Plan5500

Ascend Technologies 401(K) Plan — Form 5500 plan (Ascend Technologies, LLC)

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, Ascend Technologies 401(K) Plan is a benefit plan reported by Ascend Technologies, LLC under EIN 84-3811689 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $9,106,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascend Technologies, LLC
EIN
84-3811689
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
354
End-of-year plan assets
$9,106,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241014193649NAL0028166305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,106,077
Total liabilities (EOY)
$0
Net assets (EOY)
$9,106,077
Net assets (BOY)
$6,845,852

Income & contributions

Employer contributions
$509,532
Participant contributions
$1,588,240
Total contributions
$2,169,257
Total income / additions
$3,892,907

Expenses & distributions

Benefits paid
$1,572,706
Administrative expenses
$59,976
Total expenses
$1,632,682
Net increase / (decrease)
$2,260,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benefit Advantage, Inc.THIRD-PARTY ADMINISTRATO$9,331$3,8132023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$2,723$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,134not reported in the loaded dataset2023

Related Form 5500 pages