving from $174K to $577K in total assets. Net income was $398K.
Where can I find official filings for Matter Management Enterprise, LLC 401(k) Plan?
Official Form 5500 filings for Matter Management Enterprise, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842254556 or plan name at efast.dol.gov.
How does Matter Management Enterprise, LLC 401(k) Plan compare to other plans?
You can compare Matter Management Enterprise, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 842254556.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.