Civic Intelligence

Ascential Wealth Advisors LLC

Plan context: Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan

EIN 45-2888543 • Duluth, MN • 30 filings • 3 plans

11 E Superior StreetSuite 500Duluth, MN 55802
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$16,267,346

2025 Contributions

$668,541

Historical Graphs

Total Assets Over Time

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

$16,267,346$8,133,673$0201120182025YearValue
$16,267,346Latest year 2025

Participants Over Time

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

1260201120182025YearValue
12Latest 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
2025212$16,267,346$668,541$55,712iApproximate average salary by contribution assumption: employee only about $1,392,794 at 4% or $928,529 at 6%; with 50% employer match about $928,529 at 4% or $619,019 at 6%; with 100% employer match about $696,397 at 4% or $464,265 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-12$15,353,347$442,544$36,879iApproximate average salary by contribution assumption: employee only about $921,967 at 4% or $614,644 at 6%; with 50% employer match about $614,644 at 4% or $409,763 at 6%; with 100% employer match about $460,983 at 4% or $307,322 at 6%.
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN-7$913,999$225,997$32,285iApproximate average salary by contribution assumption: employee only about $807,132 at 4% or $538,088 at 6%; with 50% employer match about $538,088 at 4% or $358,725 at 6%; with 100% employer match about $403,566 at 4% or $269,044 at 6%.
2024210$13,660,899$450,388$45,039iApproximate average salary by contribution assumption: employee only about $1,125,970 at 4% or $750,647 at 6%; with 50% employer match about $750,647 at 4% or $500,431 at 6%; with 100% employer match about $562,985 at 4% or $375,323 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-10$13,049,022$274,374$27,437iApproximate average salary by contribution assumption: employee only about $685,935 at 4% or $457,290 at 6%; with 50% employer match about $457,290 at 4% or $304,860 at 6%; with 100% employer match about $342,968 at 4% or $228,645 at 6%.
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN-7$611,877$176,014$25,145iApproximate average salary by contribution assumption: employee only about $628,621 at 4% or $419,081 at 6%; with 50% employer match about $419,081 at 4% or $279,387 at 6%; with 100% employer match about $314,311 at 4% or $209,540 at 6%.
2023211$11,632,176$4,862,251$442,023iApproximate average salary by contribution assumption: employee only about $11,050,570 at 4% or $7,367,047 at 6%; with 50% employer match about $7,367,047 at 4% or $4,911,365 at 6%; with 100% employer match about $5,525,285 at 4% or $3,683,523 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-11$11,226,188$4,664,625$424,057iApproximate average salary by contribution assumption: employee only about $10,601,420 at 4% or $7,067,614 at 6%; with 50% employer match about $7,067,614 at 4% or $4,711,742 at 6%; with 100% employer match about $5,300,710 at 4% or $3,533,807 at 6%.
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN-7$405,988$197,626$28,232iApproximate average salary by contribution assumption: employee only about $705,807 at 4% or $470,538 at 6%; with 50% employer match about $470,538 at 4% or $313,692 at 6%; with 100% employer match about $352,904 at 4% or $235,269 at 6%.
2022211$9,747,326$5,286,344$480,577iApproximate average salary by contribution assumption: employee only about $12,014,418 at 4% or $8,009,612 at 6%; with 50% employer match about $8,009,612 at 4% or $5,339,741 at 6%; with 100% employer match about $6,007,209 at 4% or $4,004,806 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-11$9,455,162$4,989,747$453,613iApproximate average salary by contribution assumption: employee only about $11,340,334 at 4% or $7,560,223 at 6%; with 50% employer match about $7,560,223 at 4% or $5,040,148 at 6%; with 100% employer match about $5,670,167 at 4% or $3,780,111 at 6%.
ASCENTIAL WEALTH ADVISORS, LLC CASH BALANCE PLAN-9$292,164$296,597$32,955iApproximate average salary by contribution assumption: employee only about $823,881 at 4% or $549,254 at 6%; with 50% employer match about $549,254 at 4% or $366,169 at 6%; with 100% employer match about $411,940 at 4% or $274,627 at 6%.
2021210$5,594,428$198,143$19,814iApproximate average salary by contribution assumption: employee only about $495,358 at 4% or $330,238 at 6%; with 50% employer match about $330,238 at 4% or $220,159 at 6%; with 100% employer match about $247,679 at 4% or $165,119 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-10$5,594,428$198,143$19,814iApproximate average salary by contribution assumption: employee only about $495,358 at 4% or $330,238 at 6%; with 50% employer match about $330,238 at 4% or $220,159 at 6%; with 100% employer match about $247,679 at 4% or $165,119 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-0$0$0-
202029$8,266,739$475,409$52,823iApproximate average salary by contribution assumption: employee only about $1,320,581 at 4% or $880,387 at 6%; with 50% employer match about $880,387 at 4% or $586,925 at 6%; with 100% employer match about $660,290 at 4% or $440,194 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-9$4,798,854$228,049$25,339iApproximate average salary by contribution assumption: employee only about $633,469 at 4% or $422,313 at 6%; with 50% employer match about $422,313 at 4% or $281,542 at 6%; with 100% employer match about $316,735 at 4% or $211,156 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-9$3,467,885$247,360$27,484iApproximate average salary by contribution assumption: employee only about $687,111 at 4% or $458,074 at 6%; with 50% employer match about $458,074 at 4% or $305,383 at 6%; with 100% employer match about $343,556 at 4% or $229,037 at 6%.
201929$6,916,154$1,150,197$127,800iApproximate average salary by contribution assumption: employee only about $3,194,992 at 4% or $2,129,994 at 6%; with 50% employer match about $2,129,994 at 4% or $1,419,996 at 6%; with 100% employer match about $1,597,496 at 4% or $1,064,997 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-9$4,109,716$876,978$97,442iApproximate average salary by contribution assumption: employee only about $2,436,050 at 4% or $1,624,033 at 6%; with 50% employer match about $1,624,033 at 4% or $1,082,689 at 6%; with 100% employer match about $1,218,025 at 4% or $812,017 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-8$2,806,438$273,219$34,152iApproximate average salary by contribution assumption: employee only about $853,809 at 4% or $569,206 at 6%; with 50% employer match about $569,206 at 4% or $379,471 at 6%; with 100% employer match about $426,905 at 4% or $284,603 at 6%.
201828$4,682,903$1,405,407$175,676iApproximate average salary by contribution assumption: employee only about $4,391,897 at 4% or $2,927,931 at 6%; with 50% employer match about $2,927,931 at 4% or $1,951,954 at 6%; with 100% employer match about $2,195,948 at 4% or $1,463,966 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-8$2,567,344$1,121,672$140,209iApproximate average salary by contribution assumption: employee only about $3,505,225 at 4% or $2,336,817 at 6%; with 50% employer match about $2,336,817 at 4% or $1,557,878 at 6%; with 100% employer match about $1,752,613 at 4% or $1,168,408 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-8$2,115,559$283,735$35,467iApproximate average salary by contribution assumption: employee only about $886,672 at 4% or $591,115 at 6%; with 50% employer match about $591,115 at 4% or $394,076 at 6%; with 100% employer match about $443,336 at 4% or $295,557 at 6%.
201729$3,679,454$697,276$77,475iApproximate average salary by contribution assumption: employee only about $1,936,878 at 4% or $1,291,252 at 6%; with 50% employer match about $1,291,252 at 4% or $860,835 at 6%; with 100% employer match about $968,439 at 4% or $645,626 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-7$1,961,811$222,174$31,739iApproximate average salary by contribution assumption: employee only about $793,479 at 4% or $528,986 at 6%; with 50% employer match about $528,986 at 4% or $352,657 at 6%; with 100% employer match about $396,739 at 4% or $264,493 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-9$1,717,643$475,102$52,789iApproximate average salary by contribution assumption: employee only about $1,319,728 at 4% or $879,819 at 6%; with 50% employer match about $879,819 at 4% or $586,546 at 6%; with 100% employer match about $659,864 at 4% or $439,909 at 6%.
201629$2,544,486$428,258$47,584iApproximate average salary by contribution assumption: employee only about $1,189,606 at 4% or $793,070 at 6%; with 50% employer match about $793,070 at 4% or $528,714 at 6%; with 100% employer match about $594,803 at 4% or $396,535 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-7$1,489,169$254,000$36,286iApproximate average salary by contribution assumption: employee only about $907,143 at 4% or $604,762 at 6%; with 50% employer match about $604,762 at 4% or $403,175 at 6%; with 100% employer match about $453,571 at 4% or $302,381 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-9$1,055,317$174,258$19,362iApproximate average salary by contribution assumption: employee only about $484,050 at 4% or $322,700 at 6%; with 50% employer match about $322,700 at 4% or $215,133 at 6%; with 100% employer match about $242,025 at 4% or $161,350 at 6%.
201528$1,977,241$488,182$61,023iApproximate average salary by contribution assumption: employee only about $1,525,569 at 4% or $1,017,046 at 6%; with 50% employer match about $1,017,046 at 4% or $678,031 at 6%; with 100% employer match about $762,784 at 4% or $508,523 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-6$1,166,055$255,291$42,549iApproximate average salary by contribution assumption: employee only about $1,063,713 at 4% or $709,142 at 6%; with 50% employer match about $709,142 at 4% or $472,761 at 6%; with 100% employer match about $531,856 at 4% or $354,571 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-8$811,186$232,891$29,111iApproximate average salary by contribution assumption: employee only about $727,784 at 4% or $485,190 at 6%; with 50% employer match about $485,190 at 4% or $323,460 at 6%; with 100% employer match about $363,892 at 4% or $242,595 at 6%.
201427$1,777,199$404,403$57,772iApproximate average salary by contribution assumption: employee only about $1,444,296 at 4% or $962,864 at 6%; with 50% employer match about $962,864 at 4% or $641,910 at 6%; with 100% employer match about $722,148 at 4% or $481,432 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-6$975,437$220,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-7$801,762$184,403$26,343iApproximate average salary by contribution assumption: employee only about $658,582 at 4% or $439,055 at 6%; with 50% employer match about $439,055 at 4% or $292,703 at 6%; with 100% employer match about $329,291 at 4% or $219,527 at 6%.
201326$1,300,759$408,250$68,042iApproximate average salary by contribution assumption: employee only about $1,701,042 at 4% or $1,134,028 at 6%; with 50% employer match about $1,134,028 at 4% or $756,019 at 6%; with 100% employer match about $850,521 at 4% or $567,014 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-6$721,092$240,145$40,024iApproximate average salary by contribution assumption: employee only about $1,000,604 at 4% or $667,069 at 6%; with 50% employer match about $667,069 at 4% or $444,713 at 6%; with 100% employer match about $500,302 at 4% or $333,535 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-6$579,667$168,105$28,018iApproximate average salary by contribution assumption: employee only about $700,438 at 4% or $466,958 at 6%; with 50% employer match about $466,958 at 4% or $311,306 at 6%; with 100% employer match about $350,219 at 4% or $233,479 at 6%.
201226$759,552$442,020$73,670iApproximate average salary by contribution assumption: employee only about $1,841,750 at 4% or $1,227,833 at 6%; with 50% employer match about $1,227,833 at 4% or $818,556 at 6%; with 100% employer match about $920,875 at 4% or $613,917 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-6$415,665$228,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-6$343,887$214,020$35,670iApproximate average salary by contribution assumption: employee only about $891,750 at 4% or $594,500 at 6%; with 50% employer match about $594,500 at 4% or $396,333 at 6%; with 100% employer match about $445,875 at 4% or $297,250 at 6%.
201126$284,616$284,616$47,436iApproximate average salary by contribution assumption: employee only about $1,185,900 at 4% or $790,600 at 6%; with 50% employer match about $790,600 at 4% or $527,067 at 6%; with 100% employer match about $592,950 at 4% or $395,300 at 6%.
Ascential Wealth Advisors LLC Cash Balance Plan-6$165,725$165,725$27,621iApproximate average salary by contribution assumption: employee only about $690,521 at 4% or $460,347 at 6%; with 50% employer match about $460,347 at 4% or $306,898 at 6%; with 100% employer match about $345,260 at 4% or $230,174 at 6%.
Ascential Wealth Advisors LLC 401(K) Profit Sharing Plan-6$118,891$118,891$19,815iApproximate average salary by contribution assumption: employee only about $495,379 at 4% or $330,253 at 6%; with 50% employer match about $330,253 at 4% or $220,169 at 6%; with 100% employer match about $247,690 at 4% or $165,126 at 6%.