Original filing (PDF)20250508121656NAL0012209009001

E-MERGENCE M.A.T., LLC

Name: E-MERGENCE M.A.T., LLC — E-MERGENCE M.A.T., LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: E-MERGENCE M.A.T., LLC

Form 5500-SF

FILING_RECEIVED

E-MERGENCE M.A.T., LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E-MERGENCE M.A.T., LLC.

Plan sponsor

Name

E-MERGENCE M.A.T., LLC

EIN

87-1035114all filings

Address

5471 WEST WALTERS AVE., SUITE 300 · TAMPA, FL · 33634

Phone

(813) 328-4120

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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