Civic Intelligence

Thomas Financial LLC

Plan context: Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan

EIN 38-3369630 • Troy, MI • 18 filings • 2 plans

901 Tower Drive, Suite 180Troy, MI 48098-2805
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,803,644

2025 Contributions

$88,051

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,803,644$901,822$0200820172025YearValue
$1,803,644Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200820172025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$1,803,644$88,051$29,350iApproximate average salary by contribution assumption: employee only about $733,758 at 4% or $489,172 at 6%; with 50% employer match about $489,172 at 4% or $326,115 at 6%; with 100% employer match about $366,879 at 4% or $244,586 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$1,803,644$88,051$29,350iApproximate average salary by contribution assumption: employee only about $733,758 at 4% or $489,172 at 6%; with 50% employer match about $489,172 at 4% or $326,115 at 6%; with 100% employer match about $366,879 at 4% or $244,586 at 6%.
202413$1,494,053$86,549$28,850iApproximate average salary by contribution assumption: employee only about $721,242 at 4% or $480,828 at 6%; with 50% employer match about $480,828 at 4% or $320,552 at 6%; with 100% employer match about $360,621 at 4% or $240,414 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$1,494,053$86,549$28,850iApproximate average salary by contribution assumption: employee only about $721,242 at 4% or $480,828 at 6%; with 50% employer match about $480,828 at 4% or $320,552 at 6%; with 100% employer match about $360,621 at 4% or $240,414 at 6%.
202313$1,234,057$83,057$27,686iApproximate average salary by contribution assumption: employee only about $692,142 at 4% or $461,428 at 6%; with 50% employer match about $461,428 at 4% or $307,619 at 6%; with 100% employer match about $346,071 at 4% or $230,714 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$1,234,057$83,057$27,686iApproximate average salary by contribution assumption: employee only about $692,142 at 4% or $461,428 at 6%; with 50% employer match about $461,428 at 4% or $307,619 at 6%; with 100% employer match about $346,071 at 4% or $230,714 at 6%.
202213$1,324,648$76,632$25,544iApproximate average salary by contribution assumption: employee only about $638,600 at 4% or $425,733 at 6%; with 50% employer match about $425,733 at 4% or $283,822 at 6%; with 100% employer match about $319,300 at 4% or $212,867 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$1,324,648$76,632$25,544iApproximate average salary by contribution assumption: employee only about $638,600 at 4% or $425,733 at 6%; with 50% employer match about $425,733 at 4% or $283,822 at 6%; with 100% employer match about $319,300 at 4% or $212,867 at 6%.
202113$1,523,562$72,937$24,312iApproximate average salary by contribution assumption: employee only about $607,808 at 4% or $405,206 at 6%; with 50% employer match about $405,206 at 4% or $270,137 at 6%; with 100% employer match about $303,904 at 4% or $202,603 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$1,523,562$72,937$24,312iApproximate average salary by contribution assumption: employee only about $607,808 at 4% or $405,206 at 6%; with 50% employer match about $405,206 at 4% or $270,137 at 6%; with 100% employer match about $303,904 at 4% or $202,603 at 6%.
202014$1,486,365$68,161$17,040iApproximate average salary by contribution assumption: employee only about $426,006 at 4% or $284,004 at 6%; with 50% employer match about $284,004 at 4% or $189,336 at 6%; with 100% employer match about $213,003 at 4% or $142,002 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$1,486,365$68,161$17,040iApproximate average salary by contribution assumption: employee only about $426,006 at 4% or $284,004 at 6%; with 50% employer match about $284,004 at 4% or $189,336 at 6%; with 100% employer match about $213,003 at 4% or $142,002 at 6%.
201914$1,220,622$66,401$16,600iApproximate average salary by contribution assumption: employee only about $415,006 at 4% or $276,671 at 6%; with 50% employer match about $276,671 at 4% or $184,447 at 6%; with 100% employer match about $207,503 at 4% or $138,335 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$1,220,622$66,401$16,600iApproximate average salary by contribution assumption: employee only about $415,006 at 4% or $276,671 at 6%; with 50% employer match about $276,671 at 4% or $184,447 at 6%; with 100% employer match about $207,503 at 4% or $138,335 at 6%.
201814$941,135$66,322$16,581iApproximate average salary by contribution assumption: employee only about $414,513 at 4% or $276,342 at 6%; with 50% employer match about $276,342 at 4% or $184,228 at 6%; with 100% employer match about $207,256 at 4% or $138,171 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$941,135$66,322$16,581iApproximate average salary by contribution assumption: employee only about $414,513 at 4% or $276,342 at 6%; with 50% employer match about $276,342 at 4% or $184,228 at 6%; with 100% employer match about $207,256 at 4% or $138,171 at 6%.
201714$933,891$66,189$16,547iApproximate average salary by contribution assumption: employee only about $413,681 at 4% or $275,788 at 6%; with 50% employer match about $275,788 at 4% or $183,858 at 6%; with 100% employer match about $206,841 at 4% or $137,894 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$933,891$66,189$16,547iApproximate average salary by contribution assumption: employee only about $413,681 at 4% or $275,788 at 6%; with 50% employer match about $275,788 at 4% or $183,858 at 6%; with 100% employer match about $206,841 at 4% or $137,894 at 6%.
201614$721,755$68,541$17,135iApproximate average salary by contribution assumption: employee only about $428,381 at 4% or $285,588 at 6%; with 50% employer match about $285,588 at 4% or $190,392 at 6%; with 100% employer match about $214,191 at 4% or $142,794 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$721,755$68,541$17,135iApproximate average salary by contribution assumption: employee only about $428,381 at 4% or $285,588 at 6%; with 50% employer match about $285,588 at 4% or $190,392 at 6%; with 100% employer match about $214,191 at 4% or $142,794 at 6%.
201514$614,115$81,262$20,316iApproximate average salary by contribution assumption: employee only about $507,888 at 4% or $338,592 at 6%; with 50% employer match about $338,592 at 4% or $225,728 at 6%; with 100% employer match about $253,944 at 4% or $169,296 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$614,115$81,262$20,316iApproximate average salary by contribution assumption: employee only about $507,888 at 4% or $338,592 at 6%; with 50% employer match about $338,592 at 4% or $225,728 at 6%; with 100% employer match about $253,944 at 4% or $169,296 at 6%.
201414$533,455$71,400$17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$533,455$71,400$17,850iApproximate average salary by contribution assumption: employee only about $446,250 at 4% or $297,500 at 6%; with 50% employer match about $297,500 at 4% or $198,333 at 6%; with 100% employer match about $223,125 at 4% or $148,750 at 6%.
201314$445,714$79,849$19,962iApproximate average salary by contribution assumption: employee only about $499,056 at 4% or $332,704 at 6%; with 50% employer match about $332,704 at 4% or $221,803 at 6%; with 100% employer match about $249,528 at 4% or $166,352 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-4$445,714$79,849$19,962iApproximate average salary by contribution assumption: employee only about $499,056 at 4% or $332,704 at 6%; with 50% employer match about $332,704 at 4% or $221,803 at 6%; with 100% employer match about $249,528 at 4% or $166,352 at 6%.
201213$325,492$47,400$15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$325,492$47,400$15,800iApproximate average salary by contribution assumption: employee only about $395,000 at 4% or $263,333 at 6%; with 50% employer match about $263,333 at 4% or $175,556 at 6%; with 100% employer match about $197,500 at 4% or $131,667 at 6%.
201113$259,393$47,260$15,753iApproximate average salary by contribution assumption: employee only about $393,833 at 4% or $262,556 at 6%; with 50% employer match about $262,556 at 4% or $175,037 at 6%; with 100% employer match about $196,917 at 4% or $131,278 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-3$259,393$47,260$15,753iApproximate average salary by contribution assumption: employee only about $393,833 at 4% or $262,556 at 6%; with 50% employer match about $262,556 at 4% or $175,037 at 6%; with 100% employer match about $196,917 at 4% or $131,278 at 6%.
201012$217,094$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-2$217,094$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200912$151,206$50,396$25,198iApproximate average salary by contribution assumption: employee only about $629,950 at 4% or $419,967 at 6%; with 50% employer match about $419,967 at 4% or $279,978 at 6%; with 100% employer match about $314,975 at 4% or $209,983 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-2$151,206$50,396$25,198iApproximate average salary by contribution assumption: employee only about $629,950 at 4% or $419,967 at 6%; with 50% employer match about $419,967 at 4% or $279,978 at 6%; with 100% employer match about $314,975 at 4% or $209,983 at 6%.
200812$76,299$47,285$23,643iApproximate average salary by contribution assumption: employee only about $591,063 at 4% or $394,042 at 6%; with 50% employer match about $394,042 at 4% or $262,694 at 6%; with 100% employer match about $295,531 at 4% or $197,021 at 6%.
Thomas Financial LLC Safe Harbor 401K Profit Sharing Plan-2$76,299$47,285$23,643iApproximate average salary by contribution assumption: employee only about $591,063 at 4% or $394,042 at 6%; with 50% employer match about $394,042 at 4% or $262,694 at 6%; with 100% employer match about $295,531 at 4% or $197,021 at 6%.