Original filing (PDF)20250627093007NAL0013947360001

PACKER THOMAS & CO.

Name: PACKER THOMAS & CO. — PACKER THOMAS RETIREMENT PLAN, Form 5500 (2023)
Creator: PACKER THOMAS & CO.

Form 5500-SF

FILING_RECEIVED

PACKER THOMAS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

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 PACKER THOMAS & CO..

Plan sponsor

Name

PACKER THOMAS & CO.

EIN

34-1667340

Address

6601 WESTFORD PLACE SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 533-9777

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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