2023 Form 5500 filing — Mathiowetz Construction Company Retirement 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 20240917120144NAL0006550754001) for Mathiowetz Construction Company Retirement Plan, reported by Mathiowetz Construction Company under EIN 41-0873426 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917120144NAL0006550754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mathiowetz Construction Company
- EIN
- 41-0873426
- Plan number
- 001
- Location
- Sleepy Eye, MN
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,913,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,913,903
- Employer contributions
- $3,119,576
- Participant contributions
- $1,091,714
- Total income / additions
- $14,070,807
- Benefits paid
- $5,087,993
- Administrative expenses
- $84,540
- Total expenses
- $5,172,533
- Net increase / (decrease)
- $8,898,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Services | BROKER | $101,354 | $0 |
| First Mercantile Trust Company | FMT-INVESTMEN T MGMT | $49,557 | $0 |
| Tax Sheltered Compensation, Inc. | TPA | $9,313 | $0 |