Valeo Behavioral Health Care 401(K) Plan — Form 5500 plan (Valeo 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, Valeo Behavioral Health Care 401(K) Plan is a benefit plan reported by Valeo Behavioral Health Care under EIN 48-0730326 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $10,239,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valeo Behavioral Health Care
- EIN
- 48-0730326
- Plan number
- 002
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $10,239,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240815135231NAL0027950354003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,239,984
- Net assets (EOY)
- $10,239,984
- Net assets (BOY)
- $8,797,825
Income & contributions
- Employer contributions
- $415,821
- Participant contributions
- $722,854
- Total contributions
- $1,255,255
- Total income / additions
- $2,709,437
Expenses & distributions
- Benefits paid
- $1,227,734
- Administrative expenses
- $39,544
- Total expenses
- $1,267,278
- Net increase / (decrease)
- $1,442,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $33,719 | $0 | 2023 |
| Purshe Kaplan Sterling Investments | NONE | $0 | $21,645 | 2023 |
| Pinion, LLC | NONE | $0 | $5,411 | 2023 |