C.W. Matthews Contracting Company, Inc. 401(K) Plan — Form 5500 plan (C.W. Matthews Contracting Company, 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, C.W. Matthews Contracting Company, Inc. 401(K) Plan is a benefit plan reported by C.W. Matthews Contracting Company, Inc. under EIN 58-0652729 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,480 participants and $71,874,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.W. Matthews Contracting Company, Inc.
- EIN
- 58-0652729
- Plan number
- 002
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 1,480
- End-of-year plan assets
- $71,874,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,480 | H, C | 20250317132149NAL0001700465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,874,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,874,957
- Net assets (BOY)
- $57,412,067
Income & contributions
- Employer contributions
- $3,420,144
- Participant contributions
- $6,656,941
- Total contributions
- $10,177,122
- Total income / additions
- $20,440,948
Expenses & distributions
- Benefits paid
- $5,630,828
- Administrative expenses
- $347,230
- Total expenses
- $5,978,058
- Net increase / (decrease)
- $14,462,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Narwhal Capital Management LLC | RETAINED BY EMPLOYER | $181,786 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $102,512 | $0 | 2023 |
| Cambridge Wealth Advisors, LLC | RETAINED BY EMPLOYER | $62,932 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.W. Matthews Contracting Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Narwhal Capital Management LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Cambridge Wealth Advisors, LLC — Schedule C compensation