Masonite Savings Plan For Collectively Bargained Employees — Form 5500 plan (Masonite Corporation)

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, Masonite Savings Plan For Collectively Bargained Employees is a benefit plan reported by Masonite Corporation under EIN 64-0198020 and plan number 102. The latest loaded filing year is 2023. The filing reports 1,038 participants and $45,338,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masonite Corporation
EIN
64-0198020
Plan number
102
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
1,038
End-of-year plan assets
$45,338,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,038H, C20241009122529NAL0031137232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,338,673
Net assets (EOY)
$45,338,673
Net assets (BOY)
$41,495,113

Income & contributions

Employer contributions
$1,156,053
Participant contributions
$1,576,372
Total contributions
$2,732,425
Total income / additions
$8,841,364

Expenses & distributions

Benefits paid
$4,622,818
Administrative expenses
$27,653
Total expenses
$4,673,625
Net increase / (decrease)
$4,167,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Windham Brannon PcNONE$16,000not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$6,728not reported in the loaded dataset2023
Afs Advisors LLCNONE$5,000not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023
Charles Schwab Trust BankNONE$0$02023

Related Form 5500 pages