2023 Form 5500 filing — Alternative Behavior Strategies Retirement 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 20240830152206NAL0027066352001) for Alternative Behavior Strategies Retirement Plan, reported by Alternative Behavior Strategies, LLC under EIN 27-5073382 and plan number 001. It reports 1,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830152206NAL0027066352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alternative Behavior Strategies, LLC
- EIN
- 27-5073382
- Plan number
- 001
- Location
- Encino, CA
- Participants
- 1,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,216,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,962
- Employer contributions
- $1,291,926
- Participant contributions
- $2,307,120
- Total income / additions
- $6,092,694
- Benefits paid
- $1,135,778
- Administrative expenses
- $99,181
- Total expenses
- $1,234,959
- Net increase / (decrease)
- $4,857,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,196 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $13,763 | $15 |
| Gsc Certified Public Accountants | ACCOUNTANT | $0 | $7,500 |
| Creative Planning, Inc | INVESTMENT ADVISORY | $6,222 | not reported in the loaded dataset |