Plan5500

The Ocd And Anxiety Treatment Center 401(K) — Form 5500 plan (The Ocd And Anxiety Treatment Center, 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, The Ocd And Anxiety Treatment Center 401(K) is a benefit plan reported by The Ocd And Anxiety Treatment Center, Inc. under EIN 47-4089881 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $852,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ocd And Anxiety Treatment Center, Inc.
EIN
47-4089881
Plan number
001
Plan type
2
Location
Bountiful, UT
Latest filing year
2023
Participants
185
End-of-year plan assets
$852,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241015170817NAL0016940051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$852,555
Total liabilities (EOY)
$0
Net assets (EOY)
$852,555
Net assets (BOY)
$492,794

Income & contributions

Employer contributions
$55,762
Participant contributions
$285,914
Total contributions
$341,676
Total income / additions
$458,467

Expenses & distributions

Benefits paid
$91,330
Administrative expenses
$7,376
Total expenses
$98,706
Net increase / (decrease)
$359,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital GroupRECORDKEEPER$4,870not reported in the loaded dataset2023
Wells Fargo Clearing ServicesREGISTERED IN VESTMENT AD$2,645$02023
Cook Martin Poulson, PcTPA$2,506not reported in the loaded dataset2023

Related Form 5500 pages