Civic Intelligence

Str18 LLC

Plan context: Ascent Wealth Partners 401(K) Plan

EIN 87-1063649 • Grand Rapids, MI • 5 filings • 1 plans

333 Bridge St. NW, Suite 1200Grand Rapids, MI 49503
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$3,957,428

2025 Contributions

$255,928

Historical Graphs

Total Assets Over Time

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

$4,939,566$2,469,783$0202120232025YearValue
$3,957,428Latest year 2025

Participants Over Time

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

20100202120232025YearValue
20Latest 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
2025120$3,957,428$255,928$12,796iApproximate average salary by contribution assumption: employee only about $319,910 at 4% or $213,273 at 6%; with 50% employer match about $213,273 at 4% or $142,182 at 6%; with 100% employer match about $159,955 at 4% or $106,637 at 6%.
Ascent Wealth Partners 401(K) Plan-20$3,957,428$255,928$12,796iApproximate average salary by contribution assumption: employee only about $319,910 at 4% or $213,273 at 6%; with 50% employer match about $213,273 at 4% or $142,182 at 6%; with 100% employer match about $159,955 at 4% or $106,637 at 6%.
2024120$4,745,361$253,575$12,679iApproximate average salary by contribution assumption: employee only about $316,969 at 4% or $211,313 at 6%; with 50% employer match about $211,313 at 4% or $140,875 at 6%; with 100% employer match about $158,484 at 4% or $105,656 at 6%.
Ascent Wealth Partners 401(K) Plan-20$4,745,361$253,575$12,679iApproximate average salary by contribution assumption: employee only about $316,969 at 4% or $211,313 at 6%; with 50% employer match about $211,313 at 4% or $140,875 at 6%; with 100% employer match about $158,484 at 4% or $105,656 at 6%.
2023117$4,609,625$239,079$14,063iApproximate average salary by contribution assumption: employee only about $351,587 at 4% or $234,391 at 6%; with 50% employer match about $234,391 at 4% or $156,261 at 6%; with 100% employer match about $175,793 at 4% or $117,196 at 6%.
Ascent Wealth Partners 401(K) Plan-17$4,609,625$239,079$14,063iApproximate average salary by contribution assumption: employee only about $351,587 at 4% or $234,391 at 6%; with 50% employer match about $234,391 at 4% or $156,261 at 6%; with 100% employer match about $175,793 at 4% or $117,196 at 6%.
2022114$4,169,913$181,332$12,952iApproximate average salary by contribution assumption: employee only about $323,807 at 4% or $215,871 at 6%; with 50% employer match about $215,871 at 4% or $143,914 at 6%; with 100% employer match about $161,904 at 4% or $107,936 at 6%.
Ascent Wealth Partners 401(K) Plan-14$4,169,913$181,332$12,952iApproximate average salary by contribution assumption: employee only about $323,807 at 4% or $215,871 at 6%; with 50% employer match about $215,871 at 4% or $143,914 at 6%; with 100% employer match about $161,904 at 4% or $107,936 at 6%.
2021113$4,939,566$138,590$10,661iApproximate average salary by contribution assumption: employee only about $266,519 at 4% or $177,679 at 6%; with 50% employer match about $177,679 at 4% or $118,453 at 6%; with 100% employer match about $133,260 at 4% or $88,840 at 6%.
Ascent Wealth Partners 401(K) Plan-13$4,939,566$138,590$10,661iApproximate average salary by contribution assumption: employee only about $266,519 at 4% or $177,679 at 6%; with 50% employer match about $177,679 at 4% or $118,453 at 6%; with 100% employer match about $133,260 at 4% or $88,840 at 6%.