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Original filing (PDF)20250325112658NAL0021523120001
THOMAS, COMBS & SPANN, PLLC
Form 5500-SF
FILING_RECEIVED
THOMAS, COMBS & SPANN 401 (K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.3 mo
Active participants
28
Accounts w/ balance
34
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
83
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS, COMBS & SPANN, PLLC.
Plan sponsor
Name
THOMAS, COMBS & SPANN, PLLC
EIN
45-4693104
Address
300 SUMMERS ST SUITE 1380 · CHARLESTON, WV · 25301
Phone
(304) 414-1800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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 providersRelated plans
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