C.L. Thomas, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C.L. Thomas, 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, C.L. Thomas, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C.L. Thomas, Inc. under EIN 74-2137687 and plan number 001. The latest loaded filing year is 2023. The filing reports 689 participants and $24,455,080 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.L. Thomas, Inc.
EIN
74-2137687
Plan number
001
Plan type
2
Location
Victoria, TX
Latest filing year
2023
Participants
689
End-of-year plan assets
$24,455,080

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023689H, C20241001090059NAL0006531617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,455,080
Total liabilities (EOY)
$0
Net assets (EOY)
$24,455,080
Net assets (BOY)
$19,725,891

Income & contributions

Employer contributions
$329,900
Participant contributions
$694,530
Total contributions
$1,155,319
Total income / additions
$5,697,574

Expenses & distributions

Benefits paid
$958,098
Administrative expenses
$10,287
Total expenses
$968,385
Net increase / (decrease)
$4,729,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$8,649not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,638$02023

Related Form 5500 pages