Original filing (PDF)20240624181024NAL0004219315001

THOMPSON FINANCIAL SEARCH, INC.

Name: THOMPSON FINANCIAL SEARCH, INC. — THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: THOMPSON FINANCIAL SEARCH, INC.

Form 5500-SF

FILING_RECEIVED

THOMPSON FINANCIAL SEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMPSON FINANCIAL SEARCH, INC..

Plan sponsor

Name

THOMPSON FINANCIAL SEARCH, INC.

EIN

33-0021999

Address

3544 FENELON ST. · SAN DIEGO, CA · 921062139

Phone

(858) 452-1200

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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