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, Matthews International Capital Management, LLC 401(K) Plan is a benefit plan reported by Matthews International Capital Management, LLC under EIN 94-3250972 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $54,258,856 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,258,856
- Net assets (EOY)
- $54,258,856
- Net assets (BOY)
- $44,833,067
Income & contributions
- Employer contributions
- $992,173
- Participant contributions
- $2,447,571
- Total contributions
- $3,452,197
- Total income / additions
- $12,966,957
Expenses & distributions
- Benefits paid
- $3,531,683
- Administrative expenses
- $9,485
- Total expenses
- $3,541,168
- Net increase / (decrease)
- $9,425,789