2023 Form 5500 filing — Mathis Brothers 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 20241104132905NAL0006757057001) for Mathis Brothers 401(K) Plan, reported by Mathis Bros. Oklahoma City, LLC under EIN 20-0509563 and plan number 003. It reports 2,940 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104132905NAL0006757057001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mathis Bros. Oklahoma City, LLC
- EIN
- 20-0509563
- Plan number
- 003
- Location
- Oklahoma City, OK
- Participants
- 2,940
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,461,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,461,480
- Employer contributions
- $1,167,855
- Participant contributions
- $5,856,959
- Total income / additions
- $16,349,598
- Benefits paid
- $6,402,273
- Administrative expenses
- $241,167
- Total expenses
- $6,728,044
- Net increase / (decrease)
- $9,621,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $127,899 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $65,062 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $29,925 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $25,000 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT. | $15,734 | not reported in the loaded dataset |