How big is Nathan Thomas Insurance & Financial Services' plan?

Nathan Thomas Insurance & Financial Services' plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250723135549NAL0008886354001

Nathan Thomas Insurance & Financial Services

Name: Nathan Thomas Insurance & Financial Services — Form 5500 Plan 001 (2024)
Creator: Nathan Thomas Insurance & Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nathan Thomas INS & Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Nathan Thomas Insurance & Financial Services' Nathan Thomas INS & Financial Services, Inc. 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Nathan Thomas signed Nathan Thomas Insurance & Financial Services' 2024 Form 5500 as plan administrator.

Nathan Thomas — 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

Nathan Thomas Insurance & Financial Services' EIN is 20-2772386.

EIN 20-2772386

Plan number 001

Plan year 2024

ACK ID 20250723135549NAL0008886354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nathan Thomas Insurance & Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nathan Thomas Insurance & Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

NATHAN THOMAS INSURANCE & FINANCIAL SERVICES

EIN

all filings

Address

502 S. MAIN ST. · WILDWOOD, FL · 347854832

Phone

(352) 748-5272

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator