Mathews Archery, Inc. 401(K) Plan — Form 5500 plan (Mathews Archery, 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, Mathews Archery, Inc. 401(K) Plan is a benefit plan reported by Mathews Archery, Inc. under EIN 39-1837798 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $31,728,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mathews Archery, Inc.
EIN
39-1837798
Plan number
001
Plan type
3
Location
Sparta, WI
Latest filing year
2023
Participants
430
End-of-year plan assets
$31,728,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023430H, C20240730080329NAL0031233584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,728,614
Total liabilities (EOY)
$0
Net assets (EOY)
$31,728,614
Net assets (BOY)
$27,358,385

Income & contributions

Employer contributions
$879,530
Participant contributions
$1,290,001
Total contributions
$2,231,074
Total income / additions
$6,203,710

Expenses & distributions

Benefits paid
$1,755,652
Administrative expenses
$76,359
Total expenses
$1,833,481
Net increase / (decrease)
$4,370,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$76,359$02023
Orgel Wealth Management LLCNONE$67,981not reported in the loaded dataset2023

Related Form 5500 pages