J Dall Thomas & Company Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (J Dall Thomas & Company Inc)
Plain-English plan 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 401(K) Profit Sharing Plan & Trust is a benefit plan reported by J Dall Thomas & Company Inc under EIN 72-0568029 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $1,261,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J Dall Thomas & Company Inc
- EIN
- 72-0568029
- Plan number
- 001
- Plan type
- 2
- Location
- Mandeville, LA
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $1,261,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240419081006NAL0006987056001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,261,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,261,314
- Net assets (BOY)
- $1,014,989
Income & contributions
- Employer contributions
- $16,580
- Participant contributions
- $40,063
- Total income / additions
- $248,834
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,509
- Total expenses
- $2,509
- Net increase / (decrease)
- $246,325
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.