Mathias Savings Incentive Plan — Form 5500 plan (Today'S Bank)
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, Mathias Savings Incentive Plan is a benefit plan reported by Today'S Bank under EIN 71-0707611 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,507,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Today'S Bank
- EIN
- 71-0707611
- Plan number
- 001
- Plan type
- 2
- Location
- Fayetteville, AR
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $4,507,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241009101625NAL0030896480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,507,416
- Net assets (EOY)
- $4,507,416
- Net assets (BOY)
- $3,752,800
Income & contributions
- Employer contributions
- $188,611
- Participant contributions
- $326,914
- Total contributions
- $515,525
- Total income / additions
- $1,093,382
Expenses & distributions
- Benefits paid
- $304,763
- Administrative expenses
- $34,003
- Total expenses
- $338,766
- Net increase / (decrease)
- $754,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $31,982 | $16,038 | 2023 |
| Pension Solutions, Inc. | TPA | $2,021 | $2,794 | 2023 |