Plan5500

Change Academy At Lake Of The Ozarks, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Change Academy At Lake Of The Ozarks, LLC (EIN 26-3297560) is a plan sponsor located in Chandler, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3297560
Location
Chandler, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Change Academy At Lake Of The Ozarks, LLC

  • 2 loaded plans hold $13.8M in reported assets.
  • The largest, Embark Behavioral Health 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,800 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.8MSummed across loaded plans$13,754,571
Total reported assets$13.8M$13,804,595
Total reported participants2.8K2,800
Total reported liabilities$50K$50,024

Reported net position

Reported assets = net assets + liabilities (summed)$13.8M total assets
Net assets$13.8MLiabilities$50K
Contributions & income
Employer contributions$435.7K
Participant contributions$2M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.7M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Embark Behavioral Health 401(K) Plan
Participants per plan1,400Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Embark Behavioral Health 401(K) Plan$13.8M
    Plan #001 · 1,579 participants · 2023
  2. 2
    Calo Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,221 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Change Academy At Lake Of The Ozarks, LLC. Open one for its full reported snapshot.

  1. 2023
    Calo Welfare Benefit Plan1,221 participants · 2No schedules
    View filing →
  2. 2023
    Embark Behavioral Health 401(K) Plan1,579 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Change Academy At Lake Of The Ozarks, LLC report on Form 5500?
Change Academy At Lake Of The Ozarks, LLC (EIN 26-3297560) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Change Academy At Lake Of The Ozarks, LLC?
The Employer Identification Number (EIN) reported for Change Academy At Lake Of The Ozarks, LLC is 26-3297560.
What is the latest Form 5500 filing year for Change Academy At Lake Of The Ozarks, LLC?
The latest loaded Form 5500 filing year for Change Academy At Lake Of The Ozarks, LLC is 2023.

Related Form 5500 pages