THOMAS ADVISORY GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS ADVISORY GROUP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THOMAS ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-17 | 91792 |
| Net assets as of the end of the plan year | 2025-07-17 | 1178594 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 964237 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 175000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 61433 |
| Value of participant loans at end of plan year | 2025-07-17 | 31196 |
| Other contributions to plan in this plan year | 2025-07-17 | 37804 |
| Other income to plan in this plan year | 2025-07-17 | 116669 |
| Plan net income in this plan year | 2025-07-17 | 214357 |
| Net assets as of the end of the plan year | 2025-07-17 | 1178594 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 964237 |
| Employer contributions to plan in this plan year | 2025-07-17 | 90243 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 1895 |
| 2024 : THOMAS ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-20 | 12338 |
| Net assets as of the end of the plan year | 2024-06-20 | 964237 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 697109 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 175000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 63793 |
| Value of participant loans at end of plan year | 2024-06-20 | 18719 |
| Other income to plan in this plan year | 2024-06-20 | 137911 |
| Plan net income in this plan year | 2024-06-20 | 267128 |
| Net assets as of the end of the plan year | 2024-06-20 | 964237 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 697109 |
| Employer contributions to plan in this plan year | 2024-06-20 | 77762 |
| 2022 : THOMAS ADVISORY GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-10 | 2157809 |
| Net assets as of the end of the plan year | 2022-10-10 | 669443 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 2475655 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 175000 |
| Participant contributions to plan in this plan year | 2022-10-10 | 101978 |
| Value of participant loans at end of plan year | 2022-10-10 | 32092 |
| Other income to plan in this plan year | 2022-10-10 | 226233 |
| Plan net income in this plan year | 2022-10-10 | -1806212 |
| Net assets as of the end of the plan year | 2022-10-10 | 669443 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 2475655 |
| Employer contributions to plan in this plan year | 2022-10-10 | 23386 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 1480 |
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