2023 Form 5500 filing — Behavioral Transformations 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 20240918090115NAL0005881008001) for Behavioral Transformations 401(K) Plan, reported by Behavioral Transformations, LLC under EIN 47-2775819 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$225.2KReported net assets$225,219
Participants113
Provider compensation$9.7K1 Schedule C row(s)$9,738
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918090115NAL0005881008001
Plan sponsor
Behavioral Transformations, LLC
EIN
47-2775819
Plan number
001
Location
Rockwall, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$225.2K total assets
Net assets$225.2KLiabilities$0
Money in vs. money out
Total income / additions$240.3K
Total expenses$15.1K
Benefits paid / distributions$4.5K
Contributions
Employer$19.2K
Participant$190.2K
Full reported line items
Total assets (EOY)
$225,219
Total liabilities (EOY)
$0
Net assets (EOY)
$225,219
Employer contributions
$19,205
Participant contributions
$190,172
Total income / additions
$240,320
Benefits paid
$4,465
Administrative expenses
$10,636
Total expenses
$15,101
Net increase / (decrease)
$225,219
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $9.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918090115NAL0005881008001 cover?
It is the 2023 Form 5500 filing for Behavioral Transformations 401(K) Plan, reported by Behavioral Transformations, LLC (EIN 47-2775819).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages