Ascensionpoint Recovery Services LLC 401k Profit Sharing Plan & T — Form 5500 plan (Ascensionpoint Recovery Services)

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, Ascensionpoint Recovery Services LLC 401k Profit Sharing Plan & T is a benefit plan reported by Ascensionpoint Recovery Services under EIN 26-1517215 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $8,187,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascensionpoint Recovery Services
EIN
26-1517215
Plan number
001
Plan type
2
Location
Coon Rapids, MN
Latest filing year
2023
Participants
136
End-of-year plan assets
$8,187,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240731053208NAL0014049155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,187,751
Total liabilities (EOY)
$0
Net assets (EOY)
$8,187,751
Net assets (BOY)
$6,487,371

Income & contributions

Employer contributions
$302,523
Participant contributions
$597,992
Total contributions
$1,034,836
Total income / additions
$2,321,186

Expenses & distributions

Benefits paid
$597,646
Administrative expenses
$22,087
Total expenses
$620,806
Net increase / (decrease)
$1,700,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$18,087$02023
Adp, Inc.RECORD KEEPER$4,000$02023

Related Form 5500 pages