2023 Form 5500 filing — Associated Clinic Of Psychology 401(K) Profit Sharing 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 20241011162246NAL0012752355001) for Associated Clinic Of Psychology 401(K) Profit Sharing Plan, reported by Associated Clinic Of Psychology, Inc. under EIN 41-1425197 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162246NAL0012752355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Clinic Of Psychology, Inc.
- EIN
- 41-1425197
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,719,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,719,974
- Employer contributions
- $569,200
- Participant contributions
- $1,175,974
- Total income / additions
- $4,939,438
- Benefits paid
- $1,548,127
- Administrative expenses
- $92,544
- Total expenses
- $1,640,671
- Net increase / (decrease)
- $3,298,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $80,251 | $0 |
| Morgan Stanely Smith Barney LLC | BROKER | $0 | $53,346 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $8,779 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $3,360 | $0 |