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M & S PSYCHOTHERAPY 401(K) PLAN 401k Plan overview

Plan NameM & S PSYCHOTHERAPY 401(K) PLAN
Plan identification number 001

M & S PSYCHOTHERAPY 401(K) PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M & S PSYCHOTHERAPY AND COUNSELING, LLP has sponsored the creation of one or more 401k plans.

Company Name:M & S PSYCHOTHERAPY AND COUNSELING, LLP
Employer identification number (EIN):262390358
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & S PSYCHOTHERAPY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-12
0012022-01-01EDWARD ROJAS2023-05-09
0012021-01-01EDWARD ROJAS2022-06-04
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01GABRIEL MONTERO2015-10-15 GABRIEL MONTERO2015-10-15
0012013-01-01GABRIEL MONTERO2014-10-15 GABRIEL MONTERO2014-10-15
0012012-01-01GABRIEL MONTERO2013-10-09
0012011-01-01GABRIEL MONTERO2012-10-16

Plan Statistics for M & S PSYCHOTHERAPY 401(K) PLAN

401k plan membership statisitcs for M & S PSYCHOTHERAPY 401(K) PLAN

Measure Date Value
2025: M & S PSYCHOTHERAPY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0868
Total number of particpants at end of year2025-07-0887
Number of Participants With Account Balances2025-07-0818
2024: M & S PSYCHOTHERAPY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1273
Total number of particpants at end of year2024-07-1278
Number of Participants With Account Balances2024-07-1212
2022: M & S PSYCHOTHERAPY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0437
Total number of particpants at end of year2022-06-0440
Number of Participants With Account Balances2022-06-042

Financial Data on M & S PSYCHOTHERAPY 401(K) PLAN

Measure Date Value
2025 : M & S PSYCHOTHERAPY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-082905
Net assets as of the end of the plan year2025-07-08306429
Total assets as of the beginning of the plan year2025-07-08185532
Value of plan covered by a fidelity bond2025-07-0820000
Participant contributions to plan in this plan year2025-07-0879702
Value of participant loans at end of plan year2025-07-0829077
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0826607
Plan net income in this plan year2025-07-08120897
Net assets as of the end of the plan year2025-07-08306429
Net assets as of the beginning of the plan year2025-07-08185532
Employer contributions to plan in this plan year2025-07-0817493
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-082905
2024 : M & S PSYCHOTHERAPY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-120
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-121186
Net assets as of the end of the plan year2024-07-12185532
Total assets as of the beginning of the plan year2024-07-1250720
Value of plan covered by a fidelity bond2024-07-1220000
Participant contributions to plan in this plan year2024-07-1235816
Value of participant loans at end of plan year2024-07-1227803
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-1280570
Other income to plan in this plan year2024-07-1219612
Plan net income in this plan year2024-07-12134812
Net assets as of the end of the plan year2024-07-12185532
Net assets as of the beginning of the plan year2024-07-1250720
Employer contributions to plan in this plan year2024-07-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-121186
2022 : M & S PSYCHOTHERAPY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-040
Total liabilities as of the end of the plan year2022-06-040
Total liabilities as of the beginning of the plan year2022-06-040
Total expenses incurred by plan in this plan year2022-06-043
Net assets as of the end of the plan year2022-06-042348
Total assets as of the beginning of the plan year2022-06-040
Value of plan covered by a fidelity bond2022-06-0420000
Participant contributions to plan in this plan year2022-06-042317
Other expenses paid from plan in this plan year2022-06-040
Other contributions to plan in this plan year2022-06-040
Other income to plan in this plan year2022-06-0434
Plan net income in this plan year2022-06-042348
Net assets as of the end of the plan year2022-06-042348
Net assets as of the beginning of the plan year2022-06-040
Employer contributions to plan in this plan year2022-06-040
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-043

Potentially related plans

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