How big is David A. Thomas, Ltd.'s plan?

David A. Thomas, Ltd.'s plan reported $1.1M in assets and 13 participants for 2023.

Original filing (PDF)20240802085627NAL0014127971001

David A. Thomas, Ltd.

Name: David A. Thomas, Ltd. — David A. Thomas, Ltd. 401(k), Form 5500 (2023)
Creator: David A. Thomas, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David A. Thomas, Ltd. 401(k) Plan

401(k) retirement plan · David A. Thomas, Ltd.'s David A. Thomas, Ltd. 401(k) Plan held $1.1M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

David A. Thomas, Ltd.'s EIN is 23-2823462.

EIN 23-2823462

Plan number 001

Plan year 2023

ACK ID 20240802085627NAL0014127971001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David A. Thomas, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David A. Thomas, Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. THOMAS, LTD..

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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 (90th percentile).

Plan sponsor

Name

DAVID A. THOMAS, LTD.

EIN

all filings

Address

1788 WILMINGTON PIKE, SUITE 100 · GLEN MILLS, PA · 19342

Phone

(610) 744-2960

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator