How big is Matthew R. Carothers' plan?

Matthew R. Carothers' plan reported $689K in assets and 9 participants for 2024.

Original filing (PDF)20251015071052NAL0001962083001

Matthew R. Carothers

Name: Matthew R. Carothers — Matthew R. Carothers 401(k), Form 5500 (2024)
Creator: Matthew R. Carothers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matthew R. Carothers 401(k) Plan

401(k) retirement plan · Matthew R. Carothers' Matthew R. Carothers 401(k) Plan held $689K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$689K

Net assets (EOY)

$689K

People on this filing

Matthew Carothers signed Matthew R. Carothers' 2024 Form 5500 as plan administrator.

Matthew Carothers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matthew R. Carothers' EIN is 82-2572367.

EIN 82-2572367

Plan number 001

Plan year 2024

ACK ID 20251015071052NAL0001962083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew R. Carothers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew R. Carothers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW R. CAROTHERS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MATTHEW R. CAROTHERS

EIN

all filings

Address

404 WASHINGTON STREET · COLUMBUS, IN · 47201

Phone

(812) 372-2858

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator