2023 Form 5500 filing — Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816094205NAL0008183955001) for Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan, reported by Rite Of Passage Adolescent Treatment Centers And School, Inc. under EIN 68-0038804 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816094205NAL0008183955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rite Of Passage Adolescent Treatment Centers And School, Inc.
- EIN
- 68-0038804
- Plan number
- 001
- Location
- Minden, NV
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,385,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,385,977
- Employer contributions
- $147,235
- Participant contributions
- $257,796
- Total income / additions
- $878,029
- Benefits paid
- $403,208
- Administrative expenses
- $9,855
- Total expenses
- $413,063
- Net increase / (decrease)
- $464,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Financial | RECORDKEEPER | $19,688 | $1,399 |
| Lincoln Investment Planning | INVESTMENT ADVISOR | $0 | $9,279 |
| Norton James Retirement Services | TPA | $6,294 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $1,576 | not reported in the loaded dataset |