Adapt — 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, Adapt (EIN 93-0611783) is a plan sponsor located in Roseburg, OR 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
93-0611783
Location
Roseburg, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,035,608
Total reported liabilities (EOY)
$30,192
Total reported net assets (EOY)
$18,005,416

Contributions & income

Employer contributions
$1,402,741
Participant contributions
$1,760,168
Total income / additions
$5,681,730

Expenses & distributions

Benefits paid / distributions
$1,041,850
Total expenses
$1,130,759
Net increase / (decrease)
$4,550,971

Coverage

Total reported participants
986
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

Adapt plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Adapt 401(K) Profit Sharing Plan & Trust002558$18,035,6082023
Adapt, Inc. Health And Welfare Plan501428not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Adapt
YearPlanParticipantsSchedulesFiling
2023Adapt, Inc. Health And Welfare Plan42820240625145753NAL0010734000001
2023Adapt 401(K) Profit Sharing Plan & Trust558H, C20241013103343NAL0012390163001

Related Form 5500 pages