2023 Form 5500 filing — Victory Rd 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 20241015121017NAL0057478322001) for Victory Rd 401(K) Plan, reported by Ark National Holdings LLC (D/B/A Ark Behavioral) under EIN 83-2215221 and plan number 001. It reports 799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121017NAL0057478322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ark National Holdings LLC (D/B/A Ark Behavioral)
- EIN
- 83-2215221
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,468,061
- Total liabilities (EOY)
- $218
- Net assets (EOY)
- $9,467,843
- Employer contributions
- $1,142,536
- Participant contributions
- $2,076,539
- Total income / additions
- $4,725,881
- Benefits paid
- $2,217,219
- Administrative expenses
- $154,794
- Total expenses
- $2,372,013
- Net increase / (decrease)
- $2,353,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass 360, LLC | RECORDKEEPER | $66,266 | $80 |
| Transamerica Retirement Solutions | RECORDKEEPER | $54,194 | $0 |
| Commonwealth Financial Network | INVESTMENT AD VISORY-PLAN | $34,334 | $0 |