Truecore Behavioral Solutions 401(K) Plan — Form 5500 plan (Truecore Behavioral Solutions)
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, Truecore Behavioral Solutions 401(K) Plan is a benefit plan reported by Truecore Behavioral Solutions under EIN 54-1859903 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $3,538,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truecore Behavioral Solutions
- EIN
- 54-1859903
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $3,538,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241018113711NAL0032813841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,538,882
- Total liabilities (EOY)
- $30,955
- Net assets (EOY)
- $3,507,927
- Net assets (BOY)
- $3,173,537
Income & contributions
- Participant contributions
- $276,698
- Total contributions
- $369,134
- Total income / additions
- $795,834
Expenses & distributions
- Benefits paid
- $381,803
- Administrative expenses
- $48,686
- Total expenses
- $461,444
- Net increase / (decrease)
- $334,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $39,830 | not reported in the loaded dataset | 2023 |
| Sarbey, Lexow & Kaufman, LLC | NONE | $7,875 | not reported in the loaded dataset | 2023 |