2023 Form 5500 filing — Serv Behavioral Health System 401(K) Retirement 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 20250410145109NAL0033560144001) for Serv Behavioral Health System 401(K) Retirement Plan, reported by Serv Behavioral Health System, Inc. under EIN 22-2090976 and plan number 002. It reports 982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410145109NAL0033560144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serv Behavioral Health System, Inc.
- EIN
- 22-2090976
- Plan number
- 002
- Location
- Hamilton, NJ
- Participants
- 982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,270,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,270,547
- Employer contributions
- $1,553,331
- Participant contributions
- $1,089,554
- Total income / additions
- $5,551,988
- Benefits paid
- $1,972,440
- Administrative expenses
- $164,484
- Total expenses
- $2,136,924
- Net increase / (decrease)
- $3,415,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | VENDOR | $69,539 | $0 |
| Newport Capital | ADVISOR | $52,857 | not reported in the loaded dataset |
| Ascensus | TPA | $42,088 | not reported in the loaded dataset |