Vivant Behavioral Holdings 401(K) Plan — Form 5500 plan (Vivant Behavioral Holdings 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, Vivant Behavioral Holdings 401(K) Plan is a benefit plan reported by Vivant Behavioral Holdings LLC under EIN 87-1652067 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,955 participants and $9,140,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vivant Behavioral Holdings LLC
- EIN
- 87-1652067
- Plan number
- 001
- Plan type
- 2
- Location
- Prescott Valley, AZ
- Latest filing year
- 2023
- Participants
- 1,955
- End-of-year plan assets
- $9,140,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,955 | H, C | 20241001133813NAL0006842561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,140,996
- Net assets (EOY)
- $9,140,996
- Net assets (BOY)
- $8,658,747
Income & contributions
- Employer contributions
- $600
- Participant contributions
- $1,179,858
- Total contributions
- $1,397,310
- Total income / additions
- $2,730,494
Expenses & distributions
- Benefits paid
- $2,110,571
- Administrative expenses
- $119,110
- Total expenses
- $2,248,245
- Net increase / (decrease)
- $482,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $91,570 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $14,312 | $0 | 2023 |
| Geneos Wealth Management Inc. | INVESTMENT ADVISOR | $12,777 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vivant Behavioral Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Prescott Valley, AZ
- Empower Annuity Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Geneos Wealth Management Inc. — Schedule C compensation