The Mathews Company 401k Plan — Form 5500 plan (The Mathews Company, LLC)
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 Mathews Company 401k Plan is a benefit plan reported by The Mathews Company, LLC under EIN 62-1589349 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $11,728,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mathews Company, LLC
- EIN
- 62-1589349
- Plan number
- 001
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $11,728,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241001171015NAL0007521777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,728,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,728,006
- Net assets (BOY)
- $9,645,270
Income & contributions
- Employer contributions
- $175,162
- Participant contributions
- $763,207
- Total contributions
- $938,369
- Total income / additions
- $2,682,352
Expenses & distributions
- Benefits paid
- $527,108
- Administrative expenses
- $69,473
- Total expenses
- $599,616
- Net increase / (decrease)
- $2,082,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $37,122 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $29,247 | not reported in the loaded dataset | 2023 |
| Access Retirement Services, LLC | RECORDKEEPER | $1,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mathews Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Access Retirement Services, LLC — Schedule C compensation