Shorehaven Behavioral Health Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Shorehaven Behavioral Health Inc (EIN 04-3849216) is a plan sponsor located in Brown Deer, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3849216
Location
Brown Deer, WI
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,138,852
Total reported assets$4.1M$4,138,852
Total reported participants108
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$45.6K
Participant contributions$223.8K
Total income / additions$916.5K
Expenses & distributions
Benefits paid / distributions$99.7K
Total expenses$119.9K
Net increase / (decrease)$796.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Shorehaven Behavioral Health Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shorehaven Behavioral Health, Inc Employees Savings Trust001108$4,138,8522023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shorehaven Behavioral Health Inc
YearPlanParticipantsSchedulesFiling
2023Shorehaven Behavioral Health, Inc Employees Savings Trust108H, C20241011093220NAL0012330387001

Related Form 5500 pages