2023 Form 5500 filing — Mathews Brothers Company 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725104755NAL0013943969001) for Mathews Brothers Company 401(K) Plan, reported by Mathews Brothers Company under EIN 01-0116500 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725104755NAL0013943969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mathews Brothers Company
- EIN
- 01-0116500
- Plan number
- 001
- Location
- Belfast, ME
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,833,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,833,939
- Employer contributions
- $64,004
- Participant contributions
- $522,671
- Total income / additions
- $1,480,578
- Benefits paid
- $523,658
- Administrative expenses
- $34,650
- Total expenses
- $558,308
- Net increase / (decrease)
- $922,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $22,016 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $12,634 | not reported in the loaded dataset |