Mattson & Co. 401(K) Savings 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. 401(K) Savings Plan is a benefit plan reported by Peter H. Mattson & Co., Inc. under EIN 94-2456738 and plan number 003. The latest loaded filing year is 2023. The filing reports 76 participants and $26,908,439 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
- 003
- Plan type
- 2
- Location
- Foster City, CA
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $26,908,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240531152754NAL0007356323001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $26,908,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,908,439
- Net assets (BOY)
- $21,467,198
Income & contributions
- Employer contributions
- $171,343
- Participant contributions
- $820,185
- Total income / additions
- $5,512,119
Expenses & distributions
- Benefits paid
- $75,548
- Administrative expenses
- -$4,670
- Total expenses
- $70,878
- Net increase / (decrease)
- $5,441,241
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.