2023 Form 5500 filing — Matthews International Capital Management, LLC 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 20241014170150NAL0013659331002) for Matthews International Capital Management, LLC 401(K) Plan, reported by Matthews International Capital Management, LLC under EIN 94-3250972 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170150NAL0013659331002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matthews International Capital Management, LLC
- EIN
- 94-3250972
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,258,856
- Net assets (EOY)
- $54,258,856
- Employer contributions
- $992,173
- Participant contributions
- $2,447,571
- Total income / additions
- $12,966,957
- Benefits paid
- $3,531,683
- Administrative expenses
- $9,485
- Total expenses
- $3,541,168
- Net increase / (decrease)
- $9,425,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Servicesinc. | NONE | $8,548 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $937 | $0 |