Original filing (PDF)20250428090215NAL0007941651003

SUSAN MENAHEM PSYCHOTHERAPY SERVICES

Name: SUSAN MENAHEM PSYCHOTHERAPY SERVICES — INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUSAN MENAHEM PSYCHOTHERAPY SERVICES

Form 5500-SF

FILING_RECEIVED

INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SUSAN MENAHEM PSYCHOTHERAPY SERVICES.

Plan sponsor

Name

SUSAN MENAHEM PSYCHOTHERAPY SERVICES

EIN

82-4937281

Address

1119 RARITAN AVE. · HIGHLAND PARK, NJ · 08904

Phone

(732) 246-8439

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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