2023 Form 5500 filing — Advanced Emissions Solutions, Inc. Profit Sharing 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 20241011172853NAL0011229107001) for Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan, reported by Advanced Emissions Solutions, Inc. under EIN 27-5472457 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.9MReported net assets$17,893,438
Participants194
Provider compensation$72.9K2 Schedule C row(s)$72,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011172853NAL0011229107001
Plan sponsor
Advanced Emissions Solutions, Inc.
EIN
27-5472457
Plan number
001
Location
Greenwood Village, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.9M total assets
Net assets$17.9MLiabilities
Money in vs. money out
Total income / additions$4.6M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$555.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,893,438
Net assets (EOY)
$17,893,438
Employer contributions
$555,947
Participant contributions
$1,145,351
Total income / additions
$4,593,339
Benefits paid
$1,982,365
Administrative expenses
$72,925
Total expenses
$2,059,328
Net increase / (decrease)
$2,534,011

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sym Financial AdvisorsNONE$48,363not reported in the loaded dataset
Schwab Retirement Plan Services,IncNONE$24,562not reported in the loaded dataset

Related Form 5500 pages