Verbal Behavior Associates 401(K) Plan — Form 5500 plan (Verbal Behavior Associates)
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, Verbal Behavior Associates 401(K) Plan is a benefit plan reported by Verbal Behavior Associates under EIN 46-4417379 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $1,412,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verbal Behavior Associates
- EIN
- 46-4417379
- Plan number
- 002
- Plan type
- 2
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $1,412,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241014192305NAL0027012385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,412,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,412,371
- Net assets (BOY)
- $998,008
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $314,509
- Total contributions
- $365,838
- Total income / additions
- $591,721
Expenses & distributions
- Benefits paid
- $171,839
- Administrative expenses
- $5,519
- Total expenses
- $177,358
- Net increase / (decrease)
- $414,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Professionals, LLC | CONTRACT ADMIN | $22,327 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,877 | $0 | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $2,717 | not reported in the loaded dataset | 2023 |
| Human Interest Advisors LLC | RECORDKEEPER | $822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Verbal Behavior Associates
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Poway, CA
- Pension Professionals, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Human Interest Advisors LLC — Schedule C compensation