2023 Form 5500 filing — Matthews Buses, Inc. 401(K) Profit Sharing 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 20240924121316NAL0004675971001) for Matthews Buses, Inc. 401(K) Profit Sharing Plan, reported by Matthews Buses, Inc. under EIN 16-0979756 and plan number 002. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,039,974
Participants368
Provider compensation$37.4K2 Schedule C row(s)$37,424
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924121316NAL0004675971001
Plan sponsor
Matthews Buses, Inc.
EIN
16-0979756
Plan number
002
Location
Ballston Spa, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$265.8K
Benefits paid / distributions$243.2K
Contributions
Employer$185.6K
Participant$845K
Full reported line items
Total assets (EOY)
$10,039,974
Total liabilities (EOY)
$0
Net assets (EOY)
$10,039,974
Employer contributions
$185,641
Participant contributions
$845,038
Total income / additions
$2,451,271
Benefits paid
$243,173
Administrative expenses
$6,607
Total expenses
$265,833
Net increase / (decrease)
$2,185,438
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $30.8K
  2. 2
    SERVICE PROVIDER · Direct $6.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924121316NAL0004675971001 cover?
It is the 2023 Form 5500 filing for Matthews Buses, Inc. 401(K) Profit Sharing Plan, reported by Matthews Buses, Inc. (EIN 16-0979756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages