Ascend Rehab 401(K) Plan — Form 5500 plan (Ascend Rehab Services, Inc.)

Plain-English plan 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, Ascend Rehab 401(K) Plan is a benefit plan reported by Ascend Rehab Services, Inc. under EIN 20-0927823 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $2,895,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascend Rehab Services, Inc.
EIN
20-0927823
Plan number
001
Plan type
2
Location
Union City, CA
Latest filing year
2023
Participants
145
End-of-year plan assets
$2,895,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241122050531NAL0001427121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,895,720
Total liabilities (EOY)
$0
Net assets (EOY)
$2,895,720
Net assets (BOY)
$1,938,719

Income & contributions

Employer contributions
$141,008
Participant contributions
$522,647
Total contributions
$663,655
Total income / additions
$1,092,759

Expenses & distributions

Benefits paid
$132,322
Administrative expenses
$1,294
Total expenses
$135,758
Net increase / (decrease)
$957,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$1,293$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Mass MutualADVISOR$0$02023

Related Form 5500 pages