Ascent, LLC 401k Plan — Form 5500 plan (Ascent, LLC)
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, Ascent, LLC 401k Plan is a benefit plan reported by Ascent, LLC under EIN 20-2665054 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $15,526,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascent, LLC
- EIN
- 20-2665054
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $15,526,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241014114335NAL0026067313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,526,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,526,475
- Net assets (BOY)
- $12,209,753
Income & contributions
- Employer contributions
- $560,033
- Participant contributions
- $1,169,530
- Total contributions
- $1,788,331
- Total income / additions
- $4,069,419
Expenses & distributions
- Benefits paid
- $714,489
- Administrative expenses
- $38,208
- Total expenses
- $752,697
- Net increase / (decrease)
- $3,316,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISOR | $33,163 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | THIRD PARTY ADMIN | $1,811 | $6,512 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,100 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascent, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Edward D Jones & Company — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation