Plan Ledger DOL Form 5500 · updated monthly

Akua Behavioral Health, Inc.ESOP

AKUA BEHAVIORAL HEALTH, INC. EMPLOYEE STOCK OWNERSHIP PLAN · NEWPORT BEACH, CA · plan year 2022

Employer contribution per participant · 2022
$7,774

Akua Behavioral Health, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$46,970,101 across 98 participant accounts, with employer contributions averaging $7,774 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers.

Plan summary
Net assets, end of year-$46,970,101
Participants with balances98
Active participants127
Employer contributions$987,315
Employee contributions—
Employer contribution per active participant$7,774
Average account balance-$479,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$-47.6M · 224 accts · $924K emplr
2023$-47.7M · 149 accts · $1.6M emplr
2022$-47.0M · 98 accts · $987K emplr
Employer contributions to the Akua Behavioral Health, Inc. plan · 2022
Employer contribution per active participant$7,774
Median for plans this size$331
2024$5,371 per active participant
2023$13,797 per active participant
2022$7,774 per active participant

Akua Behavioral Health, Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 465204199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.