Behavioral Health Services Retirement Readiness 401(K) Plan — Form 5500 plan (Savida Management, 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, Behavioral Health Services Retirement Readiness 401(K) Plan is a benefit plan reported by Savida Management, Inc. under EIN 82-2335379 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $4,514,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savida Management, Inc.
EIN
82-2335379
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
243
End-of-year plan assets
$4,514,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241001183615NAL0007632529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,514,943
Total liabilities (EOY)
$0
Net assets (EOY)
$4,514,943
Net assets (BOY)
$2,816,247

Income & contributions

Employer contributions
$364,118
Participant contributions
$1,010,653
Total contributions
$1,623,634
Total income / additions
$2,169,644

Expenses & distributions

Benefits paid
$455,454
Administrative expenses
$15,494
Total expenses
$470,948
Net increase / (decrease)
$1,698,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
LbmcNONE$11,999not reported in the loaded dataset2023
Ascensus LLCNONE$3,495$02023

Related Form 5500 pages