How big is Thomas Benefit Planning, Inc.'s plan?

Thomas Benefit Planning, Inc.'s plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250414100955NAL0001679985001

Thomas Benefit Planning, Inc.

Name: Thomas Benefit Planning, Inc. — Thomas Benefit, Form 5500 (2024)
Creator: Thomas Benefit Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Benefit Planning, Inc. 401(k) Plan

401(k) retirement plan · Thomas Benefit Planning, Inc.'s Thomas Benefit Planning, Inc. 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Thomas Benefit Planning, Inc.'s EIN is 39-1689703.

EIN 39-1689703

Plan number 001

Plan year 2024

ACK ID 20250414100955NAL0001679985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Benefit Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Benefit Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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