2023 Form 5500 filing — Ascent Classical Academies 403b 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 20241014142308NAL0013443987001) for Ascent Classical Academies 403b Plan, reported by Ascent Classical Academies under EIN 81-4708299 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142308NAL0013443987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascent Classical Academies
- EIN
- 81-4708299
- Plan number
- 001
- Location
- Rock Hill, SC
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,054,519
- Total liabilities (EOY)
- $2,847
- Net assets (EOY)
- $1,051,672
- Employer contributions
- $207,886
- Participant contributions
- $337,499
- Total income / additions
- $723,356
- Benefits paid
- $308,168
- Administrative expenses
- $12,311
- Total expenses
- $321,719
- Net increase / (decrease)
- $401,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Penserv Plan Services | RECORDKEEPER | $5,840 | not reported in the loaded dataset |