Plan5500

Accentra Capital, 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, Accentra Capital, LLC (EIN 84-3867733) is a plan sponsor located in Edmond, OK with 2 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
84-3867733
Location
Edmond, OK
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 Accentra Capital, LLC

  • 2 loaded plans hold $777.1K in reported assets.
  • The largest, Accentra Capital, LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 250 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$777.1KSummed across loaded plans$777,070
Total reported assets$777.1K$777,070
Total reported participants250
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$777.1K total assets
Net assets$777.1KLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$256.5K
Total income / additions$362.6K
Expenses & distributions
Benefits paid / distributions$42.4K
Total expenses$44.7K
Net increase / (decrease)$317.9K

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%Accentra Capital, LLC Retirement Plan
Participants per plan125Average 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
    Accentra Capital, LLC Retirement Plan$777.1K
    Plan #001 · 148 participants · 2023
  2. 2
    Accentra Home Health & Hospice Life And Ad&D Plannot reported in the loaded dataset
    Plan #501 · 102 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 Accentra Capital, LLC. Open one for its full reported snapshot.

  1. 2023
    Accentra Home Health & Hospice Life And Ad&D Plan102 participants · 2No schedules
    View filing →
  2. 2023
    Accentra Capital, LLC Retirement Plan148 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Accentra Capital, LLC report on Form 5500?
Accentra Capital, LLC (EIN 84-3867733) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Accentra Capital, LLC?
The Employer Identification Number (EIN) reported for Accentra Capital, LLC is 84-3867733.
What is the latest Form 5500 filing year for Accentra Capital, LLC?
The latest loaded Form 5500 filing year for Accentra Capital, LLC is 2023.

Related Form 5500 pages