Original filing (PDF)20260522073148NAL0006517666001

Mark Matthews Insurance LLC

Name: Mark Matthews Insurance LLC — Mark Matthews, Form 5500 (2025)
Creator: Mark Matthews Insurance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Matthews Insurance LLC 401(k) Plan

401(k) retirement plan · Mark Matthews Insurance LLC's Mark Matthews Insurance LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mark Matthews signed Mark Matthews Insurance LLC's 2025 Form 5500 as plan administrator.

Mark Matthews — 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

Mark Matthews Insurance LLC's EIN is 56-2416978.

EIN 56-2416978

Plan number 001

Plan year 2025

ACK ID 20260522073148NAL0006517666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mark Matthews Insurance LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mark Matthews Insurance LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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