401k Plan data: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN plan

MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: MATTHEWS GROUP, INC.

Employer identification number (EIN): 161245268

NAIC Classification: 336100

Additional information about MATTHEWS GROUP, INC.

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 1985-01-31

Company Identification Number: 102-305

Legal Registered Office Address: 214 JOHNSTON ST SE DECATUR,

United States of America (USA)
35602

More information about MATTHEWS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 KATHY ANN DRAPEAU KATHY ANN DRAPEAU 2017-09-29
002 2015-01-01 KATHY ANN DRAPEAU KATHY ANN DRAPEAU 2016-07-22
002 2014-01-01 KATHY DRAPEAU KATHY DRAPEAU 2015-07-28
002 2013-01-01 KATHY DRAPEAU KATHY DRAPEAU 2014-07-30
002 2012-01-01 KATHY DRAPEAU KATHY DRAPEAU 2013-07-25
002 2011-01-01 KATHY DRAPEAU KATHY DRAPEAU 2012-08-27
002 2009-01-01 KATHY ANN DRAPEAU KATHY ANN DRAPEAU 2010-10-06
002 2009-01-01 KATHY ANN DRAPEAU KATHY ANN DRAPEAU 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	KATHY ANN DRAPEAU	KATHY ANN DRAPEAU	2017-09-29
002	2015-01-01	KATHY ANN DRAPEAU	KATHY ANN DRAPEAU	2016-07-22
002	2014-01-01	KATHY DRAPEAU	KATHY DRAPEAU	2015-07-28
002	2013-01-01	KATHY DRAPEAU	KATHY DRAPEAU	2014-07-30
002	2012-01-01	KATHY DRAPEAU	KATHY DRAPEAU	2013-07-25
002	2011-01-01	KATHY DRAPEAU	KATHY DRAPEAU	2012-08-27
002	2009-01-01	KATHY ANN DRAPEAU	KATHY ANN DRAPEAU	2010-10-06
002	2009-01-01	KATHY ANN DRAPEAU	KATHY ANN DRAPEAU	2010-10-06

Plan Statistics for MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 175
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 202
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 151
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 185
Number of participants with account balances 2015-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 149
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 178
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 129
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 156
Total participants 2013-01-01 156
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 140
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 162
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 142
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 132
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 161
Total participants 2009-01-01 161
Number of participants with account balances 2009-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2016: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	175
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	202
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	151
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	185
Number of participants with account balances	2015-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	149
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	178
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	129
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	156
Total participants	2013-01-01	156
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	140
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	162
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	142
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	132
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	161
Total participants	2009-01-01	161
Number of participants with account balances	2009-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$807,312
Total of all expenses incurred	2016-12-31	$133,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$110,740
Value of total corrective distributions	2016-12-31	$21,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$576,901
Value of total assets at end of year	2016-12-31	$4,683,524
Value of total assets at beginning of year	2016-12-31	$4,010,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,900
Total interest from all sources	2016-12-31	$18,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$421,269
Participant contributions at end of year	2016-12-31	$55,307
Participant contributions at beginning of year	2016-12-31	$74,293
Participant contributions at end of year	2016-12-31	$14,346
Participant contributions at beginning of year	2016-12-31	$43
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$95,682
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$987
Administrative expenses (other) incurred	2016-12-31	$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$673,315
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,683,524
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,010,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,054,029
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,438,140
Interest on participant loans	2016-12-31	$2,950
Interest earned on other investments	2016-12-31	$15,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$556,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$497,525
Net investment gain/loss from pooled separate accounts	2016-12-31	$211,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$59,950
Employer contributions (assets) at end of year	2016-12-31	$2,844
Employer contributions (assets) at beginning of year	2016-12-31	$208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$110,740
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2016-12-31	141787690
2015 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$493,735
Total of all expenses incurred	2015-12-31	$295,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$273,618
Value of total corrective distributions	2015-12-31	$20,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$451,809
Value of total assets at end of year	2015-12-31	$4,010,209
Value of total assets at beginning of year	2015-12-31	$3,812,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,405
Total interest from all sources	2015-12-31	$16,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$342,127
Participant contributions at end of year	2015-12-31	$74,293
Participant contributions at beginning of year	2015-12-31	$94,376
Participant contributions at end of year	2015-12-31	$43
Participant contributions at beginning of year	2015-12-31	$43
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,654
Administrative expenses (other) incurred	2015-12-31	$1,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$197,930
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,010,209
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,812,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,438,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,271,267
Interest on participant loans	2015-12-31	$3,480
Interest earned on other investments	2015-12-31	$13,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$497,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$446,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$25,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$51,028
Employer contributions (assets) at end of year	2015-12-31	$208
Employer contributions (assets) at beginning of year	2015-12-31	$208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$273,618
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2015-12-31	141787690
2014 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$611,598
Total of all expenses incurred	2014-12-31	$691,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$644,203
Value of total corrective distributions	2014-12-31	$45,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$347,138
Value of total assets at end of year	2014-12-31	$3,812,279
Value of total assets at beginning of year	2014-12-31	$3,892,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,943
Total interest from all sources	2014-12-31	$15,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$303,791
Participant contributions at end of year	2014-12-31	$94,376
Participant contributions at beginning of year	2014-12-31	$63,930
Participant contributions at end of year	2014-12-31	$43
Participant contributions at beginning of year	2014-12-31	$162
Administrative expenses (other) incurred	2014-12-31	$1,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-80,085
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,812,279
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,892,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,271,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,390,588
Interest on participant loans	2014-12-31	$3,050
Interest earned on other investments	2014-12-31	$12,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$446,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$437,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$248,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$43,347
Employer contributions (assets) at end of year	2014-12-31	$208
Employer contributions (assets) at beginning of year	2014-12-31	$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$644,203
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2014-12-31	141787690
2013 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,009,291
Total of all expenses incurred	2013-12-31	$238,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$196,310
Value of total corrective distributions	2013-12-31	$40,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$330,954
Value of total assets at end of year	2013-12-31	$3,892,364
Value of total assets at beginning of year	2013-12-31	$3,121,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,245
Total interest from all sources	2013-12-31	$15,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$291,336
Participant contributions at end of year	2013-12-31	$63,930
Participant contributions at beginning of year	2013-12-31	$75,409
Participant contributions at end of year	2013-12-31	$162
Participant contributions at beginning of year	2013-12-31	$10,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,239
Administrative expenses (other) incurred	2013-12-31	$1,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$771,006
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,892,364
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,121,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,390,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,621,626
Interest on participant loans	2013-12-31	$2,804
Interest earned on other investments	2013-12-31	$13,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$437,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$411,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$662,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$39,618
Employer contributions (assets) at end of year	2013-12-31	$100
Employer contributions (assets) at beginning of year	2013-12-31	$1,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$196,310
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2013-12-31	141787690
2012 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$687,082
Total of all expenses incurred	2012-12-31	$109,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$74,408
Value of total corrective distributions	2012-12-31	$34,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$315,706
Value of total assets at end of year	2012-12-31	$3,121,358
Value of total assets at beginning of year	2012-12-31	$2,543,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$915
Total interest from all sources	2012-12-31	$10,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$266,398
Participant contributions at end of year	2012-12-31	$75,409
Participant contributions at beginning of year	2012-12-31	$68,965
Participant contributions at end of year	2012-12-31	$10,374
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,182
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,239
Administrative expenses (other) incurred	2012-12-31	$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$577,649
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,121,358
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,543,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,621,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,240,149
Interest on participant loans	2012-12-31	$2,911
Interest earned on other investments	2012-12-31	$7,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$411,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$234,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$360,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$40,126
Employer contributions (assets) at end of year	2012-12-31	$1,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$74,408
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2012-12-31	141787690
2011 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$232,077
Total of all expenses incurred	2011-12-31	$425,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$419,255
Value of total corrective distributions	2011-12-31	$5,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$289,012
Value of total assets at end of year	2011-12-31	$2,543,709
Value of total assets at beginning of year	2011-12-31	$2,737,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,256
Total interest from all sources	2011-12-31	$11,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$255,323
Participant contributions at end of year	2011-12-31	$68,965
Participant contributions at beginning of year	2011-12-31	$118,669
Administrative expenses (other) incurred	2011-12-31	$1,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-193,436
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,543,709
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,737,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,240,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,435,008
Interest on participant loans	2011-12-31	$4,420
Interest earned on other investments	2011-12-31	$7,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$234,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$183,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-68,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$33,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$419,255
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2011-12-31	141787690
2010 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$619,429
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$290,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$264,284
Value of total corrective distributions	2010-12-31	$24,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$318,390
Value of total assets at end of year	2010-12-31	$2,737,145
Value of total assets at beginning of year	2010-12-31	$2,408,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,573
Total interest from all sources	2010-12-31	$12,688
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$262,179
Participant contributions at end of year	2010-12-31	$118,669
Participant contributions at beginning of year	2010-12-31	$95,187
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$1,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$328,738
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,737,145
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,408,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,435,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,133,231
Interest on participant loans	2010-12-31	$6,241
Interest earned on other investments	2010-12-31	$6,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$183,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$179,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$288,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$42,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$264,284
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HARVAZINSKI & MONTANYE, LLP
Accountancy firm EIN	2010-12-31	141787690
2009 : MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN

2016: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MATTHEWS GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	128
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,504
Total amount of fees paid to insurance company	USD $1,881
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1881
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $9,504
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	113
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,103
Total amount of fees paid to insurance company	USD $1,932
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1932
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $10,103
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	102
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,409
Total amount of fees paid to insurance company	USD $1,618
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1618
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,409
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	100
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,928
Total amount of fees paid to insurance company	USD $1,343
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1343
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $6,928
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	101
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,455
Total amount of fees paid to insurance company	USD $1,278
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH2597

Policy instance

Insurance contract or identification number	GH2597
Number of Individuals Covered	111
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,461
Total amount of fees paid to insurance company	USD $1,154
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1154
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $5,461
Insurance broker name	LPL FINANCIAL CORPORATION

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Company Name:	MATTHEWS GROUP, INC.
Employer identification number (EIN):	161245268
NAIC Classification:	336100

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	1985-01-31
Company Identification Number:	102-305
Legal Registered Office Address:	214 JOHNSTON ST SE DECATUR, United States of America (USA) 35602