2023 Form 5500 filing — Behavioral Systems Southwest, Inc. 401(K) Profit Sharing Plan & 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 20250820160715NAL0001680083001) for Behavioral Systems Southwest, Inc. 401(K) Profit Sharing Plan & Trust, reported by Behavioral Systems Southwest, Inc. under EIN 95-3238991 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250820160715NAL0001680083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Behavioral Systems Southwest, Inc.
- EIN
- 95-3238991
- Plan number
- 002
- Location
- San Clemente, CA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,535,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,535,219
- Employer contributions
- $200,000
- Participant contributions
- $209,044
- Total income / additions
- $1,278,002
- Benefits paid
- $1,429,444
- Administrative expenses
- $23,731
- Total expenses
- $1,468,771
- Net increase / (decrease)
- -$190,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $13,376 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,355 | $0 |