THOMAS AND ASSOCIATES, LLC
Plan context: THOMAS & ASSOCIATES 401(K) PLAN
EIN 61-1801868 • Jacksonville, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$165,625
2025 Contributions
$30,311
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $165,625 | $30,311 | $10,104iApproximate average salary by contribution assumption: employee only about $252,592 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,197 at 6%. |
| THOMAS & ASSOCIATES 401(K) PLAN | - | 3 | $165,625 | $30,311 | $10,104iApproximate average salary by contribution assumption: employee only about $252,592 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,197 at 6%. |
| 2024 | 1 | 2 | $110,583 | $34,755 | $17,378iApproximate average salary by contribution assumption: employee only about $434,438 at 4% or $289,625 at 6%; with 50% employer match about $289,625 at 4% or $193,083 at 6%; with 100% employer match about $217,219 at 4% or $144,813 at 6%. |
| THOMAS & ASSOCIATES 401(K) PLAN | - | 2 | $110,583 | $34,755 | $17,378iApproximate average salary by contribution assumption: employee only about $434,438 at 4% or $289,625 at 6%; with 50% employer match about $289,625 at 4% or $193,083 at 6%; with 100% employer match about $217,219 at 4% or $144,813 at 6%. |
| 2023 | 1 | 2 | $65,168 | $32,378 | $16,189iApproximate average salary by contribution assumption: employee only about $404,725 at 4% or $269,817 at 6%; with 50% employer match about $269,817 at 4% or $179,878 at 6%; with 100% employer match about $202,363 at 4% or $134,908 at 6%. |
| THOMAS & ASSOCIATES 401(K) PLAN | - | 2 | $65,168 | $32,378 | $16,189iApproximate average salary by contribution assumption: employee only about $404,725 at 4% or $269,817 at 6%; with 50% employer match about $269,817 at 4% or $179,878 at 6%; with 100% employer match about $202,363 at 4% or $134,908 at 6%. |
| 2022 | 1 | 2 | $25,415 | $28,417 | $14,209iApproximate average salary by contribution assumption: employee only about $355,213 at 4% or $236,808 at 6%; with 50% employer match about $236,808 at 4% or $157,872 at 6%; with 100% employer match about $177,606 at 4% or $118,404 at 6%. |
| THOMAS & ASSOCIATES 401(K) PLAN | - | 2 | $25,415 | $28,417 | $14,209iApproximate average salary by contribution assumption: employee only about $355,213 at 4% or $236,808 at 6%; with 50% employer match about $236,808 at 4% or $157,872 at 6%; with 100% employer match about $177,606 at 4% or $118,404 at 6%. |