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Form 5500 · Retirement plan · WALNUT CREEK, CA

THE SPEECH PATHOLOGY GROUP, INC.

The filing calls this plan THE COMMUNICATIONS GROUP 401(K) PLAN.

THE SPEECH PATHOLOGY GROUP, INC. of WALNUT CREEK, CA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3290122 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,509
Contracts on file
1
Contract value
$37,095,760
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $37,095,760 at the end of the plan year, as reported on Schedule A.

$51,370 in agent commissions is disclosed across the contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC821December$37,095,760$51,370

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$108,275
paid directly by the plan
SANCTUARY ADVISORS LLC
RIA · EIN 47-3162022
$69,074
paid directly by the plan
FLYNN, SHOJINAGA & ASSOCIATES, INC.
TPA · EIN 68-0005849
$14,255
paid directly by the plan
TWO WEST CAPITAL ADVISORS LLC
RIA · EIN 27-3055170
$10,321
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$37,652,169
Paid out in benefits
$2,494,687
Participants at the start of the year
1,509
Participants with account balances
816

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Independent accountantEIN 68-0307221
COMYNS SMITH MCCLEARY & DEAVER LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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