Original filing (PDF)20250521094718NAL0002614432001

R. L. THOMAS INSURANCE SERVICE, INC.

Name: R. L. THOMAS INSURANCE SERVICE, INC. — R. L. THOMAS INSURANCE SERVICE, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: R. L. THOMAS INSURANCE SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

R. L. THOMAS INSURANCE SERVICE, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. L. THOMAS INSURANCE SERVICE, INC..

Plan sponsor

Name

R. L. THOMAS INSURANCE SERVICE, INC.

EIN

95-3526220

Address

21021 VENTURA BLVD., SUITE 215 · WOODLAND HILLS, CA · 91364

Phone

(818) 380-1700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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