How big is Sarvas, Coleman & Tobin, P.C.'s plan?

Sarvas, Coleman & Tobin, P.C.'s plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20251010151248NAL0007924449001

Sarvas, Coleman & Tobin, P.C.

Name: Sarvas, Coleman & Tobin, P.C. — Sarvas Coleman &, Form 5500 (2024)
Creator: Sarvas, Coleman & Tobin, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarvas Coleman & Tobin PC 401(k) Profit Sharing Plan

401(k) retirement plan · Sarvas, Coleman & Tobin, P.C.'s Sarvas Coleman & Tobin PC 401(k) Profit Sharing Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Deborah Tobin signed Sarvas, Coleman & Tobin, P.C.'s 2024 Form 5500 as plan administrator.

Deborah Tobin — 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

Sarvas, Coleman & Tobin, P.C.'s EIN is 86-0555548.

EIN 86-0555548

Plan number 001

Plan year 2024

ACK ID 20251010151248NAL0007924449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarvas, Coleman & Tobin, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARVAS, COLEMAN & TOBIN, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

SARVAS, COLEMAN & TOBIN, P.C.

EIN

all filings

Address

5050 NORTH 40TH STREET, SUITE 310 · PHOENIX, AZ · 85018

Phone

(602) 241-1200

Industry

CPA Offices· Professional & Technical Services

Plan administrator