Original filing (PDF)20251009112219NAL0003855203001

DAN-MATT & ASSOCIATES, INC.

Name: DAN-MATT & ASSOCIATES, INC. — DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: DAN-MATT & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DAN-MATT & ASSOCIATES, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 DAN-MATT & ASSOCIATES, INC..

Plan sponsor

Name

DAN-MATT & ASSOCIATES, INC.

EIN

52-2108010

Address

14610 PETTIT WAY · POTOMAC, MD · 20854

Phone

(301) 924-1543

Industry

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

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

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

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