Thomas and Associates
Plan context: Thomas and Associates 401(K) Profit Sharing Plan & Trust
EIN 94-2312302 • Novato, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$483,325
2025 Contributions
$156,030
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 | 7 | $483,325 | $156,030 | $22,290iApproximate average salary by contribution assumption: employee only about $557,250 at 4% or $371,500 at 6%; with 50% employer match about $371,500 at 4% or $247,667 at 6%; with 100% employer match about $278,625 at 4% or $185,750 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 7 | $483,325 | $156,030 | $22,290iApproximate average salary by contribution assumption: employee only about $557,250 at 4% or $371,500 at 6%; with 50% employer match about $371,500 at 4% or $247,667 at 6%; with 100% employer match about $278,625 at 4% or $185,750 at 6%. |
| 2024 | 1 | 7 | $526,410 | $87,353 | $12,479iApproximate average salary by contribution assumption: employee only about $311,975 at 4% or $207,983 at 6%; with 50% employer match about $207,983 at 4% or $138,656 at 6%; with 100% employer match about $155,988 at 4% or $103,992 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 7 | $526,410 | $87,353 | $12,479iApproximate average salary by contribution assumption: employee only about $311,975 at 4% or $207,983 at 6%; with 50% employer match about $207,983 at 4% or $138,656 at 6%; with 100% employer match about $155,988 at 4% or $103,992 at 6%. |
| 2023 | 1 | 6 | $397,388 | $82,679 | $13,780iApproximate average salary by contribution assumption: employee only about $344,496 at 4% or $229,664 at 6%; with 50% employer match about $229,664 at 4% or $153,109 at 6%; with 100% employer match about $172,248 at 4% or $114,832 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 6 | $397,388 | $82,679 | $13,780iApproximate average salary by contribution assumption: employee only about $344,496 at 4% or $229,664 at 6%; with 50% employer match about $229,664 at 4% or $153,109 at 6%; with 100% employer match about $172,248 at 4% or $114,832 at 6%. |
| 2022 | 1 | 5 | $286,904 | $56,329 | $11,266iApproximate average salary by contribution assumption: employee only about $281,645 at 4% or $187,763 at 6%; with 50% employer match about $187,763 at 4% or $125,176 at 6%; with 100% employer match about $140,823 at 4% or $93,882 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 5 | $286,904 | $56,329 | $11,266iApproximate average salary by contribution assumption: employee only about $281,645 at 4% or $187,763 at 6%; with 50% employer match about $187,763 at 4% or $125,176 at 6%; with 100% employer match about $140,823 at 4% or $93,882 at 6%. |
| 2021 | 1 | 6 | $306,096 | $53,269 | $8,878iApproximate average salary by contribution assumption: employee only about $221,954 at 4% or $147,969 at 6%; with 50% employer match about $147,969 at 4% or $98,646 at 6%; with 100% employer match about $110,977 at 4% or $73,985 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 6 | $306,096 | $53,269 | $8,878iApproximate average salary by contribution assumption: employee only about $221,954 at 4% or $147,969 at 6%; with 50% employer match about $147,969 at 4% or $98,646 at 6%; with 100% employer match about $110,977 at 4% or $73,985 at 6%. |
| 2020 | 1 | 6 | $255,185 | $50,461 | $8,410iApproximate average salary by contribution assumption: employee only about $210,254 at 4% or $140,169 at 6%; with 50% employer match about $140,169 at 4% or $93,446 at 6%; with 100% employer match about $105,127 at 4% or $70,085 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 6 | $255,185 | $50,461 | $8,410iApproximate average salary by contribution assumption: employee only about $210,254 at 4% or $140,169 at 6%; with 50% employer match about $140,169 at 4% or $93,446 at 6%; with 100% employer match about $105,127 at 4% or $70,085 at 6%. |
| 2019 | 1 | 5 | $172,659 | $43,496 | $8,699iApproximate average salary by contribution assumption: employee only about $217,480 at 4% or $144,987 at 6%; with 50% employer match about $144,987 at 4% or $96,658 at 6%; with 100% employer match about $108,740 at 4% or $72,493 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 5 | $172,659 | $43,496 | $8,699iApproximate average salary by contribution assumption: employee only about $217,480 at 4% or $144,987 at 6%; with 50% employer match about $144,987 at 4% or $96,658 at 6%; with 100% employer match about $108,740 at 4% or $72,493 at 6%. |
| 2018 | 1 | 5 | $104,853 | $37,172 | $7,434iApproximate average salary by contribution assumption: employee only about $185,860 at 4% or $123,907 at 6%; with 50% employer match about $123,907 at 4% or $82,604 at 6%; with 100% employer match about $92,930 at 4% or $61,953 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 5 | $104,853 | $37,172 | $7,434iApproximate average salary by contribution assumption: employee only about $185,860 at 4% or $123,907 at 6%; with 50% employer match about $123,907 at 4% or $82,604 at 6%; with 100% employer match about $92,930 at 4% or $61,953 at 6%. |
| 2017 | 1 | 4 | $71,023 | $31,850 | $7,963iApproximate average salary by contribution assumption: employee only about $199,063 at 4% or $132,708 at 6%; with 50% employer match about $132,708 at 4% or $88,472 at 6%; with 100% employer match about $99,531 at 4% or $66,354 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 4 | $71,023 | $31,850 | $7,963iApproximate average salary by contribution assumption: employee only about $199,063 at 4% or $132,708 at 6%; with 50% employer match about $132,708 at 4% or $88,472 at 6%; with 100% employer match about $99,531 at 4% or $66,354 at 6%. |
| 2016 | 1 | 4 | $30,639 | $9,810 | $2,453iApproximate average salary by contribution assumption: employee only about $61,313 at 4% or $40,875 at 6%; with 50% employer match about $40,875 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,438 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 4 | $30,639 | $9,810 | $2,453iApproximate average salary by contribution assumption: employee only about $61,313 at 4% or $40,875 at 6%; with 50% employer match about $40,875 at 4% or $27,250 at 6%; with 100% employer match about $30,656 at 4% or $20,438 at 6%. |
| 2015 | 1 | 1 | $19,994 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $19,994 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2014 | 1 | 1 | $17,248 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $17,248 | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2013 | 1 | 1 | $13,218 | $2,300 | $2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $13,218 | $2,300 | $2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%. |
| 2012 | 1 | 1 | $10,185 | $2,273 | $2,273iApproximate average salary by contribution assumption: employee only about $56,825 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,256 at 6%; with 100% employer match about $28,413 at 4% or $18,942 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $10,185 | $2,273 | $2,273iApproximate average salary by contribution assumption: employee only about $56,825 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,256 at 6%; with 100% employer match about $28,413 at 4% or $18,942 at 6%. |
| 2011 | 2 | 1 | $10,812 | $4,440 | $4,440iApproximate average salary by contribution assumption: employee only about $111,000 at 4% or $74,000 at 6%; with 50% employer match about $74,000 at 4% or $49,333 at 6%; with 100% employer match about $55,500 at 4% or $37,000 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $10,812 | $4,440 | $4,440iApproximate average salary by contribution assumption: employee only about $111,000 at 4% or $74,000 at 6%; with 50% employer match about $74,000 at 4% or $49,333 at 6%; with 100% employer match about $55,500 at 4% or $37,000 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2010 | 2 | 8 | $322,115 | $4,440 | $555iApproximate average salary by contribution assumption: employee only about $13,875 at 4% or $9,250 at 6%; with 50% employer match about $9,250 at 4% or $6,167 at 6%; with 100% employer match about $6,938 at 4% or $4,625 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 8 | $315,350 | - | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $6,765 | $4,440 | $4,440iApproximate average salary by contribution assumption: employee only about $111,000 at 4% or $74,000 at 6%; with 50% employer match about $74,000 at 4% or $49,333 at 6%; with 100% employer match about $55,500 at 4% or $37,000 at 6%. |
| 2009 | 2 | 8 | $310,040 | $1,250 | $156iApproximate average salary by contribution assumption: employee only about $3,906 at 4% or $2,604 at 6%; with 50% employer match about $2,604 at 4% or $1,736 at 6%; with 100% employer match about $1,953 at 4% or $1,302 at 6%. |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 8 | $308,672 | - | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 1 | $1,368 | $1,250 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2005 | 1 | 9 | $295,058 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $295,058 | - | - |
| 2004 | 1 | 9 | $260,485 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $260,485 | - | - |
| 2003 | 1 | 7 | $235,002 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 7 | $235,002 | - | - |
| 2002 | 1 | 9 | $0 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Thomas and Associates 401(K) Profit Sharing Plan & Trust | - | 7 | - | - | - |