Original filing (PDF)20250718111213NAL0002939666001

DAVID P. MATTHEWS, LLP

Name: DAVID P. MATTHEWS, LLP — DAVID P MATTHEWS LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DAVID P. MATTHEWS, LLP

Form 5500-SF

FILING_RECEIVED

DAVID P MATTHEWS LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID P. MATTHEWS, LLP.

Plan sponsor

Name

DAVID P. MATTHEWS, LLP

EIN

33-1062305

Address

2905 SACKETT ST · HOUSTON, TX · 770981127

Phone

(713) 535-7187

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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