· 2022–2024 · DOL EFAST2

J L Thomas & Co Inc. — J.L. Thomas & Co., Inc., Form 5500 (2025)

Original filing (PDF)20260323125644NAL0002289408001

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 · J L Thomas & Co Inc.'s J.L. Thomas & Co., Inc. Employees Profit Sharing Plan and Trust held $3.7M in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

11

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

86

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J L THOMAS & CO INC.

Plan sponsor

Name

J L THOMAS & CO INC

EIN

34-1346115all filings

Address

1500 CHESTER AVE · CLEVELAND, OH · 441143615

Phone

(216) 241-2300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-02-01

Tax period

2026-01-31

Filed

2026-03-23

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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