2023 Form 5500 filing — Integrated Services Retirement 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 20241014063819NAL0012942259001) for Integrated Services Retirement Plan, reported by Integrated Services For Behavioral Health under EIN 31-1472366 and plan number 001. It reports 513 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)$11.2MReported net assets$11,188,142
Participants513
Provider compensation$21.1K2 Schedule C row(s)$21,124
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014063819NAL0012942259001
Plan sponsor
Integrated Services For Behavioral Health
EIN
31-1472366
Plan number
001
Location
Nelsonville, OH
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)$11.2M total assets
Net assets$11.2MLiabilities$438
Money in vs. money out
Total income / additions$3.2M
Total expenses$922.3K
Benefits paid / distributions$904.8K
Contributions
Employer$612.1K
Participant$1.1M
Full reported line items
Total assets (EOY)
$11,188,580
Total liabilities (EOY)
$438
Net assets (EOY)
$11,188,142
Employer contributions
$612,089
Participant contributions
$1,100,539
Total income / additions
$3,236,336
Benefits paid
$904,815
Administrative expenses
$17,442
Total expenses
$922,257
Net increase / (decrease)
$2,314,079
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $20.6K
  2. 2
    SERVICE PROVIDER · Direct $563 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014063819NAL0012942259001 cover?
It is the 2023 Form 5500 filing for Integrated Services Retirement Plan, reported by Integrated Services For Behavioral Health (EIN 31-1472366).
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