Original filing (PDF)20240328164423NAL0005366896001

ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC.

Name: ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC. — ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC.

Form 5500-SF

FILING_RECEIVED

ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC..

Plan sponsor

Name

ALBERT J. KASTL, PH.D., PSYCHOLOGIST, INC.

EIN

94-2605340

Address

1107 SONOMA AVENUE · SANTA ROSA, CA · 95405

Phone

(707) 528-2144

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-03-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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