SHARED ASCENT FUND
Plan context: SHARED ASCENT FUND 401 (K) PLAN
EIN 83-4584093 • Sacramento, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$1,335,189
2024 Contributions
$458,437
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 | 22 | $1,335,189 | $458,437 | $20,838iApproximate average salary by contribution assumption: employee only about $520,951 at 4% or $347,301 at 6%; with 50% employer match about $347,301 at 4% or $231,534 at 6%; with 100% employer match about $260,476 at 4% or $173,650 at 6%. |
| SHARED ASCENT FUND 401 (K) PLAN | - | 22 | $1,335,189 | $458,437 | $20,838iApproximate average salary by contribution assumption: employee only about $520,951 at 4% or $347,301 at 6%; with 50% employer match about $347,301 at 4% or $231,534 at 6%; with 100% employer match about $260,476 at 4% or $173,650 at 6%. |
| 2023 | 1 | 24 | $799,894 | $436,055 | $18,169iApproximate average salary by contribution assumption: employee only about $454,224 at 4% or $302,816 at 6%; with 50% employer match about $302,816 at 4% or $201,877 at 6%; with 100% employer match about $227,112 at 4% or $151,408 at 6%. |
| SHARED ASCENT FUND 401 (K) PLAN | - | 24 | $799,894 | $436,055 | $18,169iApproximate average salary by contribution assumption: employee only about $454,224 at 4% or $302,816 at 6%; with 50% employer match about $302,816 at 4% or $201,877 at 6%; with 100% employer match about $227,112 at 4% or $151,408 at 6%. |
| 2022 | 1 | 19 | $282,835 | $260,927 | $13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%. |
| SHARED ASCENT FUND 401 (K) PLAN | - | 19 | $282,835 | $260,927 | $13,733iApproximate average salary by contribution assumption: employee only about $343,325 at 4% or $228,883 at 6%; with 50% employer match about $228,883 at 4% or $152,589 at 6%; with 100% employer match about $171,663 at 4% or $114,442 at 6%. |
| 2021 | 1 | 17 | $37,396 | $37,246 | $2,191iApproximate average salary by contribution assumption: employee only about $54,774 at 4% or $36,516 at 6%; with 50% employer match about $36,516 at 4% or $24,344 at 6%; with 100% employer match about $27,387 at 4% or $18,258 at 6%. |
| SHARED ASCENT FUND 401 (K) PLAN | - | 17 | $37,396 | $37,246 | $2,191iApproximate average salary by contribution assumption: employee only about $54,774 at 4% or $36,516 at 6%; with 50% employer match about $36,516 at 4% or $24,344 at 6%; with 100% employer match about $27,387 at 4% or $18,258 at 6%. |