Matt Industries, Inc. Employee Retirement Plan — Form 5500 plan (Matt Industries, Inc.)

Plain-English plan 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, Matt Industries, Inc. Employee Retirement Plan is a benefit plan reported by Matt Industries, Inc. under EIN 14-1621837 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $12,510,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matt Industries, Inc.
EIN
14-1621837
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
238
End-of-year plan assets
$12,510,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241014135636NAL0015056723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,510,548
Total liabilities (EOY)
$0
Net assets (EOY)
$12,510,548
Net assets (BOY)
$11,085,364

Income & contributions

Employer contributions
$80,711
Participant contributions
$614,791
Total contributions
$699,691
Total income / additions
$2,321,758

Expenses & distributions

Benefits paid
$834,031
Administrative expenses
$62,543
Total expenses
$896,574
Net increase / (decrease)
$1,425,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Financial ServicesADVISOR$34,183not reported in the loaded dataset2023
Fidelity Investments Inst'L Ops CoRECORDKEEPER$28,360$02023

Related Form 5500 pages