Original filing (PDF)20250328141824NAL0002222530001

Daniel S. Thomas, M.D.

Name: Daniel S. Thomas, M.D. — Daniel S. Thomas, M.D. Cash, Form 5500 (2024)
Creator: Daniel S. Thomas, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel S. Thomas, M.D. Cash Balance Plan

Defined-benefit pension plan · Daniel S. Thomas, M.D.'s Daniel S. Thomas, M.D. Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Daniel S. Thomas, M.D.'s EIN is 68-0347025.

EIN 68-0347025

Plan number 002

Plan year 2024

ACK ID 20250328141824NAL0002222530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel S. Thomas, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel S. Thomas, M.D.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL S. THOMAS, M.D..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

DANIEL S. THOMAS, M.D.

EIN

all filings

Address

619 WEST EAST AVENUE · CHICO, CA · 959267201

Phone

(530) 891-4391

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-03-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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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