Plan5500

Acieta LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Acieta LLC (EIN 46-5034509) is a plan sponsor located in Waukesha, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-5034509
Location
Waukesha, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Acieta LLC

  • 2 loaded plans hold $16.9M in reported assets.
  • The largest, Acieta Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 262 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.9MSummed across loaded plans$16,862,168
Total reported assets$16.9M$16,862,168
Total reported participants262
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.9M total assets
Net assets$16.9MLiabilities$0
Contributions & income
Employer contributions$399.3K
Participant contributions$1.1M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$883.5K
Total expenses$915.8K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Acieta Retirement Plan
Participants per plan131Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Acieta Retirement Plan$16.9M
    Plan #001 · 153 participants · 2023
  2. 2
    Acieta, LLC Health Plannot reported in the loaded dataset
    Plan #501 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Acieta LLC. Open one for its full reported snapshot.

  1. 2023
    Acieta, LLC Health Plan109 participants · 2No schedules
    View filing →
  2. 2023
    Acieta Retirement Plan153 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Acieta LLC report on Form 5500?
Acieta LLC (EIN 46-5034509) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Acieta LLC?
The Employer Identification Number (EIN) reported for Acieta LLC is 46-5034509.
What is the latest Form 5500 filing year for Acieta LLC?
The latest loaded Form 5500 filing year for Acieta LLC is 2023.

Related Form 5500 pages