2023 Form 5500 filing — C.W. Matthews Contracting Company, 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 20250317132149NAL0001700465001) for C.W. Matthews Contracting Company, Inc. 401(K) Plan, reported by C.W. Matthews Contracting Company, Inc. under EIN 58-0652729 and plan number 002. It reports 1,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317132149NAL0001700465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.W. Matthews Contracting Company, Inc.
- EIN
- 58-0652729
- Plan number
- 002
- Location
- Marietta, GA
- Participants
- 1,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,874,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,874,957
- Employer contributions
- $3,420,144
- Participant contributions
- $6,656,941
- Total income / additions
- $20,440,948
- Benefits paid
- $5,630,828
- Administrative expenses
- $347,230
- Total expenses
- $5,978,058
- Net increase / (decrease)
- $14,462,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Narwhal Capital Management LLC | RETAINED BY EMPLOYER | $181,786 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $102,512 | $0 |
| Cambridge Wealth Advisors, LLC | RETAINED BY EMPLOYER | $62,932 | not reported in the loaded dataset |