Alternative Behavior Strategies Retirement Plan — Form 5500 plan (Alternative Behavior Strategies, LLC)
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, Alternative Behavior Strategies Retirement Plan is a benefit plan reported by Alternative Behavior Strategies, LLC under EIN 27-5073382 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,867 participants and $15,216,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alternative Behavior Strategies, LLC
- EIN
- 27-5073382
- Plan number
- 001
- Plan type
- 2
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 1,867
- End-of-year plan assets
- $15,216,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,867 | H, C | 20240830152206NAL0027066352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,216,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,962
- Net assets (BOY)
- $10,359,227
Income & contributions
- Employer contributions
- $1,291,926
- Participant contributions
- $2,307,120
- Total contributions
- $3,796,130
- Total income / additions
- $6,092,694
Expenses & distributions
- Benefits paid
- $1,135,778
- Administrative expenses
- $99,181
- Total expenses
- $1,234,959
- Net increase / (decrease)
- $4,857,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,196 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $13,763 | $15 | 2023 |
| Gsc Certified Public Accountants | ACCOUNTANT | $0 | $7,500 | 2023 |
| Creative Planning, Inc | INVESTMENT ADVISORY | $6,222 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alternative Behavior Strategies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Encino, CA
- Principal Life Insurance Company — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Gsc Certified Public Accountants — Schedule C compensation
- Creative Planning, Inc — Schedule C compensation