Original filing (PDF)20250523060316NAL0009491954001

MATTHEWS & FIELDS LUMBER COMPANY

Name: MATTHEWS & FIELDS LUMBER COMPANY — MATTHEWS & FIELDS LUMBER COMPANY INC. 401(K) PLAN, Form 5500 (2024)
Creator: MATTHEWS & FIELDS LUMBER COMPANY

Form 5500-SF

FILING_RECEIVED

MATTHEWS & FIELDS LUMBER COMPANY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTHEWS & FIELDS LUMBER COMPANY.

Plan sponsor

Name

MATTHEWS & FIELDS LUMBER COMPANY

EIN

16-0806625

Address

1230 LEHIGH STATION ROAD · HENRIETTA, NY · 14467

Phone

(585) 334-5500

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TRI CITY GLASS AND DOOR, INC.

TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN

$8.5M · 158 participants

WINDOW WORLD OF PHOENIX, LLC

WINDOW WORLD OF PHOENIX, LLC DEFINED BENEFIT PENSION PLAN

$8.5M · 7 participants

PARAGON SUPPLY, INC.

PARAGON SUPPLY, INC. DEFERRED PROFIT SHARING PLAN

$8.3M · 19 participants

INSIGHT GLASS INC., 401(K)

INSIGHT GLASS, INC. 401(K) PROFIT SHARING PLAN

$8.3M · 31 participants

CONCORD LUMBER CORPORATION

CONCORD LUMBER CORP. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST