Broadstep Behavioral Health Inc. 401(K) Retirement Plan — Form 5500 plan (Broadstep Behavioral Health Inc)

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, Broadstep Behavioral Health Inc. 401(K) Retirement Plan is a benefit plan reported by Broadstep Behavioral Health Inc under EIN 39-1966717 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,841 participants and $8,671,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Broadstep Behavioral Health Inc
EIN
39-1966717
Plan number
001
Plan type
2
Location
Kingstree, SC
Latest filing year
2023
Participants
1,841
End-of-year plan assets
$8,671,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,841H, C20241007124349NAL0016067553003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,671,164
Total liabilities (EOY)
$10,365
Net assets (EOY)
$8,660,799
Net assets (BOY)
$9,526,945

Income & contributions

Participant contributions
$1,500,712
Total contributions
$1,501,657
Total income / additions
$2,904,546

Expenses & distributions

Benefits paid
$3,622,705
Administrative expenses
$135,301
Total expenses
$3,770,692
Net increase / (decrease)
-$866,146

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$133,376$02023
Morgan Stanley Smith Barney LLCBROKER$0$16,4992023

Related Form 5500 pages