OpenERISA

Thomas R. Bates, Cfp, LLC

Columbus, OH, 43220

EIN 26-2929793
Plans
1
Total participants
19
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Thomas R. Bates, Cfp, LLC 401(K) Plan3
2024Form 5500-SF001Thomas R. Bates, Cfp, LLC 401(K) Plan3
2023Form 5500-SF001Thomas R. Bates, Cfp, LLC 401(K) Plan3
2022Form 5500-SF001Thomas R. Bates, Cfp, LLC 401(K) Plan3
2021Form 5500-SF001Thomas R. Bates, Cfp, LLC3
2020Form 5500-SF001Thomas R. Bates, Cfp, LLC4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in Ohio

All Ohio plan sponsors →