2023 Form 5500 filing — Acadia Acquisition, Inc. Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604124423NAL0019445201001) for Acadia Acquisition, Inc. Employee Benefit Plan, reported by Acadia Acquisition, Inc. under EIN 32-0416985 and plan number 501. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$96.6KReported net assets-$96,577
Participants74
Provider compensation$14.3K4 Schedule C row(s)$14,321
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240604124423NAL0019445201001
Plan sponsor
Acadia Acquisition, Inc.
EIN
32-0416985
Plan number
501
Location
Lancaster, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$76.2K total assets
Net assets-$96.6KLiabilities$172.8K
Money in vs. money out
Total income / additions$149.9K
Total expenses$49.1K
Benefits paid / distributions-$19.4K
Contributions
Employer$117.3K
Participant$32.2K
Full reported line items
Total assets (EOY)
$76,213
Total liabilities (EOY)
$172,790
Net assets (EOY)
-$96,577
Employer contributions
$117,313
Participant contributions
$32,240
Total income / additions
$149,855
Benefits paid
-$19,412
Administrative expenses
$7,285
Total expenses
$49,119
Net increase / (decrease)
$100,736

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital BluecrossCARRIER$7,285not reported in the loaded dataset
Engle-Hambright & Davies, Inc. (EhdBROKER$3,290not reported in the loaded dataset
The Benecon GroupBROKER$3,074not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$672not reported in the loaded dataset

Related Form 5500 pages