401k Plan data: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT plan

NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 401k Plan overview

Plan Name	NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT
Plan identification number	002

NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL ASSOCIATION OF SCHOOL P has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ASSOCIATION OF SCHOOL P

Employer identification number (EIN): 237044121

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PAVEL OBGOLZ 2024-07-22
002 2022-01-01 PAVEL OBGOLZ 2023-07-17
002 2021-01-01 PAVEL OBGOLZ 2022-07-15
002 2020-01-01 LAURA BENSON 2021-07-16
002 2019-01-01 LAURA BENSON 2020-07-02
002 2018-01-01 LAURA BENSON 2019-06-27
002 2017-01-01 LAURA BENSON 2018-07-07
002 2016-01-01 LAURA BENSON 2017-06-27
002 2015-01-01 LAURA BENSON 2016-06-20
002 2014-01-01 LAURA BENSON 2015-07-24
002 2013-01-01 LAURA BENSON 2014-07-02
002 2012-01-01 LAURA BENSON 2013-10-15
002 2011-01-01 LAURA BENSON 2012-09-28
002 2010-01-01 JOSEPH JANELA 2011-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	PAVEL OBGOLZ	2024-07-22
002	2022-01-01	PAVEL OBGOLZ	2023-07-17
002	2021-01-01	PAVEL OBGOLZ	2022-07-15
002	2020-01-01	LAURA BENSON	2021-07-16
002	2019-01-01	LAURA BENSON	2020-07-02
002	2018-01-01	LAURA BENSON	2019-06-27
002	2017-01-01	LAURA BENSON	2018-07-07
002	2016-01-01	LAURA BENSON	2017-06-27
002	2015-01-01	LAURA BENSON	2016-06-20
002	2014-01-01	LAURA BENSON	2015-07-24
002	2013-01-01	LAURA BENSON	2014-07-02
002	2012-01-01	LAURA BENSON	2013-10-15
002	2011-01-01	LAURA BENSON	2012-09-28
002	2010-01-01	JOSEPH JANELA	2011-06-02

Plan Statistics for NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT

401k plan membership statisitcs for NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT

Measure Date Value
2025: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2025 401k membership
Total number of particpants at beginning of year 2025-06-27 36
Total number of particpants at end of year 2025-06-27 40
Number of Participants With Account Balances 2025-06-27 39
2024: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2024 401k membership
Total number of particpants at beginning of year 2024-07-22 36
Total number of particpants at end of year 2024-07-22 36
Number of Participants With Account Balances 2024-07-22 35
2022: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2022 401k membership
Total number of particpants at beginning of year 2022-07-15 37
Total number of particpants at end of year 2022-07-15 32
Number of Participants With Account Balances 2022-07-15 31

Measure	Date	Value
2025: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2025 401k membership
Total number of particpants at beginning of year	2025-06-27	36
Total number of particpants at end of year	2025-06-27	40
Number of Participants With Account Balances	2025-06-27	39
2024: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2024 401k membership
Total number of particpants at beginning of year	2024-07-22	36
Total number of particpants at end of year	2024-07-22	36
Number of Participants With Account Balances	2024-07-22	35
2022: NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2022 401k membership
Total number of particpants at beginning of year	2022-07-15	37
Total number of particpants at end of year	2022-07-15	32
Number of Participants With Account Balances	2022-07-15	31

Financial Data on NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT

Measure	Date	Value
2025 : NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-27	500244
Net assets as of the end of the plan year	2025-06-27	9178498
Total assets as of the beginning of the plan year	2025-06-27	7970138
Value of plan covered by a fidelity bond	2025-06-27	500000
Participant contributions to plan in this plan year	2025-06-27	290833
Value of participant loans at end of plan year	2025-06-27	10736
Other income to plan in this plan year	2025-06-27	1152384
Plan net income in this plan year	2025-06-27	1208360
Net assets as of the end of the plan year	2025-06-27	9178498
Net assets as of the beginning of the plan year	2025-06-27	7970138
Employer contributions to plan in this plan year	2025-06-27	265387
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-27	325
2024 : NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-22	1206736
Net assets as of the end of the plan year	2024-07-22	7970138
Total assets as of the beginning of the plan year	2024-07-22	7148015
Value of plan covered by a fidelity bond	2024-07-22	500000
Participant contributions to plan in this plan year	2024-07-22	306166
Value of participant loans at end of plan year	2024-07-22	24783
Other contributions to plan in this plan year	2024-07-22	310236
Other income to plan in this plan year	2024-07-22	1170837
Plan net income in this plan year	2024-07-22	822123
Net assets as of the end of the plan year	2024-07-22	7970138
Net assets as of the beginning of the plan year	2024-07-22	7148015
Employer contributions to plan in this plan year	2024-07-22	241620
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-22	415
2022 : NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-15	1559250
Net assets as of the end of the plan year	2022-07-15	8061425
Total assets as of the beginning of the plan year	2022-07-15	8014519
Value of plan covered by a fidelity bond	2022-07-15	500000
Participant contributions to plan in this plan year	2022-07-15	248603
Value of participant loans at end of plan year	2022-07-15	24829
Other income to plan in this plan year	2022-07-15	1142422
Plan net income in this plan year	2022-07-15	46906
Net assets as of the end of the plan year	2022-07-15	8061425
Net assets as of the beginning of the plan year	2022-07-15	8014519
Employer contributions to plan in this plan year	2022-07-15	215131
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-15	330

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Company Name:	NATIONAL ASSOCIATION OF SCHOOL P
Employer identification number (EIN):	237044121
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations