2023 Form 5500 filing — Discovery Behavioral Health 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 20241015110445NAL0028146401001) for Discovery Behavioral Health 401(K) Plan, reported by Discovery Practice Management, Inc. under EIN 95-4628972 and plan number 001. It reports 4,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110445NAL0028146401001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Discovery Practice Management, Inc.
- EIN
- 95-4628972
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 4,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,200,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,200,165
- Employer contributions
- $1,506,462
- Participant contributions
- $7,855,122
- Total income / additions
- $15,191,916
- Benefits paid
- $4,134,751
- Administrative expenses
- $375,877
- Total expenses
- $4,522,285
- Net increase / (decrease)
- $10,669,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $321,377 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | NONE | $40,000 | not reported in the loaded dataset |
| Holthouse Carling & Van Trigt Llp | NONE | $14,500 | not reported in the loaded dataset |