The Matcor - Matsu Retirement Savings Plan — Form 5500 plan (Matcor Automotive (Michigan), 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 Matcor - Matsu Retirement Savings Plan is a benefit plan reported by Matcor Automotive (Michigan), Inc. under EIN 42-1769431 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,604 participants and $38,757,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matcor Automotive (Michigan), Inc.
- EIN
- 42-1769431
- Plan number
- 005
- Plan type
- 2
- Location
- Ionia, MI
- Latest filing year
- 2023
- Participants
- 1,604
- End-of-year plan assets
- $38,757,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,604 | H, C | 20250923141803NAL0008144963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,757,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,757,477
- Net assets (BOY)
- $34,499,070
Income & contributions
- Employer contributions
- $640,480
- Participant contributions
- $2,456,865
- Total contributions
- $3,806,060
- Total income / additions
- $9,285,830
Expenses & distributions
- Benefits paid
- $4,876,799
- Administrative expenses
- $143,298
- Total expenses
- $5,027,423
- Net increase / (decrease)
- $4,258,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,298 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,009 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matcor Automotive (Michigan), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ionia, MI
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation