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MAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN 401k Plan overview

Plan NameMAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN
Plan identification number 001

MAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:MATHEWS ASSET MANAGEMENT, INC. DBA MAIN STREET REAL ESTATE ADVISORS
Employer identification number (EIN):731700592
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAIN STREET REAL ESTATE ADVISORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL MATHEWS2023-05-16
0012021-01-01MICHAEL MATHEWS2022-07-19
0012020-01-01MICHAEL MATHEWS2021-07-22
0012019-01-01MICHAEL MATHEWS2020-10-12
0012018-01-01MICHAEL MATHEWS2019-10-03
0012017-01-01MICHAEL MATHEWS2018-06-20 MICHAEL MATHEWS2018-06-20
0012016-01-01MICHAEL MATHEWS2017-07-18 MICHAEL MATHEWS2017-07-18
0012015-01-01MICHAEL MATHEWS2016-05-17 MICHAEL MATHEWS2016-05-17
0012014-01-01MICHAEL MATHEWS2015-04-29 MICHAEL MATHEWS2015-04-29
0012013-01-01MICHAEL MATHEWS2014-07-23 MICHAEL MATHEWS2014-07-23
0012012-01-01MICHAEL MATHEWS2013-06-11 MICHAEL MATHEWS2013-06-11
0012011-01-01MICHAEL MATHEWS2012-07-30 MICHAEL MATHEWS2012-07-30
0012010-01-01MICHAEL J. MATHEWS2011-07-14 MICHAEL J. MATHEWS2011-07-14

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