Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan — Form 5500 plan (Rite Of Passage Adolescent Treatment Centers And School, 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, Rite Of Passage Adolescent Treatment Centers And Schools, Inc. Retirement & Savings Plan is a benefit plan reported by Rite Of Passage Adolescent Treatment Centers And School, Inc. under EIN 68-0038804 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $3,385,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rite Of Passage Adolescent Treatment Centers And School, Inc.
EIN
68-0038804
Plan number
001
Plan type
2
Location
Minden, NV
Latest filing year
2023
Participants
368
End-of-year plan assets
$3,385,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240816094205NAL0008183955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,385,977
Total liabilities (EOY)
$0
Net assets (EOY)
$3,385,977
Net assets (BOY)
$2,921,011

Income & contributions

Employer contributions
$147,235
Participant contributions
$257,796
Total contributions
$426,516
Total income / additions
$878,029

Expenses & distributions

Benefits paid
$403,208
Administrative expenses
$9,855
Total expenses
$413,063
Net increase / (decrease)
$464,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide FinancialRECORDKEEPER$19,688$1,3992023
Lincoln Investment PlanningINVESTMENT ADVISOR$0$9,2792023
Norton James Retirement ServicesTPA$6,294not reported in the loaded dataset2023
Leafhouse Financial Advisors LLCINVESTMENT ADVISORY$1,576not reported in the loaded dataset2023

Related Form 5500 pages