Civic Intelligence

Assetmark Financial Inc.

Plan context: Assetmark Financial 401(K) Plan

EIN 86-0898056 • 21 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

870

2021 Assets

$115,027,706

2021 Contributions

$17,546,811

Historical Graphs

Total Assets Over Time

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

$115,027,706$57,513,853$0200220172021YearValue
$115,027,706Latest year 2021

Participants Over Time

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

8704350200120162021YearValue
870Latest year 2021

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
20212870$115,027,706$17,546,811$20,169iApproximate average salary by contribution assumption: employee only about $504,219 at 4% or $336,146 at 6%; with 50% employer match about $336,146 at 4% or $224,097 at 6%; with 100% employer match about $252,109 at 4% or $168,073 at 6%.
Assetmark Financial 401(K) Plan-870$115,027,706$17,546,811$20,169iApproximate average salary by contribution assumption: employee only about $504,219 at 4% or $336,146 at 6%; with 50% employer match about $336,146 at 4% or $224,097 at 6%; with 100% employer match about $252,109 at 4% or $168,073 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-867---
20202731$88,523,166$13,451,160$18,401iApproximate average salary by contribution assumption: employee only about $460,026 at 4% or $306,684 at 6%; with 50% employer match about $306,684 at 4% or $204,456 at 6%; with 100% employer match about $230,013 at 4% or $153,342 at 6%.
Assetmark Financial 401(K) Plan-726$88,523,166$13,451,160$18,528iApproximate average salary by contribution assumption: employee only about $463,194 at 4% or $308,796 at 6%; with 50% employer match about $308,796 at 4% or $205,864 at 6%; with 100% employer match about $231,597 at 4% or $154,398 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-731---
20192733$69,726,938$12,854,075$17,536iApproximate average salary by contribution assumption: employee only about $438,406 at 4% or $292,271 at 6%; with 50% employer match about $292,271 at 4% or $194,847 at 6%; with 100% employer match about $219,203 at 4% or $146,135 at 6%.
Assetmark Financial 401(K) Plan-726$69,726,938$12,854,075$17,705iApproximate average salary by contribution assumption: employee only about $442,633 at 4% or $295,089 at 6%; with 50% employer match about $295,089 at 4% or $196,726 at 6%; with 100% employer match about $221,317 at 4% or $147,544 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-733---
20182611$48,259,373$10,070,468$16,482iApproximate average salary by contribution assumption: employee only about $412,049 at 4% or $274,699 at 6%; with 50% employer match about $274,699 at 4% or $183,133 at 6%; with 100% employer match about $206,024 at 4% or $137,350 at 6%.
Assetmark Financial 401(K) Plan-605$48,259,373$10,070,468$16,645iApproximate average salary by contribution assumption: employee only about $416,135 at 4% or $277,423 at 6%; with 50% employer match about $277,423 at 4% or $184,949 at 6%; with 100% employer match about $208,068 at 4% or $138,712 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-611---
20172545$45,955,669$8,273,830$15,181iApproximate average salary by contribution assumption: employee only about $379,533 at 4% or $253,022 at 6%; with 50% employer match about $253,022 at 4% or $168,682 at 6%; with 100% employer match about $189,767 at 4% or $126,511 at 6%.
Assetmark Financial 401(K) Plan-545$45,955,669$8,273,830$15,181iApproximate average salary by contribution assumption: employee only about $379,533 at 4% or $253,022 at 6%; with 50% employer match about $253,022 at 4% or $168,682 at 6%; with 100% employer match about $189,767 at 4% or $126,511 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-543---
20162520$33,660,256$8,084,977$15,548iApproximate average salary by contribution assumption: employee only about $388,701 at 4% or $259,134 at 6%; with 50% employer match about $259,134 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%.
Assetmark Financial 401(K) Plan-520$33,660,256$8,084,977$15,548iApproximate average salary by contribution assumption: employee only about $388,701 at 4% or $259,134 at 6%; with 50% employer match about $259,134 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-502---
20152518$19,481,711$6,804,548$13,136iApproximate average salary by contribution assumption: employee only about $328,405 at 4% or $218,937 at 6%; with 50% employer match about $218,937 at 4% or $145,958 at 6%; with 100% employer match about $164,202 at 4% or $109,468 at 6%.
Assetmark Financial 401(K) Plan-518$19,481,711$6,804,548$13,136iApproximate average salary by contribution assumption: employee only about $328,405 at 4% or $218,937 at 6%; with 50% employer match about $218,937 at 4% or $145,958 at 6%; with 100% employer match about $164,202 at 4% or $109,468 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-513---
20142449$14,103,232$5,176,331$11,529iApproximate average salary by contribution assumption: employee only about $288,214 at 4% or $192,143 at 6%; with 50% employer match about $192,143 at 4% or $128,095 at 6%; with 100% employer match about $144,107 at 4% or $96,071 at 6%.
Assetmark Financial 401(K) Plan-422$14,103,232$5,176,331$12,266iApproximate average salary by contribution assumption: employee only about $306,655 at 4% or $204,436 at 6%; with 50% employer match about $204,436 at 4% or $136,291 at 6%; with 100% employer match about $153,327 at 4% or $102,218 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-449---
20132441$9,057,088$8,898,605$20,178iApproximate average salary by contribution assumption: employee only about $504,456 at 4% or $336,304 at 6%; with 50% employer match about $336,304 at 4% or $224,203 at 6%; with 100% employer match about $252,228 at 4% or $168,152 at 6%.
Assetmark Financial 401(K) Plan-427$9,057,088$8,898,605$20,840iApproximate average salary by contribution assumption: employee only about $520,996 at 4% or $347,330 at 6%; with 50% employer match about $347,330 at 4% or $231,554 at 6%; with 100% employer match about $260,498 at 4% or $173,665 at 6%.
Assetmark Financial Inc. Health and Welfare Plan-441---
200310$0$0-
CENTURION CAPITAL GROUP, INC. 401K PROFIT SHARING PLAN-0---
2002154$1,400,470$0-
CENTURION CAPITAL GROUP, INC. 401K PROFIT SHARING PLAN-54$1,400,470--
2001168$0$0-
CENTURION CAPITAL GROUP, INC. 401K PROFIT SHARING PLAN-68---