2023 Form 5500 filing — The Matcor - Matsu Retirement Savings 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 20250923141803NAL0008144963001) for The Matcor - Matsu Retirement Savings Plan, reported by Matcor Automotive (Michigan), Inc. under EIN 42-1769431 and plan number 005. It reports 1,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923141803NAL0008144963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matcor Automotive (Michigan), Inc.
- EIN
- 42-1769431
- Plan number
- 005
- Location
- Ionia, MI
- Participants
- 1,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,757,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,757,477
- Employer contributions
- $640,480
- Participant contributions
- $2,456,865
- Total income / additions
- $9,285,830
- Benefits paid
- $4,876,799
- Administrative expenses
- $143,298
- Total expenses
- $5,027,423
- Net increase / (decrease)
- $4,258,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,298 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,009 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |