Serv Behavioral Health System 401(K) Retirement Plan — Form 5500 plan (Serv Behavioral Health System, 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, Serv Behavioral Health System 401(K) Retirement Plan is a benefit plan reported by Serv Behavioral Health System, Inc. under EIN 22-2090976 and plan number 002. The latest loaded filing year is 2023. The filing reports 982 participants and $25,270,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Serv Behavioral Health System, Inc.
EIN
22-2090976
Plan number
002
Plan type
2
Location
Hamilton, NJ
Latest filing year
2023
Participants
982
End-of-year plan assets
$25,270,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023982H, C20250410145109NAL0033560144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,270,547
Total liabilities (EOY)
$0
Net assets (EOY)
$25,270,547
Net assets (BOY)
$21,855,483

Income & contributions

Employer contributions
$1,553,331
Participant contributions
$1,089,554
Total contributions
$2,675,319
Total income / additions
$5,551,988

Expenses & distributions

Benefits paid
$1,972,440
Administrative expenses
$164,484
Total expenses
$2,136,924
Net increase / (decrease)
$3,415,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.VENDOR$69,539$02023
Newport CapitalADVISOR$52,857not reported in the loaded dataset2023
AscensusTPA$42,088not reported in the loaded dataset2023

Related Form 5500 pages