Original filing (PDF)20251014173453NAL0007006370004

MARTIN & BONNETT, P.L.L.C.

Name: MARTIN & BONNETT, P.L.L.C. — MARTIN & BONNETT, P.L.L.C. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: MARTIN & BONNETT, P.L.L.C.

Form 5500-SF

FILING_RECEIVED

MARTIN & BONNETT, P.L.L.C. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 MARTIN & BONNETT, P.L.L.C..

Plan sponsor

Name

MARTIN & BONNETT, P.L.L.C.

EIN

86-0776832

Address

4647 N. 32ND STREET · SUITE 185 · PHOENIX, AZ · 85018

Phone

(602) 240-6900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PINNACLE PLAN DESIGN, LLC

EIN

20-3970947

City

TUCSON, AZ

Phone

(520) 618-1305

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

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

3H · Sponsor in controlled / affiliated group

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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