2023 Form 5500 filing — Matt Industries, Inc. Employee 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 20241014135636NAL0015056723001) for Matt Industries, Inc. Employee Retirement Plan, reported by Matt Industries, Inc. under EIN 14-1621837 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135636NAL0015056723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matt Industries, Inc.
- EIN
- 14-1621837
- Plan number
- 002
- Location
- Syracuse, NY
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,510,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,510,548
- Employer contributions
- $80,711
- Participant contributions
- $614,791
- Total income / additions
- $2,321,758
- Benefits paid
- $834,031
- Administrative expenses
- $62,543
- Total expenses
- $896,574
- Net increase / (decrease)
- $1,425,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Financial Services | ADVISOR | $34,183 | not reported in the loaded dataset |
| Fidelity Investments Inst'L Ops Co | RECORDKEEPER | $28,360 | $0 |