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TOM DODSON & ASSOCIATES — TOM DODSON & ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616210535NAL0001187457001
TOM DODSON & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
TOM DODSON & ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TOM DODSON & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
TOM DODSON & ASSOCIATES
EIN
33-0047287
Address
2150 N ARROWHEAD AVE · SAN BERNARDINO, CA · 924054002
Phone
(909) 882-3612
Industry
Professional & Technical Services
see all
Plan administrator
Name
TOM DODSON & ASSOCIATES
EIN
33-0047287
City
SAN BERNARDINO, CA
Phone
(909) 882-3612
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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