Prairie Ridge Integrated Behavioral Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Prairie Ridge Integrated Behavioral Healthcare)

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, Prairie Ridge Integrated Behavioral Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Prairie Ridge Integrated Behavioral Healthcare under EIN 42-0947309 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $6,906,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prairie Ridge Integrated Behavioral Healthcare
EIN
42-0947309
Plan number
001
Plan type
2
Location
Mason City, IA
Latest filing year
2023
Participants
165
End-of-year plan assets
$6,906,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20250325083543NAL0007604355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,906,740
Total liabilities (EOY)
$0
Net assets (EOY)
$6,906,740
Net assets (BOY)
$5,836,969

Income & contributions

Employer contributions
$505,197
Participant contributions
$454,832
Total contributions
$1,022,187
Total income / additions
$1,871,598

Expenses & distributions

Benefits paid
$767,239
Administrative expenses
$34,588
Total expenses
$801,827
Net increase / (decrease)
$1,069,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
L.M. Kohn & CompanyNONE$17,522not reported in the loaded dataset2023

Related Form 5500 pages