2023 Form 5500 filing — Matheson Trucking, Inc. 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 20241014153003NAL0013539667001) for Matheson Trucking, Inc. 401(K) Plan, reported by Matheson Trucking, Inc. under EIN 94-1578272 and plan number 002. It reports 5,077 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153003NAL0013539667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matheson Trucking, Inc.
- EIN
- 94-1578272
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 5,077
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,206,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,206,267
- Employer contributions
- $1,205,175
- Participant contributions
- $5,701,359
- Total income / additions
- $11,338,467
- Benefits paid
- $10,382,960
- Administrative expenses
- $283,840
- Total expenses
- $10,687,194
- Net increase / (decrease)
- $651,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $270,840 | $0 |
| Campbell Taylor Washburn | ACCOUNTANT | $13,000 | not reported in the loaded dataset |