SAVIDA MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,169,644 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $470,948 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $455,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,623,634 |
| Value of total assets at end of year | 2023-12-31 | $4,514,943 |
| Value of total assets at beginning of year | 2023-12-31 | $2,816,247 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $15,494 |
| Total interest from all sources | 2023-12-31 | $8,302 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $88,909 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $88,909 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,010,653 |
| Participant contributions at end of year | 2023-12-31 | $3,496 |
| Participant contributions at beginning of year | 2023-12-31 | $3,318 |
| Participant contributions at end of year | 2023-12-31 | $30,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $248,863 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,698,696 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,514,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,816,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,302,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,654,898 |
| Interest on participant loans | 2023-12-31 | $179 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $178,725 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $158,031 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $158,031 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $8,123 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $448,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $364,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $455,454 |
| Contract administrator fees | 2023-12-31 | $3,495 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LBMC, PC |
| Accountancy firm EIN | 2023-12-31 | 621199757 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,169,644 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $470,948 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $455,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,623,634 |
| Value of total assets at end of year | 2023-01-01 | $4,514,943 |
| Value of total assets at beginning of year | 2023-01-01 | $2,816,247 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $15,494 |
| Total interest from all sources | 2023-01-01 | $8,302 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $88,909 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $88,909 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,010,653 |
| Participant contributions at end of year | 2023-01-01 | $3,496 |
| Participant contributions at beginning of year | 2023-01-01 | $3,318 |
| Participant contributions at end of year | 2023-01-01 | $30,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $248,863 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,698,696 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,514,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,816,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $4,302,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,654,898 |
| Interest on participant loans | 2023-01-01 | $179 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $178,725 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $8,123 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $448,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $364,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $455,454 |
| Contract administrator fees | 2023-01-01 | $3,495 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | LBMC, PC |
| Accountancy firm EIN | 2023-01-01 | 621199757 |
| 2022 : BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $498,616 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $234,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $218,868 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $888,330 |
| Value of total assets at end of year | 2022-12-31 | $2,816,247 |
| Value of total assets at beginning of year | 2022-12-31 | $2,552,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,775 |
| Total interest from all sources | 2022-12-31 | $2,631 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $55,069 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $55,069 |
| Administrative expenses professional fees incurred | 2022-12-31 | $13,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $531,958 |
| Participant contributions at end of year | 2022-12-31 | $3,318 |
| Participant contributions at beginning of year | 2022-12-31 | $3,148 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $104,705 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $263,973 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,816,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,552,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,654,898 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,417,948 |
| Interest on participant loans | 2022-12-31 | $170 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $158,031 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $131,178 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $131,178 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,461 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-447,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $251,667 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $218,868 |
| Contract administrator fees | 2022-12-31 | $2,775 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | LBMC, PC |
| Accountancy firm EIN | 2022-12-31 | 621199757 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $498,616 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $234,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $218,868 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $888,330 |
| Value of total assets at end of year | 2022-01-01 | $2,816,247 |
| Value of total assets at beginning of year | 2022-01-01 | $2,552,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $15,775 |
| Total interest from all sources | 2022-01-01 | $2,631 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $55,069 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $55,069 |
| Administrative expenses professional fees incurred | 2022-01-01 | $13,000 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $531,958 |
| Participant contributions at end of year | 2022-01-01 | $3,318 |
| Participant contributions at beginning of year | 2022-01-01 | $3,148 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $104,705 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $263,973 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,816,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,552,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,654,898 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $2,417,948 |
| Interest on participant loans | 2022-01-01 | $170 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $158,031 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $2,461 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-447,414 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $251,667 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $218,868 |
| Contract administrator fees | 2022-01-01 | $2,775 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LBMC, PC |
| Accountancy firm EIN | 2022-01-01 | 621199757 |
| 2021 : BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $977,820 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $161,793 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $159,513 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $729,003 |
| Value of total assets at end of year | 2021-12-31 | $2,552,274 |
| Value of total assets at beginning of year | 2021-12-31 | $1,736,247 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,280 |
| Total interest from all sources | 2021-12-31 | $704 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $39,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $39,772 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $496,867 |
| Participant contributions at end of year | 2021-12-31 | $3,148 |
| Participant contributions at beginning of year | 2021-12-31 | $2,500 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $19,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $816,027 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,552,274 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,736,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,417,948 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,654,433 |
| Interest on participant loans | 2021-12-31 | $648 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $131,178 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $79,314 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $79,314 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $56 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $208,341 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $212,421 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $159,513 |
| Contract administrator fees | 2021-12-31 | $2,280 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LBMC, PC |
| Accountancy firm EIN | 2021-12-31 | 621199757 |
