Logo

GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN
Plan identification number 002

GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION
Employer identification number (EIN):953447342
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID PRATT2024-10-13
0022022-01-01GEORGE PRATT2023-10-16
0022020-01-01GEORGE PRATT2021-10-14 GEORGE PRATT2021-10-14
0022018-01-01GEORGE PRATT2019-10-12 GEORGE PRATT2019-10-12
0022015-01-01GEORGE PRATT
0022014-01-01GEORGE PRATT
0022013-01-01GEORGE PRATT
0022012-01-01GEORGE PRATT
0022011-01-01GEORGE PRATT
0022009-01-01GEORGE PRATT

Financial Data on GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2024 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-13111256
Net assets as of the end of the plan year2024-10-131443808
Total assets as of the beginning of the plan year2024-10-131439212
Value of plan covered by a fidelity bond2024-10-13125000
Participant contributions to plan in this plan year2024-10-134400
Other income to plan in this plan year2024-10-1387452
Plan net income in this plan year2024-10-134596
Net assets as of the end of the plan year2024-10-131443808
Net assets as of the beginning of the plan year2024-10-131439212
Employer contributions to plan in this plan year2024-10-1324000
Fees paid to broker by Benefit Provider2024-10-132683
2015 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$74,542
Expenses. Total of all expenses incurred2015-12-31$103,386
Benefits paid (including direct rollovers)2015-12-31$30,000
Total plan assets at end of year2015-12-31$1,248,135
Total plan assets at beginning of year2015-12-31$1,276,979
Value of fidelity bond covering the plan2015-12-31$125,000
Expenses. Other expenses not covered elsewhere2015-12-31$73,386
Other income received2015-12-31$56,546
Net income (gross income less expenses)2015-12-31$-28,844
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,248,135
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,276,979
Assets. Value of participant loans2015-12-31$21,626
Total contributions received or receivable from employer(s)2015-12-31$17,996
2014 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$129,808
Expenses. Total of all expenses incurred2014-12-31$22,153
Total plan assets at end of year2014-12-31$1,276,979
Total plan assets at beginning of year2014-12-31$1,169,324
Value of fidelity bond covering the plan2014-12-31$128,000
Expenses. Other expenses not covered elsewhere2014-12-31$22,153
Other income received2014-12-31$111,812
Net income (gross income less expenses)2014-12-31$107,655
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,276,979
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,169,324
Assets. Value of participant loans2014-12-31$26,595
Total contributions received or receivable from employer(s)2014-12-31$17,996
2013 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$171,449
Expenses. Total of all expenses incurred2013-12-31$9,145
Total plan assets at end of year2013-12-31$1,169,324
Total plan assets at beginning of year2013-12-31$1,007,020
Value of fidelity bond covering the plan2013-12-31$117,000
Expenses. Other expenses not covered elsewhere2013-12-31$9,145
Other income received2013-12-31$158,567
Net income (gross income less expenses)2013-12-31$162,304
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,169,324
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,007,020
Assets. Value of participant loans2013-12-31$3,673
Total contributions received or receivable from employer(s)2013-12-31$12,882
2012 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$97,544
Expenses. Total of all expenses incurred2012-12-31$9,145
Total plan assets at end of year2012-12-31$1,007,020
Total plan assets at beginning of year2012-12-31$919,444
Value of fidelity bond covering the plan2012-12-31$101,000
Expenses. Other expenses not covered elsewhere2012-12-31$9,145
Other income received2012-12-31$84,662
Net income (gross income less expenses)2012-12-31$88,399
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,007,020
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$919,444
Assets. Value of participant loans2012-12-31$14,387
Total contributions received or receivable from employer(s)2012-12-31$12,882
2011 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,330
Expenses. Total of all expenses incurred2011-12-31$31,769
Total plan assets at end of year2011-12-31$919,444
Total plan assets at beginning of year2011-12-31$900,883
Value of fidelity bond covering the plan2011-12-31$92,000
Expenses. Other expenses not covered elsewhere2011-12-31$31,769
Other income received2011-12-31$37,448
Net income (gross income less expenses)2011-12-31$18,561
Net plan assets at end of year (total assets less liabilities)2011-12-31$919,444
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$900,883
Assets. Value of participant loans2011-12-31$24,655
Total contributions received or receivable from employer(s)2011-12-31$12,882
2010 : GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$143,736
Expenses. Total of all expenses incurred2010-12-31$9,145
Total plan assets at end of year2010-12-31$900,883
Total plan assets at beginning of year2010-12-31$766,292
Value of fidelity bond covering the plan2010-12-31$55,000
Total contributions received or receivable from participants2010-12-31$12,882
Expenses. Other expenses not covered elsewhere2010-12-31$9,145
Other income received2010-12-31$130,854
Net income (gross income less expenses)2010-12-31$134,591
Net plan assets at end of year (total assets less liabilities)2010-12-31$900,883
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$766,292
Assets. Value of participant loans2010-12-31$34,497

Form 5500 Responses for GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN

2015: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GEORGE J. PRATT, PHD., A PSYCHOLOGICAL CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4888351
Policy instance 2
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP52040
Policy instance 3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 4
GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 2
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP52040
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberP52040
Policy instance 1
GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number46545476
Policy instance 1
GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 2
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number46545476
Policy instance 1
GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number51892651
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number46545476
Policy instance 2
GREAT WEST LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number4896766
Policy instance 3

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