2023 Form 5500 filing — Ascendant Commercial Insurance 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 20250110105119NAL0007925651001) for Ascendant Commercial Insurance 401(K) Plan, reported by Ascendant Commercial Insurance, Inc. under EIN 27-0835494 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,181,614
Participants155
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250110105119NAL0007925651001
Plan sponsor
Ascendant Commercial Insurance, Inc.
EIN
27-0835494
Plan number
001
Location
Coral Gables, FL
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)$2.2M total assets
Net assets$2.2MLiabilities$16.8K
Money in vs. money out
Total income / additions$581.4K
Total expenses$155.4K
Benefits paid / distributions$98.8K
Contributions
EmployerNot reported
Participant$280.5K
Full reported line items
Total assets (EOY)
$2,198,391
Total liabilities (EOY)
$16,777
Net assets (EOY)
$2,181,614
Participant contributions
$280,484
Total income / additions
$581,406
Benefits paid
$98,778
Administrative expenses
$39,825
Total expenses
$155,380
Net increase / (decrease)
$426,026

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250110105119NAL0007925651001 cover?
It is the 2023 Form 5500 filing for Ascendant Commercial Insurance 401(K) Plan, reported by Ascendant Commercial Insurance, Inc. (EIN 27-0835494).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages