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THOMAS J OUELLETTE — THOMAS J OUELLETTE PROFIT SHARING PLAN QRP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250619073137NAL0001756755001
THOMAS J OUELLETTE
Form 5500-SF
FILING_RECEIVED
THOMAS J OUELLETTE PROFIT SHARING PLAN QRP
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS J OUELLETTE
.
Find decision makers
Plan sponsor
Name
THOMAS J OUELLETTE
EIN
04-3381641
Address
35 BEDFORD STREET · SUITE 16 · LEXINGTON, MA · 02420
Phone
(781) 861-0766
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
103
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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