How big is Thomas E. Vieira's plan?

Thomas E. Vieira's plan reported $249K in assets and 3 participants for 2024.

Original filing (PDF)20250930123618NAL0029341890001

Thomas E. Vieira

Name: Thomas E. Vieira — TEV 401(k) Plan, Form 5500 (2024)
Creator: Thomas E. Vieira
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TEV 401(k) Plan

401(k) retirement plan · Thomas E. Vieira's TEV 401(k) Plan held $249K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Thomas E Vieira signed Thomas E. Vieira's 2024 Form 5500 as plan administrator.

Thomas E Vieira — 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 E. Vieira's EIN is 47-5234042.

EIN 47-5234042

Plan number 001

Plan year 2024

ACK ID 20250930123618NAL0029341890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THOMAS E. VIEIRA

EIN

all filings

Address

PO BOX 9436 · RANCHO SANTA FE, CA · 92067

Phone

(858) 888-5811

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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