How many benefit plans does Peter H. Mattson & Co., Inc. report on Form 5500?

Peter H. Mattson & Co., Inc. (EIN 94-2456738) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Peter H. Mattson & Co., Inc.?

The Employer Identification Number (EIN) reported for Peter H. Mattson & Co., Inc. is 94-2456738.

What is the latest Form 5500 filing year for Peter H. Mattson & Co., Inc.?

The latest loaded Form 5500 filing year for Peter H. Mattson & Co., Inc. is 2023.

Peter H. Mattson & Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Peter H. Mattson & Co., Inc. (EIN 94-2456738) is a plan sponsor located in Foster City, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-2456738
Location: Foster City, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,108,568
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,108,568

Contributions & income

Employer contributions: $706,053
Participant contributions: $820,185
Total income / additions: $4,490,305

Expenses & distributions

Benefits paid / distributions: $495,513
Total expenses: $490,843
Net increase / (decrease): $3,999,462

Coverage

Total reported participants: 158
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Peter H. Mattson & Co., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Mattson & Co. 401(K) Savings Plan	003	76	$26,908,439	2023
Mattson & Co. Employee Stock Ownership Plan	002	82	$8,200,129	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Peter H. Mattson & Co., Inc.
Year	Plan	Participants	Schedules	Filing
2023	Mattson & Co. 401(K) Savings Plan	76	I	20240531152754NAL0007356323001
2023	Mattson & Co. Employee Stock Ownership Plan	82	I	20241015123843NAL0049427056001