Discovery Behavioral Health 401(K) Plan — Form 5500 plan (Discovery Practice Management, Inc.)
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, Discovery Behavioral Health 401(K) Plan is a benefit plan reported by Discovery Practice Management, Inc. under EIN 95-4628972 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,114 participants and $34,200,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Discovery Practice Management, Inc.
- EIN
- 95-4628972
- Plan number
- 001
- Plan type
- 3
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 4,114
- End-of-year plan assets
- $34,200,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,114 | H, C | 20241015110445NAL0028146401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,200,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,200,165
- Net assets (BOY)
- $23,530,534
Income & contributions
- Employer contributions
- $1,506,462
- Participant contributions
- $7,855,122
- Total contributions
- $10,222,657
- Total income / additions
- $15,191,916
Expenses & distributions
- Benefits paid
- $4,134,751
- Administrative expenses
- $375,877
- Total expenses
- $4,522,285
- Net increase / (decrease)
- $10,669,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $321,377 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Holthouse Carling & Van Trigt Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Discovery Practice Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Stancorp Financial Group — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Holthouse Carling & Van Trigt Llp — Schedule C compensation