Advanced Behavioral Health, Inc. 401(K) Plan — Form 5500 plan (Advanced 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, Advanced Behavioral Health, Inc. 401(K) Plan is a benefit plan reported by Advanced Behavioral Health, Inc. under EIN 06-1422326 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $15,022,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Behavioral Health, Inc.
EIN
06-1422326
Plan number
001
Plan type
2
Location
Middletown, CT
Latest filing year
2023
Participants
157
End-of-year plan assets
$15,022,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241015100120NAL0029198033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,022,581
Net assets (EOY)
$15,022,581
Net assets (BOY)
$12,435,339

Income & contributions

Employer contributions
$256,094
Participant contributions
$582,526
Total contributions
$848,480
Total income / additions
$2,998,787

Expenses & distributions

Benefits paid
$408,155
Administrative expenses
$3,390
Total expenses
$411,545
Net increase / (decrease)
$2,587,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jim Hallinan Pension Consulting, LlTHIRD PARTY ADMINISTRATO$0$6,6242023
Voya Retirement Insurance And AnnuiSERVICE PROVI$0$02023
Tbs AgencyBROKER/DEALER$0$02023

Related Form 5500 pages