Original filing (PDF)20251007090634NAL0007818224001

MATASAR JACOBS LLC

Name: MATASAR JACOBS LLC — MATASAR JACOBS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: MATASAR JACOBS LLC

Form 5500-SF

FILING_RECEIVED

MATASAR JACOBS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MATASAR JACOBS LLC

EIN

47-3613999all filings

Address

1111 SUPERIOR AVE., SUITE 1355 · CLEVELAND, OH · 44114

Phone

(216) 453-8180

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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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

Related plans

Similar-size Law Offices plans

LAW OFFICE OF GREGORY CATTERMOLE

CATTERMOLE LAW OFFICE RETIREMENT PLAN

$668K · 5 participants

MATSUMOTO LAW GROUP LLC

MATSUMOTO LAW GROUP LLC 401(K) PROFIT SHARING PLAN

$668K · 5 participants

LEWICKY, O'CONNOR, HUNT & MEISER, LLC

LEWICKY, OCONNOR, HUNT & MEISER 401(K) PLAN

$668K · 13 participants

AMY L. PETERSON, P.C.

AMY L. PETERSON PROFIT SHARING PLAN

$668K · 3 participants

RIO FOLTZ PLLC

RIO FOLTZ PLLC 401(K) PLAN

$668K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.