Plan5500

Touchstone Behavioral Health 401(K) Plan — Form 5500 plan (Touchstone 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, Touchstone Behavioral Health 401(K) Plan is a benefit plan reported by Touchstone Behavioral Health under EIN 86-0223116 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $3,900,756 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.9MPlan net assets, end of year$3,900,756
Participants324Covered participants reported
Assets / participant$12KComputed: assets ÷ participants$12,039 (computed)
Provider compensation$42.5K3 Schedule C provider row(s)$42,485
Plan sponsor
Touchstone Behavioral Health
EIN
86-0223116
Plan number
001
Plan type
2
Location
Phoenix, 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
    324 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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$657.8K
Benefits paid / distributions$575.5K
Contributions
Employer$222.8K
Participant$365.8K
Full reported line items

Net assets

Total assets (EOY)
$3,900,756
Total liabilities (EOY)
$0
Net assets (EOY)
$3,900,756
Net assets (BOY)
$3,374,602

Income & contributions

Employer contributions
$222,809
Participant contributions
$365,771
Total contributions
$648,785
Total income / additions
$1,183,930

Expenses & distributions

Benefits paid
$575,457
Administrative expenses
$42,485
Total expenses
$657,776
Net increase / (decrease)
$526,154
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 38%Participant 62%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Global Retirement Partners LLC$17.9K
    INVESTMENT ADVISOR · Direct $17.9K
  2. 2
    Empower Annuity Insurance Company$16.1K
    RECORDKEEPER · Direct $16.1K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$8.5K
    INVESTMENT MGMT · Direct $8.5K

Related Form 5500 pages