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  1. Companies/
  2. Matrix Financial & Tax Services LLC

Filings through Oct 24, 2026.

Matrix Financial & Tax Services LLC

EIN 46-2692393-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
1
Retirement
1
$756 assets
Health & Benefits
0
Participants
1
3749 S CONGRESS AVENUE - LAKE WORTH, FL 33461561-452-2408
Plans on this EIN
1 filing
#001Profit-sharing-$756 - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MATRIX FINANCIAL & TAX SERVICES LLC 401(K) PLAN

Profit-sharing

Assets$756
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MATRIX FINANCIAL & TAX SERVICES LLC 401(K) PLANProfit-sharing$75612025
  • MATRIX FINANCIAL & TAX SERVICES LLC 401(K) PLAN$756
    #001 · Profit-sharing · 20251
Retirement plans
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