Original filing (PDF)20250514132618NAL0019145969001

TOM HARDIE & ASOCIATES, P.C.

Name: TOM HARDIE & ASOCIATES, P.C. — PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C., Form 5500 (2023)
Creator: TOM HARDIE & ASOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

PROFIT SHARING PLAN & TRUST OF TOM HARDIE & ASSOCIATES, P.C.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOM HARDIE & ASOCIATES, P.C..

Plan sponsor

Name

TOM HARDIE & ASOCIATES, P.C.

EIN

58-1265901

Address

425 E CROSSVILLE RD STE 211 SU · ROSWELL, GA · 300753059

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

EXECUTIVE COMMITTEE

EIN

58-1298171

City

ROSWELL, GA

Phone

(770) 992-2480

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

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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