Cwm Employee Benefit Trust — Form 5500 plan (C.W. Matthews Contracting Co., 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, Cwm Employee Benefit Trust is a benefit plan reported by C.W. Matthews Contracting Co., Inc. under EIN 58-0652729 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,019 participants and $3,860,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.W. Matthews Contracting Co., Inc.
EIN
58-0652729
Plan number
501
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
1,019
End-of-year plan assets
$3,860,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,019H, C20250214140844NAL0024831009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,860,759
Total liabilities (EOY)
$1,101,697
Net assets (EOY)
$2,759,062
Net assets (BOY)
$3,770,970

Income & contributions

Employer contributions
$7,176,548
Participant contributions
$5,432,103
Total contributions
$12,608,651
Total income / additions
$12,608,651

Expenses & distributions

Benefits paid
$13,066,893
Administrative expenses
$553,666
Total expenses
$13,620,559
Net increase / (decrease)
-$1,011,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paragon Benefits, Inc.THIRD PARTY ADMINISTRATOR$201,434$02023
The Bottoms GroupINSURANCE BROKER$182,732$02023

Related Form 5500 pages