How big is Thomas and Associates' plan?

Thomas and Associates' plan reported $483K in assets and 8 participants for 2025.

Original filing (PDF)20260503182056NAL0003830848001

Thomas and Associates

Name: Thomas and Associates — Thomas and Associates 401(k), Form 5500 (2025)
Creator: Thomas and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas and Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Thomas and Associates' Thomas and Associates 401(k) Profit Sharing Plan & Trust held $483K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

People on this filing

Suzanne Thomas signed Thomas and Associates' 2025 Form 5500 as plan administrator.

Suzanne 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

Thomas and Associates' EIN is 94-2312302.

EIN 94-2312302

Plan number 001

Plan year 2025

ACK ID 20260503182056NAL0003830848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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