J Dall Thomas & Company 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 Dall Thomas & Company Inc (EIN 72-0568029) is a plan sponsor located in Mandeville, LA 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
- 72-0568029
- Location
- Mandeville, LA
- Loaded plans
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,261,314
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $1,261,314
Contributions & income
- Employer contributions
- $16,580
- Participant contributions
- $40,063
- Total income / additions
- $248,834
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $2,509
- Net increase / (decrease)
- $246,325
Coverage
- Total reported participants
- 23
- Plans with financial statements
- 1
- Plans with provider compensation
- 0
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J Dall Thomas & Company Inc 401(K) Profit Sharing Plan & Trust | 001 | 23 | $1,261,314 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J Dall Thomas & Company Inc 401(K) Profit Sharing Plan & Trust | 23 | I | 20240419081006NAL0006987056001 |