2023 Form 5500 filing — Matson And Subsidiaries 401(K) Retirement Savings Plan For Bargaining Unit Employees
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 20241009191154NAL0019834801001) for Matson And Subsidiaries 401(K) Retirement Savings Plan For Bargaining Unit Employees, reported by Matson, Inc. under EIN 99-0032630 and plan number 022. It reports 251 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)$43.8MReported net assets$43,752,091
Participants251
Provider compensation$12.9K1 Schedule C row(s)$12,914
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009191154NAL0019834801001
- Plan sponsor
- Matson, Inc.
- EIN
- 99-0032630
- Plan number
- 022
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
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)$43.8M total assets
Net assets$43.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,752,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,752,091
- Employer contributions
- $0
- Participant contributions
- $2,501,227
- Total income / additions
- $11,697,179
- Benefits paid
- $5,672,941
- Administrative expenses
- $12,914
- Total expenses
- $5,685,855
- Net increase / (decrease)
- $6,011,324
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,914 | not reported in the loaded dataset |