2023 Form 5500 filing — Embark Behavioral Health 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 20241004162203NAL0005819619001) for Embark Behavioral Health 401(K) Plan, reported by Change Academy At Lake Of The Ozarks, LLC under EIN 26-3297560 and plan number 001. It reports 1,579 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)$13.8MReported net assets$13,754,571
Participants1.6K1,579
Provider compensation$104.3K2 Schedule C row(s)$104,275
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004162203NAL0005819619001
Plan sponsor
Change Academy At Lake Of The Ozarks, LLC
EIN
26-3297560
Plan number
001
Location
Chandler, AZ
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)$13.8M total assets
Net assets$13.8MLiabilities$50K
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.7M
Benefits paid / distributions$1.5M
Contributions
Employer$435.7K
Participant$2M
Full reported line items
Total assets (EOY)
$13,804,595
Total liabilities (EOY)
$50,024
Net assets (EOY)
$13,754,571
Employer contributions
$435,666
Participant contributions
$1,962,772
Total income / additions
$5,476,965
Benefits paid
$1,544,108
Administrative expenses
$104,275
Total expenses
$1,679,297
Net increase / (decrease)
$3,797,668
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $71.3K
  2. 2

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004162203NAL0005819619001 cover?
It is the 2023 Form 5500 filing for Embark Behavioral Health 401(K) Plan, reported by Change Academy At Lake Of The Ozarks, LLC (EIN 26-3297560).
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