2023 Form 5500 filing — Ascend Rehab 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 20241122050531NAL0001427121001) for Ascend Rehab 401(K) Plan, reported by Ascend Rehab Services, Inc. under EIN 20-0927823 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122050531NAL0001427121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascend Rehab Services, Inc.
- EIN
- 20-0927823
- Plan number
- 001
- Location
- Union City, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,895,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,895,720
- Employer contributions
- $141,008
- Participant contributions
- $522,647
- Total income / additions
- $1,092,759
- Benefits paid
- $132,322
- Administrative expenses
- $1,294
- Total expenses
- $135,758
- Net increase / (decrease)
- $957,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $1,293 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mass Mutual | ADVISOR | $0 | $0 |