How big is James R. Tom, Jr., CPA's plan?

James R. Tom, Jr., CPA's plan reported $2.8M in assets and 3 participants for 2024.

Original filing (PDF)20251014132310NAL0004079840001

James R. Tom, Jr., CPA

Name: James R. Tom, Jr., CPA — James R. Tom, Jr., CPA, Form 5500 (2024)
Creator: James R. Tom, Jr., CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Tom, Jr., CPA Defined Benefit Plan

Defined-benefit pension plan · James R. Tom, Jr., CPA's James R. Tom, Jr., CPA Defined Benefit Plan held $2.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

James R. Tom, Jr., CPA's EIN is 20-2913454.

EIN 20-2913454

Plan number 001

Plan year 2024

ACK ID 20251014132310NAL0004079840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Tom, Jr., CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Tom, Jr., CPA's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES R. TOM, JR., CPA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score