Behavioral Health Resources Retirement Plan — Form 5500 plan (Behavioral Health Resources)
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 Resources Retirement Plan is a benefit plan reported by Behavioral Health Resources under EIN 91-0666889 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $4,583,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Behavioral Health Resources
- EIN
- 91-0666889
- Plan number
- 001
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $4,583,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H | 20241015133735NAL0014735139004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,583,824
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $4,583,819
- Net assets (BOY)
- $3,541,528
Income & contributions
- Employer contributions
- $415,723
- Participant contributions
- $294,047
- Total contributions
- $812,915
- Total income / additions
- $1,424,847
Expenses & distributions
- Benefits paid
- $382,556
- Total expenses
- $382,556
- Net increase / (decrease)
- $1,042,291
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.