2023 Form 5500 filing — Mathews Archery, Inc. 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 20240730080329NAL0031233584001) for Mathews Archery, Inc. 401(K) Plan, reported by Mathews Archery, Inc. under EIN 39-1837798 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730080329NAL0031233584001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mathews Archery, Inc.
- EIN
- 39-1837798
- Plan number
- 001
- Location
- Sparta, WI
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,728,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,728,614
- Employer contributions
- $879,530
- Participant contributions
- $1,290,001
- Total income / additions
- $6,203,710
- Benefits paid
- $1,755,652
- Administrative expenses
- $76,359
- Total expenses
- $1,833,481
- Net increase / (decrease)
- $4,370,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $76,359 | $0 |
| Orgel Wealth Management LLC | NONE | $67,981 | not reported in the loaded dataset |