Mathiowetz Construction Company Retirement Plan — Form 5500 plan (Mathiowetz Construction Company)
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, Mathiowetz Construction Company Retirement Plan is a benefit plan reported by Mathiowetz Construction Company under EIN 41-0873426 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $60,913,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mathiowetz Construction Company
- EIN
- 41-0873426
- Plan number
- 001
- Plan type
- 2
- Location
- Sleepy Eye, MN
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $60,913,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240917120144NAL0006550754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,913,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,913,903
- Net assets (BOY)
- $52,015,629
Income & contributions
- Employer contributions
- $3,119,576
- Participant contributions
- $1,091,714
- Total contributions
- $4,213,396
- Total income / additions
- $14,070,807
Expenses & distributions
- Benefits paid
- $5,087,993
- Administrative expenses
- $84,540
- Total expenses
- $5,172,533
- Net increase / (decrease)
- $8,898,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Services | BROKER | $101,354 | $0 | 2023 |
| First Mercantile Trust Company | FMT-INVESTMEN T MGMT | $49,557 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | TPA | $9,313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mathiowetz Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Sleepy Eye, MN
- Lpl Financial Services — Schedule C compensation
- First Mercantile Trust Company — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation