Ent Associates Of Greater Kansas City 401(K) Profit Sharing Plan — Form 5500 plan (Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City)

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, Ent Associates Of Greater Kansas City 401(K) Profit Sharing Plan is a benefit plan reported by Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City under EIN 82-3160781 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $13,097,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ascentist Management, LLC Dba Ent Associates Of Greater Kansas City
EIN
82-3160781
Plan number
001
Plan type
2
Location
Lees Summit, MO
Latest filing year
2023
Participants
404
End-of-year plan assets
$13,097,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20241015130834NAL0048047648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,097,654
Total liabilities (EOY)
$0
Net assets (EOY)
$13,097,654
Net assets (BOY)
$9,532,549

Income & contributions

Employer contributions
$1,109,007
Participant contributions
$1,793,733
Total contributions
$3,433,407
Total income / additions
$5,077,031

Expenses & distributions

Benefits paid
$1,438,419
Administrative expenses
$73,507
Total expenses
$1,511,926
Net increase / (decrease)
$3,565,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$46,609not reported in the loaded dataset2023
At Retirement Services, LLCN/A$26,898not reported in the loaded dataset2023

Related Form 5500 pages