Original filing (PDF)20250721103828NAL0000604819001

MATHIS LAW FIRM PLLC

Name: MATHIS LAW FIRM PLLC — MATHIS LAW FIRM 401(K) PLAN, Form 5500 (2024)
Creator: MATHIS LAW FIRM PLLC

Form 5500-SF

FILING_RECEIVED

MATHIS LAW FIRM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATHIS LAW FIRM PLLC.

Plan sponsor

Name

MATHIS LAW FIRM PLLC

EIN

81-4080326all filings

Address

P.O. BOX 3836 · SAN ANGELO, TX · 76902

Phone

(325) 716-1700

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROSENBERG LAW P.A.

ROSENBERG LAW 401(K) PLAN

$287K · 3 participants

SCHORR LAW, A PROFESSIONAL CORPORATION

SCHORR LAW, A PROFESSIONAL 401(K) PLAN

$287K · 14 participants

PELTON AND BALDUCCI

PELTON AND BALDUCCI 401(K) PLAN

$287K · 6 participants

EDMAN, EDMUNDSON & ODGREN, LTD.

EDMAN, EDMUNDSON & ODGREN, LTD. 401(K) PLAN

$287K · 13 participants

LAW OFFICES OF MICHAEL M. MULDER

LAW OFFICES OF MICHAEL M. MULDER CASH BALANCE PLAN BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.