Thrive Behavioral Health, LLC 401(K) Plan — Form 5500 plan (Thrive Behavioral Health, 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, Thrive Behavioral Health, LLC 401(K) Plan is a benefit plan reported by Thrive Behavioral Health, LLC under EIN 45-5559101 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $7,752,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thrive Behavioral Health, LLC
- EIN
- 45-5559101
- Plan number
- 001
- Plan type
- 2
- Location
- Rosedale, MD
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $7,752,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240925070749NAL0024777632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,752,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,752,403
- Net assets (BOY)
- $5,712,300
Income & contributions
- Employer contributions
- $415,537
- Participant contributions
- $722,015
- Total contributions
- $1,191,855
- Total income / additions
- $2,401,487
Expenses & distributions
- Benefits paid
- $285,672
- Administrative expenses
- $75,712
- Total expenses
- $361,384
- Net increase / (decrease)
- $2,040,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $30,546 | not reported in the loaded dataset | 2023 |
| Pollard & Associates, Inc. | CONTRACT ADMIN | $22,538 | not reported in the loaded dataset | 2023 |
| Gwlm, Llp | INDEPENDENT AUDITOR | $12,075 | not reported in the loaded dataset | 2023 |
| Captial Bank And Trust | RECORDKEEPER | $10,553 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thrive Behavioral Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rosedale, MD
- Wells Fargo Advisors — Schedule C compensation
- Pollard & Associates, Inc. — Schedule C compensation
- Gwlm, Llp — Schedule C compensation
- Captial Bank And Trust — Schedule C compensation