Psi Associates, Inc. 401(K) Employees' Retirement Plan And Trust — Form 5500 plan (Psi Associates, Inc.)

Plain-English plan 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, Psi Associates, Inc. 401(K) Employees' Retirement Plan And Trust is a benefit plan reported by Psi Associates, Inc. under EIN 34-1228404 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,323 participants and $1,765,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Psi Associates, Inc.
EIN
34-1228404
Plan number
001
Plan type
2
Location
Twinsburg, OH
Latest filing year
2023
Participants
1,323
End-of-year plan assets
$1,765,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,323H, C20250715084342NAL0001890625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,765,032
Total liabilities (EOY)
$0
Net assets (EOY)
$1,765,032
Net assets (BOY)
$5,192,916

Income & contributions

Employer contributions
$0
Participant contributions
$196,767
Total contributions
$198,861
Total income / additions
$1,003,071

Expenses & distributions

Benefits paid
$4,404,878
Administrative expenses
$26,077
Total expenses
$4,430,955
Net increase / (decrease)
-$3,427,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$15,406$02023
Marcum Wealth LLCADVISOR$10,671not reported in the loaded dataset2023

Related Form 5500 pages