Shorehaven Behavioral Health, Inc Employees Savings Trust — Form 5500 plan (Shorehaven Behavioral Health Inc)
Plain-English plan 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, Shorehaven Behavioral Health, Inc Employees Savings Trust is a benefit plan reported by Shorehaven Behavioral Health Inc under EIN 04-3849216 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $4,138,852 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.1MPlan net assets, end of year$4,138,852
Participants108Covered participants reported
Assets / participant$38.3KComputed: assets ÷ participants$38,323 (computed)
Provider compensation$19.4K3 Schedule C provider row(s)$19,442
- Plan sponsor
- Shorehaven Behavioral Health Inc
- EIN
- 04-3849216
- Plan number
- 001
- Plan type
- 2
- Location
- Brown Deer, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241011093220NAL0012330387001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,138,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,138,852
- Net assets (BOY)
- $3,342,214
Income & contributions
- Employer contributions
- $45,602
- Participant contributions
- $223,824
- Total contributions
- $269,426
- Total income / additions
- $916,495
Expenses & distributions
- Benefits paid
- $99,672
- Administrative expenses
- $19,443
- Total expenses
- $119,857
- Net increase / (decrease)
- $796,638
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT/FINANCIAL ADVI | $18,187 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,255 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |