Speech Language 401(K) Plan — Form 5500 plan (Speech And Language Pathology 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, Speech Language 401(K) Plan is a benefit plan reported by Speech And Language Pathology Associates, Inc. under EIN 95-4482700 and plan number 003. The latest loaded filing year is 2023. The filing reports 209 participants and $4,433,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Speech And Language Pathology Associates, Inc.
- EIN
- 95-4482700
- Plan number
- 003
- Plan type
- 2
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $4,433,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240925124900NAL0019827184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,433,030
- Net assets (EOY)
- $4,433,030
- Net assets (BOY)
- $3,633,944
Income & contributions
- Employer contributions
- $266,082
- Participant contributions
- $348,818
- Total contributions
- $654,438
- Total income / additions
- $1,171,038
Expenses & distributions
- Benefits paid
- $340,486
- Administrative expenses
- $18,879
- Total expenses
- $371,952
- Net increase / (decrease)
- $799,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $12,289 | $0 | 2023 |
| R-Tech Consultants Inc | CONTRACT ADMIN | $2,698 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,407 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $983 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Speech And Language Pathology Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Encino, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- R-Tech Consultants Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation