Mathis Brothers 401(K) Plan — Form 5500 plan (Mathis Bros. Oklahoma City, LLC)
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, Mathis Brothers 401(K) Plan is a benefit plan reported by Mathis Bros. Oklahoma City, LLC under EIN 20-0509563 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,940 participants and $60,461,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mathis Bros. Oklahoma City, LLC
- EIN
- 20-0509563
- Plan number
- 003
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 2,940
- End-of-year plan assets
- $60,461,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,940 | H, C | 20241104132905NAL0006757057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,461,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,461,480
- Net assets (BOY)
- $50,839,926
Income & contributions
- Employer contributions
- $1,167,855
- Participant contributions
- $5,856,959
- Total contributions
- $7,126,855
- Total income / additions
- $16,349,598
Expenses & distributions
- Benefits paid
- $6,402,273
- Administrative expenses
- $241,167
- Total expenses
- $6,728,044
- Net increase / (decrease)
- $9,621,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $127,899 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $65,062 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $29,925 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT. | $15,734 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mathis Bros. Oklahoma City, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation