2023 Form 5500 filing — Speech Language 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925124900NAL0019827184001) for Speech Language 401(K) Plan, reported by Speech And Language Pathology Associates, Inc. under EIN 95-4482700 and plan number 003. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925124900NAL0019827184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Speech And Language Pathology Associates, Inc.
- EIN
- 95-4482700
- Plan number
- 003
- Location
- Encino, CA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,433,030
- Net assets (EOY)
- $4,433,030
- Employer contributions
- $266,082
- Participant contributions
- $348,818
- Total income / additions
- $1,171,038
- Benefits paid
- $340,486
- Administrative expenses
- $18,879
- Total expenses
- $371,952
- Net increase / (decrease)
- $799,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $12,289 | $0 |
| R-Tech Consultants Inc | CONTRACT ADMIN | $2,698 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,407 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $983 | $0 |