Civic Intelligence

Ashfield Capital Partners

Plan context: Ashfield Capital Partners 401(K) Plan

EIN 20-5650986 • San Francisco, CA • 10 filings • 1 plans

801 Montgomery Street, Suite 200San Francisco, CA 94133
Current Snapshot

Latest Year

2022

2022 Participants

15

2022 Assets

$4,942,376

2022 Contributions

$272,691

Historical Graphs

Total Assets Over Time

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

$5,163,783$2,581,892$0201320172021YearValue
$4,942,376Latest year 2021

Participants Over Time

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

30150201320172021YearValue
15Latest year 2021

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
202210$0$0-
Ashfield Capital Partners 401(K) Plan-0$0--
2021115$4,942,376$272,691$18,179iApproximate average salary by contribution assumption: employee only about $454,485 at 4% or $302,990 at 6%; with 50% employer match about $302,990 at 4% or $201,993 at 6%; with 100% employer match about $227,243 at 4% or $151,495 at 6%.
Ashfield Capital Partners 401(K) Plan-15$4,942,376$272,691$18,179iApproximate average salary by contribution assumption: employee only about $454,485 at 4% or $302,990 at 6%; with 50% employer match about $302,990 at 4% or $201,993 at 6%; with 100% employer match about $227,243 at 4% or $151,495 at 6%.
2020116$4,077,320$285,330$17,833iApproximate average salary by contribution assumption: employee only about $445,828 at 4% or $297,219 at 6%; with 50% employer match about $297,219 at 4% or $198,146 at 6%; with 100% employer match about $222,914 at 4% or $148,609 at 6%.
Ashfield Capital Partners 401(K) Plan-16$4,077,320$285,330$17,833iApproximate average salary by contribution assumption: employee only about $445,828 at 4% or $297,219 at 6%; with 50% employer match about $297,219 at 4% or $198,146 at 6%; with 100% employer match about $222,914 at 4% or $148,609 at 6%.
2019118$4,155,699$267,645$14,869iApproximate average salary by contribution assumption: employee only about $371,729 at 4% or $247,819 at 6%; with 50% employer match about $247,819 at 4% or $165,213 at 6%; with 100% employer match about $185,865 at 4% or $123,910 at 6%.
Ashfield Capital Partners 401(K) Plan-18$4,155,699$267,645$14,869iApproximate average salary by contribution assumption: employee only about $371,729 at 4% or $247,819 at 6%; with 50% employer match about $247,819 at 4% or $165,213 at 6%; with 100% employer match about $185,865 at 4% or $123,910 at 6%.
2018122$4,707,977$248,028$11,274iApproximate average salary by contribution assumption: employee only about $281,850 at 4% or $187,900 at 6%; with 50% employer match about $187,900 at 4% or $125,267 at 6%; with 100% employer match about $140,925 at 4% or $93,950 at 6%.
Ashfield Capital Partners 401(K) Plan-22$4,707,977$248,028$11,274iApproximate average salary by contribution assumption: employee only about $281,850 at 4% or $187,900 at 6%; with 50% employer match about $187,900 at 4% or $125,267 at 6%; with 100% employer match about $140,925 at 4% or $93,950 at 6%.
2017125$5,163,783$354,307$14,172iApproximate average salary by contribution assumption: employee only about $354,307 at 4% or $236,205 at 6%; with 50% employer match about $236,205 at 4% or $157,470 at 6%; with 100% employer match about $177,154 at 4% or $118,102 at 6%.
Ashfield Capital Partners 401(K) Plan-25$5,163,783$354,307$14,172iApproximate average salary by contribution assumption: employee only about $354,307 at 4% or $236,205 at 6%; with 50% employer match about $236,205 at 4% or $157,470 at 6%; with 100% employer match about $177,154 at 4% or $118,102 at 6%.
2016128$4,520,058$465,076$16,610iApproximate average salary by contribution assumption: employee only about $415,246 at 4% or $276,831 at 6%; with 50% employer match about $276,831 at 4% or $184,554 at 6%; with 100% employer match about $207,623 at 4% or $138,415 at 6%.
Ashfield Capital Partners 401(K) Plan-28$4,520,058$465,076$16,610iApproximate average salary by contribution assumption: employee only about $415,246 at 4% or $276,831 at 6%; with 50% employer match about $276,831 at 4% or $184,554 at 6%; with 100% employer match about $207,623 at 4% or $138,415 at 6%.
2015129$3,948,180$560,206$19,317iApproximate average salary by contribution assumption: employee only about $482,936 at 4% or $321,957 at 6%; with 50% employer match about $321,957 at 4% or $214,638 at 6%; with 100% employer match about $241,468 at 4% or $160,979 at 6%.
Ashfield Capital Partners 401(K) Plan-29$3,948,180$560,206$19,317iApproximate average salary by contribution assumption: employee only about $482,936 at 4% or $321,957 at 6%; with 50% employer match about $321,957 at 4% or $214,638 at 6%; with 100% employer match about $241,468 at 4% or $160,979 at 6%.
2014130$3,700,359$680,775$22,693iApproximate average salary by contribution assumption: employee only about $567,313 at 4% or $378,208 at 6%; with 50% employer match about $378,208 at 4% or $252,139 at 6%; with 100% employer match about $283,656 at 4% or $189,104 at 6%.
Ashfield Capital Partners 401(K) Plan-30$3,700,359$680,775$22,693iApproximate average salary by contribution assumption: employee only about $567,313 at 4% or $378,208 at 6%; with 50% employer match about $378,208 at 4% or $252,139 at 6%; with 100% employer match about $283,656 at 4% or $189,104 at 6%.
2013130$3,119,188$2,823,368$94,112iApproximate average salary by contribution assumption: employee only about $2,352,807 at 4% or $1,568,538 at 6%; with 50% employer match about $1,568,538 at 4% or $1,045,692 at 6%; with 100% employer match about $1,176,403 at 4% or $784,269 at 6%.
Ashfield Capital Partners 401(K) Plan-30$3,119,188$2,823,368$94,112iApproximate average salary by contribution assumption: employee only about $2,352,807 at 4% or $1,568,538 at 6%; with 50% employer match about $1,568,538 at 4% or $1,045,692 at 6%; with 100% employer match about $1,176,403 at 4% or $784,269 at 6%.