Matherly Mechanical Contractors, LLC 401(K) Plan — Form 5500 plan (Matherly Mechanical Contractors 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, Matherly Mechanical Contractors, LLC 401(K) Plan is a benefit plan reported by Matherly Mechanical Contractors LLC under EIN 73-0771855 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $8,383,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matherly Mechanical Contractors LLC
- EIN
- 73-0771855
- Plan number
- 001
- Plan type
- 2
- Location
- Midwest City, OK
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $8,383,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240926134032NAL0000456259001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,383,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,383,880
- Net assets (BOY)
- $8,314,813
Income & contributions
- Employer contributions
- $201,406
- Participant contributions
- $177,531
- Total income / additions
- $1,675,474
Expenses & distributions
- Benefits paid
- $1,572,742
- Administrative expenses
- $33,665
- Total expenses
- $1,606,407
- Net increase / (decrease)
- $69,067
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.