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CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC 401k Plan overview

Plan NameCENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC
Plan identification number 001

CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CENTER FOR PSYCHOLOGICAL ASSESSM has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR PSYCHOLOGICAL ASSESSM
Employer identification number (EIN):261826663
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-07-06
0012022-01-01SHIRLEY HORNER2023-06-21

Financial Data on CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC

Measure Date Value
2025 : CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1913239
Net assets as of the end of the plan year2025-07-1987392
Total assets as of the beginning of the plan year2025-07-1969727
Value of plan covered by a fidelity bond2025-07-197000
Participant contributions to plan in this plan year2025-07-1925557
Other income to plan in this plan year2025-07-195347
Plan net income in this plan year2025-07-1917665
Net assets as of the end of the plan year2025-07-1987392
Net assets as of the beginning of the plan year2025-07-1969727
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-19102
2024 : CENTER FOR PSYCHOLOGICAL ASSESSMENT & TREATMENTS PC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0616577
Net assets as of the end of the plan year2024-07-0669727
Total assets as of the beginning of the plan year2024-07-0632072
Value of plan covered by a fidelity bond2024-07-064000
Participant contributions to plan in this plan year2024-07-0649329
Other income to plan in this plan year2024-07-064903
Plan net income in this plan year2024-07-0637655
Net assets as of the end of the plan year2024-07-0669727
Net assets as of the beginning of the plan year2024-07-0632072

Potentially related plans

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