2023 Form 5500 filing — The Communications Group 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 20241014221413NAL0013887811001) for The Communications Group 401(K) Plan, reported by The Speech Pathology Group, Inc. under EIN 94-3290122 and plan number 001. It reports 1,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014221413NAL0013887811001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Speech Pathology Group, Inc.
- EIN
- 94-3290122
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 1,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,640,642
- Total liabilities (EOY)
- $7,417
- Net assets (EOY)
- $30,633,225
- Employer contributions
- $979,056
- Participant contributions
- $3,288,823
- Total income / additions
- $8,832,923
- Benefits paid
- $1,911,517
- Administrative expenses
- $245,511
- Total expenses
- $2,164,445
- Net increase / (decrease)
- $6,668,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $85,038 | $0 |
| Sanctuary Advisors LLC | RIA | $58,095 | not reported in the loaded dataset |
| The Communications Group-Susan Star | TRUSTEE | $21,970 | not reported in the loaded dataset |
| Flynn, Shojinaga & Associates, Inc. | TPA | $4,775 | not reported in the loaded dataset |
| Two West Capital Advisors LLC | RIA | $4,197 | not reported in the loaded dataset |