2023 Form 5500 filing — Truecore Behavioral Solutions 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 20241018113711NAL0032813841001) for Truecore Behavioral Solutions 401(K) Plan, reported by Truecore Behavioral Solutions under EIN 54-1859903 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018113711NAL0032813841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truecore Behavioral Solutions
- EIN
- 54-1859903
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,538,882
- Total liabilities (EOY)
- $30,955
- Net assets (EOY)
- $3,507,927
- Participant contributions
- $276,698
- Total income / additions
- $795,834
- Benefits paid
- $381,803
- Administrative expenses
- $48,686
- Total expenses
- $461,444
- Net increase / (decrease)
- $334,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $39,830 | not reported in the loaded dataset |
| Sarbey, Lexow & Kaufman, LLC | NONE | $7,875 | not reported in the loaded dataset |