Mw Industries, Inc. Consolidated Employer Retirement Savings Plan — Form 5500 plan (Matthew Warren Inc. Dba Mw Industries Inc)

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, Mw Industries, Inc. Consolidated Employer Retirement Savings Plan is a benefit plan reported by Matthew Warren Inc. Dba Mw Industries Inc under EIN 38-2938499 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,829 participants and $162,138,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Matthew Warren Inc. Dba Mw Industries Inc
EIN
38-2938499
Plan number
001
Plan type
2
Location
Rosemont, IL
Latest filing year
2023
Participants
2,829
End-of-year plan assets
$162,138,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,829H, C20241007122447NAL0007564563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,138,440
Total liabilities (EOY)
$0
Net assets (EOY)
$162,138,440
Net assets (BOY)
$140,738,615

Income & contributions

Employer contributions
$5,354,076
Participant contributions
$11,183,413
Total contributions
$19,934,644
Total income / additions
$43,560,073

Expenses & distributions

Benefits paid
$21,662,178
Administrative expenses
$207,566
Total expenses
$22,169,896
Net increase / (decrease)
$21,390,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$211,857$02023

Related Form 5500 pages