W. D. Matthews Machinery Co. 401(K) Plan — Form 5500 plan (W.D. Matthews Machinery Co.)
Plain-English plan 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, W. D. Matthews Machinery Co. 401(K) Plan is a benefit plan reported by W.D. Matthews Machinery Co. under EIN 01-0232180 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $13,497,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.D. Matthews Machinery Co.
- EIN
- 01-0232180
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, ME
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $13,497,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20250410130717NAL0033325616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,497,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,497,660
- Net assets (BOY)
- $12,103,485
Income & contributions
- Employer contributions
- $295,210
- Participant contributions
- $836,113
- Total contributions
- $1,394,262
- Total income / additions
- $2,619,559
Expenses & distributions
- Benefits paid
- $1,213,580
- Administrative expenses
- $11,804
- Total expenses
- $1,225,384
- Net increase / (decrease)
- $1,394,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $6,475 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $2,858 | $0 | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $2,470 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.D. Matthews Machinery Co.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Auburn, ME
- Morningstar Investment Management — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Sentry Life Insurance Company — Schedule C compensation