The Matco Group, Inc. 401(K) Plan — Form 5500 plan (The Matco Group, 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, The Matco Group, Inc. 401(K) Plan is a benefit plan reported by The Matco Group, Inc. under EIN 16-1238150 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,467 participants and $43,801,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Matco Group, Inc.
- EIN
- 16-1238150
- Plan number
- 001
- Plan type
- 2
- Location
- Vestal, NY
- Latest filing year
- 2023
- Participants
- 1,467
- End-of-year plan assets
- $43,801,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,467 | H, C | 20241015132212NAL0028558129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,801,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,801,837
- Net assets (BOY)
- $40,391,491
Income & contributions
- Participant contributions
- $1,912,067
- Total contributions
- $2,652,091
- Total income / additions
- $9,437,691
Expenses & distributions
- Benefits paid
- $5,948,188
- Administrative expenses
- $79,157
- Total expenses
- $6,027,345
- Net increase / (decrease)
- $3,410,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bank Na | NONE | $68,657 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $11,922 | 2023 |
| Piaker & Lyons, P.C. | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Matco Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Vestal, NY
- Nbt Bank Na — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Piaker & Lyons, P.C. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation