Plan5500

Ascom (Us), Inc. Retirement Plan — Form 5500 plan (Ascom Us, 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, Ascom (Us), Inc. Retirement Plan is a benefit plan reported by Ascom Us, Inc. under EIN 52-2228503 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $21,120,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascom Us, Inc.
EIN
52-2228503
Plan number
001
Plan type
2
Location
Morrisville, NC
Latest filing year
2023
Participants
220
End-of-year plan assets
$21,120,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20240808162354NAL0002942659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,120,114
Net assets (EOY)
$21,120,114
Net assets (BOY)
$18,168,662

Income & contributions

Employer contributions
$778,298
Participant contributions
$1,718,160
Total contributions
$2,500,047
Total income / additions
$5,461,028

Expenses & distributions

Benefits paid
$2,424,525
Administrative expenses
$85,051
Total expenses
$2,509,576
Net increase / (decrease)
$2,951,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guardian Wealth Partners LlpINVESTMENT ADVISOR$38,636not reported in the loaded dataset2023
Mvp Plan AdministratorsCONTRACT ADMIN$15,636$5,0002023
Empower Annuity Insurance CompanyRECORDKEEPER$19,490$02023
Empower Advisory Group LLCINVESTMENT MGMT$9,313not reported in the loaded dataset2023

Related Form 5500 pages