Mark Thomas & Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mark Thomas & Company, INC. (EIN 941451490)
  • Plan Type: 401(k)
  • Total Participants: 407
  • Total Assets: $65.2M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024407$65.2M$3.5M$3.8M
2023369$55.3M$945,228$3.2M
2022295$42.4M$2.9M$2.6M

Service Providers

  • STAMBAUGH NESS — Accountant / Independent Qualified Public Accountant

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