2023 Form 5500 filing — Ascend Academy Of Az, Inc. 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 20241210095449NAL0020431730001) for Ascend Academy Of Az, Inc. 401(K) Plan, reported by Ascend Academy Of Az, Inc. under EIN 88-3659061 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,561,736
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241210095449NAL0020431730001
Plan sponsor
Ascend Academy Of Az, Inc.
EIN
88-3659061
Plan number
001
Location
Phoenix, AZ
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$764.7K
Total expenses$179
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$1,561,736
Total liabilities (EOY)
$0
Net assets (EOY)
$1,561,736
Employer contributions
$0
Participant contributions
$0
Total income / additions
$764,677
Benefits paid
$0
Administrative expenses
$0
Total expenses
$179
Net increase / (decrease)
$764,498

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241210095449NAL0020431730001 cover?
It is the 2023 Form 5500 filing for Ascend Academy Of Az, Inc. 401(K) Plan, reported by Ascend Academy Of Az, Inc. (EIN 88-3659061).
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