The Original Mattress Factory Employee Stock Ownership Plan — Form 5500 plan (The Original Mattress Factory, 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 Original Mattress Factory Employee Stock Ownership Plan is a benefit plan reported by The Original Mattress Factory, Inc. under EIN 32-0537745 and plan number 002. The latest loaded filing year is 2023. The filing reports 590 participants and $51,859,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Original Mattress Factory, Inc.
- EIN
- 32-0537745
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $51,859,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20241014093704NAL0014711491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,859,112
- Total liabilities (EOY)
- $50,410,517
- Net assets (EOY)
- $1,448,595
- Net assets (BOY)
- -$5,928,821
Income & contributions
- Employer contributions
- $4,575,074
- Total contributions
- $4,575,074
- Total income / additions
- $9,785,389
Expenses & distributions
- Benefits paid
- $883,800
- Administrative expenses
- $119,751
- Total expenses
- $2,407,973
- Net increase / (decrease)
- $7,377,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greatbanc Trust Company | NONE | $65,325 | not reported in the loaded dataset | 2023 |
| Apple Growth Partners | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | NONE | $9,389 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Original Mattress Factory, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Greatbanc Trust Company — Schedule C compensation
- Apple Growth Partners — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Ascensus, LLC — Schedule C compensation