Matkin-Hoover Engineering, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Matkin-Hoover Engineering, 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, Matkin-Hoover Engineering, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Matkin-Hoover Engineering, Inc. under EIN 26-0009386 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $4,558,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matkin-Hoover Engineering, Inc.
EIN
26-0009386
Plan number
001
Plan type
2
Location
Boerne, TX
Latest filing year
2023
Participants
170
End-of-year plan assets
$4,558,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241015181350NAL0017027763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,558,304
Total liabilities (EOY)
$0
Net assets (EOY)
$4,558,304
Net assets (BOY)
$3,589,184

Income & contributions

Employer contributions
$261,004
Participant contributions
$274,587
Total contributions
$541,464
Total income / additions
$1,223,495

Expenses & distributions

Benefits paid
$224,898
Administrative expenses
$29,477
Total expenses
$254,375
Net increase / (decrease)
$969,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa 338RIA$12,183not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$2,819not reported in the loaded dataset2023

Related Form 5500 pages