How big is Pacific Psychotherapy Technologies' plan?

Pacific Psychotherapy Technologies' plan reported $5.3M in assets and 139 participants for 2024.

Original filing (PDF)20250729110025NAL0001258115006

Pacific Psychotherapy Technologies

Name: Pacific Psychotherapy Technologies — Pacific Psychot, Form 5500 (2024)
Creator: Pacific Psychotherapy Technologies
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pacific Psychotherapy Technologies 401(k) Plan

401(k) retirement plan · Pacific Psychotherapy Technologies' Pacific Psychotherapy Technologies 401(k) Plan held $5.3M in plan assets for 139 participants in 2024.

Signals · 3

Late participant contributions42% in single holdingCorrective distributions issued

Active participants

139

Accounts w/ balance

170

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

QIAN LIU signed Pacific Psychotherapy Technologies' 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Pacific Psychotherapy Technologies' EIN is 81-4007211.

EIN 81-4007211

Plan number 001

Plan year 2024

ACK ID 20250729110025NAL0001258115006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Psychotherapy Technologies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Psychotherapy Technologies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC PSYCHOTHERAPY TECHNOLOGIES.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 6K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

PACIFIC PSYCHOTHERAPY TECHNOLOGIES

EIN

all filings

Address

C/O ALEX KATZ PO BOX 593 · SAN FRANCISCO, CA · 94104

Phone

(415) 202-5159

Industry

Health Care & Social Assistance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $5.2M(99% of reported assets)

Common Collective Trusts

$4.4M

28 holdings

Mutual Funds

$776K

3 holdings

					% of plan
Vanguard Total Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.2M	42.1%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$866K	16.4%
Investments Vanguard Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$521K	9.9%
Vanguard Emerging Markets Stock Fund Mutual Fund	Mutual Funds	—	—	$458K	8.7%
Vanguard Index 500 Fund Mutual Fund	Mutual Funds	—	—	$308K	5.8%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$239K	4.5%
Vanguard Total International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$169K	3.2%
Vanguard Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	1.6%
Vanguard FTSE All World ex-U.S Index Fund Mutual Fund	Common Collective Trusts	—	—	$39K	0.7%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$38K	0.7%
Vanguard Information Technology Index Fund Mutual Fund	Common Collective Trusts	—	—	$37K	0.7%
Vanguard Mid-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$32K	0.6%
Vanguard Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$31K	0.6%
Vanguard European Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$27K	0.5%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$20K	0.4%
Vanguard Intermediate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$13K	0.2%
Vanguard Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	0.2%
Vanguard International Dividend Appreciation Fund Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Vanguard Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$10K	0.2%
Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund	Common Collective Trusts	—	—	$9K	0.2%
Vanguard Total Institutional Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	0.2%
Vanguard High Dividend Yield Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	0.1%
Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund 73 Vanguard Specialized Dividend Appreciation Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	0.1%
Vanguard Pacific Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Long Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Industrials Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%
Vanguard Large Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard International Equity Index Fund Mutual Fund 431 Vanguard Telecom Services Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard FTSE Social Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Health Care Index Fund Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%