How big is Kelvin Thomas Insurance Agency Inc.'s plan?

Kelvin Thomas Insurance Agency Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250620120715NAL0005639536001

Kelvin Thomas Insurance Agency Inc.

Name: Kelvin Thomas Insurance Agency Inc. — Kelvin Thomas, Form 5500 (2024)
Creator: Kelvin Thomas Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelvin Thomas 401(k) Plan

401(k) retirement plan · Kelvin Thomas Insurance Agency Inc.'s Kelvin Thomas 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kelvin Thomas signed Kelvin Thomas Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Kelvin 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

Kelvin Thomas Insurance Agency Inc.'s EIN is 86-2132305.

EIN 86-2132305

Plan number 001

Plan year 2024

ACK ID 20250620120715NAL0005639536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelvin Thomas Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelvin Thomas Insurance Agency Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELVIN THOMAS INSURANCE AGENCY INC..

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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