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R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameR. L. MATUS & ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

R. L. MATUS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:R. L. MATUS & ASSOCIATES, INC.
Employer identification number (EIN):204062721
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01DOUG HALL2017-07-07
0012015-01-01DOUG HALL2016-05-05
0012014-01-01DOUG HALL2015-07-20
0012013-01-01DOUG HALL2014-04-03

Plan Statistics for R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN

401k plan membership statisitcs for R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025: R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-152
Total number of particpants at end of year2025-10-152
Number of Participants With Account Balances2025-10-152
2024: R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-072
Total number of particpants at end of year2024-10-072
Number of Participants With Account Balances2024-10-072
2022: R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-292
Total number of particpants at end of year2022-09-292
Number of Participants With Account Balances2022-09-292

Financial Data on R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025 : R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1569377
Net assets as of the end of the plan year2025-10-152500831
Total assets as of the beginning of the plan year2025-10-152132304
Value of plan covered by a fidelity bond2025-10-15240000
Participant contributions to plan in this plan year2025-10-1535675
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15359482
Plan net income in this plan year2025-10-15368527
Net assets as of the end of the plan year2025-10-152500831
Net assets as of the beginning of the plan year2025-10-152132304
Employer contributions to plan in this plan year2025-10-1542747
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1519377
2024 : R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-0711810
Net assets as of the end of the plan year2024-10-072132304
Total assets as of the beginning of the plan year2024-10-07961440
Value of plan covered by a fidelity bond2024-10-07100000
Participant contributions to plan in this plan year2024-10-0734200
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-07861808
Other income to plan in this plan year2024-10-07238018
Plan net income in this plan year2024-10-071170864
Net assets as of the end of the plan year2024-10-072132304
Net assets as of the beginning of the plan year2024-10-07961440
Employer contributions to plan in this plan year2024-10-0748648
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0711810
2022 : R. L. MATUS & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-291313
Total expenses incurred by plan in this plan year2022-09-299484
Net assets as of the end of the plan year2022-09-291188185
Total assets as of the beginning of the plan year2022-09-29950562
Value of plan covered by a fidelity bond2022-09-2994925
Participant contributions to plan in this plan year2022-09-2927200
Other expenses paid from plan in this plan year2022-09-299484
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-29176863
Plan net income in this plan year2022-09-29238936
Net assets as of the end of the plan year2022-09-291188185
Net assets as of the beginning of the plan year2022-09-29949249
Employer contributions to plan in this plan year2022-09-2944357
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-290

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