How big is First Mason Financial, LLC's plan?

First Mason Financial, LLC's plan reported $186 in assets and 2 participants for 2024.

Original filing (PDF)20250729141046NAL0001380739001

First Mason Financial, LLC

Name: First Mason Financial, LLC — First Mason Financial, Form 5500 (2024)
Creator: First Mason Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Mason Financial, LLC SOCA Benefit Plan

Health & welfare plan · First Mason Financial, LLC's First Mason Financial, LLC SOCA Benefit Plan held $186 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$186

Net assets (EOY)

$66

People on this filing

Matt Appenzeller signed First Mason Financial, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

First Mason Financial, LLC's EIN is 42-1737612.

EIN 42-1737612

Plan number 501

Plan year 2024

ACK ID 20250729141046NAL0001380739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Mason Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Mason Financial, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST MASON FINANCIAL, LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score