2023 Form 5500 filing — Red Oak 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 20241015143645NAL0048437216001) for Red Oak Behavioral Health 401(K) Plan, reported by Red Oak Behavioral Health under EIN 34-1282145 and plan number 003. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143645NAL0048437216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Red Oak Behavioral Health
- EIN
- 34-1282145
- Plan number
- 003
- Location
- Akron, OH
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,908,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,908,054
- Employer contributions
- $196,040
- Participant contributions
- $365,926
- Total income / additions
- $996,845
- Benefits paid
- $306,931
- Administrative expenses
- $19,315
- Total expenses
- $326,246
- Net increase / (decrease)
- $670,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $28,565 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,409 | $0 |