2023 Form 5500 filing — Thrive Behavioral Health, LLC 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 20240925070749NAL0024777632001) for Thrive Behavioral Health, LLC 401(K) Plan, reported by Thrive Behavioral Health, LLC under EIN 45-5559101 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925070749NAL0024777632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrive Behavioral Health, LLC
- EIN
- 45-5559101
- Plan number
- 001
- Location
- Rosedale, MD
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,752,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,752,403
- Employer contributions
- $415,537
- Participant contributions
- $722,015
- Total income / additions
- $2,401,487
- Benefits paid
- $285,672
- Administrative expenses
- $75,712
- Total expenses
- $361,384
- Net increase / (decrease)
- $2,040,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $30,546 | not reported in the loaded dataset |
| Pollard & Associates, Inc. | CONTRACT ADMIN | $22,538 | not reported in the loaded dataset |
| Gwlm, Llp | INDEPENDENT AUDITOR | $12,075 | not reported in the loaded dataset |
| Captial Bank And Trust | RECORDKEEPER | $10,553 | $0 |