Original filing (PDF)20250805070356NAL0002142992001

DAVID M. DIMATTEO, PLLC

Name: DAVID M. DIMATTEO, PLLC — DAVID M. DIMATTEO, PLLC D/B/A DIMATTEO & ROACH, ATTY. AT LAW, Form 5500 (2024)
Creator: DAVID M. DIMATTEO, PLLC

Form 5500-SF

FILING_RECEIVED

DAVID M. DIMATTEO, PLLC D/B/A DIMATTEO & ROACH, ATTY. AT LAW

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 M. DIMATTEO, PLLC.

Plan sponsor

Name

DAVID M. DIMATTEO, PLLC

EIN

47-5360312

Address

87 N MAIN STREET · P.O. BOX 190 · WARSAW, NY · 145690190

Phone

(585) 786-2110

Industry

Law Offices· Professional & Technical Servicessee 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

2025-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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