2023 Form 5500 filing — Mathews Management 401(K) Retirement 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 20241010105101NAL0020853169004) for Mathews Management 401(K) Retirement Plan, reported by Mathews Management Inc. under EIN 71-0779272 and plan number 001. It reports 877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105101NAL0020853169004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mathews Management Inc.
- EIN
- 71-0779272
- Plan number
- 001
- Location
- Springdale, AR
- Participants
- 877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,862,471
- Total liabilities (EOY)
- $35,902
- Net assets (EOY)
- $2,826,569
- Employer contributions
- $172,256
- Participant contributions
- $366,749
- Total income / additions
- $883,575
- Benefits paid
- $156,750
- Administrative expenses
- $28,397
- Total expenses
- $185,147
- Net increase / (decrease)
- $698,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $22,562 | not reported in the loaded dataset |
| Pension Solutions, Inc. | TPA | $5,835 | not reported in the loaded dataset |