How big is Jimmy Tom's plan?

Jimmy Tom's plan reported $2.9M in assets and 2 participants for 2025.

Original filing (PDF)20260409095154NAL0010147217001

Jimmy Tom

Name: Jimmy Tom — Jimmy Tom AGE-Weighted Profit Sharing, Form 5500 (2025)
Creator: Jimmy Tom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jimmy Tom AGE-Weighted Profit Sharing Plan

Defined-contribution retirement plan · Jimmy Tom's Jimmy Tom AGE-Weighted Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Jimmy Tom signed Jimmy Tom's 2025 Form 5500 as plan administrator.

Jimmy Tom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jimmy Tom's EIN is 36-3773049.

EIN 36-3773049

Plan number 001

Plan year 2025

ACK ID 20260409095154NAL0010147217001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jimmy Tom from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jimmy Tom's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIMMY TOM.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JIMMY TOM

EIN

all filings

Address

4355 NORTH LINCOLN AVENUE SUITE 1 · CHICAGO, IL · 60618

Phone

(773) 477-3300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator