The Communications Group 401(K) Plan — Form 5500 plan (The Speech Pathology Group, 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 Communications Group 401(K) Plan is a benefit plan reported by The Speech Pathology Group, Inc. under EIN 94-3290122 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,312 participants and $30,640,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Speech Pathology Group, Inc.
- EIN
- 94-3290122
- Plan number
- 001
- Plan type
- 3
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 1,312
- End-of-year plan assets
- $30,640,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,312 | H, C | 20241014221413NAL0013887811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,640,642
- Total liabilities (EOY)
- $7,417
- Net assets (EOY)
- $30,633,225
- Net assets (BOY)
- $23,964,747
Income & contributions
- Employer contributions
- $979,056
- Participant contributions
- $3,288,823
- Total contributions
- $4,552,334
- Total income / additions
- $8,832,923
Expenses & distributions
- Benefits paid
- $1,911,517
- Administrative expenses
- $245,511
- Total expenses
- $2,164,445
- Net increase / (decrease)
- $6,668,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $85,038 | $0 | 2023 |
| Sanctuary Advisors LLC | RIA | $58,095 | not reported in the loaded dataset | 2023 |
| The Communications Group-Susan Star | TRUSTEE | $21,970 | not reported in the loaded dataset | 2023 |
| Flynn, Shojinaga & Associates, Inc. | TPA | $4,775 | not reported in the loaded dataset | 2023 |
| Two West Capital Advisors LLC | RIA | $4,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Speech Pathology Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Sanctuary Advisors LLC — Schedule C compensation
- The Communications Group-Susan Star — Schedule C compensation
- Flynn, Shojinaga & Associates, Inc. — Schedule C compensation
- Two West Capital Advisors LLC — Schedule C compensation