New Vista Behavioral Healthcare, Inc. 401(K) Plan — Form 5500 plan (New Vista Behavioral Healthcare, 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, New Vista Behavioral Healthcare, Inc. 401(K) Plan is a benefit plan reported by New Vista Behavioral Healthcare, Inc. under EIN 45-2412767 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $7,462,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Vista Behavioral Healthcare, Inc.
- EIN
- 45-2412767
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $7,462,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20240916142039NAL0001570177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,462,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,462,404
- Net assets (BOY)
- $4,751,761
Income & contributions
- Employer contributions
- $1,016,609
- Participant contributions
- $1,473,161
- Total contributions
- $2,559,621
- Total income / additions
- $3,372,417
Expenses & distributions
- Benefits paid
- $577,897
- Administrative expenses
- $83,877
- Total expenses
- $661,774
- Net increase / (decrease)
- $2,710,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $47,191 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY - PL | $19,224 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $10,180 | $118 | 2023 |
| Osaic Wealth, Inc. | INVESTMENT ADVISORY - PL | $4,807 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Vista Behavioral Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation