2023 Form 5500 filing — Ascom (Us), Inc. Retirement 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 20240808162354NAL0002942659001) for Ascom (Us), Inc. Retirement Plan, reported by Ascom Us, Inc. under EIN 52-2228503 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808162354NAL0002942659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascom Us, Inc.
- EIN
- 52-2228503
- Plan number
- 001
- Location
- Morrisville, NC
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,120,114
- Net assets (EOY)
- $21,120,114
- Employer contributions
- $778,298
- Participant contributions
- $1,718,160
- Total income / additions
- $5,461,028
- Benefits paid
- $2,424,525
- Administrative expenses
- $85,051
- Total expenses
- $2,509,576
- Net increase / (decrease)
- $2,951,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guardian Wealth Partners Llp | INVESTMENT ADVISOR | $38,636 | not reported in the loaded dataset |
| Mvp Plan Administrators | CONTRACT ADMIN | $15,636 | $5,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,490 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,313 | not reported in the loaded dataset |