2023 Form 5500 filing — Advanced Emissions Solutions, Inc. Profit Sharing Retirement 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 20241011172853NAL0011229107001) for Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan, reported by Advanced Emissions Solutions, Inc. under EIN 27-5472457 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172853NAL0011229107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Emissions Solutions, Inc.
- EIN
- 27-5472457
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,893,438
- Net assets (EOY)
- $17,893,438
- Employer contributions
- $555,947
- Participant contributions
- $1,145,351
- Total income / additions
- $4,593,339
- Benefits paid
- $1,982,365
- Administrative expenses
- $72,925
- Total expenses
- $2,059,328
- Net increase / (decrease)
- $2,534,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Advisors | NONE | $48,363 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $24,562 | not reported in the loaded dataset |