2023 Form 5500 filing — Shorehaven Behavioral Health, Inc Employees Savings Trust
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 20241011093220NAL0012330387001) for Shorehaven Behavioral Health, Inc Employees Savings Trust, reported by Shorehaven Behavioral Health Inc under EIN 04-3849216 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.1MReported net assets$4,138,852
Participants108
Provider compensation$19.4K3 Schedule C row(s)$19,442
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011093220NAL0012330387001
- Plan sponsor
- Shorehaven Behavioral Health Inc
- EIN
- 04-3849216
- Plan number
- 001
- Location
- Brown Deer, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,138,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,138,852
- Employer contributions
- $45,602
- Participant contributions
- $223,824
- Total income / additions
- $916,495
- Benefits paid
- $99,672
- Administrative expenses
- $19,443
- Total expenses
- $119,857
- Net increase / (decrease)
- $796,638
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT/FINANCIAL ADVI | $18,187 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,255 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |