How big is Matheson Financial Advisors, Inc.'s plan?

Matheson Financial Advisors, Inc.'s plan reported $3.7M in assets and 7 participants for 2024.

Original filing (PDF)20250721121446NAL0001609152001

Matheson Financial Advisors, Inc.

Name: Matheson Financial Advisors, Inc. — Matheson Financi, Form 5500 (2024)
Creator: Matheson Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matheson Financial Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Matheson Financial Advisors, Inc.'s Matheson Financial Advisors, Inc. 401(k) Profit Sharing Plan held $3.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Matheson Financial Advisors, Inc.'s EIN is 20-0431875.

EIN 20-0431875

Plan number 001

Plan year 2024

ACK ID 20250721121446NAL0001609152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matheson Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matheson Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHESON FINANCIAL ADVISORS, INC..

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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 (92nd percentile).

Plan sponsor

Name

MATHESON FINANCIAL ADVISORS, INC.

EIN

all filings

Address

1451 DOLLEY MADISON BLVD · SUITE 220 · MCLEAN, VA · 22101

Phone

(703) 760-9125

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator