Ascent Classical Academies 403b Plan — Form 5500 plan (Ascent Classical Academies)
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 Classical Academies 403b Plan is a benefit plan reported by Ascent Classical Academies under EIN 81-4708299 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $1,054,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascent Classical Academies
- EIN
- 81-4708299
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $1,054,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241014142308NAL0013443987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,054,519
- Total liabilities (EOY)
- $2,847
- Net assets (EOY)
- $1,051,672
- Net assets (BOY)
- $650,035
Income & contributions
- Employer contributions
- $207,886
- Participant contributions
- $337,499
- Total contributions
- $578,710
- Total income / additions
- $723,356
Expenses & distributions
- Benefits paid
- $308,168
- Administrative expenses
- $12,311
- Total expenses
- $321,719
- Net increase / (decrease)
- $401,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Penserv Plan Services | RECORDKEEPER | $5,840 | not reported in the loaded dataset | 2023 |