How big is The Thomas Agency's plan?

The Thomas Agency's plan reported $3.2M in assets and 27 participants for 2024.

Original filing (PDF)20250912075445NAL0001702032001

The Thomas Agency

Name: The Thomas Agency — The Thomas Agency 401(k) Profit, Form 5500 (2024)
Creator: The Thomas Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Thomas Agency 401(k) Profit Sharing Plan

401(k) retirement plan · The Thomas Agency's The Thomas Agency 401(k) Profit Sharing Plan held $3.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Vaughn Clark signed The Thomas Agency's 2024 Form 5500 as plan administrator.

Vaughn Clark — 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

The Thomas Agency's EIN is 01-0217402.

EIN 01-0217402

Plan number 001

Plan year 2024

ACK ID 20250912075445NAL0001702032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Thomas Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Thomas Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE THOMAS AGENCY.

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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