Mattson & Co. Employee Stock Ownership Plan — Form 5500 plan (Peter H. Mattson & 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, Mattson & Co. Employee Stock Ownership Plan is a benefit plan reported by Peter H. Mattson & Co., Inc. under EIN 94-2456738 and plan number 002. The latest loaded filing year is 2023. The filing reports 82 participants and $8,200,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peter H. Mattson & Co., Inc.
- EIN
- 94-2456738
- Plan number
- 002
- Plan type
- 2
- Location
- Foster City, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20241015123843NAL0049427056001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,200,129
- Net assets (EOY)
- $8,200,129
- Net assets (BOY)
- $9,641,908
Income & contributions
- Employer contributions
- $534,710
- Total income / additions
- -$1,021,814
Expenses & distributions
- Benefits paid
- $419,965
- Total expenses
- $419,965
- Net increase / (decrease)
- -$1,441,779
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.