Matheny Motor Truck Company Employee Savings And Protection Plan — Form 5500 plan (Matheny Motor Truck 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, Matheny Motor Truck Company Employee Savings And Protection Plan is a benefit plan reported by Matheny Motor Truck Company under EIN 55-0320770 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $9,729,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matheny Motor Truck Company
- EIN
- 55-0320770
- Plan number
- 001
- Plan type
- 2
- Location
- Parkersburg, WV
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $9,729,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20250304132004NAL0006981761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,729,458
- Net assets (EOY)
- $9,729,458
- Net assets (BOY)
- $7,502,988
Income & contributions
- Employer contributions
- $266,520
- Participant contributions
- $941,265
- Total contributions
- $1,355,396
- Total income / additions
- $2,580,316
Expenses & distributions
- Benefits paid
- $320,546
- Administrative expenses
- $9,228
- Total expenses
- $353,846
- Net increase / (decrease)
- $2,226,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Bank | INVESTMENT ADVISOR | $25,891 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,766 | not reported in the loaded dataset | 2023 |