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MAHON, MAHON, KERINS & O'BRIEN, LLC — MAHON, MAHON, KERINS & O'BRIEN, LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250303082707NAL0005418753001
MAHON, MAHON, KERINS & O'BRIEN, LLC
Form 5500-SF
FILING_RECEIVED
MAHON, MAHON, KERINS & O'BRIEN, LLC 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
22
Accounts w/ balance
17
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
85
/ 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
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MAHON, MAHON, KERINS & O'BRIEN, LLC
.
Find decision makers
Plan sponsor
Name
MAHON, MAHON, KERINS & O'BRIEN, LLC
EIN
21-1249741
Address
254 NASSAU BLVD SOUTH · GARDEN CITY SOUTH, NY · 115305535
Phone
(516) 538-1111
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
—
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 3.6 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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