How many benefit plans does I.C. Thomasson Associates, Inc. report on Form 5500?

I.C. Thomasson Associates, Inc. (EIN 62-0721262) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for I.C. Thomasson Associates, Inc.?

The Employer Identification Number (EIN) reported for I.C. Thomasson Associates, Inc. is 62-0721262.

What is the latest Form 5500 filing year for I.C. Thomasson Associates, Inc.?

The latest loaded Form 5500 filing year for I.C. Thomasson Associates, Inc. is 2023.

I.C. Thomasson Associates, Inc. — 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, I.C. Thomasson Associates, Inc. (EIN 62-0721262) is a plan sponsor located in Nashville, TN with 2 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: 62-0721262
Location: Nashville, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $43,364,718
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $43,364,718

Contributions & income

Employer contributions: $1,076,813
Participant contributions: $1,738,129
Total income / additions: $9,640,096

Expenses & distributions

Benefits paid / distributions: $3,321,900
Total expenses: $3,406,777
Net increase / (decrease): $6,233,319

Coverage

Total reported participants: 464
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

I.C. Thomasson Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
I.C. Thomasson Associates, Inc. 401(K) Retirement Plan	001	266	$43,364,718	2023
I.C. Thomasson Associates, Inc. Employee Benefits Plan	501	198	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 I.C. Thomasson Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	I.C. Thomasson Associates, Inc. Employee Benefits Plan	198	—	20240607103350NAL0023401121001
2023	I.C. Thomasson Associates, Inc. 401(K) Retirement Plan	266	H, C	20241104135834NAL0004778819001