J. Thomas & Company, Inc. Profit Sharing Plan — Form 5500 plan (J. Thomas & Company, Inc.)
Plain-English plan 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, J. Thomas & Company, Inc. Profit Sharing Plan is a benefit plan reported by J. Thomas & Company, Inc. under EIN 58-1516102 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $1,917,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Thomas & Company, Inc.
- EIN
- 58-1516102
- Plan number
- 001
- Plan type
- 2
- Location
- Huber Heights, OH
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $1,917,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20241015101233NAL0048783488001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,917,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,917,794
- Net assets (BOY)
- $1,890,938
Income & contributions
- Employer contributions
- $42,073
- Participant contributions
- $77,591
- Total income / additions
- $356,656
Expenses & distributions
- Benefits paid
- $324,881
- Administrative expenses
- $0
- Total expenses
- $329,800
- Net increase / (decrease)
- $26,856
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.