Plan5500

Slv Behavioral Health Group, Inc. 401(K) Plan — Form 5500 plan (San Luis Valley Behavioral Health Group, 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, Slv Behavioral Health Group, Inc. 401(K) Plan is a benefit plan reported by San Luis Valley Behavioral Health Group, Inc. under EIN 27-2126155 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $7,260,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Luis Valley Behavioral Health Group, Inc.
EIN
27-2126155
Plan number
002
Plan type
2
Location
Alamosa, CO
Latest filing year
2023
Participants
197
End-of-year plan assets
$7,260,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240930142625NAL0002682515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,260,218
Total liabilities (EOY)
$1,715
Net assets (EOY)
$7,258,503
Net assets (BOY)
$5,971,911

Income & contributions

Employer contributions
$358,175
Participant contributions
$490,118
Total contributions
$993,446
Total income / additions
$1,953,562

Expenses & distributions

Benefits paid
$595,134
Administrative expenses
$71,836
Total expenses
$666,970
Net increase / (decrease)
$1,286,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$49,955not reported in the loaded dataset2023
Ima Wealth, Inc.NONE$21,881not reported in the loaded dataset2023

Related Form 5500 pages