Integrated Behavioral Health 401(K) Plan — Form 5500 plan (Integrated 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, Integrated Behavioral Health 401(K) Plan is a benefit plan reported by Integrated Behavioral Health under EIN 46-2336113 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $3,366,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Behavioral Health
- EIN
- 46-2336113
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, AL
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $3,366,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241015155110NAL0015009763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,366,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,366,003
- Net assets (BOY)
- $2,533,408
Income & contributions
- Employer contributions
- $350,435
- Participant contributions
- $390,143
- Total contributions
- $740,578
- Total income / additions
- $1,181,226
Expenses & distributions
- Benefits paid
- $333,456
- Administrative expenses
- $15,175
- Total expenses
- $348,631
- Net increase / (decrease)
- $832,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORDKEEPER | $17,095 | $194 | 2023 |