· 2022–2024 · DOL EFAST2

Sweeney Mason LLP — Sweeney Mason LLP 401(k) Savings, Form 5500 (2024)

Original filing (PDF)20250911202024NAL0000795825001

Sweeney Mason LLP

Form 5500-SF

FILING_RECEIVED

Sweeney Mason LLP 401(k) Savings & Profit Sharing Plan

401(k) retirement plan · Sweeney Mason LLP's Sweeney Mason LLP 401(k) Savings & Profit Sharing Plan held $17.7M in plan assets for 27 participants in 2024.

Active participants

27

Accounts w/ balance

36

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

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

79

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 SWEENEY MASON LLP.

Plan sponsor

Name

SWEENEY MASON LLP

EIN

84-3317541all filings

Address

983 UNIVERSITY AVENUE, SUITE 104C · LOS GATOS, CA · 95032

Phone

(408) 356-3000

Industry

Law Offices· Professional & Technical Services

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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