Matson Lumber Company 401(K) Profit Sharing Plan — Form 5500 plan (Matson Lumber Company)
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, Matson Lumber Company 401(K) Profit Sharing Plan is a benefit plan reported by Matson Lumber Company under EIN 25-1431028 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $9,341,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matson Lumber Company
- EIN
- 25-1431028
- Plan number
- 001
- Plan type
- 2
- Location
- Brookville, PA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $9,341,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241001160636NAL0012127360003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,341,791
- Net assets (EOY)
- $9,341,791
- Net assets (BOY)
- $7,947,853
Income & contributions
- Employer contributions
- $163,619
- Participant contributions
- $246,733
- Total contributions
- $505,845
- Total income / additions
- $1,717,421
Expenses & distributions
- Benefits paid
- $272,269
- Administrative expenses
- $51,214
- Total expenses
- $323,483
- Net increase / (decrease)
- $1,393,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $39,458 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $6,679 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $5,077 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matson Lumber Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Brookville, PA
- Schneider Downs Wealth Mgmt Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation