2023 Form 5500 filing — Ascendtek, LLC 401(K)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 20241011071217NAL0012244819001) for Ascendtek, LLC 401(K)Plan, reported by Ascendtek, LLC under EIN 38-4122377 and plan number 003. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011071217NAL0012244819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascendtek, LLC
- EIN
- 38-4122377
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,279,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,279,513
- Employer contributions
- $303,983
- Participant contributions
- $622,890
- Total income / additions
- $1,670,925
- Benefits paid
- $351,831
- Administrative expenses
- $38,503
- Total expenses
- $390,334
- Net increase / (decrease)
- $1,280,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $25,103 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $13,951 | $0 |
| Altigro Pension Services Inc | CONTRACT ADMIN | $6,700 | not reported in the loaded dataset |