How big is Albert J. Kastl, PH.D., Psychologist, Inc.'s plan?

Albert J. Kastl, PH.D., Psychologist, Inc.'s plan reported $1.5M in assets and 1 participants for 2023.

Original filing (PDF)20240328164423NAL0005366896001

Albert J. Kastl, PH.D., Psychologist, Inc.

Name: Albert J. Kastl, PH.D., Psychologist, Inc. — Form 5500 Plan 003 (2023)
Creator: Albert J. Kastl, PH.D., Psychologist, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Albert J. Kastl, PH.D., Psychologist, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Albert J. Kastl, PH.D., Psychologist, Inc.'s Albert J. Kastl, PH.D., Psychologist, Inc. Profit Sharing Plan held $1.5M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Albert J. Kastl, PH.D., Psychologist, Inc.'s EIN is 94-2605340.

EIN 94-2605340

Plan number 003

Plan year 2023

ACK ID 20240328164423NAL0005366896001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Albert J. Kastl, PH.D., Psychologist, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Albert J. Kastl, PH.D., Psychologist, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

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

EIN

all filings

Address

1107 SONOMA AVENUE · SANTA ROSA, CA · 95405

Phone

(707) 528-2144

Industry

Health Care & Social Assistance

Plan administrator