Department of Labor filing

LEWIS THOMASON, P.C.

LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,025

Reported employer contributions per active participant.

Higher than about 74% of comparable plans

#People in the filing

129

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$608 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 3% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense3rd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LEWIS THOMASON, P.C. reported $648,211 in employer contributions across the plan and 129 active participants. That works out to $5,025 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 21.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $648,211
Participant contributions: $1,151,317
Other contributions: $787,153
Employer share of reported contributions: 36.0%
Beginning assets: $46,457,908
Ending assets: $52,912,869
Ending net assets: $52,912,869
Ending liabilities: $0
Total income: $8,276,154
Total expenses: $1,821,193
Administrative expenses: $130,141
Participant loans: $158,184

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,141

2023

$4,313

2024

$5,025

Plan-paid administrative expenses per participant

2022

$649

2023

$558

2024

$608

Active participants

2022

139

2023

142

2024

129

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,025	129	52.9M	20251008091855NAL0009453536001
2023	$4,313	142	46.5M	20241010135735NAL0011544611001
2022	$4,141	139	39.9M	20231016130101NAL0038380305001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 621444488-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 1973
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2R2T3D2F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
THE TRUST COMPANY OF TENNESSEE	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008091855NAL0009453536001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗