Matherly Mechanical Contractors, LLC 401(K) Plan — Form 5500 plan (Matherly Mechanical Contractors LLC)

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, Matherly Mechanical Contractors, LLC 401(K) Plan is a benefit plan reported by Matherly Mechanical Contractors LLC under EIN 73-0771855 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $8,383,880 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.4MPlan net assets, end of year$8,383,880
Participants15Covered participants reported
Assets / participant$558.9KComputed: assets ÷ participants$558,925 (computed)
Provider compensationNone reported
Plan sponsor
Matherly Mechanical Contractors LLC
EIN
73-0771855
Plan number
001
Plan type
2
Location
Midwest City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20240926134032NAL0000456259001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$201.4K
Participant$177.5K
Full reported line items

Net assets

Total assets (EOY)
$8,383,880
Total liabilities (EOY)
$0
Net assets (EOY)
$8,383,880
Net assets (BOY)
$8,314,813

Income & contributions

Employer contributions
$201,406
Participant contributions
$177,531
Total income / additions
$1,675,474

Expenses & distributions

Benefits paid
$1,572,742
Administrative expenses
$33,665
Total expenses
$1,606,407
Net increase / (decrease)
$69,067
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income94%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages