Civic Intelligence

Ascendant Financial Solutions Inc.

Plan context: Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan

EIN 86-0842894 • Flagstaff, AZ • 21 filings • 2 plans

809 W. Riordan RoadSuite 104Flagstaff, AZ 86001-0801
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$2,539,399

2023 Contributions

$22,697

Historical Graphs

Total Assets Over Time

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

$2,539,399$1,269,700$0200920162022YearValue
$2,539,399Latest year 2022

Participants Over Time

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

1050200920162022YearValue
10Latest year 2022

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
202320$0$22,697-
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-0$0$22,697-
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2022210$2,539,399$335,973$33,597iApproximate average salary by contribution assumption: employee only about $839,933 at 4% or $559,955 at 6%; with 50% employer match about $559,955 at 4% or $373,303 at 6%; with 100% employer match about $419,966 at 4% or $279,978 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-10$1,592,774$135,973$13,597iApproximate average salary by contribution assumption: employee only about $339,933 at 4% or $226,622 at 6%; with 50% employer match about $226,622 at 4% or $151,081 at 6%; with 100% employer match about $169,966 at 4% or $113,311 at 6%.
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-5$946,625$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202129$2,482,728$428,676$47,631iApproximate average salary by contribution assumption: employee only about $1,190,767 at 4% or $793,844 at 6%; with 50% employer match about $793,844 at 4% or $529,230 at 6%; with 100% employer match about $595,383 at 4% or $396,922 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-9$1,630,624$128,676$14,297iApproximate average salary by contribution assumption: employee only about $357,433 at 4% or $238,289 at 6%; with 50% employer match about $238,289 at 4% or $158,859 at 6%; with 100% employer match about $178,717 at 4% or $119,144 at 6%.
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-4$852,104$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202029$1,769,877$317,198$35,244iApproximate average salary by contribution assumption: employee only about $881,106 at 4% or $587,404 at 6%; with 50% employer match about $587,404 at 4% or $391,602 at 6%; with 100% employer match about $440,553 at 4% or $293,702 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-9$1,289,754$117,198$13,022iApproximate average salary by contribution assumption: employee only about $325,550 at 4% or $217,033 at 6%; with 50% employer match about $217,033 at 4% or $144,689 at 6%; with 100% employer match about $162,775 at 4% or $108,517 at 6%.
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-4$480,123$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201929$1,286,468$238,185$26,465iApproximate average salary by contribution assumption: employee only about $661,625 at 4% or $441,083 at 6%; with 50% employer match about $441,083 at 4% or $294,056 at 6%; with 100% employer match about $330,813 at 4% or $220,542 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-9$1,064,708$113,185$12,576iApproximate average salary by contribution assumption: employee only about $314,403 at 4% or $209,602 at 6%; with 50% employer match about $209,602 at 4% or $139,735 at 6%; with 100% employer match about $157,201 at 4% or $104,801 at 6%.
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-4$221,760$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
201818$791,471$101,330$12,666iApproximate average salary by contribution assumption: employee only about $316,656 at 4% or $211,104 at 6%; with 50% employer match about $211,104 at 4% or $140,736 at 6%; with 100% employer match about $158,328 at 4% or $105,552 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-8$791,471$101,330$12,666iApproximate average salary by contribution assumption: employee only about $316,656 at 4% or $211,104 at 6%; with 50% employer match about $211,104 at 4% or $140,736 at 6%; with 100% employer match about $158,328 at 4% or $105,552 at 6%.
201717$745,769$84,115$12,016iApproximate average salary by contribution assumption: employee only about $300,411 at 4% or $200,274 at 6%; with 50% employer match about $200,274 at 4% or $133,516 at 6%; with 100% employer match about $150,205 at 4% or $100,137 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-7$745,769$84,115$12,016iApproximate average salary by contribution assumption: employee only about $300,411 at 4% or $200,274 at 6%; with 50% employer match about $200,274 at 4% or $133,516 at 6%; with 100% employer match about $150,205 at 4% or $100,137 at 6%.
201617$568,398$159,382$22,769iApproximate average salary by contribution assumption: employee only about $569,221 at 4% or $379,481 at 6%; with 50% employer match about $379,481 at 4% or $252,987 at 6%; with 100% employer match about $284,611 at 4% or $189,740 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-7$568,398$159,382$22,769iApproximate average salary by contribution assumption: employee only about $569,221 at 4% or $379,481 at 6%; with 50% employer match about $379,481 at 4% or $252,987 at 6%; with 100% employer match about $284,611 at 4% or $189,740 at 6%.
201514$370,165$62,283$15,571iApproximate average salary by contribution assumption: employee only about $389,269 at 4% or $259,513 at 6%; with 50% employer match about $259,513 at 4% or $173,008 at 6%; with 100% employer match about $194,634 at 4% or $129,756 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-4$370,165$62,283$15,571iApproximate average salary by contribution assumption: employee only about $389,269 at 4% or $259,513 at 6%; with 50% employer match about $259,513 at 4% or $173,008 at 6%; with 100% employer match about $194,634 at 4% or $129,756 at 6%.
201414$326,166$62,535$15,634iApproximate average salary by contribution assumption: employee only about $390,844 at 4% or $260,563 at 6%; with 50% employer match about $260,563 at 4% or $173,708 at 6%; with 100% employer match about $195,422 at 4% or $130,281 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-4$326,166$62,535$15,634iApproximate average salary by contribution assumption: employee only about $390,844 at 4% or $260,563 at 6%; with 50% employer match about $260,563 at 4% or $173,708 at 6%; with 100% employer match about $195,422 at 4% or $130,281 at 6%.
201314$253,742$62,512$15,628iApproximate average salary by contribution assumption: employee only about $390,700 at 4% or $260,467 at 6%; with 50% employer match about $260,467 at 4% or $173,644 at 6%; with 100% employer match about $195,350 at 4% or $130,233 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-4$253,742$62,512$15,628iApproximate average salary by contribution assumption: employee only about $390,700 at 4% or $260,467 at 6%; with 50% employer match about $260,467 at 4% or $173,644 at 6%; with 100% employer match about $195,350 at 4% or $130,233 at 6%.
201216$193,137$59,215$9,869iApproximate average salary by contribution assumption: employee only about $246,729 at 4% or $164,486 at 6%; with 50% employer match about $164,486 at 4% or $109,657 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-6$193,137$59,215$9,869iApproximate average salary by contribution assumption: employee only about $246,729 at 4% or $164,486 at 6%; with 50% employer match about $164,486 at 4% or $109,657 at 6%; with 100% employer match about $123,365 at 4% or $82,243 at 6%.
201115$142,285$54,557$10,911iApproximate average salary by contribution assumption: employee only about $272,785 at 4% or $181,857 at 6%; with 50% employer match about $181,857 at 4% or $121,238 at 6%; with 100% employer match about $136,393 at 4% or $90,928 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-5$142,285$54,557$10,911iApproximate average salary by contribution assumption: employee only about $272,785 at 4% or $181,857 at 6%; with 50% employer match about $181,857 at 4% or $121,238 at 6%; with 100% employer match about $136,393 at 4% or $90,928 at 6%.
201025$172,257$64,294$12,859iApproximate average salary by contribution assumption: employee only about $321,470 at 4% or $214,313 at 6%; with 50% employer match about $214,313 at 4% or $142,876 at 6%; with 100% employer match about $160,735 at 4% or $107,157 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-5$98,145$64,294$12,859iApproximate average salary by contribution assumption: employee only about $321,470 at 4% or $214,313 at 6%; with 50% employer match about $214,313 at 4% or $142,876 at 6%; with 100% employer match about $160,735 at 4% or $107,157 at 6%.
ASCENDANT FINANCIAL SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN-1$74,112$0-
200915$30,895$30,895$6,179iApproximate average salary by contribution assumption: employee only about $154,475 at 4% or $102,983 at 6%; with 50% employer match about $102,983 at 4% or $68,656 at 6%; with 100% employer match about $77,238 at 4% or $51,492 at 6%.
Ascendant Financial Solutions Inc. 401(K) Profit Sharing Plan-5$30,895$30,895$6,179iApproximate average salary by contribution assumption: employee only about $154,475 at 4% or $102,983 at 6%; with 50% employer match about $102,983 at 4% or $68,656 at 6%; with 100% employer match about $77,238 at 4% or $51,492 at 6%.