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

James R. Tom, Jr. CPA's plan reported $599K in assets and 3 participants for 2024.

Original filing (PDF)20251010154759NAL0004387187001

James R. Tom, Jr. CPA

Name: James R. Tom, Jr. CPA — James R. Tom, Jr. CPA 401(k), 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 401(k) Plan

401(k) retirement plan · James R. Tom, Jr. CPA's James R. Tom, Jr. CPA 401(k) Plan held $599K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$599K

Net assets (EOY)

$599K

Plan identifiers

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

EIN 20-2913454

Plan number 002

Plan year 2024

ACK ID 20251010154759NAL0004387187001

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 profit-sharing, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score