2023 Form 5500 filing — Ascendance Trucks 401k 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 20241014091338NAL0013045411001) for Ascendance Trucks 401k Plan, reported by Ascendance Trucks, LLC under EIN 85-0914805 and plan number 001. It reports 356 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)$16.7MReported net assets$16,662,555
Participants356
Provider compensation$58.4K2 Schedule C row(s)$58,385
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014091338NAL0013045411001
Plan sponsor
Ascendance Trucks, LLC
EIN
85-0914805
Plan number
001
Location
Harrisburg, PA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$335.8K
Participant$1.4M
Full reported line items
Total assets (EOY)
$16,662,555
Total liabilities (EOY)
$0
Net assets (EOY)
$16,662,555
Employer contributions
$335,764
Participant contributions
$1,393,610
Total income / additions
$5,297,291
Benefits paid
$2,146,848
Administrative expenses
$58,389
Total expenses
$2,210,016
Net increase / (decrease)
$3,087,275
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $34.1K
  2. 2
    RECORDKEEPER · Direct $24.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014091338NAL0013045411001 cover?
It is the 2023 Form 5500 filing for Ascendance Trucks 401k Plan, reported by Ascendance Trucks, LLC (EIN 85-0914805).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages