Associated Clinic Of Psychology 401(K) Profit Sharing Plan — Form 5500 plan (Associated Clinic Of Psychology, 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, Associated Clinic Of Psychology 401(K) Profit Sharing Plan is a benefit plan reported by Associated Clinic Of Psychology, Inc. under EIN 41-1425197 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $19,719,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Clinic Of Psychology, Inc.
- EIN
- 41-1425197
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $19,719,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241011162246NAL0012752355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,719,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,719,974
- Net assets (BOY)
- $16,421,207
Income & contributions
- Employer contributions
- $569,200
- Participant contributions
- $1,175,974
- Total contributions
- $1,745,174
- Total income / additions
- $4,939,438
Expenses & distributions
- Benefits paid
- $1,548,127
- Administrative expenses
- $92,544
- Total expenses
- $1,640,671
- Net increase / (decrease)
- $3,298,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $80,251 | $0 | 2023 |
| Morgan Stanely Smith Barney LLC | BROKER | $0 | $53,346 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY | $8,779 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $3,360 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Clinic Of Psychology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanely Smith Barney LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation