Victory Rd 401(K) Plan — Form 5500 plan (Ark National Holdings LLC (D/B/A Ark Behavioral))

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, Victory Rd 401(K) Plan is a benefit plan reported by Ark National Holdings LLC (D/B/A Ark Behavioral) under EIN 83-2215221 and plan number 001. The latest loaded filing year is 2023. The filing reports 799 participants and $9,468,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ark National Holdings LLC (D/B/A Ark Behavioral)
EIN
83-2215221
Plan number
001
Plan type
2
Location
Quincy, MA
Latest filing year
2023
Participants
799
End-of-year plan assets
$9,468,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023799H, C20241015121017NAL0057478322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,468,061
Total liabilities (EOY)
$218
Net assets (EOY)
$9,467,843
Net assets (BOY)
$7,113,975

Income & contributions

Employer contributions
$1,142,536
Participant contributions
$2,076,539
Total contributions
$3,260,700
Total income / additions
$4,725,881

Expenses & distributions

Benefits paid
$2,217,219
Administrative expenses
$154,794
Total expenses
$2,372,013
Net increase / (decrease)
$2,353,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compass 360, LLCRECORDKEEPER$66,266$802023
Transamerica Retirement SolutionsRECORDKEEPER$54,194$02023
Commonwealth Financial NetworkINVESTMENT AD VISORY-PLAN$34,334$02023

Related Form 5500 pages