Who sponsors the Ascendium Education Group, Inc. 401(K) Plan?

Ascendium Education Group, Inc. 401(K) Plan is reported as sponsored by Ascendium Education Group, Inc. (EIN 39-1090394, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Ascendium Education Group, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Ascendium Education Group, Inc. 401(K) Plan is 2023.

How many participants does Ascendium Education Group, Inc. 401(K) Plan report?

Ascendium Education Group, Inc. 401(K) Plan reports 475 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Ascendium Education Group, Inc. 401(K) Plan?

Ascendium Education Group, Inc. 401(K) Plan reports $90,602,574 in end-of-year plan assets in its latest loaded Form 5500 filing.

Ascendium Education Group, Inc. 401(K) Plan — Form 5500 plan (Ascendium Education Group, 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, Ascendium Education Group, Inc. 401(K) Plan is a benefit plan reported by Ascendium Education Group, Inc. under EIN 39-1090394 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $90,602,574 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$90.6MPlan net assets, end of year$90,602,574

Participants475Covered participants reported

Assets / participant$190.7KComputed: assets ÷ participants$190,742 (computed)

Provider compensation$1001 Schedule C provider row(s)

Plan sponsor: Ascendium Education Group, Inc.
EIN: 39-1090394
Plan number: 002
Plan type: 2
Location: Madison, WI
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	475	H, C	20240819114208NAL0001433409001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$90.6M total assets

Net assets$90.6MLiabilities$0

Money in vs. money out

Total income / additions$18.4M

Total expenses$6.3M

Benefits paid / distributions$6.3M

Contributions

Employer$2M

Participant$2.1M

Full reported line items

Net assets

Total assets (EOY): $90,602,574
Total liabilities (EOY): $0
Net assets (EOY): $90,602,574
Net assets (BOY): $78,511,883

Income & contributions

Employer contributions: $1,961,266
Participant contributions: $2,081,639
Total contributions: $4,216,509
Total income / additions: $18,365,692

Expenses & distributions

Benefits paid: $6,274,901
Administrative expenses: $100
Total expenses: $6,275,001
Net increase / (decrease): $12,090,691

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

49%51%

Employer 49%Participant 51%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income34%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$100	$0	2023