2023 Form 5500 filing — Matson Individual Deferred Compensation And Profit Sharing Plan For Bargaining Unit Employees

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 20241010151238NAL0021315217001) for Matson Individual Deferred Compensation And Profit Sharing Plan For Bargaining Unit Employees, reported by Matson, Inc. under EIN 99-0032630 and plan number 015. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,525,141
Participants109
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010151238NAL0021315217001
Plan sponsor
Matson, Inc.
EIN
99-0032630
Plan number
015
Location
Oakland, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$273.5K
Participant$865.1K
Full reported line items
Total assets (EOY)
$13,525,141
Total liabilities (EOY)
$0
Net assets (EOY)
$13,525,141
Employer contributions
$273,541
Participant contributions
$865,097
Total income / additions
$3,580,948
Benefits paid
$1,678,445
Administrative expenses
$6,517
Total expenses
$1,705,427
Net increase / (decrease)
$1,875,521

Related Form 5500 pages