· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS J BECKHAM INC — THOMAS J BECKHAM INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609134854NAL0012348755001
THOMAS J BECKHAM INC
Form 5500-SF
FILING_RECEIVED
THOMAS J BECKHAM INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$346K
Net assets (EOY)
$346K
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 BECKHAM INC
.
Find decision makers
Plan sponsor
Name
THOMAS J BECKHAM INC
EIN
20-1993172
Address
41921 BEACON HI STE E · PALM DESERT, CA · 92211
Phone
(760) 345-3087
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
RINKLEFREE LLC
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
$346K · 17 participants
LLCA PAYROLL, LLC
LLCA PAYROLL, LLC 401(K) PLAN
$345K · 86 participants
JUST FOR KIDS THERAPY LLC
JUST FOR KIDS THERAPY LLC 401(K) PROFIT SHARING PLAN
$345K · 8 participants
PHILADELPHIA CENTER
PHILADELPHIA CENTER 403(B) PLAN
$349K · 36 participants
ASIAN SERVICES IN ACTION INC.
ASIAN SERVICES IN ACTION, INC. 403(B) PLAN
$344K · 115 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TRACI HELLER PTG INC.
TRACI HELLER PTG INC 401(K) PROFIT SHARING PLAN & TRUST
$350K · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B