How big is JB Matteson, Inc.'s plan?

JB Matteson, Inc.'s plan reported $6.4M in assets and 12 participants for 2024.

Original filing (PDF)20250507134609NAL0024081922001

JB Matteson, Inc.

Name: JB Matteson, Inc. — JB Matteson, Inc. 401(k) Plan, Form 5500 (2024)
Creator: JB Matteson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JB Matteson, Inc. 401(k) Plan

401(k) retirement plan · JB Matteson, Inc.'s JB Matteson, Inc. 401(k) Plan held $6.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Dana David signed JB Matteson, Inc.'s 2024 Form 5500 as plan administrator.

Dana David — 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

JB Matteson, Inc.'s EIN is 26-0768029.

EIN 26-0768029

Plan number 003

Plan year 2024

ACK ID 20250507134609NAL0024081922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JB Matteson, Inc.'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 JB MATTESON, 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