2023 Form 5500 filing — The Ocd And Anxiety Treatment Center 401(K)
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 20241015170817NAL0016940051001) for The Ocd And Anxiety Treatment Center 401(K), reported by The Ocd And Anxiety Treatment Center, Inc. under EIN 47-4089881 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170817NAL0016940051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ocd And Anxiety Treatment Center, Inc.
- EIN
- 47-4089881
- Plan number
- 001
- Location
- Bountiful, UT
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $852,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $852,555
- Employer contributions
- $55,762
- Participant contributions
- $285,914
- Total income / additions
- $458,467
- Benefits paid
- $91,330
- Administrative expenses
- $7,376
- Total expenses
- $98,706
- Net increase / (decrease)
- $359,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group | RECORDKEEPER | $4,870 | not reported in the loaded dataset |
| Wells Fargo Clearing Services | REGISTERED IN VESTMENT AD | $2,645 | $0 |
| Cook Martin Poulson, Pc | TPA | $2,506 | not reported in the loaded dataset |