Charlotte Behavioral Health Care, Inc. Retirement Plan — Form 5500 plan (Charlotte Behavioral Health Care, 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, Charlotte Behavioral Health Care, Inc. Retirement Plan is a benefit plan reported by Charlotte Behavioral Health Care, Inc. under EIN 59-1234922 and plan number 001. The latest loaded filing year is 2023. The filing reports 550 participants and $10,478,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charlotte Behavioral Health Care, Inc.
- EIN
- 59-1234922
- Plan number
- 001
- Plan type
- 2
- Location
- Punta Gorda, FL
- Latest filing year
- 2023
- Participants
- 550
- End-of-year plan assets
- $10,478,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 550 | H, C | 20241008100122NAL0017379585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,478,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,478,055
- Net assets (BOY)
- $8,582,959
Income & contributions
- Employer contributions
- $758,201
- Participant contributions
- $369,253
- Total contributions
- $1,127,454
- Total income / additions
- $2,443,482
Expenses & distributions
- Benefits paid
- $556,526
- Administrative expenses
- $12,107
- Total expenses
- $568,633
- Net increase / (decrease)
- $1,874,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $48,020 | $1,642 | 2023 |
| Fsc Securities Corporation | BROKER | $0 | $17,400 | 2023 |
| Iron-Co-Fid Comprehensive | FIDUCIARY SERVICES | $6,302 | not reported in the loaded dataset | 2023 |
| Bsp Consulting | THIRDPARTY ADMINISTRATOR | $3,750 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | BROKER | $0 | $1,818 | 2023 |
| Nationwide Life Insurance Company | BROKER | $1,576 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charlotte Behavioral Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Punta Gorda, FL
- Nationwide — Schedule C compensation
- Fsc Securities Corporation — Schedule C compensation
- Iron-Co-Fid Comprehensive — Schedule C compensation
- Bsp Consulting — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation