2023 Form 5500 filing — Santa Fe Recovery Center 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 20241010064504NAL0040040562001) for Santa Fe Recovery Center 401(K) Plan, reported by Santa Fe Recovery Center under EIN 85-0216976 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010064504NAL0040040562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fe Recovery Center
- EIN
- 85-0216976
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $899,696
- Total liabilities (EOY)
- $198
- Net assets (EOY)
- $899,498
- Employer contributions
- $139,021
- Participant contributions
- $235,246
- Total income / additions
- $489,846
- Benefits paid
- $131,999
- Administrative expenses
- $13,129
- Total expenses
- $147,210
- Net increase / (decrease)
- $342,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $4,504 | $0 |
| Pension Planning Consultants, Inc. | CONTRACT ADMIN | $3,225 | $0 |
| Sagepoint Financial Inc. | INVESTMENT ADVISOR | $2,340 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,543 | $0 |
| Osaic Wealth, Inc. | INVESTMENT AD VISOR | $947 | $0 |