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ASCEND RETIREMENT SAVINGS 401(K) PLAN 401k Plan overview

Plan NameASCEND RETIREMENT SAVINGS 401(K) PLAN
Plan identification number 002

ASCEND RETIREMENT SAVINGS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASCEND LEASING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASCEND LEASING, INC.
Employer identification number (EIN):621148454
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASCEND RETIREMENT SAVINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY COWEN AMY COWEN2018-08-18
0022016-01-01AMY COWEN AMY COWEN2017-10-10
0022015-01-01AMY COWEN AMY COWEN2016-10-13
0022014-01-01GAIL SPAIN GAIL SPAIN2015-10-12
0022013-01-01BRUCE KALEM BRUCE KALEM2014-10-14
0022012-01-01BRUCE KALEM BRUCE KALEM2013-10-14
0022011-01-01BRUCE KALEM BRUCE KALEM2012-10-12
0022010-01-01BRUCE F. KALEM BRUCE F. KALEM2011-10-14
0022009-01-01BRUCE KALEM BRUCE KALEM2010-10-14

Plan Statistics for ASCEND RETIREMENT SAVINGS 401(K) PLAN

401k plan membership statisitcs for ASCEND RETIREMENT SAVINGS 401(K) PLAN

Measure Date Value
2023: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,380
Total number of active participants reported on line 7a of the Form 55002023-01-01851
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01239
Total of all active and inactive participants2023-01-011,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-011,094
Number of participants with account balances2023-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01815
Total number of active participants reported on line 7a of the Form 55002022-01-011,159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01221
Total of all active and inactive participants2022-01-011,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,380
Number of participants with account balances2022-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01787
Total number of active participants reported on line 7a of the Form 55002021-01-01585
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01230
Total of all active and inactive participants2021-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01815
Number of participants with account balances2021-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01743
Total number of active participants reported on line 7a of the Form 55002020-01-01525
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01741
Number of participants with account balances2020-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01696
Total number of active participants reported on line 7a of the Form 55002019-01-01537
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01176
Total of all active and inactive participants2019-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01713
Number of participants with account balances2019-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01623
Total number of active participants reported on line 7a of the Form 55002018-01-01488
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01214
Total of all active and inactive participants2018-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01702
Number of participants with account balances2018-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01613
Total number of active participants reported on line 7a of the Form 55002017-01-01389
Number of other retired or separated participants entitled to future benefits2017-01-01218
Total of all active and inactive participants2017-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01607
Number of participants with account balances2017-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01635
Total number of active participants reported on line 7a of the Form 55002016-01-01371
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01234
Total of all active and inactive participants2016-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01605
Number of participants with account balances2016-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01644
Total number of active participants reported on line 7a of the Form 55002015-01-01338
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01289
Total of all active and inactive participants2015-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01627
Number of participants with account balances2015-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01618
Total number of active participants reported on line 7a of the Form 55002014-01-01268
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01294
Total of all active and inactive participants2014-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01562
Number of participants with account balances2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01627
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01280
Total of all active and inactive participants2013-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01561
Number of participants with account balances2013-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,032
Total number of active participants reported on line 7a of the Form 55002012-01-01298
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01281
Total of all active and inactive participants2012-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01579
Number of participants with account balances2012-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,083
Total number of active participants reported on line 7a of the Form 55002011-01-01310
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01661
Total of all active and inactive participants2011-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01971
Number of participants with account balances2011-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,793
Total number of active participants reported on line 7a of the Form 55002010-01-01950
Number of other retired or separated participants entitled to future benefits2010-01-01920
Total of all active and inactive participants2010-01-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,870
Number of participants with account balances2010-01-011,746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0195
2009: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,901
Total number of active participants reported on line 7a of the Form 55002009-01-011,077
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01614
Total of all active and inactive participants2009-01-011,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,703
Number of participants with account balances2009-01-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01168

Financial Data on ASCEND RETIREMENT SAVINGS 401(K) PLAN

Measure Date Value
2023 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,302,885
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,539,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,387,190
Value of total corrective distributions2023-12-31$11,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,476,977
Value of total assets at end of year2023-12-31$13,473,295
Value of total assets at beginning of year2023-12-31$11,709,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$140,675
Total interest from all sources2023-12-31$39,289
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$234,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$234,889
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,563,466
Participant contributions at end of year2023-12-31$373,937
Participant contributions at beginning of year2023-12-31$440,712
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$233,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,763,535
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,473,295
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,709,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$12,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,337,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,751,183
Interest on participant loans2023-12-31$33,153
Value of interest in common/collective trusts at end of year2023-12-31$755,317
Value of interest in common/collective trusts at beginning of year2023-12-31$2,510,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$7,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$7,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$6,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,453,326
Net investment gain or loss from common/collective trusts2023-12-31$98,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$679,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,387,190
Contract administrator fees2023-12-31$120,484
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ATA, PLLC
Accountancy firm EIN2023-12-31621110839
2022 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,088,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$426
Total income from all sources (including contributions)2022-12-31$519,460
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,008,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,950,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,084,515
Value of total assets at end of year2022-12-31$11,709,760
Value of total assets at beginning of year2022-12-31$10,110,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,937
Total interest from all sources2022-12-31$11,146
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$140,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$140,586
Administrative expenses professional fees incurred2022-12-31$1,379
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,271,624
Participant contributions at end of year2022-12-31$440,712
Participant contributions at beginning of year2022-12-31$193,612
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$13,095
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$657,793
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,488,807
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,709,760
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,110,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,751,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,239,630
Interest on participant loans2022-12-31$10,657
Value of interest in common/collective trusts at end of year2022-12-31$2,510,239
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-965,051
Net investment gain/loss from pooled separate accounts2022-12-31$-586,438
Net investment gain or loss from common/collective trusts2022-12-31$-165,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$755,131
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$6,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,950,330
Contract administrator fees2022-12-31$51,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ATA CPAS + ADVISORS PLLC
Accountancy firm EIN2022-12-31621110839
2021 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,334,272
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,410,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,315,995
Value of total corrective distributions2021-12-31$7,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,058,245
Value of total assets at end of year2021-12-31$10,110,807
Value of total assets at beginning of year2021-12-31$9,187,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,332
Total interest from all sources2021-12-31$11,483
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$13,618
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$649,650
Participant contributions at end of year2021-12-31$193,612
Participant contributions at beginning of year2021-12-31$226,544
Participant contributions at end of year2021-12-31$13,095
Participant contributions at beginning of year2021-12-31$8,690
Assets. Other investments not covered elsewhere at end of year2021-12-31$657,793
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$682,540
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$107,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$426
Other income not declared elsewhere2021-12-31$-446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$923,314
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,110,381
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,187,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,239,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,263,786
Interest on participant loans2021-12-31$11,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$339
Net investment gain/loss from pooled separate accounts2021-12-31$1,264,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$300,865
Employer contributions (assets) at end of year2021-12-31$6,677
Employer contributions (assets) at beginning of year2021-12-31$5,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,315,995
Contract administrator fees2021-12-31$69,132
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2021-12-31621110839
2020 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,316,424
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,165,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,056,059
Value of total corrective distributions2020-12-31$25,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,081,076
Value of total assets at end of year2020-12-31$9,187,067
Value of total assets at beginning of year2020-12-31$8,035,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,173
Total interest from all sources2020-12-31$13,363
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$16,406
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$654,980
Participant contributions at end of year2020-12-31$226,544
Participant contributions at beginning of year2020-12-31$178,768
Participant contributions at end of year2020-12-31$8,690
Assets. Other investments not covered elsewhere at end of year2020-12-31$682,540
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$497,341
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,184
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,151,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,187,067
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,035,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,263,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,343,736
Interest on participant loans2020-12-31$13,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,090
Net investment gain/loss from pooled separate accounts2020-12-31$1,221,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$325,912
Employer contributions (assets) at end of year2020-12-31$5,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,056,059
Contract administrator fees2020-12-31$63,802
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2020-12-31621110839
2019 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,279,712
Total income from all sources (including contributions)2019-12-31$2,279,712
Total of all expenses incurred2019-12-31$831,721
Total of all expenses incurred2019-12-31$831,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$752,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$752,785
Value of total corrective distributions2019-12-31$23,967
Value of total corrective distributions2019-12-31$23,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$913,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$913,191
Value of total assets at end of year2019-12-31$8,035,935
Value of total assets at end of year2019-12-31$8,035,935
Value of total assets at beginning of year2019-12-31$6,587,944
Value of total assets at beginning of year2019-12-31$6,587,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,969
Total interest from all sources2019-12-31$13,357
Total interest from all sources2019-12-31$13,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,406
Administrative expenses professional fees incurred2019-12-31$15,406
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$586,716
Contributions received from participants2019-12-31$586,716
Participant contributions at end of year2019-12-31$178,768
Participant contributions at end of year2019-12-31$178,768
Participant contributions at beginning of year2019-12-31$143,985
Participant contributions at beginning of year2019-12-31$143,985
Assets. Other investments not covered elsewhere at end of year2019-12-31$497,341
Assets. Other investments not covered elsewhere at end of year2019-12-31$497,341
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$553,091
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$553,091
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,428
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,447,991
Value of net income/loss2019-12-31$1,447,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,035,935
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,035,935
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,587,944
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,587,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,612
Investment advisory and management fees2019-12-31$3,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,343,736
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,343,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,873,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,873,221
Interest on participant loans2019-12-31$11,295
Interest on participant loans2019-12-31$11,295
Interest earned on other investments2019-12-31$2,062
Interest earned on other investments2019-12-31$2,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,647
Net investment gain/loss from pooled separate accounts2019-12-31$1,353,164
Net investment gain/loss from pooled separate accounts2019-12-31$1,353,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$304,047
Contributions received in cash from employer2019-12-31$304,047
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$752,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$752,785
Contract administrator fees2019-12-31$35,951
Contract administrator fees2019-12-31$35,951
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm name2019-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2019-12-31621110839
Accountancy firm EIN2019-12-31621110839
2018 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$371,013
Total of all expenses incurred2018-12-31$1,005,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$952,742
Value of total corrective distributions2018-12-31$21,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$686,297
Value of total assets at end of year2018-12-31$6,587,944
Value of total assets at beginning of year2018-12-31$7,222,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,679
Total interest from all sources2018-12-31$9,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,310
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$444,146
Participant contributions at end of year2018-12-31$143,985
Participant contributions at beginning of year2018-12-31$58,554
Assets. Other investments not covered elsewhere at end of year2018-12-31$553,091
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$609,893
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,779
Administrative expenses (other) incurred2018-12-31$17,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-634,942
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,587,944
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,222,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,873,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,546,730
Interest on participant loans2018-12-31$5,896
Interest earned on other investments2018-12-31$3,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,709
Net investment gain/loss from pooled separate accounts2018-12-31$-324,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$240,372
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$952,742
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2018-12-31621110839
2017 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,571,583
Total of all expenses incurred2017-12-31$718,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$654,593
Value of total corrective distributions2017-12-31$34,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$526,442
Value of total assets at end of year2017-12-31$7,222,886
Value of total assets at beginning of year2017-12-31$6,369,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,639
Total interest from all sources2017-12-31$5,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,681
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$382,465
Participant contributions at end of year2017-12-31$58,554
Participant contributions at beginning of year2017-12-31$19,709
Assets. Other investments not covered elsewhere at end of year2017-12-31$609,893
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,000,799
Administrative expenses (other) incurred2017-12-31$17,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$853,353
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,222,886
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,369,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$593
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,546,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,335,449
Interest on participant loans2017-12-31$2,290
Interest earned on other investments2017-12-31$3,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,576
Net investment gain/loss from pooled separate accounts2017-12-31$1,039,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$143,977
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$654,593
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2017-12-31621110839
2016 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$884,694
Total of all expenses incurred2016-12-31$973,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$948,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$528,206
Value of total assets at end of year2016-12-31$6,369,533
Value of total assets at beginning of year2016-12-31$6,458,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,341
Total interest from all sources2016-12-31$3,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,829
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$343,289
Participant contributions at end of year2016-12-31$19,709
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,000,799
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$678,787
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,999
Administrative expenses (other) incurred2016-12-31$15,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-88,544
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,369,533
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,458,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,335,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,775,387
Interest on participant loans2016-12-31$565
Interest earned on other investments2016-12-31$3,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,536
Net investment gain/loss from pooled separate accounts2016-12-31$352,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,918
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$948,897
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2016-12-31621110839
2015 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$524,132
Total of all expenses incurred2015-12-31$1,213,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,185,611
Value of total corrective distributions2015-12-31$5,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$555,988
Value of total assets at end of year2015-12-31$6,458,077
Value of total assets at beginning of year2015-12-31$7,147,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$325,177
Assets. Other investments not covered elsewhere at end of year2015-12-31$678,787
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$688,204
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$93,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-688,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,458,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,147,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,775,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,434,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,247
Net investment gain/loss from pooled separate accounts2015-12-31$-31,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$137,524
Employer contributions (assets) at end of year2015-12-31$367
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,185,611
Contract administrator fees2015-12-31$4,764
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2015-12-31621110839
2014 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$714,939
Total of all expenses incurred2014-12-31$1,057,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,030,472
Value of total corrective distributions2014-12-31$4,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$319,449
Value of total assets at end of year2014-12-31$7,147,048
Value of total assets at beginning of year2014-12-31$7,489,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,299
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$299,626
Assets. Other investments not covered elsewhere at end of year2014-12-31$688,204
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$796,498
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-342,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,147,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,489,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,434,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,531,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$161,683
Net investment gain/loss from pooled separate accounts2014-12-31$395,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,030,472
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2014-12-31621110839
2013 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,524,981
Total of all expenses incurred2013-12-31$943,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$913,496
Value of total corrective distributions2013-12-31$4,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$278,446
Value of total assets at end of year2013-12-31$7,489,474
Value of total assets at beginning of year2013-12-31$6,907,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,317
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$243,827
Participant contributions at beginning of year2013-12-31$4,071
Assets. Other investments not covered elsewhere at end of year2013-12-31$796,498
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$896,933
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,331
Administrative expenses (other) incurred2013-12-31$21,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$581,613
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,489,474
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,907,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,531,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,815,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$161,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$191,160
Net investment gain/loss from pooled separate accounts2013-12-31$1,246,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$913,496
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2013-12-31621110839
2012 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,105,287
Total of all expenses incurred2012-12-31$1,068,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,037,026
Value of total corrective distributions2012-12-31$4,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$242,960
Value of total assets at end of year2012-12-31$6,907,861
Value of total assets at beginning of year2012-12-31$6,870,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$242,430
Participant contributions at end of year2012-12-31$4,071
Participant contributions at beginning of year2012-12-31$4,514
Assets. Other investments not covered elsewhere at end of year2012-12-31$896,933
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$944,910
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$530
Administrative expenses (other) incurred2012-12-31$22,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$37,159
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,907,861
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,870,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,815,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,766,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$191,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$154,402
Net investment gain/loss from pooled separate accounts2012-12-31$862,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,037,026
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2012-12-31621110839
2011 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$393,279
Total of all expenses incurred2011-12-31$8,482,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,431,461
Value of total corrective distributions2011-12-31$14,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$342,627
Value of total assets at end of year2011-12-31$6,870,702
Value of total assets at beginning of year2011-12-31$14,959,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,886
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$331,808
Participant contributions at end of year2011-12-31$4,514
Assets. Other investments not covered elsewhere at end of year2011-12-31$944,910
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,819
Administrative expenses (other) incurred2011-12-31$30,181
Total non interest bearing cash at beginning of year2011-12-31$136,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,089,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,870,702
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,959,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,766,876
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,823,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$154,402
Net investment gain/loss from pooled separate accounts2011-12-31$50,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,431,461
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LATTIMORE, BLACK, MORGAN & CAIN
Accountancy firm EIN2011-12-31621199757
2010 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,356,499
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,927,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,863,630
Value of total corrective distributions2010-12-31$8,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$686,822
Value of total assets at end of year2010-12-31$14,959,832
Value of total assets at beginning of year2010-12-31$14,530,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,052
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,983
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$686,822
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,951,717
Administrative expenses (other) incurred2010-12-31$46,069
Total non interest bearing cash at end of year2010-12-31$136,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$429,130
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,959,832
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,530,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,578,985
Value of interest in pooled separate accounts at end of year2010-12-31$14,823,470
Net investment gain/loss from pooled separate accounts2010-12-31$1,669,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,863,630
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LATTIMORE, BLACK, MORGAN & CAIN
Accountancy firm EIN2010-12-31621199757
2009 : ASCEND RETIREMENT SAVINGS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASCEND RETIREMENT SAVINGS 401(K) PLAN

2023: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASCEND RETIREMENT SAVINGS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-11
Total amount of commissions paid to insurance brokerUSD $420
Total amount of fees paid to insurance companyUSD $1,379
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Amount paid for insurance broker fees1379
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered614
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,696
Total amount of fees paid to insurance companyUSD $18,269
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,696
Insurance broker organization code?3
Amount paid for insurance broker fees18269
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered427
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,595
Total amount of fees paid to insurance companyUSD $20,435
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,595
Insurance broker organization code?3
Amount paid for insurance broker fees20435
Additional information about fees paid to insurance brokerTPA FEES AND TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered435
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,021
Total amount of fees paid to insurance companyUSD $19,045
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,021
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees15406
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered425
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,497
Total amount of fees paid to insurance companyUSD $13,813
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,497
Insurance broker organization code?3
Amount paid for insurance broker fees10310
Additional information about fees paid to insurance brokerTPA FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered398
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,833
Total amount of fees paid to insurance companyUSD $14,048
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,833
Insurance broker organization code?3
Amount paid for insurance broker fees10681
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameHUB INTERNATIONAL GULF SOUTH
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered421
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,494
Total amount of fees paid to insurance companyUSD $8,276
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,494
Insurance broker organization code?3
Amount paid for insurance broker fees2274
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHUB INTERNATIONAL LIMITED
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered443
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,961
Total amount of fees paid to insurance companyUSD $8,502
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,961
Insurance broker organization code?3
Amount paid for insurance broker fees8502
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFOX-EVERETT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered498
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,411
Total amount of fees paid to insurance companyUSD $7,753
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,411
Insurance broker organization code?3
Amount paid for insurance broker fees7753
Insurance broker nameFOX-EVERETT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered534
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,080
Total amount of fees paid to insurance companyUSD $7,747
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,080
Insurance broker organization code?3
Amount paid for insurance broker fees7747
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFOX-EVERETT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered935
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,992
Total amount of fees paid to insurance companyUSD $12,860
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27978
Policy instance 1
Insurance contract or identification number27978
Number of Individuals Covered1505
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $35,620
Total amount of fees paid to insurance companyUSD $14,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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