How big is Thomas K Porta CPA's plan?

Thomas K Porta CPA's plan reported $2.9M in assets and 4 participants for 2024.

Original filing (PDF)20251006115145NAL0003592305001

Thomas K Porta CPA

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

Form 5500-SF

FILING_RECEIVED

Thomas K Porta CPA 401(k) Plan

401(k) retirement plan · Thomas K Porta CPA's Thomas K Porta CPA 401(k) Plan held $2.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Thomas Porta signed Thomas K Porta CPA's 2024 Form 5500 as plan administrator.

Thomas Porta — 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 K Porta CPA's EIN is 56-2523031.

EIN 56-2523031

Plan number 002

Plan year 2024

ACK ID 20251006115145NAL0003592305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas K Porta CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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