2023 Form 5500 filing — Ent Associates Of Greater Kansas City 401(K) Profit Sharing 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 20241015130834NAL0048047648001) for Ent Associates Of Greater Kansas City 401(K) Profit Sharing Plan, reported by Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City under EIN 82-3160781 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130834NAL0048047648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City
- EIN
- 82-3160781
- Plan number
- 001
- Location
- Lees Summit, MO
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,097,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,097,654
- Employer contributions
- $1,109,007
- Participant contributions
- $1,793,733
- Total income / additions
- $5,077,031
- Benefits paid
- $1,438,419
- Administrative expenses
- $73,507
- Total expenses
- $1,511,926
- Net increase / (decrease)
- $3,565,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $46,609 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $26,898 | not reported in the loaded dataset |