Mathews Management 401(K) Retirement Plan — Form 5500 plan (Mathews Management 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 Management 401(K) Retirement Plan is a benefit plan reported by Mathews Management Inc. under EIN 71-0779272 and plan number 001. The latest loaded filing year is 2023. The filing reports 877 participants and $2,862,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mathews Management Inc.
- EIN
- 71-0779272
- Plan number
- 001
- Plan type
- 2
- Location
- Springdale, AR
- Latest filing year
- 2023
- Participants
- 877
- End-of-year plan assets
- $2,862,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 877 | H, C | 20241010105101NAL0020853169004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,862,471
- Total liabilities (EOY)
- $35,902
- Net assets (EOY)
- $2,826,569
- Net assets (BOY)
- $2,128,141
Income & contributions
- Employer contributions
- $172,256
- Participant contributions
- $366,749
- Total contributions
- $539,005
- Total income / additions
- $883,575
Expenses & distributions
- Benefits paid
- $156,750
- Administrative expenses
- $28,397
- Total expenses
- $185,147
- Net increase / (decrease)
- $698,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $22,562 | not reported in the loaded dataset | 2023 |
| Pension Solutions, Inc. | TPA | $5,835 | not reported in the loaded dataset | 2023 |