Original filing (PDF)20250410124524NAL0011756323001

SUMMIT PSYCHOLOGICAL ASSOCIATE

Name: SUMMIT PSYCHOLOGICAL ASSOCIATE — SUMMIT PSYCHOLOGICAL ASSOCIATE 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: SUMMIT PSYCHOLOGICAL ASSOCIATE

Form 5500-SF

FILING_RECEIVED

SUMMIT PSYCHOLOGICAL ASSOCIATE 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT PSYCHOLOGICAL ASSOCIATE.

Plan sponsor

Name

SUMMIT PSYCHOLOGICAL ASSOCIATE

EIN