Original filing (PDF)20250304132004NAL0006981761001

MATHENY MOTOR TRUCK COMPANY

Name: MATHENY MOTOR TRUCK COMPANY — MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN, Form 5500 (2023)
Creator: MATHENY MOTOR TRUCK COMPANY

Form 5500

FILING_RECEIVED

MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

293

Accounts w/ balance

395

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHENY MOTOR TRUCK COMPANY.

Plan sponsor

Name

MATHENY MOTOR TRUCK COMPANY

EIN

55-0320770

Address

3RD AND ANN STREETS · PO BOX 1304 · PARKERSBURG, WV · 26102

Phone

(304) 485-4418

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-04

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED BANK	—	VIENNA, VA	INVESTMENT ADVISOR	$26K	—

Investments

1 pooled fund· $8.5M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$8.5M	87.2%

1–1 of 1

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