2023 Form 5500 filing — Matheny Motor Truck Company Employee Savings And Protection 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 20250304132004NAL0006981761001) for Matheny Motor Truck Company Employee Savings And Protection Plan, reported by Matheny Motor Truck Company under EIN 55-0320770 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304132004NAL0006981761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matheny Motor Truck Company
- EIN
- 55-0320770
- Plan number
- 001
- Location
- Parkersburg, WV
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,729,458
- Net assets (EOY)
- $9,729,458
- Employer contributions
- $266,520
- Participant contributions
- $941,265
- Total income / additions
- $2,580,316
- Benefits paid
- $320,546
- Administrative expenses
- $9,228
- Total expenses
- $353,846
- Net increase / (decrease)
- $2,226,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Bank | INVESTMENT ADVISOR | $25,891 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,766 | not reported in the loaded dataset |