2023 Form 5500 filing — Ascend Marketing, LLC 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 20240801140614NAL0051500530001) for Ascend Marketing, LLC 401(K) Plan, reported by Ascend Marketing, LLC under EIN 74-3135731 and plan number 001. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,483,568
Participants53
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240801140614NAL0051500530001
Plan sponsor
Ascend Marketing, LLC
EIN
74-3135731
Plan number
001
Location
Grapevine, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$234.6K
Benefits paid / distributions$222.9K
Contributions
Employer$135.1K
Participant$272.7K
Full reported line items
Total assets (EOY)
$5,483,568
Total liabilities (EOY)
$0
Net assets (EOY)
$5,483,568
Employer contributions
$135,082
Participant contributions
$272,696
Total income / additions
$1,430,342
Benefits paid
$222,857
Administrative expenses
$11,722
Total expenses
$234,579
Net increase / (decrease)
$1,195,763

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801140614NAL0051500530001 cover?
It is the 2023 Form 5500 filing for Ascend Marketing, LLC 401(K) Plan, reported by Ascend Marketing, LLC (EIN 74-3135731).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages