Plan5500

Mathematica Group Holding Inc. Profit Sharing Plan — Form 5500 plan (Mathematica Group Holding 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, Mathematica Group Holding Inc. Profit Sharing Plan is a benefit plan reported by Mathematica Group Holding Inc. under EIN 22-2675420 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,225 participants and $424,731,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mathematica Group Holding Inc.
EIN
22-2675420
Plan number
002
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
2,225
End-of-year plan assets
$424,731,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,225H, C20241010141340NAL0020277985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$424,731,541
Total liabilities (EOY)
$0
Net assets (EOY)
$424,731,541
Net assets (BOY)
$348,146,230

Income & contributions

Employer contributions
$10,935,482
Participant contributions
$21,373,861
Total contributions
$38,155,038
Total income / additions
$101,080,261

Expenses & distributions

Benefits paid
$24,355,359
Administrative expenses
$138,465
Total expenses
$24,494,950
Net increase / (decrease)
$76,585,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY EMPLOYER$105,501$02023
Ubs Financial Services Inc.RETAINED BY EMPLOYER$32,964not reported in the loaded dataset2023

Related Form 5500 pages