How big is Altaras & Thompson, P.C.'s plan?

Altaras & Thompson, P.C.'s plan reported $3.1M in assets and 2 participants for 2024.

Original filing (PDF)20251112141755NAL0000187729001

Altaras & Thompson, P.C.

Name: Altaras & Thompson, P.C. — Lockhart, Altaras and, Form 5500 (2024)
Creator: Altaras & Thompson, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockhart, Altaras and Thompson Profit Sharing Plan and Trust

401(k) retirement plan · Altaras & Thompson, P.C.'s Lockhart, Altaras and Thompson Profit Sharing Plan and Trust held $3.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

George Thompson signed Altaras & Thompson, P.C.'s 2024 Form 5500 as plan administrator.

George Thompson — 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

Altaras & Thompson, P.C.'s EIN is 75-1321305.

EIN 75-1321305

Plan number 001

Plan year 2024

ACK ID 20251112141755NAL0000187729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altaras & Thompson, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altaras & Thompson, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTARAS & THOMPSON, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ALTARAS & THOMPSON, P.C.

EIN

all filings

Address

5020 COLLINWOOD AVE STE 300 · FORT WORTH, TX · 761073664

Phone

(817) 332-1923

Industry

CPA Offices· Professional & Technical Services

Plan administrator