Plan5500

Buena Vista Health & Recovery Centers 401(K) Profit Sharing Plan — Form 5500 plan (Buena Vista Recovery, LLC)

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, Buena Vista Health & Recovery Centers 401(K) Profit Sharing Plan is a benefit plan reported by Buena Vista Recovery, LLC under EIN 84-4623244 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $1,111,786 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,111,786
Participants314Covered participants reported
Assets / participant$3.5KComputed: assets ÷ participants$3,541 (computed)
Provider compensation$1K1 Schedule C provider row(s)$1,046
Plan sponsor
Buena Vista Recovery, LLC
EIN
84-4623244
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    314 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$886K
Total expenses$170.8K
Benefits paid / distributions$140.2K
Contributions
Employer$92.3K
Participant$649.1K
Full reported line items

Net assets

Total assets (EOY)
$1,111,786
Total liabilities (EOY)
$0
Net assets (EOY)
$1,111,786
Net assets (BOY)
$396,563

Income & contributions

Employer contributions
$92,256
Participant contributions
$649,115
Total contributions
$783,323
Total income / additions
$885,999

Expenses & distributions

Benefits paid
$140,246
Administrative expenses
$30,530
Total expenses
$170,776
Net increase / (decrease)
$715,223
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Matthews, Gold, Kennedy, & Snow Inc$1K
    TPA · Direct $0 · Indirect $1K

Related Form 5500 pages