How big is Mason DI Marco Shaw Leone PC's plan?

Mason DI Marco Shaw Leone PC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250713145808NAL0000301347001

Mason DI Marco Shaw Leone PC

Name: Mason DI Marco Shaw Leone PC — Mason DI Marco Shaw &, Form 5500 (2024)
Creator: Mason DI Marco Shaw Leone PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mason DI Marco Shaw & Leone PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mason DI Marco Shaw Leone PC's Mason DI Marco Shaw & Leone PC 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jonathan D. Leone signed Mason DI Marco Shaw Leone PC's 2024 Form 5500 as plan administrator.

Jonathan D. Leone — 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

Mason DI Marco Shaw Leone PC's EIN is 06-1178177.

EIN 06-1178177

Plan number 001

Plan year 2024

ACK ID 20250713145808NAL0000301347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mason DI Marco Shaw Leone PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mason DI Marco Shaw Leone PC's 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 MASON DI MARCO SHAW LEONE PC.

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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