ASCENT CFO SOLUTION, LLC
Plan context: ASCENT CFO 401(K) PLAN
EIN 45-3731143 • Boulder, CO • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
39
2025 Assets
$1,364,579
2025 Contributions
$629,114
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 39 | $1,364,579 | $629,114 | $16,131iApproximate average salary by contribution assumption: employee only about $403,278 at 4% or $268,852 at 6%; with 50% employer match about $268,852 at 4% or $179,235 at 6%; with 100% employer match about $201,639 at 4% or $134,426 at 6%. |
| ASCENT CFO 401(K) PLAN | - | 39 | $1,364,579 | $629,114 | $16,131iApproximate average salary by contribution assumption: employee only about $403,278 at 4% or $268,852 at 6%; with 50% employer match about $268,852 at 4% or $179,235 at 6%; with 100% employer match about $201,639 at 4% or $134,426 at 6%. |
| 2024 | 1 | 38 | $851,915 | $297,417 | $7,827iApproximate average salary by contribution assumption: employee only about $195,669 at 4% or $130,446 at 6%; with 50% employer match about $130,446 at 4% or $86,964 at 6%; with 100% employer match about $97,835 at 4% or $65,223 at 6%. |
| ASCENT CFO 401(K) PLAN | - | 38 | $851,915 | $297,417 | $7,827iApproximate average salary by contribution assumption: employee only about $195,669 at 4% or $130,446 at 6%; with 50% employer match about $130,446 at 4% or $86,964 at 6%; with 100% employer match about $97,835 at 4% or $65,223 at 6%. |