Ascona LLC
Plan context: Ascona Management Retirement Plan
EIN 46-3732850 • Jacksonville Beach, FL • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$275,720
2024 Contributions
$85,555
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $275,720 | $85,555 | $8,556iApproximate average salary by contribution assumption: employee only about $213,888 at 4% or $142,592 at 6%; with 50% employer match about $142,592 at 4% or $95,061 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%. |
| Ascona Management Retirement Plan | - | 10 | $275,720 | $85,555 | $8,556iApproximate average salary by contribution assumption: employee only about $213,888 at 4% or $142,592 at 6%; with 50% employer match about $142,592 at 4% or $95,061 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%. |
| 2023 | 1 | 11 | $163,895 | $71,691 | $6,517iApproximate average salary by contribution assumption: employee only about $162,934 at 4% or $108,623 at 6%; with 50% employer match about $108,623 at 4% or $72,415 at 6%; with 100% employer match about $81,467 at 4% or $54,311 at 6%. |
| Ascona Management Retirement Plan | - | 11 | $163,895 | $71,691 | $6,517iApproximate average salary by contribution assumption: employee only about $162,934 at 4% or $108,623 at 6%; with 50% employer match about $108,623 at 4% or $72,415 at 6%; with 100% employer match about $81,467 at 4% or $54,311 at 6%. |
| 2022 | 1 | 6 | $82,587 | $46,899 | $7,817iApproximate average salary by contribution assumption: employee only about $195,413 at 4% or $130,275 at 6%; with 50% employer match about $130,275 at 4% or $86,850 at 6%; with 100% employer match about $97,706 at 4% or $65,138 at 6%. |
| Ascona Management Retirement Plan | - | 6 | $82,587 | $46,899 | $7,817iApproximate average salary by contribution assumption: employee only about $195,413 at 4% or $130,275 at 6%; with 50% employer match about $130,275 at 4% or $86,850 at 6%; with 100% employer match about $97,706 at 4% or $65,138 at 6%. |
| 2021 | 1 | 5 | $60,251 | $30,661 | $6,132iApproximate average salary by contribution assumption: employee only about $153,305 at 4% or $102,203 at 6%; with 50% employer match about $102,203 at 4% or $68,136 at 6%; with 100% employer match about $76,653 at 4% or $51,102 at 6%. |
| Ascona Management Retirement Plan | - | 5 | $60,251 | $30,661 | $6,132iApproximate average salary by contribution assumption: employee only about $153,305 at 4% or $102,203 at 6%; with 50% employer match about $102,203 at 4% or $68,136 at 6%; with 100% employer match about $76,653 at 4% or $51,102 at 6%. |
| 2020 | 1 | 2 | $25,179 | $13,780 | $6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%. |
| Ascona Management Retirement Plan | - | 2 | $25,179 | $13,780 | $6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%. |
| 2019 | 1 | 1 | $8,649 | $7,747 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| Ascona Management Retirement Plan | - | 1 | $8,649 | $7,747 | $7,747iApproximate average salary by contribution assumption: employee only about $193,675 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,558 at 6%. |
| 2018 | 1 | 5 | $78,949 | $36,458 | $7,292iApproximate average salary by contribution assumption: employee only about $182,290 at 4% or $121,527 at 6%; with 50% employer match about $121,527 at 4% or $81,018 at 6%; with 100% employer match about $91,145 at 4% or $60,763 at 6%. |
| Ascona Management Retirement Plan | - | 5 | $78,949 | $36,458 | $7,292iApproximate average salary by contribution assumption: employee only about $182,290 at 4% or $121,527 at 6%; with 50% employer match about $121,527 at 4% or $81,018 at 6%; with 100% employer match about $91,145 at 4% or $60,763 at 6%. |
| 2017 | 1 | 5 | $52,062 | $47,674 | $9,535iApproximate average salary by contribution assumption: employee only about $238,370 at 4% or $158,913 at 6%; with 50% employer match about $158,913 at 4% or $105,942 at 6%; with 100% employer match about $119,185 at 4% or $79,457 at 6%. |
| Ascona Management Retirement Plan | - | 5 | $52,062 | $47,674 | $9,535iApproximate average salary by contribution assumption: employee only about $238,370 at 4% or $158,913 at 6%; with 50% employer match about $158,913 at 4% or $105,942 at 6%; with 100% employer match about $119,185 at 4% or $79,457 at 6%. |
| 2016 | 1 | 5 | $44,445 | $40,759 | $8,152iApproximate average salary by contribution assumption: employee only about $203,795 at 4% or $135,863 at 6%; with 50% employer match about $135,863 at 4% or $90,576 at 6%; with 100% employer match about $101,898 at 4% or $67,932 at 6%. |
| Ascona Management Retirement Plan | - | 5 | $44,445 | $40,759 | $8,152iApproximate average salary by contribution assumption: employee only about $203,795 at 4% or $135,863 at 6%; with 50% employer match about $135,863 at 4% or $90,576 at 6%; with 100% employer match about $101,898 at 4% or $67,932 at 6%. |