2023 Form 5500 filing — Volunteer Behavioral Health Salary Reduction Profit Sharing 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 20241002144109NAL0008459617001) for Volunteer Behavioral Health Salary Reduction Profit Sharing Plan, reported by Volunteer Behavioral Health Care System under EIN 62-1589440 and plan number 001. It reports 652 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)$17.2MReported net assets$17,155,432
Participants652
Provider compensation$78.2K2 Schedule C row(s)$78,205
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002144109NAL0008459617001
Plan sponsor
Volunteer Behavioral Health Care System
EIN
62-1589440
Plan number
001
Location
Chattanooga, TN
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)$17.2M total assets
Net assets$17.2MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.1M
Benefits paid / distributions$990.8K
Contributions
Employer$551.1K
Participant$846.7K
Full reported line items
Total assets (EOY)
$17,155,432
Total liabilities (EOY)
$0
Net assets (EOY)
$17,155,432
Employer contributions
$551,091
Participant contributions
$846,671
Total income / additions
$3,685,425
Benefits paid
$990,832
Administrative expenses
$78,205
Total expenses
$1,069,037
Net increase / (decrease)
$2,616,388
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $40.6K · Indirect $0
  2. 2
    ADVISOR · Direct $37.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002144109NAL0008459617001 cover?
It is the 2023 Form 5500 filing for Volunteer Behavioral Health Salary Reduction Profit Sharing Plan, reported by Volunteer Behavioral Health Care System (EIN 62-1589440).
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