How big is Assessment and Treatment Associates' plan?

Assessment and Treatment Associates' plan reported $624K in assets and 21 participants for 2024.

Original filing (PDF)20250614144438NAL0053286402001

Assessment and Treatment Associates

Name: Assessment and Treatment Associates — ATA 401(k), Form 5500 (2024)
Creator: Assessment and Treatment Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ATA 401(k) Profit Sharing Plan

401(k) retirement plan · Assessment and Treatment Associates' ATA 401(k) Profit Sharing Plan held $624K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

People on this filing

Gary Umemoto signed Assessment and Treatment Associates' 2024 Form 5500 as plan administrator.

Gary Umemoto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Assessment and Treatment Associates' EIN is 27-0077182.

EIN 27-0077182

Plan number 001

Plan year 2024

ACK ID 20250614144438NAL0053286402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Assessment and Treatment Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Assessment and Treatment Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSESSMENT AND TREATMENT ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off