MARK THOMAS AND ASSOCIATES - 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 63.6 moHigh average account balance
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$271K
Net assets (EOY)
$271K
Plan health score
Above-average plan
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
75
Total plan cost
n/a
Plan health
66
Vendor & structure
100
Knocking points off
Filed 63.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK THOMAS AND ASSOCIATES.
Plan sponsor
Name
MARK THOMAS AND ASSOCIATES
EIN
45-5182759
Address
350 PAUMA PL · ESCONDIDO, CA · 920291702
Phone
(858) 472-0193
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2018-01-01
Tax period
2018-12-31
Filed
2025-03-04
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
