2023 Form 5500 filing — Mathematica Group Holding Inc. 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 20241010141340NAL0020277985001) for Mathematica Group Holding Inc. Profit Sharing Plan, reported by Mathematica Group Holding Inc. under EIN 22-2675420 and plan number 002. It reports 2,225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141340NAL0020277985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mathematica Group Holding Inc.
- EIN
- 22-2675420
- Plan number
- 002
- Location
- Princeton, NJ
- Participants
- 2,225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $424,731,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,731,541
- Employer contributions
- $10,935,482
- Participant contributions
- $21,373,861
- Total income / additions
- $101,080,261
- Benefits paid
- $24,355,359
- Administrative expenses
- $138,465
- Total expenses
- $24,494,950
- Net increase / (decrease)
- $76,585,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $105,501 | $0 |
| Ubs Financial Services Inc. | RETAINED BY EMPLOYER | $32,964 | not reported in the loaded dataset |