Plan5500

Mark Thomas & Company — 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, Mark Thomas & Company (EIN 94-1451490) is a plan sponsor located in San Jose, CA 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
94-1451490
Location
San Jose, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mark Thomas & Company

  • 3 loaded plans hold $86.4M in reported assets.
  • The largest, Mark Thomas & Company, Inc. 401(K) Savings Plan, holds 64% of this company's reported plan assets.
  • Plans cover 1,113 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$86.4MSummed across loaded plans$86,354,655
Total reported assets$86.4M$86,354,655
Total reported participants1.1K1,113
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$86.4M total assets
Net assets$86.4MLiabilities$0
Contributions & income
Employer contributions$945.2K
Participant contributions$3.2M
Total income / additions$20.8M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.2M
Net increase / (decrease)$17.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%Mark Thomas & Company, Inc. 401(K) Savings Plan
Participants per plan371Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mark Thomas & Company, Inc. 401(K) Savings Plan$55.3M
    Plan #002 · 475 participants · 2023
  2. 2
    Mark Thomas & Company, Inc. Employee Stock Ownership Plan$31M
    Plan #001 · 361 participants · 2023
  3. 3
    Mark Thomas & Co. , Inc. Employees Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 277 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mark Thomas & Company. Open one for its full reported snapshot.

  1. 2023
    Mark Thomas & Co. , Inc. Employees Welfare Benefit Plan277 participants · 2No schedules
    View filing →
  2. 2023
    Mark Thomas & Company, Inc. 401(K) Savings Plan475 participants · 2Sch HSch C
    View filing →
  3. 2023
    Mark Thomas & Company, Inc. Employee Stock Ownership Plan361 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mark Thomas & Company report on Form 5500?
Mark Thomas & Company (EIN 94-1451490) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mark Thomas & Company?
The Employer Identification Number (EIN) reported for Mark Thomas & Company is 94-1451490.
What is the latest Form 5500 filing year for Mark Thomas & Company?
The latest loaded Form 5500 filing year for Mark Thomas & Company is 2023.

Related Form 5500 pages