How many benefit plans does Thomas, Judy & Tucker, P.A. report on Form 5500?

Thomas, Judy & Tucker, P.A. (EIN 56-1965804) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Thomas, Judy & Tucker, P.A.?

The Employer Identification Number (EIN) reported for Thomas, Judy & Tucker, P.A. is 56-1965804.

What is the latest Form 5500 filing year for Thomas, Judy & Tucker, P.A.?

The latest loaded Form 5500 filing year for Thomas, Judy & Tucker, P.A. is 2023.

Thomas, Judy & Tucker, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thomas, Judy & Tucker, P.A. (EIN 56-1965804) is a plan sponsor located in Raleigh, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-1965804
Location: Raleigh, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,219,797
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,219,797

Contributions & income

Employer contributions: $1,118,983
Participant contributions: $1,364,223
Total income / additions: $5,631,761

Expenses & distributions

Benefits paid / distributions: $680,371
Total expenses: $820,377
Net increase / (decrease): $4,811,384

Coverage

Total reported participants: 442
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Thomas, Judy & Tucker, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Thomas, Judy And Tucker 401(K) Profit Sharing Plan	001	237	$22,219,797	2023
Thomas, Judy & Tucker, P.A. Health & Welfare Benefits Plan	501	205	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Thomas, Judy & Tucker, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Thomas, Judy And Tucker 401(K) Profit Sharing Plan	237	H, C	20241003071809NAL0019896530001
2023	Thomas, Judy & Tucker, P.A. Health & Welfare Benefits Plan	205	—	20250319110618NAL0004945361001