How big is Thomas Porch & Gullickson CERT's plan?

Thomas Porch & Gullickson CERT's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260413143634NAL0022256834001

Thomas Porch & Gullickson CERT

Name: Thomas Porch & Gullickson CERT — Thomas Porch &, Form 5500 (2025)
Creator: Thomas Porch & Gullickson CERT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Porch & Gullickson CERT 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Thomas Porch & Gullickson CERT's Thomas Porch & Gullickson CERT 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kelly Weaver signed Thomas Porch & Gullickson CERT's 2025 Form 5500 as plan administrator.

Kelly Weaver — 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 Porch & Gullickson CERT's EIN is 68-0323663.

EIN 68-0323663

Plan number 001

Plan year 2025

ACK ID 20260413143634NAL0022256834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas Porch & Gullickson CERT from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas Porch & Gullickson CERT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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