Civic Intelligence

ASCENDENT STRATEGY MANAGEMENT

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

EIN 26-1913496 • Boston, MA • 15 filings • 3 plans

75 Arlington St FL 5Boston, MA 02116-3936
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$4,082,595

2025 Contributions

$299,982

Historical Graphs

Total Assets Over Time

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

$4,082,595$2,041,298$0201120182025YearValue
$4,082,595Latest year 2025

Participants Over Time

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

39200201120182025YearValue
24Latest 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
2025124$4,082,595$299,982$12,499iApproximate average salary by contribution assumption: employee only about $312,481 at 4% or $208,321 at 6%; with 50% employer match about $208,321 at 4% or $138,881 at 6%; with 100% employer match about $156,241 at 4% or $104,160 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-24$4,082,595$299,982$12,499iApproximate average salary by contribution assumption: employee only about $312,481 at 4% or $208,321 at 6%; with 50% employer match about $208,321 at 4% or $138,881 at 6%; with 100% employer match about $156,241 at 4% or $104,160 at 6%.
2024133$3,376,171$313,467$9,499iApproximate average salary by contribution assumption: employee only about $237,475 at 4% or $158,317 at 6%; with 50% employer match about $158,317 at 4% or $105,544 at 6%; with 100% employer match about $118,738 at 4% or $79,158 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-33$3,376,171$313,467$9,499iApproximate average salary by contribution assumption: employee only about $237,475 at 4% or $158,317 at 6%; with 50% employer match about $158,317 at 4% or $105,544 at 6%; with 100% employer match about $118,738 at 4% or $79,158 at 6%.
2023139$2,883,050$257,417$6,600iApproximate average salary by contribution assumption: employee only about $165,011 at 4% or $110,007 at 6%; with 50% employer match about $110,007 at 4% or $73,338 at 6%; with 100% employer match about $82,505 at 4% or $55,004 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-39$2,883,050$257,417$6,600iApproximate average salary by contribution assumption: employee only about $165,011 at 4% or $110,007 at 6%; with 50% employer match about $110,007 at 4% or $73,338 at 6%; with 100% employer match about $82,505 at 4% or $55,004 at 6%.
2022127$2,265,192$201,898$7,478iApproximate average salary by contribution assumption: employee only about $186,943 at 4% or $124,628 at 6%; with 50% employer match about $124,628 at 4% or $83,086 at 6%; with 100% employer match about $93,471 at 4% or $62,314 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-27$2,265,192$201,898$7,478iApproximate average salary by contribution assumption: employee only about $186,943 at 4% or $124,628 at 6%; with 50% employer match about $124,628 at 4% or $83,086 at 6%; with 100% employer match about $93,471 at 4% or $62,314 at 6%.
2021126$2,648,591$260,537$10,021iApproximate average salary by contribution assumption: employee only about $250,516 at 4% or $167,011 at 6%; with 50% employer match about $167,011 at 4% or $111,341 at 6%; with 100% employer match about $125,258 at 4% or $83,505 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-26$2,648,591$260,537$10,021iApproximate average salary by contribution assumption: employee only about $250,516 at 4% or $167,011 at 6%; with 50% employer match about $167,011 at 4% or $111,341 at 6%; with 100% employer match about $125,258 at 4% or $83,505 at 6%.
2020124$2,007,467$213,622$8,901iApproximate average salary by contribution assumption: employee only about $222,523 at 4% or $148,349 at 6%; with 50% employer match about $148,349 at 4% or $98,899 at 6%; with 100% employer match about $111,261 at 4% or $74,174 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-24$2,007,467$213,622$8,901iApproximate average salary by contribution assumption: employee only about $222,523 at 4% or $148,349 at 6%; with 50% employer match about $148,349 at 4% or $98,899 at 6%; with 100% employer match about $111,261 at 4% or $74,174 at 6%.
2019117$1,568,054$165,593$9,741iApproximate average salary by contribution assumption: employee only about $243,519 at 4% or $162,346 at 6%; with 50% employer match about $162,346 at 4% or $108,231 at 6%; with 100% employer match about $121,760 at 4% or $81,173 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-17$1,568,054$165,593$9,741iApproximate average salary by contribution assumption: employee only about $243,519 at 4% or $162,346 at 6%; with 50% employer match about $162,346 at 4% or $108,231 at 6%; with 100% employer match about $121,760 at 4% or $81,173 at 6%.
2018111$1,110,048$92,703$8,428iApproximate average salary by contribution assumption: employee only about $210,689 at 4% or $140,459 at 6%; with 50% employer match about $140,459 at 4% or $93,639 at 6%; with 100% employer match about $105,344 at 4% or $70,230 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-11$1,110,048$92,703$8,428iApproximate average salary by contribution assumption: employee only about $210,689 at 4% or $140,459 at 6%; with 50% employer match about $140,459 at 4% or $93,639 at 6%; with 100% employer match about $105,344 at 4% or $70,230 at 6%.
2017110$1,094,575$126,232$12,623iApproximate average salary by contribution assumption: employee only about $315,580 at 4% or $210,387 at 6%; with 50% employer match about $210,387 at 4% or $140,258 at 6%; with 100% employer match about $157,790 at 4% or $105,193 at 6%.
ASCENDENT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-10$1,094,575$126,232$12,623iApproximate average salary by contribution assumption: employee only about $315,580 at 4% or $210,387 at 6%; with 50% employer match about $210,387 at 4% or $140,258 at 6%; with 100% employer match about $157,790 at 4% or $105,193 at 6%.
201619$811,370$95,866$10,652iApproximate average salary by contribution assumption: employee only about $266,294 at 4% or $177,530 at 6%; with 50% employer match about $177,530 at 4% or $118,353 at 6%; with 100% employer match about $133,147 at 4% or $88,765 at 6%.
ASCENDENT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-9$811,370$95,866$10,652iApproximate average salary by contribution assumption: employee only about $266,294 at 4% or $177,530 at 6%; with 50% employer match about $177,530 at 4% or $118,353 at 6%; with 100% employer match about $133,147 at 4% or $88,765 at 6%.
201517$635,645$61,621$8,803iApproximate average salary by contribution assumption: employee only about $220,075 at 4% or $146,717 at 6%; with 50% employer match about $146,717 at 4% or $97,811 at 6%; with 100% employer match about $110,038 at 4% or $73,358 at 6%.
ASCENDENT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-7$635,645$61,621$8,803iApproximate average salary by contribution assumption: employee only about $220,075 at 4% or $146,717 at 6%; with 50% employer match about $146,717 at 4% or $97,811 at 6%; with 100% employer match about $110,038 at 4% or $73,358 at 6%.
201415$700,677$76,772$15,354iApproximate average salary by contribution assumption: employee only about $383,860 at 4% or $255,907 at 6%; with 50% employer match about $255,907 at 4% or $170,604 at 6%; with 100% employer match about $191,930 at 4% or $127,953 at 6%.
ASCENDENT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-5$700,677$76,772$15,354iApproximate average salary by contribution assumption: employee only about $383,860 at 4% or $255,907 at 6%; with 50% employer match about $255,907 at 4% or $170,604 at 6%; with 100% employer match about $191,930 at 4% or $127,953 at 6%.
201316$649,833$108,769$18,128iApproximate average salary by contribution assumption: employee only about $453,204 at 4% or $302,136 at 6%; with 50% employer match about $302,136 at 4% or $201,424 at 6%; with 100% employer match about $226,602 at 4% or $151,068 at 6%.
ASCENDENT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-6$649,833$108,769$18,128iApproximate average salary by contribution assumption: employee only about $453,204 at 4% or $302,136 at 6%; with 50% employer match about $302,136 at 4% or $201,424 at 6%; with 100% employer match about $226,602 at 4% or $151,068 at 6%.
201216$406,915$102,624$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-6$406,915$102,624$17,104iApproximate average salary by contribution assumption: employee only about $427,600 at 4% or $285,067 at 6%; with 50% employer match about $285,067 at 4% or $190,044 at 6%; with 100% employer match about $213,800 at 4% or $142,533 at 6%.
201115$255,826$243,352$48,670iApproximate average salary by contribution assumption: employee only about $1,216,760 at 4% or $811,173 at 6%; with 50% employer match about $811,173 at 4% or $540,782 at 6%; with 100% employer match about $608,380 at 4% or $405,587 at 6%.
ASCENDANT STRATEGY MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-5$255,826$243,352$48,670iApproximate average salary by contribution assumption: employee only about $1,216,760 at 4% or $811,173 at 6%; with 50% employer match about $811,173 at 4% or $540,782 at 6%; with 100% employer match about $608,380 at 4% or $405,587 at 6%.