How big is Mathis Enterprises, LLC's plan?

Mathis Enterprises, LLC's plan reported $600K in assets and 39 participants for 2024.

Original filing (PDF)20260204122619NAL0004072752001

Mathis Enterprises, LLC

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

Form 5500-SF

FILING_RECEIVED

Mathis Enterprises, LLC 401(k) Savings Plan

401(k) retirement plan · Mathis Enterprises, LLC's Mathis Enterprises, LLC 401(k) Savings Plan held $600K in plan assets for 39 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

People on this filing

Caleb Mathis signed Mathis Enterprises, LLC's 2024 Form 5500 as plan administrator.

Caleb Mathis — 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

Mathis Enterprises, LLC's EIN is 47-4436487.

EIN 47-4436487

Plan number 001

Plan year 2024

ACK ID 20260204122619NAL0004072752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mathis Enterprises, LLC's 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 MATHIS ENTERPRISES, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score