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PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN 401k Plan overview

Plan NamePALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN
Plan identification number 001

PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 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.
  • 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

PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER CORPORATION
Employer identification number (EIN):471624504
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3700272

More information about PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-03
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-06-02
0012020-01-01CAROL HO2021-04-28
0012019-01-01CAROL HO2020-06-04
0012018-02-04CAROL HO2019-07-17

Financial Data on PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN

Measure Date Value
2025 : PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11179356
Net assets as of the end of the plan year2025-04-111086552
Total assets as of the beginning of the plan year2025-04-11879429
Value of plan covered by a fidelity bond2025-04-11917471694
Participant contributions to plan in this plan year2025-04-11247219
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-11139260
Plan net income in this plan year2025-04-11207123
Net assets as of the end of the plan year2025-04-111086552
Net assets as of the beginning of the plan year2025-04-11879429
Value of contributions failed to transmitted timely2025-04-11417
Employer contributions to plan in this plan year2025-04-110
Fees paid to broker by Benefit Provider2025-04-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-111518
2024 : PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-0311208
Net assets as of the end of the plan year2024-05-03879429
Total assets as of the beginning of the plan year2024-05-03536434
Value of plan covered by a fidelity bond2024-05-03705050000
Participant contributions to plan in this plan year2024-05-03226535
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-03127668
Plan net income in this plan year2024-05-03342995
Net assets as of the end of the plan year2024-05-03879429
Net assets as of the beginning of the plan year2024-05-03536434
Value of contributions failed to transmitted timely2024-05-0358805
Employer contributions to plan in this plan year2024-05-030
Fees paid to broker by Benefit Provider2024-05-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-031368
2022 : PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-0238782
Net assets as of the end of the plan year2022-06-02426183
Total assets as of the beginning of the plan year2022-06-02246081
Value of plan covered by a fidelity bond2022-06-02336000000
Participant contributions to plan in this plan year2022-06-02163296
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-0255588
Plan net income in this plan year2022-06-02180102
Net assets as of the end of the plan year2022-06-02426183
Net assets as of the beginning of the plan year2022-06-02246081
Value of contributions failed to transmitted timely2022-06-0212456
Employer contributions to plan in this plan year2022-06-020
Fees paid to broker by Benefit Provider2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-02696

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