Thomas Wealth Inc
Plan context: Thomas Wealth 401(K) Plan
EIN 87-3919411 • Westborough, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$350,603
2025 Contributions
$72,826
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 | 2 | $350,603 | $72,826 | $36,413iApproximate average salary by contribution assumption: employee only about $910,325 at 4% or $606,883 at 6%; with 50% employer match about $606,883 at 4% or $404,589 at 6%; with 100% employer match about $455,163 at 4% or $303,442 at 6%. |
| Thomas Wealth 401(K) Plan | - | 2 | $350,603 | $72,826 | $36,413iApproximate average salary by contribution assumption: employee only about $910,325 at 4% or $606,883 at 6%; with 50% employer match about $606,883 at 4% or $404,589 at 6%; with 100% employer match about $455,163 at 4% or $303,442 at 6%. |
| 2024 | 1 | 2 | $230,870 | $69,536 | $34,768iApproximate average salary by contribution assumption: employee only about $869,200 at 4% or $579,467 at 6%; with 50% employer match about $579,467 at 4% or $386,311 at 6%; with 100% employer match about $434,600 at 4% or $289,733 at 6%. |
| Thomas Wealth 401(K) Plan | - | 2 | $230,870 | $69,536 | $34,768iApproximate average salary by contribution assumption: employee only about $869,200 at 4% or $579,467 at 6%; with 50% employer match about $579,467 at 4% or $386,311 at 6%; with 100% employer match about $434,600 at 4% or $289,733 at 6%. |
| 2023 | 1 | 2 | $140,106 | $71,268 | $35,634iApproximate average salary by contribution assumption: employee only about $890,850 at 4% or $593,900 at 6%; with 50% employer match about $593,900 at 4% or $395,933 at 6%; with 100% employer match about $445,425 at 4% or $296,950 at 6%. |
| Thomas Wealth 401(K) Plan | - | 2 | $140,106 | $71,268 | $35,634iApproximate average salary by contribution assumption: employee only about $890,850 at 4% or $593,900 at 6%; with 50% employer match about $593,900 at 4% or $395,933 at 6%; with 100% employer match about $445,425 at 4% or $296,950 at 6%. |
| 2022 | 1 | 2 | $52,478 | $53,623 | $26,812iApproximate average salary by contribution assumption: employee only about $670,288 at 4% or $446,858 at 6%; with 50% employer match about $446,858 at 4% or $297,906 at 6%; with 100% employer match about $335,144 at 4% or $223,429 at 6%. |
| Thomas Wealth 401(K) Plan | - | 2 | $52,478 | $53,623 | $26,812iApproximate average salary by contribution assumption: employee only about $670,288 at 4% or $446,858 at 6%; with 50% employer match about $446,858 at 4% or $297,906 at 6%; with 100% employer match about $335,144 at 4% or $223,429 at 6%. |