Plan5500

Akua Behavioral Health, Inc. — 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, Akua Behavioral Health, Inc. (EIN 46-5204199) is a plan sponsor located in Newport Beach, CA 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
46-5204199
Location
Newport Beach, CA
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 Akua Behavioral Health, Inc.

  • 2 loaded plans hold $885.6K in reported assets.
  • The largest, Akua Behavioral Health, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 342 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$47.7MSummed across loaded plans-$47,694,101
Total reported assets$885.6K$885,630
Total reported participants342
Total reported liabilities$48.6M$48,579,731

Reported net position

Reported assets = net assets + liabilities (summed)$885.6K total assets
Net assets-$47.7MLiabilities$48.6M
Contributions & income
Employer contributions$1.6M
Participant contributionsNot reported
Total income / additions$204K
Expenses & distributions
Benefits paid / distributions$5K
Total expenses$928K
Net increase / (decrease)-$724K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Akua Behavioral Health, Inc. Employee Stock Ownership Plan
Participants per plan171Average 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
    Akua Behavioral Health, Inc. Employee Stock Ownership Plan$885.6K
    Plan #002 · 156 participants · 2023
  2. 2
    Akua Behavioral Health, Inc. Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 186 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 Akua Behavioral Health, Inc.. Open one for its full reported snapshot.

  1. 2023
    Akua Behavioral Health, Inc. Wrap Benefit Plan186 participants · 2No schedules
    View filing →
  2. 2023
    Akua Behavioral Health, Inc. Employee Stock Ownership Plan156 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Akua Behavioral Health, Inc. report on Form 5500?
Akua Behavioral Health, Inc. (EIN 46-5204199) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Akua Behavioral Health, Inc.?
The Employer Identification Number (EIN) reported for Akua Behavioral Health, Inc. is 46-5204199.
What is the latest Form 5500 filing year for Akua Behavioral Health, Inc.?
The latest loaded Form 5500 filing year for Akua Behavioral Health, Inc. is 2023.

Related Form 5500 pages