How big is Susan E Thomas CPA Ltd.'s plan?

Susan E Thomas CPA Ltd.'s plan reported $524K in assets and 3 participants for 2025.

Original filing (PDF)20260421152056NAL0001435683001

Susan E Thomas CPA Ltd.

Name: Susan E Thomas CPA Ltd. — Susan E Thomas CPA Ltd., Form 5500 (2025)
Creator: Susan E Thomas CPA Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan E Thomas CPA Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Susan E Thomas CPA Ltd.'s Susan E Thomas CPA Ltd. 401(k) Profit Sharing Plan & Trust held $524K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

People on this filing

SUE Thomas signed Susan E Thomas CPA Ltd.'s 2025 Form 5500 as plan administrator.

SUE Thomas — 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

Susan E Thomas CPA Ltd.'s EIN is 81-0588834.

EIN 81-0588834

Plan number 002

Plan year 2025

ACK ID 20260421152056NAL0001435683001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Susan E Thomas CPA Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Susan E Thomas CPA Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN E THOMAS CPA LTD.

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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