Red Oak Behavioral Health 401(K) Plan — Form 5500 plan (Red Oak Behavioral Health)
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, Red Oak Behavioral Health 401(K) Plan is a benefit plan reported by Red Oak Behavioral Health under EIN 34-1282145 and plan number 003. The latest loaded filing year is 2023. The filing reports 220 participants and $2,908,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Red Oak Behavioral Health
- EIN
- 34-1282145
- Plan number
- 003
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $2,908,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015143645NAL0048437216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,908,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,908,054
- Net assets (BOY)
- $2,237,455
Income & contributions
- Employer contributions
- $196,040
- Participant contributions
- $365,926
- Total contributions
- $610,083
- Total income / additions
- $996,845
Expenses & distributions
- Benefits paid
- $306,931
- Administrative expenses
- $19,315
- Total expenses
- $326,246
- Net increase / (decrease)
- $670,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $28,565 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,409 | $0 | 2023 |