2023 Form 5500 filing — Charlotte Behavioral Health Care, Inc. 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 20241008100122NAL0017379585001) for Charlotte Behavioral Health Care, Inc. Retirement Plan, reported by Charlotte Behavioral Health Care, Inc. under EIN 59-1234922 and plan number 001. It reports 550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008100122NAL0017379585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charlotte Behavioral Health Care, Inc.
- EIN
- 59-1234922
- Plan number
- 001
- Location
- Punta Gorda, FL
- Participants
- 550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,478,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,478,055
- Employer contributions
- $758,201
- Participant contributions
- $369,253
- Total income / additions
- $2,443,482
- Benefits paid
- $556,526
- Administrative expenses
- $12,107
- Total expenses
- $568,633
- Net increase / (decrease)
- $1,874,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $48,020 | $1,642 |
| Fsc Securities Corporation | BROKER | $0 | $17,400 |
| Iron-Co-Fid Comprehensive | FIDUCIARY SERVICES | $6,302 | not reported in the loaded dataset |
| Bsp Consulting | THIRDPARTY ADMINISTRATOR | $3,750 | not reported in the loaded dataset |
| Osaic Wealth Inc | BROKER | $0 | $1,818 |
| Nationwide Life Insurance Company | BROKER | $1,576 | not reported in the loaded dataset |