Original filing (PDF)20250312110314NAL0011684275001

J L THOMAS & CO INC

Name: J L THOMAS & CO INC — J.L. THOMAS & CO., INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: J L THOMAS & CO INC

Form 5500-SF

FILING_RECEIVED

J.L. THOMAS & CO., INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 J L THOMAS & CO INC.

Plan sponsor

Name

J L THOMAS & CO INC

EIN

34-1346115

Address

1500 CHESTER AVE · CLEVELAND, OH · 441143615

Phone

(216) 241-2300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-03-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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