The Behavioral Wellness Center At Girard 403(B) Retirement Plan — Form 5500 plan (The Behavioral Wellness Center At Girard)
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, The Behavioral Wellness Center At Girard 403(B) Retirement Plan is a benefit plan reported by The Behavioral Wellness Center At Girard under EIN 23-2610538 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $1,528,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Behavioral Wellness Center At Girard
- EIN
- 23-2610538
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $1,528,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20250822192558NAL0005341777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,528,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,528,373
- Net assets (BOY)
- $265,149
Income & contributions
- Employer contributions
- $406,138
- Participant contributions
- $754,992
- Total contributions
- $1,180,292
- Total income / additions
- $1,267,323
Expenses & distributions
- Benefits paid
- $4,099
- Administrative expenses
- $0
- Total expenses
- $4,099
- Net increase / (decrease)
- $1,263,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $9,423 | not reported in the loaded dataset | 2023 |
| Admin Partners, LLC | THIRD PARTY ADMINISTRATOR | $3,932 | not reported in the loaded dataset | 2023 |
| Parkland Securities, Inc | not reported in the loaded dataset | not reported in the loaded dataset | $3,911 | 2023 |
| Active Core | not reported in the loaded dataset | $412 | not reported in the loaded dataset | 2023 |
| Nationwide | not reported in the loaded dataset | $82 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Behavioral Wellness Center At Girard
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Nationwide — Schedule C compensation
- Admin Partners, LLC — Schedule C compensation
- Parkland Securities, Inc — Schedule C compensation
- Active Core — Schedule C compensation