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MATHEWS BROTHERS COMPANY 401(K) PLAN 401k Plan overview

Plan NameMATHEWS BROTHERS COMPANY 401(K) PLAN
Plan identification number 001

MATHEWS BROTHERS COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MATHEWS BROTHERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MATHEWS BROTHERS COMPANY
Employer identification number (EIN):010116500
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATHEWS BROTHERS COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALEX HAWTHORNE
0012016-01-01ALEX HAWTHORNE
0012015-01-01ALEX HAWTHORNE
0012014-01-01ALEX HAWTHORNE
0012014-01-01ALEX HAWTHORNE
0012013-01-01ALEX HAWTHORNE ALEX HAWTHORNE2014-10-09
0012012-01-01ALEX HAWTHORNE ALEX HAWTHORNE2013-07-25
0012011-01-01BRENDA E DUSOE
0012009-01-01NANCY COFFEY

Plan Statistics for MATHEWS BROTHERS COMPANY 401(K) PLAN

401k plan membership statisitcs for MATHEWS BROTHERS COMPANY 401(K) PLAN

Measure Date Value
2022: MATHEWS BROTHERS COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01337
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01157
Total of all active and inactive participants2022-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01357
Number of participants with account balances2022-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: MATHEWS BROTHERS COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01338
Number of participants with account balances2021-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MATHEWS BROTHERS COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01285
Number of participants with account balances2020-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MATHEWS BROTHERS COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01228
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01241
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: MATHEWS BROTHERS COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01194
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01226
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: MATHEWS BROTHERS COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01191
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: MATHEWS BROTHERS COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: MATHEWS BROTHERS COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: MATHEWS BROTHERS COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01153
Number of participants with account balances2014-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: MATHEWS BROTHERS COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: MATHEWS BROTHERS COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MATHEWS BROTHERS COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01156
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: MATHEWS BROTHERS COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01162
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MATHEWS BROTHERS COMPANY 401(K) PLAN

Measure Date Value
2022 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-413,682
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$340,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$313,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$576,834
Value of total assets at end of year2022-12-31$5,911,669
Value of total assets at beginning of year2022-12-31$6,665,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,185
Total interest from all sources2022-12-31$23,446
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$200,950
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$488,309
Participant contributions at end of year2022-12-31$140,275
Participant contributions at beginning of year2022-12-31$126,178
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-754,233
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,911,669
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,665,902
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
Investment advisory and management fees2022-12-31$11,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,612,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,585,798
Interest on participant loans2022-12-31$6,692
Interest earned on other investments2022-12-31$16,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,158,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$953,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,214,912
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$64,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$313,366
Contract administrator fees2022-12-31$15,576
Did the plan have assets held for investment2022-12-31Yes
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$1,270,685
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$755,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$726,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$561,392
Value of total assets at end of year2021-12-31$6,665,902
Value of total assets at beginning of year2021-12-31$6,150,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,352
Total interest from all sources2021-12-31$29,260
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$356,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$356,909
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$495,444
Participant contributions at end of year2021-12-31$126,178
Participant contributions at beginning of year2021-12-31$131,652
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$515,451
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,665,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,150,451
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
Investment advisory and management fees2021-12-31$12,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,585,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,479,362
Interest on participant loans2021-12-31$6,596
Interest earned on other investments2021-12-31$22,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$953,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,539,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$323,124
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$65,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$726,882
Contract administrator fees2021-12-31$15,635
Did the plan have assets held for investment2021-12-31Yes
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$1,300,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$293,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$269,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$441,426
Value of total assets at end of year2020-12-31$6,150,451
Value of total assets at beginning of year2020-12-31$5,144,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,353
Total interest from all sources2020-12-31$37,327
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$265,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$265,392
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$385,006
Participant contributions at end of year2020-12-31$131,652
Participant contributions at beginning of year2020-12-31$147,098
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,684
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$1,006,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,150,451
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,144,087
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
Investment advisory and management fees2020-12-31$10,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,479,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,756,588
Interest on participant loans2020-12-31$7,815
Interest earned on other investments2020-12-31$29,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,539,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,240,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$556,134
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$53,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$269,562
Contract administrator fees2020-12-31$13,753
Did the plan have assets held for investment2020-12-31Yes
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 name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2019 401k financial data
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$1,183,158
Total income from all sources (including contributions)2019-12-31$1,183,158
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$69,743
Total of all expenses incurred2019-12-31$69,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$46,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$46,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,960
Value of total assets at end of year2019-12-31$5,144,087
Value of total assets at end of year2019-12-31$5,144,087
Value of total assets at beginning of year2019-12-31$4,030,672
Value of total assets at beginning of year2019-12-31$4,030,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,580
Total interest from all sources2019-12-31$30,113
Total interest from all sources2019-12-31$30,113
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$142,113
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$142,113
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$142,113
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$142,113
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$340,026
Contributions received from participants2019-12-31$340,026
Participant contributions at end of year2019-12-31$147,098
Participant contributions at end of year2019-12-31$147,098
Participant contributions at beginning of year2019-12-31$116,915
Participant contributions at beginning of year2019-12-31$116,915
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,000
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$1,113,415
Value of net income/loss2019-12-31$1,113,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,144,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,030,672
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
Investment advisory and management fees2019-12-31$11,329
Investment advisory and management fees2019-12-31$11,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,756,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,756,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,016,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,016,147
Interest on participant loans2019-12-31$6,664
Interest on participant loans2019-12-31$6,664
Interest earned on other investments2019-12-31$23,447
Interest earned on other investments2019-12-31$23,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,240,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,240,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$897,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$897,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,972
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$46,934
Contributions received in cash from employer2019-12-31$46,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$46,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$46,163
Contract administrator fees2019-12-31$12,251
Contract administrator fees2019-12-31$12,251
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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 name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$146,406
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$299,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,598
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$315,780
Value of total assets at end of year2018-12-31$4,030,672
Value of total assets at beginning of year2018-12-31$4,184,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,359
Total interest from all sources2018-12-31$21,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$124,963
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$274,884
Participant contributions at end of year2018-12-31$116,915
Participant contributions at beginning of year2018-12-31$147,287
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-153,551
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,030,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,184,223
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$3,016,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,457,736
Interest on participant loans2018-12-31$6,668
Interest earned on other investments2018-12-31$14,364
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$897,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$579,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-315,369
Net investment gain or loss from common/collective trusts2018-12-31$0
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$40,896
Employer contributions (assets) at end of year2018-12-31$0
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$279,598
Contract administrator fees2018-12-31$20,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$877,823
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$268,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$250,173
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$293,989
Value of total assets at end of year2017-12-31$4,184,223
Value of total assets at beginning of year2017-12-31$3,575,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,591
Total interest from all sources2017-12-31$17,270
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$114,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$114,409
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$241,678
Participant contributions at end of year2017-12-31$147,287
Participant contributions at beginning of year2017-12-31$99,862
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,882
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$609,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,184,223
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,575,164
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,457,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,917,393
Interest on participant loans2017-12-31$6,017
Interest earned on other investments2017-12-31$11,253
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$579,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$557,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$452,155
Net investment gain or loss from common/collective trusts2017-12-31$0
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$35,429
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$250,173
Contract administrator fees2017-12-31$18,591
Did the plan have assets held for investment2017-12-31Yes
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$698,440
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$746,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$736,611
Value of total corrective distributions2016-12-31$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$511,644
Value of total assets at end of year2016-12-31$3,575,164
Value of total assets at beginning of year2016-12-31$3,623,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,258
Total interest from all sources2016-12-31$14,143
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,334
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$231,404
Participant contributions at end of year2016-12-31$99,862
Participant contributions at beginning of year2016-12-31$127,389
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$10,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$248,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-48,441
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,575,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,623,605
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,917,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,764,589
Interest on participant loans2016-12-31$5,163
Interest earned on other investments2016-12-31$8,980
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$720,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$557,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$127,319
Net investment gain or loss from common/collective trusts2016-12-31$0
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$31,940
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$736,611
Contract administrator fees2016-12-31$10,258
Did the plan have assets held for investment2016-12-31Yes
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 name2016-12-31MACPAGE LLC
Accountancy firm EIN2016-12-31010242373
2015 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$238,718
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$185,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$161,713
Expenses. Certain deemed distributions of participant loans2015-12-31$9,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$262,816
Value of total assets at end of year2015-12-31$3,623,605
Value of total assets at beginning of year2015-12-31$3,570,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,461
Total interest from all sources2015-12-31$5,629
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$157,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$157,199
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$221,552
Participant contributions at end of year2015-12-31$127,389
Participant contributions at beginning of year2015-12-31$155,073
Participant contributions at end of year2015-12-31$10,297
Participant contributions at beginning of year2015-12-31$5,609
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,849
Other income not declared elsewhere2015-12-31$2
Administrative expenses (other) incurred2015-12-31$14,461
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$52,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,623,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,570,741
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,764,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,800,358
Interest on participant loans2015-12-31$5,629
Value of interest in common/collective trusts at end of year2015-12-31$720,164
Value of interest in common/collective trusts at beginning of year2015-12-31$609,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,101
Net investment gain or loss from common/collective trusts2015-12-31$1,173
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$28,415
Employer contributions (assets) at end of year2015-12-31$1,166
Employer contributions (assets) at beginning of year2015-12-31$651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$161,713
Did the plan have assets held for investment2015-12-31Yes
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 name2015-12-31MACPAGE LLC
Accountancy firm EIN2015-12-31010242373
2014 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$446,691
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$514,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$499,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$257,121
Value of total assets at end of year2014-12-31$3,570,741
Value of total assets at beginning of year2014-12-31$3,638,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,911
Total interest from all sources2014-12-31$5,713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$135,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$135,016
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$222,190
Participant contributions at end of year2014-12-31$155,073
Participant contributions at beginning of year2014-12-31$145,988
Participant contributions at end of year2014-12-31$5,609
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,637
Other income not declared elsewhere2014-12-31$9
Administrative expenses (other) incurred2014-12-31$14,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-67,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,570,741
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,638,213
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,800,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,758,771
Interest on participant loans2014-12-31$5,713
Value of interest in common/collective trusts at end of year2014-12-31$609,050
Value of interest in common/collective trusts at beginning of year2014-12-31$733,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$43,742
Net investment gain or loss from common/collective trusts2014-12-31$5,090
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$27,294
Employer contributions (assets) at end of year2014-12-31$651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$499,252
Did the plan have assets held for investment2014-12-31Yes
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 name2014-12-31MACPAGE LLC
Accountancy firm EIN2014-12-31010242373
2013 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$707,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$156,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,510
Value of total corrective distributions2013-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$248,358
Value of total assets at end of year2013-12-31$3,638,213
Value of total assets at beginning of year2013-12-31$3,086,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,591
Total interest from all sources2013-12-31$6,622
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$91,945
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$221,127
Participant contributions at end of year2013-12-31$145,988
Participant contributions at beginning of year2013-12-31$170,014
Administrative expenses (other) incurred2013-12-31$13,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$551,815
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,638,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,086,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,758,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,244,038
Interest on participant loans2013-12-31$6,622
Value of interest in common/collective trusts at end of year2013-12-31$733,454
Value of interest in common/collective trusts at beginning of year2013-12-31$672,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$349,465
Net investment gain or loss from common/collective trusts2013-12-31$11,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$27,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,510
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MACPAGE LLC
Accountancy firm EIN2013-12-31010242373
2012 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$496,971
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$535,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$521,975
Expenses. Certain deemed distributions of participant loans2012-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$211,709
Value of total assets at end of year2012-12-31$3,086,398
Value of total assets at beginning of year2012-12-31$3,124,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,033
Total interest from all sources2012-12-31$7,537
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$58,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$58,216
Administrative expenses professional fees incurred2012-12-31$12,914
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$198,177
Participant contributions at end of year2012-12-31$170,014
Participant contributions at beginning of year2012-12-31$214,101
Other income not declared elsewhere2012-12-31$26
Administrative expenses (other) incurred2012-12-31$119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-38,048
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,086,398
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,124,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,244,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,050,280
Interest on participant loans2012-12-31$7,537
Value of interest in common/collective trusts at end of year2012-12-31$672,346
Value of interest in common/collective trusts at beginning of year2012-12-31$860,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$213,521
Net investment gain or loss from common/collective trusts2012-12-31$5,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$521,975
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MACPAGE LLC
Accountancy firm EIN2012-12-31010242373
2011 : MATHEWS BROTHERS COMPANY 401(K) PLAN 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$1,111
Total income from all sources (including contributions)2011-12-31$405,949
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$181,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$164,227
Expenses. Certain deemed distributions of participant loans2011-12-31$5,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$404,596
Value of total assets at end of year2011-12-31$3,124,446
Value of total assets at beginning of year2011-12-31$2,901,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,093
Total interest from all sources2011-12-31$8,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,640
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$291,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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
Contributions received from participants2011-12-31$189,849
Participant contributions at end of year2011-12-31$214,101
Participant contributions at beginning of year2011-12-31$176,406
Participant contributions at beginning of year2011-12-31$4,690
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$187,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,111
Administrative expenses (other) incurred2011-12-31$12,093
Total non interest bearing cash at beginning of year2011-12-31$1,361
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$224,219
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,124,446
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,900,227
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,050,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,906,128
Interest on participant loans2011-12-31$8,079
Value of interest in common/collective trusts at end of year2011-12-31$860,065
Value of interest in common/collective trusts at beginning of year2011-12-31$811,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-70,623
Net investment gain or loss from common/collective trusts2011-12-31$11,257
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$27,143
Employer contributions (assets) at beginning of year2011-12-31$1,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$164,227
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
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 name2011-12-31MCDONALD PAGE & CO.
Accountancy firm EIN2011-12-31010242373
2010 : MATHEWS BROTHERS COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$294
Total income from all sources (including contributions)2010-12-31$506,877
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$209,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$191,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$240,368
Value of total assets at end of year2010-12-31$2,901,338
Value of total assets at beginning of year2010-12-31$2,603,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,160
Total interest from all sources2010-12-31$6,966
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,024
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$184,098
Participant contributions at end of year2010-12-31$176,406
Participant contributions at beginning of year2010-12-31$121,579
Participant contributions at end of year2010-12-31$4,690
Participant contributions at beginning of year2010-12-31$2,312
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$744,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$294
Administrative expenses (other) incurred2010-12-31$1,300
Total non interest bearing cash at end of year2010-12-31$1,361
Total non interest bearing cash at beginning of year2010-12-31$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$297,185
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,900,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,603,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,906,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,733,900
Interest on participant loans2010-12-31$6,966
Value of interest in common/collective trusts at end of year2010-12-31$811,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$207,477
Net investment gain or loss from common/collective trusts2010-12-31$24,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$56,270
Employer contributions (assets) at end of year2010-12-31$1,539
Employer contributions (assets) at beginning of year2010-12-31$686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$191,532
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCDONALD PAGE & CO.
Accountancy firm EIN2010-12-31010242373

Form 5500 Responses for MATHEWS BROTHERS COMPANY 401(K) PLAN

2022: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MATHEWS BROTHERS COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MATHEWS BROTHERS COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATHEWS BROTHERS COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MATHEWS BROTHERS COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MATHEWS BROTHERS COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MATHEWS BROTHERS COMPANY 401(K) PLAN 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MATHEWS BROTHERS COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered357
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered338
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered285
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered241
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,211
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,211
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered226
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,144
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,144
Insurance broker organization code?3
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number018-0259-5
Policy instance 1
Insurance contract or identification number018-0259-5
Number of Individuals Covered191
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,504
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,504
Insurance broker organization code?3
Insurance broker nameBRIAN BEAULIEU

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