Logo

EVOKE THERAPY PROGRAMS 401(K) PLAN 401k Plan overview

Plan NameEVOKE THERAPY PROGRAMS 401(K) PLAN
Plan identification number 001

EVOKE THERAPY PROGRAMS 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.
  • 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

ADMISSIONS & OUTREACH DEVELOPMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:ADMISSIONS & OUTREACH DEVELOPMENT SERVICES, LLC
Employer identification number (EIN):453981399
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVOKE THERAPY PROGRAMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NITAL PATEL2024-09-19
0012023-01-01NITAL PATEL2024-04-17
0012022-01-01
0012022-01-01NITAL PATEL
0012021-01-01
0012021-01-01NITAL PATEL
0012020-01-01
0012019-01-01
0012018-01-01NITAL PATEL
0012017-01-01NITAL PATEL
0012016-01-01NITAL PATEL
0012015-01-01NITAL PATEL
0012014-01-01NITAL PATEL
0012013-01-01NITAL PATEL
0012012-01-01NITAL PATEL

Financial Data on EVOKE THERAPY PROGRAMS 401(K) PLAN

Measure Date Value
2024 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-19-5758568
Total expenses incurred by plan in this plan year2024-09-1913736
Net assets as of the end of the plan year2024-09-190
Total assets as of the beginning of the plan year2024-09-194521276
Value of plan covered by a fidelity bond2024-09-19500000
Participant contributions to plan in this plan year2024-09-1949498
Other expenses paid from plan in this plan year2024-09-1913736
Other contributions to plan in this plan year2024-09-19616763
Other income to plan in this plan year2024-09-19573965
Plan net income in this plan year2024-09-191237292
Net assets as of the end of the plan year2024-09-190
Net assets as of the beginning of the plan year2024-09-194521276
Employer contributions to plan in this plan year2024-09-1910802
Total expenses incurred by plan in this plan year2024-04-17172673
Net assets as of the end of the plan year2024-04-174521276
Total assets as of the beginning of the plan year2024-04-173609288
Value of plan covered by a fidelity bond2024-04-17370000
Participant contributions to plan in this plan year2024-04-1787392
Other expenses paid from plan in this plan year2024-04-1721748
Other contributions to plan in this plan year2024-04-172652
Other income to plan in this plan year2024-04-17962608
Plan net income in this plan year2024-04-17911988
Net assets as of the end of the plan year2024-04-174521276
Net assets as of the beginning of the plan year2024-04-173609288
Employer contributions to plan in this plan year2024-04-1732009
2022 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-979,296
Expenses. Total of all expenses incurred2022-12-31$89,175
Benefits paid (including direct rollovers)2022-12-31$89,167
Total plan assets at end of year2022-12-31$3,609,288
Total plan assets at beginning of year2022-12-31$4,677,759
Value of fidelity bond covering the plan2022-12-31$370,000
Total contributions received or receivable from participants2022-12-31$78,284
Other income received2022-12-31$-1,091,269
Net income (gross income less expenses)2022-12-31$-1,068,471
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,609,288
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,677,759
Assets. Value of participant loans2022-12-31$2,623
Total contributions received or receivable from employer(s)2022-12-31$33,689
Value of corrective distributions2022-12-31$8
2021 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$880,495
Expenses. Total of all expenses incurred2021-12-31$487,058
Benefits paid (including direct rollovers)2021-12-31$487,058
Total plan assets at end of year2021-12-31$4,677,759
Total plan assets at beginning of year2021-12-31$4,284,322
Value of fidelity bond covering the plan2021-12-31$470,000
Total contributions received or receivable from participants2021-12-31$132,277
Contributions received from other sources (not participants or employers)2021-12-31$4,329
Other income received2021-12-31$690,408
Net income (gross income less expenses)2021-12-31$393,437
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,677,759
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,284,322
Assets. Value of participant loans2021-12-31$6,971
Total contributions received or receivable from employer(s)2021-12-31$53,481
2020 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$891,264
Expenses. Total of all expenses incurred2020-12-31$508,712
Benefits paid (including direct rollovers)2020-12-31$482,531
Total plan assets at end of year2020-12-31$4,284,322
Total plan assets at beginning of year2020-12-31$3,901,770
Value of fidelity bond covering the plan2020-12-31$430,000
Total contributions received or receivable from participants2020-12-31$132,018
Contributions received from other sources (not participants or employers)2020-12-31$12,234
Other income received2020-12-31$692,187
Net income (gross income less expenses)2020-12-31$382,552
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,284,322
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,901,770
Assets. Value of participant loans2020-12-31$12,624
Total contributions received or receivable from employer(s)2020-12-31$54,825
Value of certain deemed distributions of participant loans2020-12-31$26,181
2019 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$1,051,219
Total income from all sources2019-12-31$798,876
Expenses. Total of all expenses incurred2019-12-31$92,401
Benefits paid (including direct rollovers)2019-12-31$92,401
Total plan assets at end of year2019-12-31$3,901,770
Total plan assets at beginning of year2019-12-31$2,144,076
Value of fidelity bond covering the plan2019-12-31$390,000
Total contributions received or receivable from participants2019-12-31$102,405
Contributions received from other sources (not participants or employers)2019-12-31$7,501
Other income received2019-12-31$644,142
Net income (gross income less expenses)2019-12-31$706,475
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,901,770
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,144,076
Assets. Value of participant loans2019-12-31$68,760
Total contributions received or receivable from employer(s)2019-12-31$44,828
2018 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,314,798
Expenses. Total of all expenses incurred2018-12-31$32,774
Benefits paid (including direct rollovers)2018-12-31$32,774
Total plan assets at end of year2018-12-31$2,144,076
Total plan assets at beginning of year2018-12-31$862,052
Value of fidelity bond covering the plan2018-12-31$220,000
Total contributions received or receivable from participants2018-12-31$79,833
Contributions received from other sources (not participants or employers)2018-12-31$1,392,404
Other income received2018-12-31$-195,569
Net income (gross income less expenses)2018-12-31$1,282,024
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,144,076
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$862,052
Assets. Value of participant loans2018-12-31$33,989
Total contributions received or receivable from employer(s)2018-12-31$38,130
2017 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$305,064
Expenses. Total of all expenses incurred2017-12-31$121,431
Benefits paid (including direct rollovers)2017-12-31$121,431
Total plan assets at end of year2017-12-31$862,052
Total plan assets at beginning of year2017-12-31$678,419
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$41,740
Contributions received from other sources (not participants or employers)2017-12-31$94,865
Other income received2017-12-31$148,471
Net income (gross income less expenses)2017-12-31$183,633
Net plan assets at end of year (total assets less liabilities)2017-12-31$862,052
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$678,419
Total contributions received or receivable from employer(s)2017-12-31$19,988
2016 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$119,973
Expenses. Total of all expenses incurred2016-12-31$32,375
Benefits paid (including direct rollovers)2016-12-31$32,375
Total plan assets at end of year2016-12-31$678,419
Total plan assets at beginning of year2016-12-31$590,821
Value of fidelity bond covering the plan2016-12-31$70,000
Total contributions received or receivable from participants2016-12-31$41,944
Other income received2016-12-31$58,367
Net income (gross income less expenses)2016-12-31$87,598
Net plan assets at end of year (total assets less liabilities)2016-12-31$678,419
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$590,821
Total contributions received or receivable from employer(s)2016-12-31$19,662
2015 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$76,629
Expenses. Total of all expenses incurred2015-12-31$604,976
Benefits paid (including direct rollovers)2015-12-31$604,976
Total plan assets at end of year2015-12-31$590,821
Total plan assets at beginning of year2015-12-31$1,119,168
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$43,800
Other income received2015-12-31$13,252
Net income (gross income less expenses)2015-12-31$-528,347
Net plan assets at end of year (total assets less liabilities)2015-12-31$590,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,119,168
Total contributions received or receivable from employer(s)2015-12-31$19,577
2014 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$170,093
Expenses. Total of all expenses incurred2014-12-31$76,660
Benefits paid (including direct rollovers)2014-12-31$76,660
Total plan assets at end of year2014-12-31$1,119,168
Total plan assets at beginning of year2014-12-31$1,025,735
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$85,840
Other income received2014-12-31$42,907
Net income (gross income less expenses)2014-12-31$93,433
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,119,168
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,025,735
Total contributions received or receivable from employer(s)2014-12-31$41,346
2013 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$618,610
Expenses. Total of all expenses incurred2013-12-31$19,126
Benefits paid (including direct rollovers)2013-12-31$19,126
Total plan assets at end of year2013-12-31$1,025,735
Total plan assets at beginning of year2013-12-31$426,251
Value of fidelity bond covering the plan2013-12-31$110,000
Total contributions received or receivable from participants2013-12-31$96,797
Contributions received from other sources (not participants or employers)2013-12-31$301,270
Other income received2013-12-31$175,831
Net income (gross income less expenses)2013-12-31$599,484
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,025,735
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$426,251
Total contributions received or receivable from employer(s)2013-12-31$44,712
2012 : EVOKE THERAPY PROGRAMS 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$426,251
Total plan assets at end of year2012-12-31$426,251
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$68,011
Contributions received from other sources (not participants or employers)2012-12-31$292,467
Other income received2012-12-31$29,247
Net income (gross income less expenses)2012-12-31$426,251
Net plan assets at end of year (total assets less liabilities)2012-12-31$426,251
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$36,526

Form 5500 Responses for EVOKE THERAPY PROGRAMS 401(K) PLAN

2022: EVOKE THERAPY PROGRAMS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVOKE THERAPY PROGRAMS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVOKE THERAPY PROGRAMS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVOKE THERAPY PROGRAMS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVOKE THERAPY PROGRAMS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVOKE THERAPY PROGRAMS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVOKE THERAPY PROGRAMS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVOKE THERAPY PROGRAMS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVOKE THERAPY PROGRAMS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVOKE THERAPY PROGRAMS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVOKE THERAPY PROGRAMS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number698536
Policy instance 1
Insurance contract or identification number698536
Number of Individuals Covered29
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,777
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number698536
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number698536
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number698536
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number668212
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1