2023 Form 5500 filing — Valeo Behavioral Health Care 401(K) 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 20240815135231NAL0027950354003) for Valeo Behavioral Health Care 401(K) Plan, reported by Valeo Behavioral Health Care under EIN 48-0730326 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815135231NAL0027950354003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valeo Behavioral Health Care
- EIN
- 48-0730326
- Plan number
- 002
- Location
- Topeka, KS
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,239,984
- Net assets (EOY)
- $10,239,984
- Employer contributions
- $415,821
- Participant contributions
- $722,854
- Total income / additions
- $2,709,437
- Benefits paid
- $1,227,734
- Administrative expenses
- $39,544
- Total expenses
- $1,267,278
- Net increase / (decrease)
- $1,442,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $33,719 | $0 |
| Purshe Kaplan Sterling Investments | NONE | $0 | $21,645 |
| Pinion, LLC | NONE | $0 | $5,411 |