2023 Form 5500 filing — The Behavioral Wellness Center At Girard 403(B) 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 20250822192558NAL0005341777001) for The Behavioral Wellness Center At Girard 403(B) Retirement Plan, reported by The Behavioral Wellness Center At Girard under EIN 23-2610538 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250822192558NAL0005341777001
Filing year
2023
Form type
2
Plan sponsor
The Behavioral Wellness Center At Girard
EIN
23-2610538
Plan number
001
Location
Philadelphia, PA
Participants
122
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,528,373
Total liabilities (EOY)
$0
Net assets (EOY)
$1,528,373
Employer contributions
$406,138
Participant contributions
$754,992
Total income / additions
$1,267,323
Benefits paid
$4,099
Administrative expenses
$0
Total expenses
$4,099
Net increase / (decrease)
$1,263,224
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwidenot reported in the loaded dataset$9,423not reported in the loaded dataset
Admin Partners, LLCTHIRD PARTY ADMINISTRATOR$3,932not reported in the loaded dataset
Parkland Securities, Incnot reported in the loaded datasetnot reported in the loaded dataset$3,911
Active Corenot reported in the loaded dataset$412not reported in the loaded dataset
Nationwidenot reported in the loaded dataset$82not reported in the loaded dataset

Related Form 5500 pages