How big is Norman D Mathis' plan?

Norman D Mathis' plan reported $419K in assets and 3 participants for 2024.

Original filing (PDF)20250516090133NAL0013973363001

Norman D Mathis

Name: Norman D Mathis — Norman D Mathis 401(k) Profit, Form 5500 (2024)
Creator: Norman D Mathis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norman D Mathis 401(k) Profit Sharing Plan

401(k) retirement plan · Norman D Mathis' Norman D Mathis 401(k) Profit Sharing Plan held $419K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

Plan identifiers

Norman D Mathis' EIN is 33-0205431.

EIN 33-0205431

Plan number 001

Plan year 2024

ACK ID 20250516090133NAL0013973363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Norman D Mathis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Norman D Mathis' 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 NORMAN D MATHIS.

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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