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, The Matheny School And Hospital Matched Savings Retirement Plan is a benefit plan reported by The Matheny School And Hospital, Lnc. under EIN 22-1482276 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,029 participants and $52,268,948 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,268,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,268,948
- Net assets (BOY)
- $45,705,700
Income & contributions
- Employer contributions
- $391,102
- Participant contributions
- $2,624,059
- Total contributions
- $4,239,250
- Total income / additions
- $9,724,638
Expenses & distributions
- Benefits paid
- $2,947,090
- Administrative expenses
- $145,076
- Total expenses
- $3,161,390
- Net increase / (decrease)
- $6,563,248