How big is The Tomlin Group CPAS' plan?

The Tomlin Group CPAS' plan reported $239K in assets and 10 participants for 2024.

Original filing (PDF)20250725084237NAL0016423298001

The Tomlin Group CPAS

Name: The Tomlin Group CPAS — The Tomlin Group CPAS 401(k), Form 5500 (2024)
Creator: The Tomlin Group CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Tomlin Group CPAS 401(k)

401(k) retirement plan · The Tomlin Group CPAS' The Tomlin Group CPAS 401(k) held $239K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

People on this filing

TARA Evans signed The Tomlin Group CPAS' 2024 Form 5500 as plan administrator.

TARA Evans — 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

The Tomlin Group CPAS' EIN is 58-0945566.

EIN 58-0945566

Plan number 001

Plan year 2024

ACK ID 20250725084237NAL0016423298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Tomlin Group CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Tomlin Group CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TOMLIN GROUP CPAS.

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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