Materne North America 401(K) Retirement Plan — Form 5500 plan (Materne North America Corp.)
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, Materne North America 401(K) Retirement Plan is a benefit plan reported by Materne North America Corp. under EIN 27-3542029 and plan number 001. The latest loaded filing year is 2023. The filing reports 874 participants and $39,304,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Materne North America Corp.
- EIN
- 27-3542029
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 874
- End-of-year plan assets
- $39,304,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 874 | H, C | 20240829091135NAL0006339923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,304,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,304,701
- Net assets (BOY)
- $28,604,225
Income & contributions
- Employer contributions
- $2,284,578
- Participant contributions
- $4,740,844
- Total contributions
- $7,796,215
- Total income / additions
- $13,503,248
Expenses & distributions
- Benefits paid
- $2,362,170
- Administrative expenses
- $176,838
- Total expenses
- $2,539,428
- Net increase / (decrease)
- $10,963,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $175,999 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $61,197 | 2023 |
| Legacy Retirement Solutions LLC | OTHER SERVICES | $0 | $15,640 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Materne North America Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Legacy Retirement Solutions LLC — Schedule C compensation