Acorn Tree Holdings, 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, Acorn Tree Holdings, Inc. (EIN 82-1488759) is a plan sponsor located in South Portland, ME 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
82-1488759
Location
South Portland, ME
Loaded plans
1
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 Acorn Tree Holdings, Inc.

  • 1 loaded plans hold $66K in reported assets.
  • The largest, Act 401k, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66KSummed across loaded plans$66,044
Total reported assets$66K$66,044
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66K total assets
Net assets$66KLiabilities$0
Contributions & income
Employer contributions$700
Participant contributions$1.8K
Total income / additions-$25K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$25K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Act 401k
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Acorn Tree Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    Act 401k1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Acorn Tree Holdings, Inc. report on Form 5500?
Acorn Tree Holdings, Inc. (EIN 82-1488759) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Acorn Tree Holdings, Inc.?
The Employer Identification Number (EIN) reported for Acorn Tree Holdings, Inc. is 82-1488759.
What is the latest Form 5500 filing year for Acorn Tree Holdings, Inc.?
The latest loaded Form 5500 filing year for Acorn Tree Holdings, Inc. is 2023.

Related Form 5500 pages