2023 Form 5500 filing — New Vista Behavioral Healthcare, Inc. 401(K) 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 20240916142039NAL0001570177001) for New Vista Behavioral Healthcare, Inc. 401(K) Plan, reported by New Vista Behavioral Healthcare, Inc. under EIN 45-2412767 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916142039NAL0001570177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Vista Behavioral Healthcare, Inc.
- EIN
- 45-2412767
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,462,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,462,404
- Employer contributions
- $1,016,609
- Participant contributions
- $1,473,161
- Total income / additions
- $3,372,417
- Benefits paid
- $577,897
- Administrative expenses
- $83,877
- Total expenses
- $661,774
- Net increase / (decrease)
- $2,710,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,191 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY - PL | $19,224 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $10,180 | $118 |
| Osaic Wealth, Inc. | INVESTMENT ADVISORY - PL | $4,807 | not reported in the loaded dataset |