2023 Form 5500 filing — Ascend Learning, Inc. 403(B) 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 20240227140741NAL0013841280001) for Ascend Learning, Inc. 403(B) Plan, reported by Ascend Learning, Inc. under EIN 33-1200239 and plan number 001. It reports 494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240227140741NAL0013841280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascend Learning, Inc.
- EIN
- 33-1200239
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,483,641
- Total liabilities (EOY)
- $253,559
- Net assets (EOY)
- $14,230,082
- Employer contributions
- $590,204
- Participant contributions
- $1,628,827
- Total income / additions
- $4,643,231
- Benefits paid
- $3,578,357
- Administrative expenses
- $16,264
- Total expenses
- $3,596,196
- Net increase / (decrease)
- $1,047,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | NONE | $0 | $66,799 |
| Janney Montgomery Scott LLC | NONE | $0 | $44,427 |
| Janney Montgomery Scott LLC | NONE | $0 | $31,942 |
| Janney Montgomery Scott LLC | NONE | $0 | $24,297 |
| Janney Montgomery Scott LLC | NONE | $0 | $16,366 |
| Principal Life Insurance Company | NONE | $16,264 | $0 |
| Janney Montgomery Scott LLC | NONE | $0 | $11,691 |
| Morgan Stanley Dw Inc | NONE | $0 | $5,719 |
| Principal Life Insurance Company | NONE | $5,116 | $0 |
| Morgan Stanley Dw Inc | NONE | $0 | $5,103 |
| Principal Life Insurance Company | NONE | $4,771 | $0 |
| Principal Life Insurance Company | NONE | $2,542 | $0 |
| Principal Life Insurance Company | NONE | $2,024 | $0 |
| Principal Life Insurance Company | NONE | $1,280 | $0 |