How big is Upper Valley Behavioral Health's plan?

Upper Valley Behavioral Health's plan reported $52K in assets and 2 participants for 2023.

Original filing (PDF)20241012135654NAL0041573296001

Upper Valley Behavioral Health

Name: Upper Valley Behavioral Health — Upper Valley, Form 5500 (2023)
Creator: Upper Valley Behavioral Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper Valley Behavioral Health 401(k) Plan

401(k) retirement plan · Upper Valley Behavioral Health's Upper Valley Behavioral Health 401(k) Plan held $52K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

Plan identifiers

Upper Valley Behavioral Health's EIN is 83-2441734.

EIN 83-2441734

Plan number 001

Plan year 2023

ACK ID 20241012135654NAL0041573296001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upper Valley Behavioral Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upper Valley Behavioral Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY BEHAVIORAL HEALTH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score