How big is Thomas E. Vieira's plan?

Thomas E. Vieira's plan reported $773K in assets and 3 participants for 2024.

Original filing (PDF)20250930123947NAL0016508547001

Thomas E. Vieira

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

Form 5500-SF

FILING_RECEIVED

TEV Cash Balance Plan

Defined-benefit pension plan · Thomas E. Vieira's TEV Cash Balance Plan held $773K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

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 002

Plan year 2024

ACK ID 20250930123947NAL0016508547001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 providers

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