2023 Form 5500 filing — Touchstone 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 20241011134155NAL0012550227001) for Touchstone Behavioral Health 401(K) Plan, reported by Touchstone Behavioral Health under EIN 86-0223116 and plan number 001. It reports 324 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)$3.9MReported net assets$3,900,756
Participants324
Provider compensation$42.5K3 Schedule C row(s)$42,485
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011134155NAL0012550227001
Plan sponsor
Touchstone Behavioral Health
EIN
86-0223116
Plan number
001
Location
Phoenix, 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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$657.8K
Benefits paid / distributions$575.5K
Contributions
Employer$222.8K
Participant$365.8K
Full reported line items
Total assets (EOY)
$3,900,756
Total liabilities (EOY)
$0
Net assets (EOY)
$3,900,756
Employer contributions
$222,809
Participant contributions
$365,771
Total income / additions
$1,183,930
Benefits paid
$575,457
Administrative expenses
$42,485
Total expenses
$657,776
Net increase / (decrease)
$526,154
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $17.9K
  2. 2
    RECORDKEEPER · Direct $16.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $8.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011134155NAL0012550227001 cover?
It is the 2023 Form 5500 filing for Touchstone Behavioral Health 401(K) Plan, reported by Touchstone Behavioral Health (EIN 86-0223116).
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