Behaviorally 401(K) Plan — Form 5500 plan (Behaviorally)
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, Behaviorally 401(K) Plan is a benefit plan reported by Behaviorally under EIN 27-0173262 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $11,697,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Behaviorally
- EIN
- 27-0173262
- Plan number
- 002
- Plan type
- 2
- Location
- Teaneck, NJ
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $11,697,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241015114514NAL0016255587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,697,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,697,656
- Net assets (BOY)
- $11,621,635
Income & contributions
- Employer contributions
- $387,227
- Participant contributions
- $553,971
- Total contributions
- $965,224
- Total income / additions
- $2,889,665
Expenses & distributions
- Benefits paid
- $2,764,979
- Administrative expenses
- $26,291
- Total expenses
- $2,813,644
- Net increase / (decrease)
- $76,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,291 | $0 | 2023 |