2023 Form 5500 filing — New Directions Treatment Services Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605142923NAL0033514240001) for New Directions Treatment Services Employee Benefit Plan, reported by New Directions Treatment Services under EIN 23-2143569 and plan number 501. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.2KReported net assets$26,219
Participants30
Provider compensation$56K6 Schedule C row(s)$55,987
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240605142923NAL0033514240001
Plan sponsor
New Directions Treatment Services
EIN
23-2143569
Plan number
501
Location
Wyomissing, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$71.2K total assets
Net assets$26.2KLiabilities$44.9K
Money in vs. money out
Total income / additions$498.6K
Total expenses$437.4K
Benefits paid / distributions$160.6K
Contributions
Employer$418.9K
Participant$78.4K
Full reported line items
Total assets (EOY)
$71,163
Total liabilities (EOY)
$44,944
Net assets (EOY)
$26,219
Employer contributions
$418,925
Participant contributions
$78,415
Total income / additions
$498,589
Benefits paid
$160,583
Administrative expenses
$22,167
Total expenses
$437,386
Net increase / (decrease)
$61,203
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADMIN · Direct $22.2K
  2. 2
    BROKER · Direct $17.8K
  3. 3
    BROKER · Direct $9.2K
  4. 4
    BROKER · Direct $3.4K
  5. 5
    PATIENT ADVOCATE · Direct $1.9K
  6. 6
    Innovu$1.5K
    BROKER · Direct $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240605142923NAL0033514240001 cover?
It is the 2023 Form 5500 filing for New Directions Treatment Services Employee Benefit Plan, reported by New Directions Treatment Services (EIN 23-2143569).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages