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THOMAS & THOMAS CPAS 401k Plan overview

Plan NameTHOMAS & THOMAS CPAS
Plan identification number 001

THOMAS & THOMAS CPAS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS & THOMAS CPAS has sponsored the creation of one or more 401k plans.

Company Name:THOMAS & THOMAS CPAS
Employer identification number (EIN):721577017
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS & THOMAS CPAS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KARL THOMAS2024-07-11
0012022-01-01KARL THOMAS2023-05-28
0012021-01-01KARL THOMAS2022-02-25
0012020-01-01KARL THOMAS2021-06-16 KARL THOMAS2021-06-16
0012019-01-01KARL THOMAS2020-07-08 KARL THOMAS2020-07-08
0012018-01-01KARL THOMAS2019-07-05
0012017-01-01KARL THOMAS2018-05-12
0012016-01-01KARL THOMAS2017-05-15
0012015-01-01KARL THOMAS2016-05-16
0012014-01-01KARL THOMAS2015-05-15
0012013-01-01KARL THOMAS2014-05-15
0012012-01-01KARL THOMAS2013-05-10
0012011-01-01KARL THOMAS
0012009-01-01KARL THOMAS

Plan Statistics for THOMAS & THOMAS CPAS

401k plan membership statisitcs for THOMAS & THOMAS CPAS

Measure Date Value
2011: THOMAS & THOMAS CPAS 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THOMAS & THOMAS CPAS 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THOMAS & THOMAS CPAS

Measure Date Value
2011 : THOMAS & THOMAS CPAS 2011 401k financial data
Total income from all sources2011-12-31$0
Total plan assets at end of year2011-12-31$282,636
Total plan assets at beginning of year2011-12-31$282,536
Total contributions received or receivable from participants2011-12-31$0
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$282,636
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$282,536
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : THOMAS & THOMAS CPAS 2010 401k financial data
Total income from all sources2010-12-31$47,445
Total plan assets at end of year2010-12-31$282,536
Total plan assets at beginning of year2010-12-31$235,091
Total contributions received or receivable from participants2010-12-31$44,000
Net income (gross income less expenses)2010-12-31$47,445
Net plan assets at end of year (total assets less liabilities)2010-12-31$282,536
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$235,091
Total contributions received or receivable from employer(s)2010-12-31$3,445

Form 5500 Responses for THOMAS & THOMAS CPAS

2011: THOMAS & THOMAS CPAS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS & THOMAS CPAS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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