2023 Form 5500 filing — Slv Behavioral Health Group, 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 20240930142625NAL0002682515001) for Slv Behavioral Health Group, Inc. 401(K) Plan, reported by San Luis Valley Behavioral Health Group, Inc. under EIN 27-2126155 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142625NAL0002682515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Luis Valley Behavioral Health Group, Inc.
- EIN
- 27-2126155
- Plan number
- 002
- Location
- Alamosa, CO
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,260,218
- Total liabilities (EOY)
- $1,715
- Net assets (EOY)
- $7,258,503
- Employer contributions
- $358,175
- Participant contributions
- $490,118
- Total income / additions
- $1,953,562
- Benefits paid
- $595,134
- Administrative expenses
- $71,836
- Total expenses
- $666,970
- Net increase / (decrease)
- $1,286,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $49,955 | not reported in the loaded dataset |
| Ima Wealth, Inc. | NONE | $21,881 | not reported in the loaded dataset |