· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS K PORTA CPA — THOMAS K PORTA CPA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006115145NAL0003592305001
THOMAS K PORTA CPA
Form 5500-SF
FILING_RECEIVED
THOMAS K PORTA CPA 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS K PORTA CPA
.
Find decision makers
Plan sponsor
Name
THOMAS K PORTA CPA
EIN
56-2523031
Address
1410 GEORGIA ST · VALLEJO, CA · 94590
Phone
(707) 643-7678
Industry
CPA Offices
· Professional & Technical Services
see all
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
MOCK BOSCO & ASSOCIATES, P.C.
MOCK BOSCO & ASSOCIATES, P.C. EMPLOYEES' 401(K) PLAN
$2.9M · 14 participants
FAIRCHILD, LEBEL, & RICE P.C.
FAIRCHILD, LEBEL & RICE P.C. EMPLOYEE DEFERRED COMP. PLAN
$2.9M · 7 participants
ADLER BLANCHARD & ASSOCIATES LLP
ADLER BLANCHARD & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN
$2.9M · 8 participants
L H HARRIS CPA
L H HARRIS CPA 401(K) PLAN
$2.9M · 6 participants
O'BRIEN SHORTLE REYNOLDS & SABOTKA, PC
O'BRIEN SHORTLE ASSOCIATES, PC INCENTIVE SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 56 participants
PATRICK ACCOUNTING AND TAX SERVICES, PLLC
PATRICK ACCOUNTING 401(K) PLAN
$2.9M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
