Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Advanced Emissions Solutions, Inc.)

Plain-English plan 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, Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Advanced Emissions Solutions, Inc. under EIN 27-5472457 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $17,893,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Emissions Solutions, Inc.
EIN
27-5472457
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
194
End-of-year plan assets
$17,893,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241011172853NAL0011229107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,893,438
Net assets (EOY)
$17,893,438
Net assets (BOY)
$15,359,427

Income & contributions

Employer contributions
$555,947
Participant contributions
$1,145,351
Total contributions
$1,723,920
Total income / additions
$4,593,339

Expenses & distributions

Benefits paid
$1,982,365
Administrative expenses
$72,925
Total expenses
$2,059,328
Net increase / (decrease)
$2,534,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sym Financial AdvisorsNONE$48,363not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$24,562not reported in the loaded dataset2023

Related Form 5500 pages