2023 Form 5500 filing — Broadstep Behavioral Health Inc. 401(K) Retirement 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 20241007124349NAL0016067553003) for Broadstep Behavioral Health Inc. 401(K) Retirement Plan, reported by Broadstep Behavioral Health Inc under EIN 39-1966717 and plan number 001. It reports 1,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124349NAL0016067553003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Broadstep Behavioral Health Inc
- EIN
- 39-1966717
- Plan number
- 001
- Location
- Kingstree, SC
- Participants
- 1,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,671,164
- Total liabilities (EOY)
- $10,365
- Net assets (EOY)
- $8,660,799
- Participant contributions
- $1,500,712
- Total income / additions
- $2,904,546
- Benefits paid
- $3,622,705
- Administrative expenses
- $135,301
- Total expenses
- $3,770,692
- Net increase / (decrease)
- -$866,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $133,376 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER | $0 | $16,499 |