Civic Intelligence

ASCENDANT MANAGEMENT CORP

Plan context: ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST

EIN 04-3326059 • Andover, MA • 10 filings • 3 plans

300 Brickstone Sq Ste 201Andover, MA 01810-1497
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,500,964

2025 Contributions

$145,475

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,500,964$750,482$0200520212025YearValue
$1,500,964Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200520212025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$1,500,964$145,475$72,738iApproximate average salary by contribution assumption: employee only about $1,818,438 at 4% or $1,212,292 at 6%; with 50% employer match about $1,212,292 at 4% or $808,194 at 6%; with 100% employer match about $909,219 at 4% or $606,146 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$1,500,964$145,475$72,738iApproximate average salary by contribution assumption: employee only about $1,818,438 at 4% or $1,212,292 at 6%; with 50% employer match about $1,212,292 at 4% or $808,194 at 6%; with 100% employer match about $909,219 at 4% or $606,146 at 6%.
202412$1,114,396$108,241$54,121iApproximate average salary by contribution assumption: employee only about $1,353,013 at 4% or $902,008 at 6%; with 50% employer match about $902,008 at 4% or $601,339 at 6%; with 100% employer match about $676,506 at 4% or $451,004 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$1,114,396$108,241$54,121iApproximate average salary by contribution assumption: employee only about $1,353,013 at 4% or $902,008 at 6%; with 50% employer match about $902,008 at 4% or $601,339 at 6%; with 100% employer match about $676,506 at 4% or $451,004 at 6%.
202312$853,577$97,490$48,745iApproximate average salary by contribution assumption: employee only about $1,218,625 at 4% or $812,417 at 6%; with 50% employer match about $812,417 at 4% or $541,611 at 6%; with 100% employer match about $609,313 at 4% or $406,208 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$853,577$97,490$48,745iApproximate average salary by contribution assumption: employee only about $1,218,625 at 4% or $812,417 at 6%; with 50% employer match about $812,417 at 4% or $541,611 at 6%; with 100% employer match about $609,313 at 4% or $406,208 at 6%.
202212$616,194$95,540$47,770iApproximate average salary by contribution assumption: employee only about $1,194,250 at 4% or $796,167 at 6%; with 50% employer match about $796,167 at 4% or $530,778 at 6%; with 100% employer match about $597,125 at 4% or $398,083 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$616,194$95,540$47,770iApproximate average salary by contribution assumption: employee only about $1,194,250 at 4% or $796,167 at 6%; with 50% employer match about $796,167 at 4% or $530,778 at 6%; with 100% employer match about $597,125 at 4% or $398,083 at 6%.
202112$634,716$90,229$45,115iApproximate average salary by contribution assumption: employee only about $1,127,863 at 4% or $751,908 at 6%; with 50% employer match about $751,908 at 4% or $501,272 at 6%; with 100% employer match about $563,931 at 4% or $375,954 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$634,716$90,229$45,115iApproximate average salary by contribution assumption: employee only about $1,127,863 at 4% or $751,908 at 6%; with 50% employer match about $751,908 at 4% or $501,272 at 6%; with 100% employer match about $563,931 at 4% or $375,954 at 6%.
202012$438,913$64,333$32,167iApproximate average salary by contribution assumption: employee only about $804,163 at 4% or $536,108 at 6%; with 50% employer match about $536,108 at 4% or $357,406 at 6%; with 100% employer match about $402,081 at 4% or $268,054 at 6%.
ASCENDANT MANAGEMENT CORP 401(K) PROFIT SHARING PLAN & TRUST-2$438,913$64,333$32,167iApproximate average salary by contribution assumption: employee only about $804,163 at 4% or $536,108 at 6%; with 50% employer match about $536,108 at 4% or $357,406 at 6%; with 100% employer match about $402,081 at 4% or $268,054 at 6%.
201611$149,206$6,250$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
ASCENDANT HEALTHCARE 401 K PROFIT SHARING PLAN TRUST-1$149,206$6,250$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200811$30,954$5,542$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
ASCENDANT HEALTHCARE 401K PROFIT SHARING PLAN & TRUST-1$30,954$5,542$5,542iApproximate average salary by contribution assumption: employee only about $138,550 at 4% or $92,367 at 6%; with 50% employer match about $92,367 at 4% or $61,578 at 6%; with 100% employer match about $69,275 at 4% or $46,183 at 6%.
200611$146,713$35,400$35,400iApproximate average salary by contribution assumption: employee only about $885,000 at 4% or $590,000 at 6%; with 50% employer match about $590,000 at 4% or $393,333 at 6%; with 100% employer match about $442,500 at 4% or $295,000 at 6%.
ASCENDANT HEALTHCARE 401K PROFIT SHARING PLAN & TRUST-1$146,713$35,400$35,400iApproximate average salary by contribution assumption: employee only about $885,000 at 4% or $590,000 at 6%; with 50% employer match about $590,000 at 4% or $393,333 at 6%; with 100% employer match about $442,500 at 4% or $295,000 at 6%.
200513$92,228$89,775$29,925iApproximate average salary by contribution assumption: employee only about $748,125 at 4% or $498,750 at 6%; with 50% employer match about $498,750 at 4% or $332,500 at 6%; with 100% employer match about $374,063 at 4% or $249,375 at 6%.
ASCENDANT HEALTHCARE 401K PROFIT SHARING PLAN & TRUST-3$92,228$89,775$29,925iApproximate average salary by contribution assumption: employee only about $748,125 at 4% or $498,750 at 6%; with 50% employer match about $498,750 at 4% or $332,500 at 6%; with 100% employer match about $374,063 at 4% or $249,375 at 6%.