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| Plan Name | THE SAVILA COLLABORATIVE 403(B) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | The Savila Collaborative |
| Employer identification number (EIN): | 460667855 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WILLIAM G. WAGNER | 2024-10-14 | WILLIAM G. WAGNER | 2024-10-14 |
| 001 | 2022-01-01 | WILLIAM WAGNER | 2023-09-20 | ||
| 001 | 2021-01-01 | WILLIAM WAGNER | 2023-09-20 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE SAVILA COLLABORATIVE 403(B) RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 6313 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 11148 |
| Net assets as of the end of the plan year | 2024-10-14 | 566227 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 321967 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 125459 |
| Other contributions to plan in this plan year | 2024-10-14 | 3698 |
| Other income to plan in this plan year | 2024-10-14 | 73421 |
| Plan net income in this plan year | 2024-10-14 | 237947 |
| Net assets as of the end of the plan year | 2024-10-14 | 566227 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 321967 |
| Employer contributions to plan in this plan year | 2024-10-14 | 46517 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 2077 |
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