Civic Intelligence

Ascent Management LLC

Plan context: Ascent Management LLC 401(K) Plan

EIN 84-4095073 • Phoenix, AZ • 8 filings • 2 plans

7901 N 16th St, #100Phoenix, AZ 85020
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$1,392,173

2025 Contributions

$281,603

Historical Graphs

Total Assets Over Time

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

$1,392,173$696,087$0201920222025YearValue
$1,392,173Latest year 2025

Participants Over Time

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

36180201920222025YearValue
36Latest 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
2025136$1,392,173$281,603$7,822iApproximate average salary by contribution assumption: employee only about $195,558 at 4% or $130,372 at 6%; with 50% employer match about $130,372 at 4% or $86,915 at 6%; with 100% employer match about $97,779 at 4% or $65,186 at 6%.
Ascent Management LLC 401(K) Plan-36$1,392,173$281,603$7,822iApproximate average salary by contribution assumption: employee only about $195,558 at 4% or $130,372 at 6%; with 50% employer match about $130,372 at 4% or $86,915 at 6%; with 100% employer match about $97,779 at 4% or $65,186 at 6%.
2024136$1,068,185$239,817$6,662iApproximate average salary by contribution assumption: employee only about $166,540 at 4% or $111,026 at 6%; with 50% employer match about $111,026 at 4% or $74,018 at 6%; with 100% employer match about $83,270 at 4% or $55,513 at 6%.
Ascent Management LLC 401(K) Plan-36$1,068,185$239,817$6,662iApproximate average salary by contribution assumption: employee only about $166,540 at 4% or $111,026 at 6%; with 50% employer match about $111,026 at 4% or $74,018 at 6%; with 100% employer match about $83,270 at 4% or $55,513 at 6%.
2023134$845,580$205,198$6,035iApproximate average salary by contribution assumption: employee only about $150,881 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,294 at 6%.
Ascent Management LLC 401(K) Plan-34$845,580$205,198$6,035iApproximate average salary by contribution assumption: employee only about $150,881 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,294 at 6%.
2022132$631,106$106,800$3,338iApproximate average salary by contribution assumption: employee only about $83,438 at 4% or $55,625 at 6%; with 50% employer match about $55,625 at 4% or $37,083 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%.
Ascent Management LLC 401(K) Plan-32$631,106$106,800$3,338iApproximate average salary by contribution assumption: employee only about $83,438 at 4% or $55,625 at 6%; with 50% employer match about $55,625 at 4% or $37,083 at 6%; with 100% employer match about $41,719 at 4% or $27,813 at 6%.
2021125$697,035$104,823$4,193iApproximate average salary by contribution assumption: employee only about $104,823 at 4% or $69,882 at 6%; with 50% employer match about $69,882 at 4% or $46,588 at 6%; with 100% employer match about $52,412 at 4% or $34,941 at 6%.
Ascent Management LLC 401(K) Plan-25$697,035$104,823$4,193iApproximate average salary by contribution assumption: employee only about $104,823 at 4% or $69,882 at 6%; with 50% employer match about $69,882 at 4% or $46,588 at 6%; with 100% employer match about $52,412 at 4% or $34,941 at 6%.
2020227$1,210,026$299,566$11,095iApproximate average salary by contribution assumption: employee only about $277,376 at 4% or $184,917 at 6%; with 50% employer match about $184,917 at 4% or $123,278 at 6%; with 100% employer match about $138,688 at 4% or $92,459 at 6%.
Ascent Management LLC 401(K) Plan-27$605,013$149,783$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,459 at 6%; with 50% employer match about $92,459 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
Ascent Management LLC 401(K) Plan-27$605,013$149,783$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,459 at 6%; with 50% employer match about $92,459 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
2019118$635,805$85,281$4,738iApproximate average salary by contribution assumption: employee only about $118,446 at 4% or $78,964 at 6%; with 50% employer match about $78,964 at 4% or $52,643 at 6%; with 100% employer match about $59,223 at 4% or $39,482 at 6%.
Ascent Management LLC 401(K) Plan-18$635,805$85,281$4,738iApproximate average salary by contribution assumption: employee only about $118,446 at 4% or $78,964 at 6%; with 50% employer match about $78,964 at 4% or $52,643 at 6%; with 100% employer match about $59,223 at 4% or $39,482 at 6%.