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THOMPSON AND ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameTHOMPSON AND ASSOCIATES 401(K) PLAN
Plan identification number 001

THOMPSON AND ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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.
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMPSON AND ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HARVEY JEROME THOMPSON2024-06-12
0012022-01-01HARVEY JEROME THOMPSON2023-10-05
0012021-01-01HARVEY JEROME THOMPSON2022-10-12
0012021-01-01HARVEY JEROME THOMPSON2022-10-12

Plan Statistics for THOMPSON AND ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for THOMPSON AND ASSOCIATES 401(K) PLAN

Measure Date Value
2025: THOMPSON AND ASSOCIATES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-093
Total number of particpants at end of year2025-10-094
Number of Participants With Account Balances2025-10-093
2024: THOMPSON AND ASSOCIATES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-124
Total number of particpants at end of year2024-06-125
Number of Participants With Account Balances2024-06-123

Financial Data on THOMPSON AND ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : THOMPSON AND ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-09642
Net assets as of the end of the plan year2025-10-0987848
Total assets as of the beginning of the plan year2025-10-0915442
Value of plan covered by a fidelity bond2025-10-09100000
Participant contributions to plan in this plan year2025-10-0930000
Other income to plan in this plan year2025-10-091668
Plan net income in this plan year2025-10-0972406
Net assets as of the end of the plan year2025-10-0987848
Net assets as of the beginning of the plan year2025-10-0915442
Employer contributions to plan in this plan year2025-10-0941380
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09642
2024 : THOMPSON AND ASSOCIATES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-120
Total liabilities as of the end of the plan year2024-06-120
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-1260
Net assets as of the end of the plan year2024-06-1215442
Total assets as of the beginning of the plan year2024-06-1213381
Value of plan covered by a fidelity bond2024-06-12100000
Participant contributions to plan in this plan year2024-06-120
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-120
Other income to plan in this plan year2024-06-122121
Plan net income in this plan year2024-06-122061
Net assets as of the end of the plan year2024-06-1215442
Net assets as of the beginning of the plan year2024-06-1213381
Employer contributions to plan in this plan year2024-06-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1260

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