401k Plan data: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: BRUCE MATSON COMPANY, INC.

Employer identification number (EIN): 990162337

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-09-01 GREG MATSON 2024-04-04
003 2021-09-01 GREGORY MATSON 2023-03-21 GREGORY MATSON 2023-03-21
003 2020-09-01 GREGORY MATSON 2022-05-17 GREGORY MATSON 2022-05-17
003 2019-09-01
003 2018-09-01
003 2017-09-01
003 2016-09-01
003 2015-09-01
003 2014-09-01 BRUCE C. MATSON 2016-06-15
003 2013-09-01 BRUCE C. MATSON 2015-05-28 BRUCE C. MATSON 2015-05-28
003 2012-09-01 BRUCE C. MATSON 2014-05-22 BRUCE C. MATSON 2014-05-22
003 2011-09-01 BRUCE C. MATSON BRUCE C. MATSON 2013-06-10
003 2010-09-01 BRUCE C. MATSON BRUCE C. MATSON 2012-06-13
003 2009-09-01 BRUCE C. MATSON BRUCE C. MATSON 2011-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-09-01	GREG MATSON	2024-04-04
003	2021-09-01	GREGORY MATSON	2023-03-21	GREGORY MATSON	2023-03-21
003	2020-09-01	GREGORY MATSON	2022-05-17	GREGORY MATSON	2022-05-17
003	2019-09-01
003	2018-09-01
003	2017-09-01
003	2016-09-01
003	2015-09-01
003	2014-09-01	BRUCE C. MATSON	2016-06-15
003	2013-09-01	BRUCE C. MATSON	2015-05-28	BRUCE C. MATSON	2015-05-28
003	2012-09-01	BRUCE C. MATSON	2014-05-22	BRUCE C. MATSON	2014-05-22
003	2011-09-01	BRUCE C. MATSON		BRUCE C. MATSON	2013-06-10
003	2010-09-01	BRUCE C. MATSON		BRUCE C. MATSON	2012-06-13
003	2009-09-01	BRUCE C. MATSON		BRUCE C. MATSON	2011-06-06

Plan Statistics for BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 6
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 6
Number of participants with account balances 2011-09-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 6
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 6
Number of participants with account balances 2010-09-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 6
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 6
Number of participants with account balances 2009-09-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2011: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	6
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	6
Number of participants with account balances	2011-09-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	6
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	6
Number of participants with account balances	2010-09-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	6
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	6
Number of participants with account balances	2009-09-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$268,772
Expenses. Total of all expenses incurred	2012-08-31	$9,155
Benefits paid (including direct rollovers)	2012-08-31	$0
Total plan assets at end of year	2012-08-31	$1,577,481
Total plan assets at beginning of year	2012-08-31	$1,317,864
Value of fidelity bond covering the plan	2012-08-31	$150,000
Total contributions received or receivable from participants	2012-08-31	$37,195
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$67,365
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$259,617
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,577,481
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,317,864
Assets. Value of assets in partnership/joint-venture interests	2012-08-31	$2,973
Total contributions received or receivable from employer(s)	2012-08-31	$164,212
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$9,155
2011 : BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$3,456
Total income from all sources	2011-08-31	$298,980
Expenses. Total of all expenses incurred	2011-08-31	$22,191
Benefits paid (including direct rollovers)	2011-08-31	$9,758
Total plan assets at end of year	2011-08-31	$1,317,864
Total plan assets at beginning of year	2011-08-31	$1,044,531
Value of fidelity bond covering the plan	2011-08-31	$150,000
Total contributions received or receivable from participants	2011-08-31	$34,401
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$64,285
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$276,789
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,317,864
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,041,075
Assets. Value of assets in partnership/joint-venture interests	2011-08-31	$2,973
Total contributions received or receivable from employer(s)	2011-08-31	$200,294
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$12,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN

2011: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRUCE MATSON COMPANY, INC.
Employer identification number (EIN):	990162337
NAIC Classification:	238900