How big is Thomas Williams CPA, PLLC's plan?

Thomas Williams CPA, PLLC's plan reported $725K in assets and 3 participants for 2024.

Original filing (PDF)20251016012437NAL0011684594001

Thomas Williams CPA, PLLC

Name: Thomas Williams CPA, PLLC — Thomas Williams, CPA &, Form 5500 (2024)
Creator: Thomas Williams CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Williams, CPA & Associates, PLLC 401(k) Retirement Plan

401(k) retirement plan · Thomas Williams CPA, PLLC's Thomas Williams, CPA & Associates, PLLC 401(k) Retirement Plan held $725K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$725K

Net assets (EOY)

$725K

Plan identifiers

Thomas Williams CPA, PLLC's EIN is 20-3928435.

EIN 20-3928435

Plan number 001

Plan year 2024

ACK ID 20251016012437NAL0011684594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Williams CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Williams CPA, PLLC'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 THOMAS WILLIAMS CPA, PLLC.

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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