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THE TOMLIN GROUP CPAS 401K 401k Plan overview

Plan NameTHE TOMLIN GROUP CPAS 401K
Plan identification number 001

THE TOMLIN GROUP CPAS 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE TOMLIN GROUP CPAS has sponsored the creation of one or more 401k plans.

Company Name:THE TOMLIN GROUP CPAS
Employer identification number (EIN):580945566
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TOMLIN GROUP CPAS 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS2024-08-14
0012022-01-01TARA EVANS2023-07-31
0012021-01-01TARA EVANS2022-07-13
0012020-03-01PHIL TISUE2021-07-12

Plan Statistics for THE TOMLIN GROUP CPAS 401K

401k plan membership statisitcs for THE TOMLIN GROUP CPAS 401K

Measure Date Value
2025: THE TOMLIN GROUP CPAS 401K 2025 401k membership
Total number of particpants at beginning of year2025-07-2513
Total number of particpants at end of year2025-07-2512
Number of Participants With Account Balances2025-07-2510
2024: THE TOMLIN GROUP CPAS 401K 2024 401k membership
Total number of particpants at beginning of year2024-08-1413
Total number of particpants at end of year2024-08-1413
Number of Participants With Account Balances2024-08-1411

Financial Data on THE TOMLIN GROUP CPAS 401K

Measure Date Value
2025 : THE TOMLIN GROUP CPAS 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-253814
Net assets as of the end of the plan year2025-07-25239021
Total assets as of the beginning of the plan year2025-07-25186676
Value of plan covered by a fidelity bond2025-07-2519000
Participant contributions to plan in this plan year2025-07-2537555
Value of participant loans at end of plan year2025-07-250
Other income to plan in this plan year2025-07-2518604
Plan net income in this plan year2025-07-2552345
Net assets as of the end of the plan year2025-07-25239021
Net assets as of the beginning of the plan year2025-07-25186676
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2565
2024 : THE TOMLIN GROUP CPAS 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-141768
Net assets as of the end of the plan year2024-08-14186676
Total assets as of the beginning of the plan year2024-08-14120750
Value of plan covered by a fidelity bond2024-08-1413000
Participant contributions to plan in this plan year2024-08-1446346
Value of participant loans at end of plan year2024-08-140
Other income to plan in this plan year2024-08-1421348
Plan net income in this plan year2024-08-1465926
Net assets as of the end of the plan year2024-08-14186676
Net assets as of the beginning of the plan year2024-08-14120750

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