401k Plan data: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN plan

THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN
Plan identification number	003

THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MATTHEWS COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name: MATTHEWS COMPANY INC

Employer identification number (EIN): 952793071

NAIC Classification: 237210
NAIC Description: Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-10-01 CRAIG MATTHEWS 2024-07-01
003 2021-10-01 CRAIG MATTHEWS 2023-07-10
003 2020-10-01
003 2019-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-10-01	CRAIG MATTHEWS	2024-07-01
003	2021-10-01	CRAIG MATTHEWS	2023-07-10
003	2020-10-01
003	2019-10-01

Plan Statistics for THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2025: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-10 5
Total number of particpants at end of year 2025-07-10 5
2023: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Market value of plan assets 2023-09-30 725,102
Acturial value of plan assets 2023-09-30 725,102
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 0
Number of terminated vested participants 2023-09-30 1
Fundng target for terminated vested participants 2023-09-30 17,761
Active participant vested funding target 2023-09-30 588,109
Number of active participants 2023-09-30 4
Total funding liabilities for active participants 2023-09-30 588,109
Total participant count 2023-09-30 5
Total funding target for all participants 2023-09-30 605,870
Balance at beginning of prior year after applicable adjustments 2023-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-09-30 0
Prefunding balanced used to offset prior years funding requirement 2023-09-30 0
Amount remaining of carryover balance 2023-09-30 0
Amount remaining of prefunding balance 2023-09-30 0
Present value of excess contributions 2023-09-30 117,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 117,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-09-30 0
Reductions in caryover balances due to elections or deemed elections 2023-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-09-30 0
Balance of carryovers at beginning of current year 2023-09-30 0
Balance of prefunding at beginning of current year 2023-09-30 0
Total employer contributions 2023-09-30 327,907
Total employee contributions 2023-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 317,076
Unpaid minimum required contributions for all prior years 2023-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-09-30 0
Remaining amount of unpaid minimum required contributions 2023-09-30 0
Minimum required contributions for current year target normal cost 2023-09-30 129,007
Net shortfall amortization installment of oustanding balance 2023-09-30 0
Waiver amortization installment 2023-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 9,775
Carryover balance elected to use to offset funding requirement 2023-09-30 0
Prefunding balance elected to use to offset funding requirement 2023-09-30 0
Additional cash requirement 2023-09-30 9,775
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 317,076
Unpaid minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for all years 2023-09-30 0
2022: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-09-30 412,409
Acturial value of plan assets 2022-09-30 412,409
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 0
Number of terminated vested participants 2022-09-30 1
Fundng target for terminated vested participants 2022-09-30 16,955
Active participant vested funding target 2022-09-30 429,867
Number of active participants 2022-09-30 4
Total funding liabilities for active participants 2022-09-30 429,867
Total participant count 2022-09-30 5
Total funding target for all participants 2022-09-30 446,822
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 0
Present value of excess contributions 2022-09-30 92,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 92,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 0
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 0
Total employer contributions 2022-09-30 260,000
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 252,732
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 129,314
Net shortfall amortization installment of oustanding balance 2022-09-30 34,413
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 134,985
Carryover balance elected to use to offset funding requirement 2022-09-30 0
Prefunding balance elected to use to offset funding requirement 2022-09-30 0
Additional cash requirement 2022-09-30 134,985
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 252,732
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-09-30 413,039
Acturial value of plan assets 2021-09-30 413,039
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 0
Number of terminated vested participants 2021-09-30 1
Fundng target for terminated vested participants 2021-09-30 16,187
Active participant vested funding target 2021-09-30 0
Number of active participants 2021-09-30 4
Total funding liabilities for active participants 2021-09-30 240,866
Total participant count 2021-09-30 5
Total funding target for all participants 2021-09-30 257,053
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 354,085
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 354,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 0
Total employer contributions 2021-09-30 110,000
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 105,997
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 169,508
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 13,522
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 13,522
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 105,997
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-09-30 0
Acturial value of plan assets 2020-09-30 0
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 0
Fundng target for terminated vested participants 2020-09-30 0
Active participant vested funding target 2020-09-30 0
Number of active participants 2020-09-30 5
Total funding liabilities for active participants 2020-09-30 256,216
Total participant count 2020-09-30 5
Total funding target for all participants 2020-09-30 256,216
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 400,000
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 395,717
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 0
Net shortfall amortization installment of oustanding balance 2020-09-30 256,216
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 41,632
Additional cash requirement 2020-09-30 41,632
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 395,717
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0

Measure	Date	Value
2025: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-10	5
Total number of particpants at end of year	2025-07-10	5
2023: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Market value of plan assets	2023-09-30	725,102
Acturial value of plan assets	2023-09-30	725,102
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	0
Number of terminated vested participants	2023-09-30	1
Fundng target for terminated vested participants	2023-09-30	17,761
Active participant vested funding target	2023-09-30	588,109
Number of active participants	2023-09-30	4
Total funding liabilities for active participants	2023-09-30	588,109
Total participant count	2023-09-30	5
Total funding target for all participants	2023-09-30	605,870
Balance at beginning of prior year after applicable adjustments	2023-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-09-30	0
Prefunding balanced used to offset prior years funding requirement	2023-09-30	0
Amount remaining of carryover balance	2023-09-30	0
Amount remaining of prefunding balance	2023-09-30	0
Present value of excess contributions	2023-09-30	117,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	117,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-09-30	0
Reductions in caryover balances due to elections or deemed elections	2023-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-09-30	0
Balance of carryovers at beginning of current year	2023-09-30	0
Balance of prefunding at beginning of current year	2023-09-30	0
Total employer contributions	2023-09-30	327,907
Total employee contributions	2023-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	317,076
Unpaid minimum required contributions for all prior years	2023-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-09-30	0
Remaining amount of unpaid minimum required contributions	2023-09-30	0
Minimum required contributions for current year target normal cost	2023-09-30	129,007
Net shortfall amortization installment of oustanding balance	2023-09-30	0
Waiver amortization installment	2023-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	9,775
Carryover balance elected to use to offset funding requirement	2023-09-30	0
Prefunding balance elected to use to offset funding requirement	2023-09-30	0
Additional cash requirement	2023-09-30	9,775
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	317,076
Unpaid minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for all years	2023-09-30	0
2022: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-09-30	412,409
Acturial value of plan assets	2022-09-30	412,409
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	0
Number of terminated vested participants	2022-09-30	1
Fundng target for terminated vested participants	2022-09-30	16,955
Active participant vested funding target	2022-09-30	429,867
Number of active participants	2022-09-30	4
Total funding liabilities for active participants	2022-09-30	429,867
Total participant count	2022-09-30	5
Total funding target for all participants	2022-09-30	446,822
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	0
Present value of excess contributions	2022-09-30	92,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	92,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	0
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	0
Total employer contributions	2022-09-30	260,000
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	252,732
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	129,314
Net shortfall amortization installment of oustanding balance	2022-09-30	34,413
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	134,985
Carryover balance elected to use to offset funding requirement	2022-09-30	0
Prefunding balance elected to use to offset funding requirement	2022-09-30	0
Additional cash requirement	2022-09-30	134,985
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	252,732
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-09-30	413,039
Acturial value of plan assets	2021-09-30	413,039
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	0
Number of terminated vested participants	2021-09-30	1
Fundng target for terminated vested participants	2021-09-30	16,187
Active participant vested funding target	2021-09-30	0
Number of active participants	2021-09-30	4
Total funding liabilities for active participants	2021-09-30	240,866
Total participant count	2021-09-30	5
Total funding target for all participants	2021-09-30	257,053
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	354,085
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	354,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	0
Total employer contributions	2021-09-30	110,000
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	105,997
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	169,508
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	13,522
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	13,522
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	105,997
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-09-30	0
Acturial value of plan assets	2020-09-30	0
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	0
Fundng target for terminated vested participants	2020-09-30	0
Active participant vested funding target	2020-09-30	0
Number of active participants	2020-09-30	5
Total funding liabilities for active participants	2020-09-30	256,216
Total participant count	2020-09-30	5
Total funding target for all participants	2020-09-30	256,216
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	400,000
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	395,717
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	0
Net shortfall amortization installment of oustanding balance	2020-09-30	256,216
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	41,632
Additional cash requirement	2020-09-30	41,632
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	395,717
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0

Financial Data on THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : THE MATTHEWS COMPANY, INC. CASH BALANCE PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-10	0
Total liabilities as of the beginning of the plan year	2025-07-10	0
Total expenses incurred by plan in this plan year	2025-07-10	11660
Net assets as of the end of the plan year	2025-07-10	1286750
Total assets as of the beginning of the plan year	2025-07-10	1053009
Value of plan covered by a fidelity bond	2025-07-10	150000
Other expenses paid from plan in this plan year	2025-07-10	11660
Other income to plan in this plan year	2025-07-10	200272
Plan net income in this plan year	2025-07-10	233741
Net assets as of the end of the plan year	2025-07-10	1286750
Net assets as of the beginning of the plan year	2025-07-10	1053009
Employer contributions to plan in this plan year	2025-07-10	45129

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Company Name:	MATTHEWS COMPANY INC
Employer identification number (EIN):	952793071
NAIC Classification:	237210
NAIC Description:	Land Subdivision