Original filing (PDF)20251015200818NAL0007362720001

DANIEL J THOMPSON

Name: DANIEL J THOMPSON — DANIEL J THOMPSON 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL J THOMPSON

Form 5500-SF

FILING_RECEIVED

DANIEL J THOMPSON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL J THOMPSON.

Plan sponsor

Name

DANIEL J THOMPSON

EIN

20-8472478

Address

129 W PARK ST STE 303 · BUTTE, MT · 597011719

Phone

(406) 782-5884

Industry

Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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