How big is Phillip de Matteo's plan?

Phillip de Matteo's plan reported $3K in assets and 2 participants for 2023.

Original filing (PDF)20240703115843NAL0013021186001

Phillip de Matteo

Name: Phillip de Matteo — Phillip de Matteo 401(k) Plan, Form 5500 (2023)
Creator: Phillip de Matteo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip de Matteo 401(k) Plan

401(k) retirement plan · Phillip de Matteo's Phillip de Matteo 401(k) Plan held $3K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Phillip de Matteo's 2023 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phillip de Matteo's EIN is 88-1374504.

EIN 88-1374504

Plan number 001

Plan year 2023

ACK ID 20240703115843NAL0013021186001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillip de Matteo from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillip de Matteo's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP DE MATTEO.

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Plan health score

Above-average plan

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

Knocking points off