2023 Form 5500 filing — Southeastern Behavioral Healthcare 403(B) 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 20241014093945NAL0052963330005) for Southeastern Behavioral Healthcare 403(B) Plan, reported by Southeastern Behavioral Healthcare under EIN 46-0232306 and plan number 001. It reports 343 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)$4.9MReported net assets$4,920,670
Participants343
Provider compensation$42.7K3 Schedule C row(s)$42,698
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014093945NAL0052963330005
- Plan sponsor
- Southeastern Behavioral Healthcare
- EIN
- 46-0232306
- Plan number
- 001
- Location
- Sioux Falls, SD
- Received date
- not reported in the loaded dataset
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)$4.9M total assets
Net assets$4.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,920,670
- Net assets (EOY)
- $4,920,670
- Employer contributions
- $119,407
- Participant contributions
- $550,449
- Total income / additions
- $1,416,050
- Benefits paid
- $864,563
- Administrative expenses
- $42,685
- Total expenses
- $907,248
- Net increase / (decrease)
- $508,802
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,034 | $0 |
| Ria Advisory Group LLC | INVESTMENT ADVISORY | $10,651 | $13 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |