Plan5500

Santa Fe Recovery Center 401(K) Plan — Form 5500 plan (Santa Fe Recovery Center)

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, Santa Fe Recovery Center 401(K) Plan is a benefit plan reported by Santa Fe Recovery Center under EIN 85-0216976 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $899,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santa Fe Recovery Center
EIN
85-0216976
Plan number
001
Plan type
2
Location
Santa Fe, NM
Latest filing year
2023
Participants
215
End-of-year plan assets
$899,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241010064504NAL0040040562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$899,696
Total liabilities (EOY)
$198
Net assets (EOY)
$899,498
Net assets (BOY)
$556,862

Income & contributions

Employer contributions
$139,021
Participant contributions
$235,246
Total contributions
$387,169
Total income / additions
$489,846

Expenses & distributions

Benefits paid
$131,999
Administrative expenses
$13,129
Total expenses
$147,210
Net increase / (decrease)
$342,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$4,504$02023
Pension Planning Consultants, Inc.CONTRACT ADMIN$3,225$02023
Sagepoint Financial Inc.INVESTMENT ADVISOR$2,340$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,543$02023
Osaic Wealth, Inc.INVESTMENT AD VISOR$947$02023

Related Form 5500 pages