Thomas Financial Group Inc.
Plan context: Thomas Financial Group Inc. Profit Sharing Plan
EIN 59-2129831 • Tampa, FL • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$3,024,443
2024 Contributions
$121,457
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 22 | $3,024,443 | $121,457 | $5,521iApproximate average salary by contribution assumption: employee only about $138,019 at 4% or $92,013 at 6%; with 50% employer match about $92,013 at 4% or $61,342 at 6%; with 100% employer match about $69,010 at 4% or $46,006 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 22 | $3,024,443 | $121,457 | $5,521iApproximate average salary by contribution assumption: employee only about $138,019 at 4% or $92,013 at 6%; with 50% employer match about $92,013 at 4% or $61,342 at 6%; with 100% employer match about $69,010 at 4% or $46,006 at 6%. |
| 2023 | 1 | 24 | $2,496,932 | $110,669 | $4,611iApproximate average salary by contribution assumption: employee only about $115,280 at 4% or $76,853 at 6%; with 50% employer match about $76,853 at 4% or $51,236 at 6%; with 100% employer match about $57,640 at 4% or $38,427 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 24 | $2,496,932 | $110,669 | $4,611iApproximate average salary by contribution assumption: employee only about $115,280 at 4% or $76,853 at 6%; with 50% employer match about $76,853 at 4% or $51,236 at 6%; with 100% employer match about $57,640 at 4% or $38,427 at 6%. |
| 2022 | 1 | 18 | $2,008,640 | $104,835 | $5,824iApproximate average salary by contribution assumption: employee only about $145,604 at 4% or $97,069 at 6%; with 50% employer match about $97,069 at 4% or $64,713 at 6%; with 100% employer match about $72,802 at 4% or $48,535 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 18 | $2,008,640 | $104,835 | $5,824iApproximate average salary by contribution assumption: employee only about $145,604 at 4% or $97,069 at 6%; with 50% employer match about $97,069 at 4% or $64,713 at 6%; with 100% employer match about $72,802 at 4% or $48,535 at 6%. |
| 2021 | 1 | 18 | $2,413,821 | $89,281 | $4,960iApproximate average salary by contribution assumption: employee only about $124,001 at 4% or $82,668 at 6%; with 50% employer match about $82,668 at 4% or $55,112 at 6%; with 100% employer match about $62,001 at 4% or $41,334 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 18 | $2,413,821 | $89,281 | $4,960iApproximate average salary by contribution assumption: employee only about $124,001 at 4% or $82,668 at 6%; with 50% employer match about $82,668 at 4% or $55,112 at 6%; with 100% employer match about $62,001 at 4% or $41,334 at 6%. |
| 2020 | 1 | 20 | $2,680,857 | $128,007 | $6,400iApproximate average salary by contribution assumption: employee only about $160,009 at 4% or $106,673 at 6%; with 50% employer match about $106,673 at 4% or $71,115 at 6%; with 100% employer match about $80,004 at 4% or $53,336 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 20 | $2,680,857 | $128,007 | $6,400iApproximate average salary by contribution assumption: employee only about $160,009 at 4% or $106,673 at 6%; with 50% employer match about $106,673 at 4% or $71,115 at 6%; with 100% employer match about $80,004 at 4% or $53,336 at 6%. |
| 2019 | 1 | 20 | $2,907,409 | $120,532 | $6,027iApproximate average salary by contribution assumption: employee only about $150,665 at 4% or $100,443 at 6%; with 50% employer match about $100,443 at 4% or $66,962 at 6%; with 100% employer match about $75,333 at 4% or $50,222 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 20 | $2,907,409 | $120,532 | $6,027iApproximate average salary by contribution assumption: employee only about $150,665 at 4% or $100,443 at 6%; with 50% employer match about $100,443 at 4% or $66,962 at 6%; with 100% employer match about $75,333 at 4% or $50,222 at 6%. |
| 2018 | 1 | 17 | $2,429,029 | $135,405 | $7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 17 | $2,429,029 | $135,405 | $7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%. |
| 2017 | 1 | 17 | $2,624,891 | $121,184 | $7,128iApproximate average salary by contribution assumption: employee only about $178,212 at 4% or $118,808 at 6%; with 50% employer match about $118,808 at 4% or $79,205 at 6%; with 100% employer match about $89,106 at 4% or $59,404 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 17 | $2,624,891 | $121,184 | $7,128iApproximate average salary by contribution assumption: employee only about $178,212 at 4% or $118,808 at 6%; with 50% employer match about $118,808 at 4% or $79,205 at 6%; with 100% employer match about $89,106 at 4% or $59,404 at 6%. |
| 2016 | 1 | 18 | $2,160,312 | $166,831 | $9,268iApproximate average salary by contribution assumption: employee only about $231,710 at 4% or $154,473 at 6%; with 50% employer match about $154,473 at 4% or $102,982 at 6%; with 100% employer match about $115,855 at 4% or $77,237 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 18 | $2,160,312 | $166,831 | $9,268iApproximate average salary by contribution assumption: employee only about $231,710 at 4% or $154,473 at 6%; with 50% employer match about $154,473 at 4% or $102,982 at 6%; with 100% employer match about $115,855 at 4% or $77,237 at 6%. |
| 2015 | 1 | 3 | $1,894,216 | $119,190 | $39,730iApproximate average salary by contribution assumption: employee only about $993,250 at 4% or $662,167 at 6%; with 50% employer match about $662,167 at 4% or $441,444 at 6%; with 100% employer match about $496,625 at 4% or $331,083 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 3 | $1,894,216 | $119,190 | $39,730iApproximate average salary by contribution assumption: employee only about $993,250 at 4% or $662,167 at 6%; with 50% employer match about $662,167 at 4% or $441,444 at 6%; with 100% employer match about $496,625 at 4% or $331,083 at 6%. |
| 2014 | 1 | 12 | $1,947,219 | $83,375 | $6,948iApproximate average salary by contribution assumption: employee only about $173,698 at 4% or $115,799 at 6%; with 50% employer match about $115,799 at 4% or $77,199 at 6%; with 100% employer match about $86,849 at 4% or $57,899 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 12 | $1,947,219 | $83,375 | $6,948iApproximate average salary by contribution assumption: employee only about $173,698 at 4% or $115,799 at 6%; with 50% employer match about $115,799 at 4% or $77,199 at 6%; with 100% employer match about $86,849 at 4% or $57,899 at 6%. |
| 2013 | 1 | 14 | $1,836,720 | $133,897 | $9,564iApproximate average salary by contribution assumption: employee only about $239,102 at 4% or $159,401 at 6%; with 50% employer match about $159,401 at 4% or $106,267 at 6%; with 100% employer match about $119,551 at 4% or $79,701 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 14 | $1,836,720 | $133,897 | $9,564iApproximate average salary by contribution assumption: employee only about $239,102 at 4% or $159,401 at 6%; with 50% employer match about $159,401 at 4% or $106,267 at 6%; with 100% employer match about $119,551 at 4% or $79,701 at 6%. |
| 2012 | 1 | 15 | $1,670,551 | $124,013 | $8,268iApproximate average salary by contribution assumption: employee only about $206,688 at 4% or $137,792 at 6%; with 50% employer match about $137,792 at 4% or $91,861 at 6%; with 100% employer match about $103,344 at 4% or $68,896 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 15 | $1,670,551 | $124,013 | $8,268iApproximate average salary by contribution assumption: employee only about $206,688 at 4% or $137,792 at 6%; with 50% employer match about $137,792 at 4% or $91,861 at 6%; with 100% employer match about $103,344 at 4% or $68,896 at 6%. |
| 2011 | 1 | 15 | $1,218,951 | $117,714 | $7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 15 | $1,218,951 | $117,714 | $7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,196 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%. |
| 2010 | 1 | 16 | $1,428,831 | $82,265 | $5,142iApproximate average salary by contribution assumption: employee only about $128,539 at 4% or $85,693 at 6%; with 50% employer match about $85,693 at 4% or $57,128 at 6%; with 100% employer match about $64,270 at 4% or $42,846 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 16 | $1,428,831 | $82,265 | $5,142iApproximate average salary by contribution assumption: employee only about $128,539 at 4% or $85,693 at 6%; with 50% employer match about $85,693 at 4% or $57,128 at 6%; with 100% employer match about $64,270 at 4% or $42,846 at 6%. |
| 2009 | 1 | 19 | $1,393,699 | $100,066 | $5,267iApproximate average salary by contribution assumption: employee only about $131,666 at 4% or $87,777 at 6%; with 50% employer match about $87,777 at 4% or $58,518 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 19 | $1,393,699 | $100,066 | $5,267iApproximate average salary by contribution assumption: employee only about $131,666 at 4% or $87,777 at 6%; with 50% employer match about $87,777 at 4% or $58,518 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%. |
| 2008 | 1 | 19 | $1,060,840 | $147,675 | $7,772iApproximate average salary by contribution assumption: employee only about $194,309 at 4% or $129,539 at 6%; with 50% employer match about $129,539 at 4% or $86,360 at 6%; with 100% employer match about $97,155 at 4% or $64,770 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 19 | $1,060,840 | $147,675 | $7,772iApproximate average salary by contribution assumption: employee only about $194,309 at 4% or $129,539 at 6%; with 50% employer match about $129,539 at 4% or $86,360 at 6%; with 100% employer match about $97,155 at 4% or $64,770 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 14 | $0 | $0 | - |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 14 | - | - | - |
| 2005 | 1 | 13 | $1,055,685 | $119,539 | $9,195iApproximate average salary by contribution assumption: employee only about $229,883 at 4% or $153,255 at 6%; with 50% employer match about $153,255 at 4% or $102,170 at 6%; with 100% employer match about $114,941 at 4% or $76,628 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 13 | $1,055,685 | $119,539 | $9,195iApproximate average salary by contribution assumption: employee only about $229,883 at 4% or $153,255 at 6%; with 50% employer match about $153,255 at 4% or $102,170 at 6%; with 100% employer match about $114,941 at 4% or $76,628 at 6%. |
| 2004 | 1 | 14 | $867,355 | $99,948 | $7,139iApproximate average salary by contribution assumption: employee only about $178,479 at 4% or $118,986 at 6%; with 50% employer match about $118,986 at 4% or $79,324 at 6%; with 100% employer match about $89,239 at 4% or $59,493 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 14 | $867,355 | $99,948 | $7,139iApproximate average salary by contribution assumption: employee only about $178,479 at 4% or $118,986 at 6%; with 50% employer match about $118,986 at 4% or $79,324 at 6%; with 100% employer match about $89,239 at 4% or $59,493 at 6%. |
| 2003 | 1 | 15 | $803,218 | $77,376 | $5,158iApproximate average salary by contribution assumption: employee only about $128,960 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,316 at 6%; with 100% employer match about $64,480 at 4% or $42,987 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 15 | $803,218 | $77,376 | $5,158iApproximate average salary by contribution assumption: employee only about $128,960 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,316 at 6%; with 100% employer match about $64,480 at 4% or $42,987 at 6%. |
| 2002 | 1 | 18 | $0 | $0 | - |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 18 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 18 | - | - | - |
| 2000 | 1 | 19 | $669,295 | $88,292 | $4,647iApproximate average salary by contribution assumption: employee only about $116,174 at 4% or $77,449 at 6%; with 50% employer match about $77,449 at 4% or $51,633 at 6%; with 100% employer match about $58,087 at 4% or $38,725 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 19 | $669,295 | $88,292 | $4,647iApproximate average salary by contribution assumption: employee only about $116,174 at 4% or $77,449 at 6%; with 50% employer match about $77,449 at 4% or $51,633 at 6%; with 100% employer match about $58,087 at 4% or $38,725 at 6%. |
| 1999 | 1 | 10 | $692,612 | $46,128 | $4,613iApproximate average salary by contribution assumption: employee only about $115,320 at 4% or $76,880 at 6%; with 50% employer match about $76,880 at 4% or $51,253 at 6%; with 100% employer match about $57,660 at 4% or $38,440 at 6%. |
| Thomas Financial Group Inc. Profit Sharing Plan | - | 10 | $692,612 | $46,128 | $4,613iApproximate average salary by contribution assumption: employee only about $115,320 at 4% or $76,880 at 6%; with 50% employer match about $76,880 at 4% or $51,253 at 6%; with 100% employer match about $57,660 at 4% or $38,440 at 6%. |