Original filing (PDF)20241003124534NAL0010554769001

OPTIMAL LIVING PSYCHOLOGICAL SERVICES, P.C.

Name: OPTIMAL LIVING PSYCHOLOGICAL SERVICES, P.C. — CENTER FOR OPTIMAL LIVING 401(K) P/S PLAN, Form 5500 (2023)
Creator: OPTIMAL LIVING PSYCHOLOGICAL SERVICES, P.C.

Form 5500-SF

FILING_RECEIVED

CENTER FOR OPTIMAL LIVING 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIMAL LIVING PSYCHOLOGICAL SERVICES, P.C..

Plan sponsor

Name

OPTIMAL LIVING PSYCHOLOGICAL SERVICES, P.C.

EIN

46-2274147

Address

370 LEXINGTON AVENUE · SUITE 500 · NEW YORK, NY · 10017

Phone

(212) 213-8905

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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