How big is Matheny Sears Linkert & Jaime LLP's plan?

Matheny Sears Linkert & Jaime LLP's plan reported $3.5M in assets and 28 participants for 2024.

Original filing (PDF)20251008165839NAL0009807936001

Matheny Sears Linkert & Jaime LLP

Name: Matheny Sears Linkert & Jaime LLP — Matheny Sears, Form 5500 (2024)
Creator: Matheny Sears Linkert & Jaime LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matheny Sears Linkert & Jaime LLP Profit Sharing Plan

401(k) retirement plan · Matheny Sears Linkert & Jaime LLP's Matheny Sears Linkert & Jaime LLP Profit Sharing Plan held $3.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Matheny Sears Linkert & Jaime LLP's EIN is 68-0206010.

EIN 68-0206010

Plan number 001

Plan year 2024

ACK ID 20251008165839NAL0009807936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matheny Sears Linkert & Jaime LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matheny Sears Linkert & Jaime LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHENY SEARS LINKERT & JAIME LLP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score