How many benefit plans does Esa Management, LLC report on Form 5500?

Esa Management, LLC (EIN 90-1015925) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Esa Management, LLC?

The Employer Identification Number (EIN) reported for Esa Management, LLC is 90-1015925.

What is the latest Form 5500 filing year for Esa Management, LLC?

The latest loaded Form 5500 filing year for Esa Management, LLC is 2023.

Esa Management, 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, Esa Management, LLC (EIN 90-1015925) is a plan sponsor located in Charlotte, NC 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: 90-1015925
Location: Charlotte, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $70,953,744
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $70,953,744

Contributions & income

Employer contributions: $2,207,311
Participant contributions: $7,375,645
Total income / additions: $20,503,323

Expenses & distributions

Benefits paid / distributions: $6,686,664
Total expenses: $7,200,901
Net increase / (decrease): $13,302,422

Coverage

Total reported participants: 13,384
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Esa Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Esa Management, LLC 401(K) Plan	001	8,688	$70,953,744	2023
Esa Management, LLC Employee Welfare Benefit Plan	502	4,696	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Esa Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Esa Management, LLC 401(K) Plan	8,688	H, C	20241002090458NAL0008067201001
2023	Esa Management, LLC Employee Welfare Benefit Plan	4,696	—	20241010141628NAL0020289265001