Plan5500

Swm Retirement Savings Plan Ii — Form 5500 plan (Mativ Holdings, 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, Swm Retirement Savings Plan Ii is a benefit plan reported by Mativ Holdings, Inc. under EIN 62-1612879 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,494 participants and $486,221,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mativ Holdings, Inc.
EIN
62-1612879
Plan number
003
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
1,494
End-of-year plan assets
$486,221,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,494H, C20240822090820NAL0004948897002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$486,221,094
Net assets (EOY)
$486,221,094
Net assets (BOY)
$74,623,559

Income & contributions

Employer contributions
$2,691,816
Participant contributions
$5,133,758
Total contributions
$8,946,419
Total income / additions
$21,829,367

Expenses & distributions

Benefits paid
$15,588,951
Administrative expenses
$132,769
Total expenses
$15,721,720
Net increase / (decrease)
$6,107,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcseRETAINED BY EMPLOYER$100,512$02023

Related Form 5500 pages