C.L. Thomas, 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, C.L. Thomas, Inc. (EIN 74-2137687) is a plan sponsor located in Victoria, TX 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
74-2137687
Location
Victoria, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,455,080
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,455,080

Contributions & income

Employer contributions
$329,900
Participant contributions
$694,530
Total income / additions
$5,697,574

Expenses & distributions

Benefits paid / distributions
$958,098
Total expenses
$968,385
Net increase / (decrease)
$4,729,189

Coverage

Total reported participants
887
Plans with financial statements
1
Plans with provider compensation
2

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

C.L. Thomas, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
C.L. Thomas, Inc. 401(K) Profit Sharing Plan001689$24,455,0802023
C.L. Thomas, Inc. & Affiliates Employee Benefit Plan501198not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C.L. Thomas, Inc.
YearPlanParticipantsSchedulesFiling
2023C.L. Thomas, Inc. & Affiliates Employee Benefit Plan198C20240926161402NAL0000921137001
2023C.L. Thomas, Inc. 401(K) Profit Sharing Plan689H, C20241001090059NAL0006531617001

Related Form 5500 pages