?>
Logo

RETIREMENT PLAN FOR EMPLOYEES OF MATSON 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF MATSON
Plan identification number 014

RETIREMENT PLAN FOR EMPLOYEES OF MATSON Benefits

401k Plan TypeDefined 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MATSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:MATSON, INC.
Employer identification number (EIN):990032630
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142022-01-01
0142021-01-01
0142020-01-01
0142019-01-01
0142018-01-01
0142017-01-01CATY FURCO
0142016-01-01BRENT SMITH
0142015-01-01BRENDA SOUTHWICK
0142014-01-01BRENDA SOUTHWICK
0142011-01-01MARY NGAI

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2022 401k membership
Market value of plan assets2022-12-31245,162,988
Acturial value of plan assets2022-12-31228,555,177
Funding target for retired participants and beneficiaries receiving payment2022-12-31112,961,229
Number of terminated vested participants2022-12-31298
Fundng target for terminated vested participants2022-12-3119,350,533
Active participant vested funding target2022-12-3154,314,697
Number of active participants2022-12-31651
Total funding liabilities for active participants2022-12-3155,059,322
Total participant count2022-12-311,750
Total funding target for all participants2022-12-31187,371,084
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-319,377,297
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-319,377,297
Present value of excess contributions2022-12-318,329,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-318,790,828
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-318,790,828
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-318,790,828
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3110,787,642
Total employer contributions2022-12-319,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-318,356,021
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,646,157
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-318,356,021
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,731
Total number of active participants reported on line 7a of the Form 55002022-01-01660
Number of retired or separated participants receiving benefits2022-01-01660
Number of other retired or separated participants entitled to future benefits2022-01-01289
Total of all active and inactive participants2022-01-011,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01156
Total participants2022-01-011,765
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2021 401k membership
Market value of plan assets2021-12-31218,852,319
Acturial value of plan assets2021-12-31202,727,102
Funding target for retired participants and beneficiaries receiving payment2021-12-31111,753,147
Number of terminated vested participants2021-12-31282
Fundng target for terminated vested participants2021-12-3120,547,162
Active participant vested funding target2021-12-3152,754,875
Number of active participants2021-12-31680
Total funding liabilities for active participants2021-12-3153,774,167
Total participant count2021-12-311,732
Total funding target for all participants2021-12-31186,074,476
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-315,955,430
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,909,000
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,046,430
Present value of excess contributions2021-12-316,492,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,090,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-317,090,207
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-319,377,297
Total employer contributions2021-12-319,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-318,329,380
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,375,749
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-318,329,380
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,728
Total number of active participants reported on line 7a of the Form 55002021-01-01650
Number of retired or separated participants receiving benefits2021-01-01660
Number of other retired or separated participants entitled to future benefits2021-01-01280
Total of all active and inactive participants2021-01-011,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01141
Total participants2021-01-011,731
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2020 401k membership
Market value of plan assets2020-12-31201,034,862
Acturial value of plan assets2020-12-31190,607,329
Funding target for retired participants and beneficiaries receiving payment2020-12-31113,705,489
Number of terminated vested participants2020-12-31273
Fundng target for terminated vested participants2020-12-3119,619,905
Active participant vested funding target2020-12-3157,016,559
Number of active participants2020-12-31667
Total funding liabilities for active participants2020-12-3158,317,645
Total participant count2020-12-311,719
Total funding target for all participants2020-12-31191,643,039
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3166
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3166
Present value of excess contributions2020-12-315,645,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,955,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-315,955,349
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,955,430
Total employer contributions2020-12-319,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-318,373,809
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,054,587
Net shortfall amortization installment of oustanding balance2020-12-316,991,140
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,790,016
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,909,000
Additional cash requirement2020-12-311,881,016
Contributions allocatedtoward minimum required contributions for current year2020-12-318,373,809
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,713
Total number of active participants reported on line 7a of the Form 55002020-01-01676
Number of retired or separated participants receiving benefits2020-01-01646
Number of other retired or separated participants entitled to future benefits2020-01-01271
Total of all active and inactive participants2020-01-011,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01135
Total participants2020-01-011,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2019 401k membership
Market value of plan assets2019-12-31165,783,591
Acturial value of plan assets2019-12-31175,214,186
Funding target for retired participants and beneficiaries receiving payment2019-12-31112,591,520
Number of terminated vested participants2019-12-31275
Fundng target for terminated vested participants2019-12-3118,684,770
Active participant vested funding target2019-12-3155,067,352
Number of active participants2019-12-31646
Total funding liabilities for active participants2019-12-3156,320,890
Total participant count2019-12-311,695
Total funding target for all participants2019-12-31187,597,180
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-315,158,388
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-314,496,000
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31662,388
Present value of excess contributions2019-12-314,753,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,497,145
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31622,446
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3166
Total employer contributions2019-12-3112,942,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3112,138,754
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,178,409
Net shortfall amortization installment of oustanding balance2019-12-3112,383,060
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-316,492,803
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-316,492,803
Contributions allocatedtoward minimum required contributions for current year2019-12-3112,138,754
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,689
Total number of active participants reported on line 7a of the Form 55002019-01-01661
Number of retired or separated participants receiving benefits2019-01-01661
Number of other retired or separated participants entitled to future benefits2019-01-01263
Total of all active and inactive participants2019-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01128
Total participants2019-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2018 401k membership
Market value of plan assets2018-12-31184,112,459
Acturial value of plan assets2018-12-31173,231,682
Funding target for retired participants and beneficiaries receiving payment2018-12-31103,832,329
Number of terminated vested participants2018-12-31289
Fundng target for terminated vested participants2018-12-3119,111,799
Active participant vested funding target2018-12-3152,948,021
Number of active participants2018-12-31629
Total funding liabilities for active participants2018-12-3154,081,937
Total participant count2018-12-311,675
Total funding target for all participants2018-12-31177,026,065
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-319,683,201
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-314,500,000
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,183,201
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31794,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-315,158,388
Total employer contributions2018-12-316,022,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,512,435
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,684,614
Net shortfall amortization installment of oustanding balance2018-12-318,952,771
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,255,167
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-314,496,000
Additional cash requirement2018-12-31759,167
Contributions allocatedtoward minimum required contributions for current year2018-12-315,512,435
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,673
Total number of active participants reported on line 7a of the Form 55002018-01-01640
Number of retired or separated participants receiving benefits2018-01-01666
Number of other retired or separated participants entitled to future benefits2018-01-01267
Total of all active and inactive participants2018-01-011,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01116
Total participants2018-01-011,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2017 401k membership
Market value of plan assets2017-12-31179,027,411
Acturial value of plan assets2017-12-31181,079,196
Funding target for retired participants and beneficiaries receiving payment2017-12-3199,893,913
Number of terminated vested participants2017-12-31443
Fundng target for terminated vested participants2017-12-3124,369,847
Active participant vested funding target2017-12-3151,570,237
Number of active participants2017-12-31627
Total funding liabilities for active participants2017-12-3152,558,413
Total participant count2017-12-311,808
Total funding target for all participants2017-12-31176,822,173
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,238,332
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31698,346
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3111,539,986
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-312,900,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-319,683,201
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,598,597
Net shortfall amortization installment of oustanding balance2017-12-315,426,178
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,492,724
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-314,500,000
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,808
Total number of active participants reported on line 7a of the Form 55002017-01-01626
Number of retired or separated participants receiving benefits2017-01-01650
Number of other retired or separated participants entitled to future benefits2017-01-01282
Total of all active and inactive participants2017-01-011,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01115
Total participants2017-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2016 401k membership
Market value of plan assets2016-12-31173,494,234
Acturial value of plan assets2016-12-31183,371,459
Funding target for retired participants and beneficiaries receiving payment2016-12-3197,004,919
Number of terminated vested participants2016-12-31448
Fundng target for terminated vested participants2016-12-3123,432,805
Active participant vested funding target2016-12-3150,069,245
Number of active participants2016-12-31579
Total funding liabilities for active participants2016-12-3150,854,167
Total participant count2016-12-311,754
Total funding target for all participants2016-12-31171,291,891
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,007,718
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-315,007,718
Present value of excess contributions2016-12-316,866,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,297,217
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-317,297,217
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,238,332
Total employer contributions2016-12-313,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,788,748
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,460,862
Net shortfall amortization installment of oustanding balance2016-12-31158,764
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,487,094
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31698,346
Additional cash requirement2016-12-312,788,748
Contributions allocatedtoward minimum required contributions for current year2016-12-312,788,748
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,754
Total number of active participants reported on line 7a of the Form 55002016-01-01627
Number of retired or separated participants receiving benefits2016-01-01633
Number of other retired or separated participants entitled to future benefits2016-01-01435
Total of all active and inactive participants2016-01-011,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01113
Total participants2016-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2015 401k membership
Total participants, beginning-of-year2015-01-011,686
Total number of active participants reported on line 7a of the Form 55002015-01-01579
Number of retired or separated participants receiving benefits2015-01-01623
Number of other retired or separated participants entitled to future benefits2015-01-01444
Total of all active and inactive participants2015-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01108
Total participants2015-01-011,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2014 401k membership
Total participants, beginning-of-year2014-01-011,701
Total number of active participants reported on line 7a of the Form 55002014-01-01539
Number of retired or separated participants receiving benefits2014-01-01592
Number of other retired or separated participants entitled to future benefits2014-01-01452
Total of all active and inactive participants2014-01-011,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01103
Total participants2014-01-011,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2011: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2011 401k membership
Total participants, beginning-of-year2011-01-011,699
Total number of active participants reported on line 7a of the Form 55002011-01-01603
Number of retired or separated participants receiving benefits2011-01-01666
Number of other retired or separated participants entitled to future benefits2011-01-01443
Total of all active and inactive participants2011-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF MATSON

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$2,618,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,879,341
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,745,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,963,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,000,000
Value of total assets at end of year2022-12-31$215,366,114
Value of total assets at beginning of year2022-12-31$245,372,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$782,492
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$782,492
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,624,964
Value of net assets at end of year (total assets less liabilities)2022-12-31$215,366,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$245,372,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$206,366,114
Value of interest in master investment trust accounts at beginning of year2022-12-31$236,372,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,000,000
Employer contributions (assets) at end of year2022-12-31$9,000,000
Employer contributions (assets) at beginning of year2022-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,963,131
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES
Accountancy firm EIN2022-12-31540737372
2021 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$40,355,014
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,015,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,918,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,000,000
Value of total assets at end of year2021-12-31$245,372,160
Value of total assets at beginning of year2021-12-31$219,032,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,096,067
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,096,067
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$26,339,974
Value of net assets at end of year (total assets less liabilities)2021-12-31$245,372,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$219,032,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$236,372,160
Value of interest in master investment trust accounts at beginning of year2021-12-31$210,032,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,000,000
Employer contributions (assets) at end of year2021-12-31$9,000,000
Employer contributions (assets) at beginning of year2021-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,918,973
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES
Accountancy firm EIN2021-12-31540737372
2020 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$31,340,160
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,580,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,363,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,000,000
Value of total assets at end of year2020-12-31$219,032,186
Value of total assets at beginning of year2020-12-31$201,272,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,217,059
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$369,055
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$848,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,760,058
Value of net assets at end of year (total assets less liabilities)2020-12-31$219,032,186
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$201,272,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$210,032,186
Value of interest in master investment trust accounts at beginning of year2020-12-31$192,272,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,000,000
Employer contributions (assets) at end of year2020-12-31$9,000,000
Employer contributions (assets) at beginning of year2020-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,363,043
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PBMARES
Accountancy firm EIN2020-12-31540737372
2019 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,875,768
Total income from all sources (including contributions)2019-12-31$48,875,768
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,585,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,055,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,055,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,942,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,942,000
Value of total assets at end of year2019-12-31$201,272,128
Value of total assets at end of year2019-12-31$201,272,128
Value of total assets at beginning of year2019-12-31$165,981,704
Value of total assets at beginning of year2019-12-31$165,981,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,529,416
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$480,547
Administrative expenses professional fees incurred2019-12-31$480,547
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,048,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$35,290,424
Value of net assets at end of year (total assets less liabilities)2019-12-31$201,272,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$201,272,128
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,981,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,981,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$192,272,128
Value of interest in master investment trust accounts at end of year2019-12-31$192,272,128
Value of interest in master investment trust accounts at beginning of year2019-12-31$159,959,704
Value of interest in master investment trust accounts at beginning of year2019-12-31$159,959,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,942,000
Contributions received in cash from employer2019-12-31$12,942,000
Employer contributions (assets) at end of year2019-12-31$9,000,000
Employer contributions (assets) at end of year2019-12-31$9,000,000
Employer contributions (assets) at beginning of year2019-12-31$6,022,000
Employer contributions (assets) at beginning of year2019-12-31$6,022,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,055,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,055,928
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-4,658,866
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,471,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,911,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,022,000
Value of total assets at end of year2018-12-31$165,981,704
Value of total assets at beginning of year2018-12-31$184,112,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,560,573
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$561,792
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$998,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,130,755
Value of net assets at end of year (total assets less liabilities)2018-12-31$165,981,704
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$184,112,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$159,959,704
Value of interest in master investment trust accounts at beginning of year2018-12-31$184,112,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,022,000
Employer contributions (assets) at end of year2018-12-31$6,022,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,911,316
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$25,507,527
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,464,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,767,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$184,112,459
Value of total assets at beginning of year2017-12-31$179,069,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,697,164
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$637,676
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$1,059,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,042,794
Value of net assets at end of year (total assets less liabilities)2017-12-31$184,112,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$179,069,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$184,112,459
Value of interest in master investment trust accounts at beginning of year2017-12-31$176,069,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,767,569
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,877,061
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,473,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,942,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,000,000
Value of total assets at end of year2016-12-31$179,069,665
Value of total assets at beginning of year2016-12-31$173,666,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,531,190
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$541,934
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$989,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,403,647
Value of net assets at end of year (total assets less liabilities)2016-12-31$179,069,665
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$173,666,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$176,069,665
Value of interest in master investment trust accounts at beginning of year2016-12-31$166,197,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,000,000
Employer contributions (assets) at end of year2016-12-31$3,000,000
Employer contributions (assets) at beginning of year2016-12-31$7,469,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,942,224
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,184,658
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,921,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,755,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,469,000
Value of total assets at end of year2015-12-31$173,666,018
Value of total assets at beginning of year2015-12-31$180,402,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,166,271
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$553,761
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$612,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,736,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$173,666,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$180,402,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$166,197,018
Value of interest in master investment trust accounts at beginning of year2015-12-31$175,751,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,469,000
Employer contributions (assets) at end of year2015-12-31$7,469,000
Employer contributions (assets) at beginning of year2015-12-31$4,651,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,755,230
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,475,656
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,853,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,842,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,372,194
Value of total assets at end of year2014-12-31$180,402,861
Value of total assets at beginning of year2014-12-31$174,781,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,011,531
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$497,486
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$514,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,621,773
Value of net assets at end of year (total assets less liabilities)2014-12-31$180,402,861
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$174,781,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$175,751,565
Value of interest in master investment trust accounts at beginning of year2014-12-31$170,027,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,372,194
Employer contributions (assets) at end of year2014-12-31$4,651,296
Employer contributions (assets) at beginning of year2014-12-31$4,753,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,842,352
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2011 : RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,321,531
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,064,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,064,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,377,324
Value of total assets at end of year2011-12-31$133,033,236
Value of total assets at beginning of year2011-12-31$135,776,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,742,882
Value of net assets at end of year (total assets less liabilities)2011-12-31$133,033,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$135,776,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$123,848,655
Value of interest in master investment trust accounts at beginning of year2011-12-31$135,776,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,377,324
Employer contributions (assets) at end of year2011-12-31$9,184,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,064,413
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELLOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF MATSON

2022: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF MATSON 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3