Original filing (PDF)20241007181217NAL0031636226001

MATT & ALLEN, LLC

Name: MATT & ALLEN, LLC — MATT & ALLEN PROFIT SHARING 401K PLAN, Form 5500 (2023)
Creator: MATT & ALLEN, LLC

Form 5500-SF

FILING_RECEIVED

MATT & ALLEN PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 MATT & ALLEN, LLC.

Plan sponsor

Name

MATT & ALLEN, LLC

EIN

94-3457244

Address

1026 ST. JOHN ST. · LAFAYETTE, LA · 70501

Phone

(337) 237-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

MATT & ALLEN, LLC

EIN

94-3457244

City

LAFAYETTE, LA

Phone

(337) 237-1000

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERTS, MATEJCZYK & ITA CO., L.P.A.

ROBERTS, MATEJCZYK & ITA CO., L.P.A. 401(K) PLAN

$1.2M · 14 participants

CASPER, MEADOWS, SCHWARTZ, COOK & CARLSON LLP

CMSCC RETIREMENT PLAN

$1.2M · 10 participants

POWERS KERR & RASHIDI, PLLC

POWERS KERR & RASHIDI, PLLC 401(K)

$1.2M · 5 participants

ZBS LAW, LLP

ZBS LAW, LLP 401(K) PLAN

$1.2M · 72 participants

LAW OFFICE OF SETH L. HANSON, A PROFESSIONAL LAW CORPORATION

LAW OFFICE OF SETH L. HANSON, A PROFESSIONAL LAW CORPORATION 401(K) PLAN