Mark Thomas & Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Mark Thomas & Company, Inc. 401(k) Plan Facts

Plan name
MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MARK THOMAS & COMPANY, INC.
Participants
562 (407 active employees)
Former employees with a balance
208
Plan assets
$65,169,162 at Dec 31, 2024
Average account balance
$106,835 across 610 accounts
Employer contributions
$3,525,456 in plan year 2024 (41% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.53 million went into the plan in contributions, $3.53 million of it from the employer (41%).
  • $7.36 million was paid out to participants.
  • Investment and other income added $8.81 million.
  • Administrative expenses were $140,313, about $230 per account.

How the Mark Thomas & Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019306$36.9 million$480,961$1.34 million
2020358$39.7 million$616,482$7.33 million
2021381$47.4 million$653,506$2.54 million
2022426$42.4 million$2.93 million$1.85 million
2023475$55.3 million$945,228$2.00 million
2024562$65.2 million$3.53 million$7.36 million

Mark Thomas & Company, Inc. 401(k) Contact Information

Phone
408-453-5373
Mailing address
2833 JUNCTION AVENUE, SUITE 110, SAN JOSE CA 95134
Plan sponsor
MARK THOMAS & COMPANY, INC.
Employer identification number (EIN)
94-1451490
Plan number
002

Questions about the Mark Thomas & Company, Inc. 401(k)

Does Mark Thomas & Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.53 million, 41% of all contributions.

Does the Mark Thomas & Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mark Thomas & Company, Inc 401(k) plan?

562 participants at the start of plan year 2024, 407 of them active employees, and 208 former employees who still had money in the plan.

What is the average 401(k) balance at Mark Thomas & Company, Inc?

About $106,835 per account: $65.2 million in plan assets across 610 accounts with a balance at the end of plan year 2024.

Who manages the Mark Thomas & Company, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mark Thomas & Company, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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