How big is Mark Thomas and Associates' plan?

Mark Thomas and Associates' plan reported $271K in assets and 4 participants for 2024.

Original filing (PDF)20250304092649NAL0004171891001

Mark Thomas and Associates

Name: Mark Thomas and Associates — Mark Thomas and, Form 5500 (2024)
Creator: Mark Thomas and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Thomas and Associates - 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mark Thomas and Associates' Mark Thomas and Associates - 401(k) Profit Sharing Plan & Trust held $271K in plan assets for 4 participants in 2024.

Signals · 2

Late filing · 63.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Jennifer Edwards signed Mark Thomas and Associates' 2024 Form 5500 as plan administrator.

Jennifer Edwards — 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

Mark Thomas and Associates' EIN is 45-5182759.

EIN 45-5182759

Plan number 001

Plan year 2024

ACK ID 20250304092649NAL0004171891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Thomas and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Thomas and Associates' plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

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