Matter Communications, Inc. Retirement Savings Plan — Form 5500 plan (Matter Communications, 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, Matter Communications, Inc. Retirement Savings Plan is a benefit plan reported by Matter Communications, Inc. under EIN 56-2337891 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $9,371,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matter Communications, Inc.
EIN
56-2337891
Plan number
001
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
226
End-of-year plan assets
$9,371,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241014082014NAL0014639443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,371,195
Total liabilities (EOY)
$0
Net assets (EOY)
$9,371,195
Net assets (BOY)
$7,646,875

Income & contributions

Employer contributions
$509,594
Participant contributions
$1,029,625
Total contributions
$1,701,159
Total income / additions
$3,109,623

Expenses & distributions

Benefits paid
$1,332,223
Administrative expenses
$53,080
Total expenses
$1,385,303
Net increase / (decrease)
$1,724,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,080$02023
Northwestern Mutual Wealth MgmtINVESTMENT ADVISORY$0$21,2362023

Related Form 5500 pages