How big is Beals and Thomas, Inc.'s plan?

Beals and Thomas, Inc.'s plan reported $8.9M in assets and 38 participants for 2024.

Original filing (PDF)20250903155506NAL0015537297001

Beals and Thomas, Inc.

Name: Beals and Thomas, Inc. — Beals and Thomas, Inc., Form 5500 (2024)
Creator: Beals and Thomas, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beals and Thomas, Inc. 401(k) Plan

401(k) retirement plan · Beals and Thomas, Inc.'s Beals and Thomas, Inc. 401(k) Plan held $8.9M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Beals and Thomas, Inc.'s EIN is 04-2828566.

EIN 04-2828566

Plan number 002

Plan year 2024

ACK ID 20250903155506NAL0015537297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beals and Thomas, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beals and Thomas, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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