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

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

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

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0032022-09-01GREG MATSON2024-04-04
0032021-09-01GREGORY MATSON2023-03-21 GREGORY MATSON2023-03-21
0032020-09-01GREGORY MATSON2022-05-17 GREGORY MATSON2022-05-17
0032019-09-01
0032018-09-01
0032017-09-01
0032016-09-01
0032015-09-01
0032014-09-01BRUCE C. MATSON2016-06-15
0032013-09-01BRUCE C. MATSON2015-05-28 BRUCE C. MATSON2015-05-28
0032012-09-01BRUCE C. MATSON2014-05-22 BRUCE C. MATSON2014-05-22
0032011-09-01BRUCE C. MATSON BRUCE C. MATSON2013-06-10
0032010-09-01BRUCE C. MATSON BRUCE C. MATSON2012-06-13
0032009-09-01BRUCE C. MATSON BRUCE C. MATSON2011-06-06

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-year2011-09-016
Total number of active participants reported on line 7a of the Form 55002011-09-016
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-016
Number of participants with account balances2011-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-016
Total number of active participants reported on line 7a of the Form 55002010-09-016
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-016
Number of participants with account balances2010-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-017
Total number of active participants reported on line 7a of the Form 55002009-09-016
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-016
Number of participants with account balances2009-09-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

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 plan2012-08-31$0
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$268,772
Expenses. Total of all expenses incurred2012-08-31$9,155
Benefits paid (including direct rollovers)2012-08-31$0
Total plan assets at end of year2012-08-31$1,577,481
Total plan assets at beginning of year2012-08-31$1,317,864
Value of fidelity bond covering the plan2012-08-31$150,000
Total contributions received or receivable from participants2012-08-31$37,195
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$67,365
Noncash contributions received2012-08-31$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 interests2012-08-31$2,973
Total contributions received or receivable from employer(s)2012-08-31$164,212
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$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 plan2011-08-31$0
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$3,456
Total income from all sources2011-08-31$298,980
Expenses. Total of all expenses incurred2011-08-31$22,191
Benefits paid (including direct rollovers)2011-08-31$9,758
Total plan assets at end of year2011-08-31$1,317,864
Total plan assets at beginning of year2011-08-31$1,044,531
Value of fidelity bond covering the plan2011-08-31$150,000
Total contributions received or receivable from participants2011-08-31$34,401
Expenses. Other expenses not covered elsewhere2011-08-31$0
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$64,285
Noncash contributions received2011-08-31$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 interests2011-08-31$2,973
Total contributions received or receivable from employer(s)2011-08-31$200,294
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$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 securities2011-08-31$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 securities2010-08-31$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
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: BRUCE MATSON COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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