How big is Mathis Legal PLLC's plan?

Mathis Legal PLLC's plan reported $479K in assets and 1 participants for 2023.

Original filing (PDF)20240216101450NAL0001521248001

Mathis Legal PLLC

Name: Mathis Legal PLLC — Mathis Legal PLLC 401(k) Plan, Form 5500 (2023)
Creator: Mathis Legal PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mathis Legal PLLC 401(k) Plan

401(k) retirement plan · Mathis Legal PLLC's Mathis Legal PLLC 401(k) Plan held $479K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

Plan identifiers

Mathis Legal PLLC's EIN is 82-4315647.

EIN 82-4315647

Plan number 001

Plan year 2023

ACK ID 20240216101450NAL0001521248001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mathis Legal PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mathis Legal PLLC'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 MATHIS LEGAL PLLC.

Finding similar companies…

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