Original filing (PDF)20251006175320NAL0009698306001

MATHEWS AND MATHEWS CO, LPA

Name: MATHEWS AND MATHEWS CO, LPA — MATHEWS AND MATHEWS CO, LPA CASH BALANCE PLAN, Form 5500 (2024)
Creator: MATHEWS AND MATHEWS CO, LPA

Form 5500-SF

FILING_RECEIVED

MATHEWS AND MATHEWS CO, LPA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHEWS AND MATHEWS CO, LPA.

Plan sponsor

Name

MATHEWS AND MATHEWS CO, LPA

EIN

31-0994513all filings

Address

9109 MONTGOMERY ROAD · CINCINNATI, OH · 45242

Phone

(513) 351-1525

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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