Ascend Learning, Inc. 403(B) Plan — Form 5500 plan (Ascend Learning, 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 Learning, Inc. 403(B) Plan is a benefit plan reported by Ascend Learning, Inc. under EIN 33-1200239 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $12,444,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascend Learning, Inc.
- EIN
- 33-1200239
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $12,444,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240227140630NAL0007474659001 |
| 2023 | 402 | H, C | 20240227140721NAL0012018721001 |
| 2023 | 494 | H, C | 20240227140741NAL0013841280001 |
| 2023 | 597 | H, C | 20240227140845NAL0006272947001 |
| 2023 | 621 | H, C | 20240227140940NAL0020064274001 |
| 2023 | 798 | H, C | 20240227141023NAL0012021825001 |
| 2023 | 873 | H, C | 20240227141125NAL0012023665001 |
| 2023 | 1,026 | H, C | 20240731160314NAL0037119696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,483,641
- Total liabilities (EOY)
- $253,559
- Net assets (EOY)
- $14,230,082
- Net assets (BOY)
- $13,183,047
Income & contributions
- Employer contributions
- $590,204
- Participant contributions
- $1,628,827
- Total contributions
- $2,503,607
- Total income / additions
- $4,643,231
Expenses & distributions
- Benefits paid
- $3,578,357
- Administrative expenses
- $16,264
- Total expenses
- $3,596,196
- Net increase / (decrease)
- $1,047,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | NONE | $0 | $66,799 | 2023 |
| Janney Montgomery Scott LLC | NONE | $0 | $44,427 | 2023 |
| Janney Montgomery Scott LLC | NONE | $0 | $31,942 | 2023 |
| Janney Montgomery Scott LLC | NONE | $0 | $24,297 | 2023 |
| Janney Montgomery Scott LLC | NONE | $0 | $16,366 | 2023 |
| Principal Life Insurance Company | NONE | $16,264 | $0 | 2023 |
| Janney Montgomery Scott LLC | NONE | $0 | $11,691 | 2023 |
| Morgan Stanley Dw Inc | NONE | $0 | $5,719 | 2023 |
| Principal Life Insurance Company | NONE | $5,116 | $0 | 2023 |
| Morgan Stanley Dw Inc | NONE | $0 | $5,103 | 2023 |
| Principal Life Insurance Company | NONE | $4,771 | $0 | 2023 |
| Principal Life Insurance Company | NONE | $2,542 | $0 | 2023 |
| Principal Life Insurance Company | NONE | $2,024 | $0 | 2023 |
| Principal Life Insurance Company | NONE | $1,280 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascend Learning, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Janney Montgomery Scott LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Dw Inc — Schedule C compensation