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  1. Companies/
  2. Tma Small Business Accounting PC

Filings through Oct 24, 2026.

Sponsor portfolio

Tma Small Business Accounting PC

EIN 35-2109680-accounting-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$128K premiums
Participants
44
9595 WHITLEY DRIVE, SUITE 102 - INDIANAPOLIS, IN 46240317-571-8080thompsonmyers.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401(k)-$4.1M - 25 part#501Fully insured-$128K - 19 lives

Benefits portfolio analytics

1 plan / $128K premiums / 19 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$128K
  • Dental$128K
  • Vision$128K
  • Life$128K
Total $128K4 rows
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Plan deep-dives

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Retirement#001

TMA SMALL BUSINESS ACCOUNTING PC 401(K) PROFIT SHARING PLAN

401(k)

Assets$4.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

TMA SMALL BUSINESS ACCOUNTING, P.C.

Fully insured - UNITED HEALTHCARE SERVICES

Premiums$128K
Covered lives19
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TMA SMALL BUSINESS ACCOUNTING PC 401(K) PROFIT SHARING PLAN401(k)$4.1M252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TMA SMALL BUSINESS ACCOUNTING, P.C.Fully insuredUNITED HEALTHCARE SERVICES$128K192025
Retirement plans
Welfare plans
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