2023 Form 5500 filing — Mathews Brothers Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725104755NAL0013943969001) for Mathews Brothers Company 401(K) Plan, reported by Mathews Brothers Company under EIN 01-0116500 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,833,939
Participants357
Provider compensation$34.6K2 Schedule C row(s)$34,650
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240725104755NAL0013943969001
- Plan sponsor
- Mathews Brothers Company
- EIN
- 01-0116500
- Plan number
- 001
- Location
- Belfast, ME
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,833,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,833,939
- Employer contributions
- $64,004
- Participant contributions
- $522,671
- Total income / additions
- $1,480,578
- Benefits paid
- $523,658
- Administrative expenses
- $34,650
- Total expenses
- $558,308
- Net increase / (decrease)
- $922,270
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $22,016 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $12,634 | not reported in the loaded dataset |