How big is TOMA CPA PC's plan?

TOMA CPA PC's plan reported $353K in assets and 16 participants for 2024.

Original filing (PDF)20250719182924NAL0005148834001

TOMA CPA PC

Name: TOMA CPA PC — TOMA CPA PC 401(k) Plan, Form 5500 (2024)
Creator: TOMA CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TOMA CPA PC 401(k) Plan

401(k) retirement plan · TOMA CPA PC's TOMA CPA PC 401(k) Plan held $353K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

People on this filing

Nick Rice signed TOMA CPA PC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TOMA CPA PC's EIN is 26-0372995.

EIN 26-0372995

Plan number 001

Plan year 2024

ACK ID 20250719182924NAL0005148834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TOMA CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TOMA CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 TOMA CPA PC.

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TOMA CPA PC

EIN

all filings

Address

101 S KRAEMER BLVD STE 200 · PLACENTIA, CA · 92870

Phone

(714) 646-9198

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Creative ARTS Workshops for KI

Creative ARTS Workshops for KI 401(k) Profit Sharing Plan & Trust

$353K · 30 participants

MIRI Center a Professional PSY

MIRI Center a Professional PSY 401(k) Profit Sharing Plan & Trust

$353K · 41 participants

Eagle Metalcraft Inc.

Eagle Metalcraft Inc. 401(k) Profit Sharing Plan & Trust

$353K · 1 participants

Truckload Carriers of Tonawand

Truckload Carriers of Tonawand 401(k) Profit Sharing Plan & Trust

$353K · 27 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.