Matenaer Corporation 401(K) Savings Plan — Form 5500 plan (Matenaer Corporation)
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, Matenaer Corporation 401(K) Savings Plan is a benefit plan reported by Matenaer Corporation under EIN 39-1744505 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $6,406,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matenaer Corporation
- EIN
- 39-1744505
- Plan number
- 001
- Plan type
- 2
- Location
- West Bend, WI
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $6,406,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241011081727NAL0021509649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,406,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,406,345
- Net assets (BOY)
- $5,339,085
Income & contributions
- Employer contributions
- $111,140
- Participant contributions
- $499,546
- Total contributions
- $666,303
- Total income / additions
- $1,477,622
Expenses & distributions
- Benefits paid
- $411,764
- Administrative expenses
- $15,529
- Total expenses
- $429,336
- Net increase / (decrease)
- $1,048,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dwayne Johnson & Associates S.C. | ACCOUNTANT/AUDITOR | $14,400 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $0 | $13,983 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,129 | $0 | 2023 |