Hopelink Behavioral Health 403(B) Plan — Form 5500 plan (Hopelink Behavioral Health)
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, Hopelink Behavioral Health 403(B) Plan is a benefit plan reported by Hopelink Behavioral Health under EIN 54-0880899 and plan number 002. The latest loaded filing year is 2023. The filing reports 331 participants and $6,278,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopelink Behavioral Health
- EIN
- 54-0880899
- Plan number
- 002
- Plan type
- 2
- Location
- Oakton, VA
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $6,278,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241015113831NAL0014504979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,278,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,278,500
- Net assets (BOY)
- $5,930,413
Income & contributions
- Employer contributions
- $238,171
- Participant contributions
- $388,011
- Total contributions
- $700,753
- Total income / additions
- $1,605,416
Expenses & distributions
- Benefits paid
- $1,216,048
- Administrative expenses
- $39,994
- Total expenses
- $1,257,329
- Net increase / (decrease)
- $348,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $23,636 | $0 | 2023 |
| Renner And Company Cpa, P.C. | AUDITOR | $15,113 | not reported in the loaded dataset | 2023 |