2023 Form 5500 filing — The Matheny School And Hospital Matched Savings Retirement 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 20250519160818NAL0001255267001) for The Matheny School And Hospital Matched Savings Retirement Plan, reported by The Matheny School And Hospital, Lnc. under EIN 22-1482276 and plan number 002. It reports 1,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250519160818NAL0001255267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Matheny School And Hospital, Lnc.
- EIN
- 22-1482276
- Plan number
- 002
- Location
- Peapack, NJ
- Participants
- 1,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,268,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,268,948
- Employer contributions
- $391,102
- Participant contributions
- $2,624,059
- Total income / additions
- $9,724,638
- Benefits paid
- $2,947,090
- Administrative expenses
- $145,076
- Total expenses
- $3,161,390
- Net increase / (decrease)
- $6,563,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $98,330 | $0 |
| Ubs Financial Services Inc. | SERVICE PROVIDER | $46,722 | not reported in the loaded dataset |