Original filing (PDF)20260506094535NAL0001374835001

Thoma Capital Management, LLC DBA Chesapeake Financial Advisors

Name: Thoma Capital Management, LLC DBA Chesapeake Financial Advisors — Form 5500 Plan 001 (2025)
Creator: Thoma Capital Management, LLC DBA Chesapeake Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chesapeake Financial Advisors 401(k) RATE Group Profit Sharing Plan and Trust

401(k) retirement plan · Thoma Capital Management, LLC DBA Chesapeake Financial Advisors' Chesapeake Financial Advisors 401(k) RATE Group Profit Sharing Plan and Trust held $1.0M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Tom Taylor signed Thoma Capital Management, LLC DBA Chesapeake Financial Advisors' 2025 Form 5500 as plan administrator.

Tom Taylor — 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

Thoma Capital Management, LLC DBA Chesapeake Financial Advisors' EIN is 52-2153736.

EIN 52-2153736

Plan number 001

Plan year 2025

ACK ID 20260506094535NAL0001374835001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thoma Capital Management, LLC DBA Chesapeake Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thoma Capital Management, LLC DBA Chesapeake Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMA CAPITAL MANAGEMENT, LLC DBA CHESAPEAKE FINANCIAL ADVISORS.

Finding similar companies…

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