· 2022–2024 · DOL EFAST2

THE SUM OF YOU COUNSELING, PLLC — THE SUM OF YOU COUNSELING, PLLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250425220807NAL0014854416077

THE SUM OF YOU COUNSELING, PLLC

Form 5500-SF

FILING_RECEIVED

THE SUM OF YOU COUNSELING, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

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

30

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SUM OF YOU COUNSELING, PLLC.

Plan sponsor

Name

THE SUM OF YOU COUNSELING, PLLC

EIN

85-0888389all filings

Address

1317 HICKORY STREET · ABILENE, TX · 796013509

Phone

(325) 232-7099

Industry

Health Care & Social Assistancesee all

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

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

RELATIONSHIP COUNSELING CENTER OF CALIFORNIA LICENSED CLINICAL SOCIAL

RELATIONSHIP COUNSELING CENTER OF CALIFORNIA LICENSED CLINICAL SOCIAL

$2K · 3 participants

CAIRO COUNSELING

CAIRO COUNSELING 401(K) PLAN

$2K · 8 participants

CLINICAL BUDDY, INC.

CLINICAL BUDDY, INC. 401(K) PLAN

$2K · 5 participants

LEARNING DYNAMICS, INC.

LEARNING DYNAMICS, INC. 403(B) PLAN

$2K · 4 participants

STONEBRAKER COUNSELING SERVICES, PLLC

STONEBRAKER COUNSELING SERVICES, PLLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.