How big is Jeanne M. Matter CPA Ltd.'s plan?

Jeanne M. Matter CPA Ltd.'s plan reported $632K in assets and 9 participants for 2025.

Original filing (PDF)20260514162452NAL0008609713001

Jeanne M. Matter CPA Ltd.

Name: Jeanne M. Matter CPA Ltd. — Jeanne M. Matter CPA, Form 5500 (2025)
Creator: Jeanne M. Matter CPA Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeanne M. Matter CPA Ltd. 401(k) Plan

401(k) retirement plan · Jeanne M. Matter CPA Ltd.'s Jeanne M. Matter CPA Ltd. 401(k) Plan held $632K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

Jeanne Matter signed Jeanne M. Matter CPA Ltd.'s 2025 Form 5500 as plan administrator.

Jeanne Matter — 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

Jeanne M. Matter CPA Ltd.'s EIN is 90-0641646.

EIN 90-0641646

Plan number 001

Plan year 2025

ACK ID 20260514162452NAL0008609713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeanne M. Matter CPA Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeanne M. Matter CPA Ltd.'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 JEANNE M. MATTER CPA LTD..

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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

Vendor & structure

100

Helping the score