Original filing (PDF)20250212162944NAL0011057539001

MASON & ISAACSON, P.A.

Name: MASON & ISAACSON, P.A. — MASON & ISAACSON, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MASON & ISAACSON, P.A.

Form 5500-SF

FILING_RECEIVED

MASON & ISAACSON, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASON & ISAACSON, P.A..

Plan sponsor

Name

MASON & ISAACSON, P.A.

EIN

85-0248636

Address

104 EAST AZTEC AVENUE · GALLUP, NM · 87301

Phone

(505) 722-4463

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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