Brown And Toland Physician Services Organization, Inc. 401(k) Plan: Login, Facts & Contact Information

Brown And Toland Physician Services Organization, Inc. 401(k) Plan Facts

Plan name
BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC.
Participants
468 (245 active employees)
Former employees with a balance
152
Plan assets
$31,592,992 at Dec 31, 2022
Average account balance
$78,200 across 404 accounts
Employer contributions
$844,434 in plan year 2022 (20% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Nov 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 16, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $4.31 million went into the plan in contributions, $844,434 of it from the employer (20%).
  • $3.96 million was paid out to participants.
  • Administrative expenses were $113,084, about $280 per account.

How the Brown And Toland Physician Services Organization, Inc. 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017439$33.6 million$564,840$2.49 million
2018392$30.7 million$493,747$4.09 million
2019415$29.7 million$483,726$9.51 million
2020409$32.8 million$591,369$4.24 million
2021449$37.9 million$731,730$2.91 million
2022468$31.6 million$844,434$3.96 million

Brown And Toland Physician Services Organization, Inc. 401(k) Contact Information

Phone
415-972-4202
Mailing address
1221 BROADWAY SUITE 700, OAKLAND CA 94612
Plan sponsor
BROWN AND TOLAND PHYSICIAN SERVICES ORGANIZATION, INC.
Employer identification number (EIN)
94-3270365
Plan number
001

Questions about the Brown And Toland Physician Services Organization, Inc. 401(k)

Does Brown And Toland Physician Services Organization, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $844,434, 20% of all contributions.

Does the Brown And Toland Physician Services Organization, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Brown And Toland Physician Services Organization, Inc 401(k) plan?

468 participants at the start of plan year 2022, 245 of them active employees, and 152 former employees who still had money in the plan.

What is the average 401(k) balance at Brown And Toland Physician Services Organization, Inc?

About $78,200 per account: $31.6 million in plan assets across 404 accounts with a balance at the end of plan year 2022.

Who manages the Brown And Toland Physician Services Organization, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Brown And Toland Physician Services Organization, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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