How big is Thomas & Company, L.P.A.'s plan?

Thomas & Company, L.P.A.'s plan reported $7.0M in assets and 24 participants for 2023.

Original filing (PDF)20241010131626NAL0040137346001

Thomas & Company, L.P.A.

Name: Thomas & Company, L.P.A. — Thomas & Company 401(k), Form 5500 (2023)
Creator: Thomas & Company, L.P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas & Company 401(k) Plan

401(k) retirement plan · Thomas & Company, L.P.A.'s Thomas & Company 401(k) Plan held $7.0M in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

William R. Thomas signed Thomas & Company, L.P.A.'s 2023 Form 5500 as plan administrator.

William R. Thomas — 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

Thomas & Company, L.P.A.'s EIN is 45-0462880.

EIN 45-0462880

Plan number 001

Plan year 2023

ACK ID 20241010131626NAL0040137346001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Thomas & Company, L.P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Thomas & Company, L.P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 & COMPANY, L.P.A..

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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