New Hope Integrated Behavioral Health Care 401(K) Retirement Plan — Form 5500 plan (New Hope Integrated Behavioral Health Care)
Plain-English plan 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, New Hope Integrated Behavioral Health Care 401(K) Retirement Plan is a benefit plan reported by New Hope Integrated Behavioral Health Care under EIN 22-2116914 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $5,525,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Hope Integrated Behavioral Health Care
- EIN
- 22-2116914
- Plan number
- 001
- Plan type
- 2
- Location
- Marlboro, NJ
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,525,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240904115307NAL0020157873003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,525,002
- Total liabilities (EOY)
- $400
- Net assets (EOY)
- $5,524,602
- Net assets (BOY)
- $4,421,276
Income & contributions
- Employer contributions
- $232,212
- Participant contributions
- $429,747
- Total contributions
- $670,394
- Total income / additions
- $1,349,415
Expenses & distributions
- Benefits paid
- $192,740
- Administrative expenses
- $53,349
- Total expenses
- $246,089
- Net increase / (decrease)
- $1,103,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | TRUST RECORDKEEPER | $37,679 | $0 | 2023 |
| Intac Actuarial Services | PENSION CONSULTING / TPA | $15,399 | $13 | 2023 |
| Equitable Advisors LLC | INVESTMENT ADVISOR | $0 | $10,670 | 2023 |
| Equitable Network LLC | INVESTMENT ADVISOR | $0 | $162 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Hope Integrated Behavioral Health Care
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Marlboro, NJ
- Nationwide — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Equitable Network LLC — Schedule C compensation