401k Plan data: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN plan

J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN
Plan identification number	001

J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J DAVID THOMAS CPA INC has sponsored the creation of one or more 401k plans.

Company Name: J DAVID THOMAS CPA INC

Employer identification number (EIN): 510438767

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 J DAVID THOMAS 2024-08-20 PATRICIA M THOMAS 2024-08-20
001 2022-01-01 J. DAVID THOMAS 2023-07-11 PATRICIA M. THOMAS 2023-07-11
001 2021-01-01 J. DAVID THOMAS 2022-09-29
001 2020-01-01 J. DAVID THOMAS 2021-06-11 J. DAVID THOMAS 2021-06-11
001 2019-01-01 J. DAVID THOMAS 2020-07-21 J. DAVID THOMAS 2020-07-21
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2009-01-01 J. DAVID THOMAS, C.P.A.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	J DAVID THOMAS	2024-08-20	PATRICIA M THOMAS	2024-08-20
001	2022-01-01	J. DAVID THOMAS	2023-07-11	PATRICIA M. THOMAS	2023-07-11
001	2021-01-01	J. DAVID THOMAS	2022-09-29
001	2020-01-01	J. DAVID THOMAS	2021-06-11	J. DAVID THOMAS	2021-06-11
001	2019-01-01	J. DAVID THOMAS	2020-07-21	J. DAVID THOMAS	2020-07-21
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2009-01-01	J. DAVID THOMAS, C.P.A.

Plan Statistics for J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN

Measure Date Value
2023: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$255,610
Expenses. Total of all expenses incurred	2023-12-31	$34,789
Benefits paid (including direct rollovers)	2023-12-31	$29,500
Total plan assets at end of year	2023-12-31	$2,250,384
Total plan assets at beginning of year	2023-12-31	$2,029,563
Value of fidelity bond covering the plan	2023-12-31	$1,615,000
Total contributions received or receivable from participants	2023-12-31	$63,184
Assets. Value of loans (other than to participants)	2023-12-31	$1,356,781
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$135,121
Net income (gross income less expenses)	2023-12-31	$220,821
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,250,384
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,029,563
Assets. Value of real-estate (other than employer real property)	2023-12-31	$291,033
Total contributions received or receivable from employer(s)	2023-12-31	$57,305
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,289
2022 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$178,646
Expenses. Total of all expenses incurred	2022-12-31	$21,762
Benefits paid (including direct rollovers)	2022-12-31	$11,000
Total plan assets at end of year	2022-12-31	$2,029,563
Total plan assets at beginning of year	2022-12-31	$1,872,679
Value of fidelity bond covering the plan	2022-12-31	$1,615,000
Total contributions received or receivable from participants	2022-12-31	$57,184
Assets. Value of loans (other than to participants)	2022-12-31	$1,328,381
Other income received	2022-12-31	$61,374
Net income (gross income less expenses)	2022-12-31	$156,884
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,029,563
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,872,679
Assets. Value of real-estate (other than employer real property)	2022-12-31	$285,762
Total contributions received or receivable from employer(s)	2022-12-31	$60,088
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,762
2021 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$313,499
Expenses. Total of all expenses incurred	2021-12-31	$32,446
Benefits paid (including direct rollovers)	2021-12-31	$23,200
Total plan assets at end of year	2021-12-31	$1,872,679
Total plan assets at beginning of year	2021-12-31	$1,591,626
Value of fidelity bond covering the plan	2021-12-31	$1,450,000
Total contributions received or receivable from participants	2021-12-31	$55,184
Assets. Value of loans (other than to participants)	2021-12-31	$1,142,047
Other income received	2021-12-31	$203,658
Net income (gross income less expenses)	2021-12-31	$281,053
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,872,679
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,591,626
Assets. Value of real-estate (other than employer real property)	2021-12-31	$275,000
Total contributions received or receivable from employer(s)	2021-12-31	$54,657
Value of certain deemed distributions of participant loans	2021-12-31	$2,629
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,617
2020 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$137,504
Expenses. Total of all expenses incurred	2020-12-31	$10
Total plan assets at end of year	2020-12-31	$1,591,626
Total plan assets at beginning of year	2020-12-31	$1,454,132
Value of fidelity bond covering the plan	2020-12-31	$1,115,000
Total contributions received or receivable from participants	2020-12-31	$53,837
Assets. Value of loans (other than to participants)	2020-12-31	$917,047
Other income received	2020-12-31	$30,378
Net income (gross income less expenses)	2020-12-31	$137,494
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,591,626
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,454,132
Assets. Value of participant loans	2020-12-31	$2,629
Assets. Value of real-estate (other than employer real property)	2020-12-31	$195,854
Total contributions received or receivable from employer(s)	2020-12-31	$53,289
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$10
2019 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$176,854
Expenses. Total of all expenses incurred	2019-12-31	$24,070
Benefits paid (including direct rollovers)	2019-12-31	$24,070
Total plan assets at end of year	2019-12-31	$1,454,132
Total plan assets at beginning of year	2019-12-31	$1,301,348
Value of fidelity bond covering the plan	2019-12-31	$915,000
Total contributions received or receivable from participants	2019-12-31	$48,200
Assets. Value of loans (other than to participants)	2019-12-31	$899,131
Other income received	2019-12-31	$77,299
Net income (gross income less expenses)	2019-12-31	$152,784
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,454,132
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,301,348
Assets. Value of participant loans	2019-12-31	$2,629
Assets. Value of real-estate (other than employer real property)	2019-12-31	$190,583
Total contributions received or receivable from employer(s)	2019-12-31	$51,355
2018 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$200,824
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,301,348
Total plan assets at beginning of year	2018-12-31	$1,100,524
Value of fidelity bond covering the plan	2018-12-31	$915,000
Total contributions received or receivable from participants	2018-12-31	$50,600
Assets. Value of loans (other than to participants)	2018-12-31	$734,547
Other income received	2018-12-31	$104,596
Net income (gross income less expenses)	2018-12-31	$200,824
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,301,348
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,100,524
Assets. Value of participant loans	2018-12-31	$12,910
Assets. Value of real-estate (other than employer real property)	2018-12-31	$178,904
Total contributions received or receivable from employer(s)	2018-12-31	$45,628
2017 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$1,300
Total income from all sources	2017-12-31	$148,693
Expenses. Total of all expenses incurred	2017-12-31	$4,954
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,100,524
Total plan assets at beginning of year	2017-12-31	$958,085
Value of fidelity bond covering the plan	2017-12-31	$720,000
Total contributions received or receivable from participants	2017-12-31	$50,550
Assets. Value of loans (other than to participants)	2017-12-31	$554,028
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,927
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$54,314
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$143,739
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,100,524
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$956,785
Assets. Value of participant loans	2017-12-31	$23,558
Assets. Value of real-estate (other than employer real property)	2017-12-31	$162,609
Total contributions received or receivable from employer(s)	2017-12-31	$43,829
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27
2016 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$1,300
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$151,648
Expenses. Total of all expenses incurred	2016-12-31	$31
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$958,085
Total plan assets at beginning of year	2016-12-31	$805,168
Value of fidelity bond covering the plan	2016-12-31	$560,000
Total contributions received or receivable from participants	2016-12-31	$49,300
Assets. Value of loans (other than to participants)	2016-12-31	$556,774
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$57,420
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$151,617
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$956,785
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$805,168
Assets. Value of participant loans	2016-12-31	$34,554
Total contributions received or receivable from employer(s)	2016-12-31	$44,928
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$31
2015 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$84,972
Expenses. Total of all expenses incurred	2015-12-31	$32
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$805,168
Total plan assets at beginning of year	2015-12-31	$720,228
Value of fidelity bond covering the plan	2015-12-31	$430,000
Total contributions received or receivable from participants	2015-12-31	$50,600
Assets. Value of loans (other than to participants)	2015-12-31	$426,012
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$9,372
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$84,940
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$805,168
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$720,228
Assets. Value of participant loans	2015-12-31	$45,600
Total contributions received or receivable from employer(s)	2015-12-31	$25,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$32
2014 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$81,011
Expenses. Total of all expenses incurred	2014-12-31	$10
Total plan assets at end of year	2014-12-31	$720,228
Total plan assets at beginning of year	2014-12-31	$639,227
Value of fidelity bond covering the plan	2014-12-31	$385,000
Total contributions received or receivable from participants	2014-12-31	$30,400
Assets. Value of loans (other than to participants)	2014-12-31	$385,000
Other income received	2014-12-31	$25,611
Net income (gross income less expenses)	2014-12-31	$81,001
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$720,228
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$639,227
Assets. Value of participant loans	2014-12-31	$50,000
Total contributions received or receivable from employer(s)	2014-12-31	$25,000
Value of certain deemed distributions of participant loans	2014-12-31	$10
2013 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$89,846
Expenses. Total of all expenses incurred	2013-12-31	$42,195
Benefits paid (including direct rollovers)	2013-12-31	$42,000
Total plan assets at end of year	2013-12-31	$639,227
Total plan assets at beginning of year	2013-12-31	$591,576
Value of fidelity bond covering the plan	2013-12-31	$360,000
Total contributions received or receivable from participants	2013-12-31	$25,467
Assets. Value of loans (other than to participants)	2013-12-31	$360,019
Other income received	2013-12-31	$26,979
Net income (gross income less expenses)	2013-12-31	$47,651
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$639,227
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$591,576
Assets. Value of participant loans	2013-12-31	$10,561
Total contributions received or receivable from employer(s)	2013-12-31	$37,400
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2009 : J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN

2023: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: J DAVID THOMAS CPA INC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J DAVID THOMAS CPA INC
Employer identification number (EIN):	510438767
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants