Plan5500

J David Thomas Cpa Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 David Thomas Cpa Inc (EIN 51-0438767) is a plan sponsor located in Yuba City, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0438767
Location
Yuba City, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for J David Thomas Cpa Inc

  • 1 loaded plans hold $2.3M in reported assets.
  • The largest, J David Thomas Cpa Inc 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,250,384
Total reported assets$2.3M$2,250,384
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities—
Contributions & income
Employer contributions$57.3K
Participant contributions$63.2K
Total income / additions$255.6K
Expenses & distributions
Benefits paid / distributions$29.5K
Total expenses$34.8K
Net increase / (decrease)$220.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%J David Thomas Cpa Inc 401k Profit Sharing Plan
Participants per plan6Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J David Thomas Cpa Inc 401k Profit Sharing Plan$2.3M
    Plan #001 · 6 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J David Thomas Cpa Inc. Open one for its full reported snapshot.

  1. 2023
    J David Thomas Cpa Inc 401k Profit Sharing Plan6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J David Thomas Cpa Inc report on Form 5500?
J David Thomas Cpa Inc (EIN 51-0438767) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J David Thomas Cpa Inc?
The Employer Identification Number (EIN) reported for J David Thomas Cpa Inc is 51-0438767.
What is the latest Form 5500 filing year for J David Thomas Cpa Inc?
The latest loaded Form 5500 filing year for J David Thomas Cpa Inc is 2023.

Related Form 5500 pages