Civic Intelligence

Ascend Capital LLC Retirement Trust

Plan context: Ascend Capital LLC 401(K) Profit Sharing Plan

EIN 88-0440610 • Orinda, CA • 13 filings • 2 plans

4 Orinda Way, Ste. 200-cOrinda, CA 94563
Current Snapshot

Latest Year

2018

2018 Participants

45

2018 Assets

$6,666,229

2018 Contributions

$768,699

Historical Graphs

Total Assets Over Time

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

$6,666,229$3,333,115$0200620122017YearValue
$6,666,229Latest year 2017

Participants Over Time

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

45230200620122017YearValue
45Latest year 2017

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
201810$0$0-
Ascend Capital LLC 401(K) Profit Sharing Plan-0$0$0-
2017145$6,666,229$768,699$17,082iApproximate average salary by contribution assumption: employee only about $427,055 at 4% or $284,703 at 6%; with 50% employer match about $284,703 at 4% or $189,802 at 6%; with 100% employer match about $213,528 at 4% or $142,352 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-45$6,666,229$768,699$17,082iApproximate average salary by contribution assumption: employee only about $427,055 at 4% or $284,703 at 6%; with 50% employer match about $284,703 at 4% or $189,802 at 6%; with 100% employer match about $213,528 at 4% or $142,352 at 6%.
2016133$5,594,728$849,620$25,746iApproximate average salary by contribution assumption: employee only about $643,652 at 4% or $429,101 at 6%; with 50% employer match about $429,101 at 4% or $286,067 at 6%; with 100% employer match about $321,826 at 4% or $214,551 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-33$5,594,728$849,620$25,746iApproximate average salary by contribution assumption: employee only about $643,652 at 4% or $429,101 at 6%; with 50% employer match about $429,101 at 4% or $286,067 at 6%; with 100% employer match about $321,826 at 4% or $214,551 at 6%.
2015131$5,269,956$825,741$26,637iApproximate average salary by contribution assumption: employee only about $665,920 at 4% or $443,947 at 6%; with 50% employer match about $443,947 at 4% or $295,965 at 6%; with 100% employer match about $332,960 at 4% or $221,973 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-31$5,269,956$825,741$26,637iApproximate average salary by contribution assumption: employee only about $665,920 at 4% or $443,947 at 6%; with 50% employer match about $443,947 at 4% or $295,965 at 6%; with 100% employer match about $332,960 at 4% or $221,973 at 6%.
2014129$4,624,015$688,877$23,754iApproximate average salary by contribution assumption: employee only about $593,859 at 4% or $395,906 at 6%; with 50% employer match about $395,906 at 4% or $263,938 at 6%; with 100% employer match about $296,930 at 4% or $197,953 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-29$4,624,015$688,877$23,754iApproximate average salary by contribution assumption: employee only about $593,859 at 4% or $395,906 at 6%; with 50% employer match about $395,906 at 4% or $263,938 at 6%; with 100% employer match about $296,930 at 4% or $197,953 at 6%.
2013127$3,974,856$662,152$24,524iApproximate average salary by contribution assumption: employee only about $613,104 at 4% or $408,736 at 6%; with 50% employer match about $408,736 at 4% or $272,491 at 6%; with 100% employer match about $306,552 at 4% or $204,368 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-27$3,974,856$662,152$24,524iApproximate average salary by contribution assumption: employee only about $613,104 at 4% or $408,736 at 6%; with 50% employer match about $408,736 at 4% or $272,491 at 6%; with 100% employer match about $306,552 at 4% or $204,368 at 6%.
2012140$3,225,096$583,419$14,585iApproximate average salary by contribution assumption: employee only about $364,637 at 4% or $243,091 at 6%; with 50% employer match about $243,091 at 4% or $162,061 at 6%; with 100% employer match about $182,318 at 4% or $121,546 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-40$3,225,096$583,419$14,585iApproximate average salary by contribution assumption: employee only about $364,637 at 4% or $243,091 at 6%; with 50% employer match about $243,091 at 4% or $162,061 at 6%; with 100% employer match about $182,318 at 4% or $121,546 at 6%.
2011139$2,536,803$586,087$15,028iApproximate average salary by contribution assumption: employee only about $375,697 at 4% or $250,465 at 6%; with 50% employer match about $250,465 at 4% or $166,976 at 6%; with 100% employer match about $187,848 at 4% or $125,232 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-39$2,536,803$586,087$15,028iApproximate average salary by contribution assumption: employee only about $375,697 at 4% or $250,465 at 6%; with 50% employer match about $250,465 at 4% or $166,976 at 6%; with 100% employer match about $187,848 at 4% or $125,232 at 6%.
2010133$2,213,419$455,763$13,811iApproximate average salary by contribution assumption: employee only about $345,275 at 4% or $230,183 at 6%; with 50% employer match about $230,183 at 4% or $153,456 at 6%; with 100% employer match about $172,638 at 4% or $115,092 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-33$2,213,419$455,763$13,811iApproximate average salary by contribution assumption: employee only about $345,275 at 4% or $230,183 at 6%; with 50% employer match about $230,183 at 4% or $153,456 at 6%; with 100% employer match about $172,638 at 4% or $115,092 at 6%.
2009131$1,696,055$442,777$14,283iApproximate average salary by contribution assumption: employee only about $357,078 at 4% or $238,052 at 6%; with 50% employer match about $238,052 at 4% or $158,701 at 6%; with 100% employer match about $178,539 at 4% or $119,026 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-31$1,696,055$442,777$14,283iApproximate average salary by contribution assumption: employee only about $357,078 at 4% or $238,052 at 6%; with 50% employer match about $238,052 at 4% or $158,701 at 6%; with 100% employer match about $178,539 at 4% or $119,026 at 6%.
2008119$1,088,220$383,592$20,189iApproximate average salary by contribution assumption: employee only about $504,726 at 4% or $336,484 at 6%; with 50% employer match about $336,484 at 4% or $224,323 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-19$1,088,220$383,592$20,189iApproximate average salary by contribution assumption: employee only about $504,726 at 4% or $336,484 at 6%; with 50% employer match about $336,484 at 4% or $224,323 at 6%; with 100% employer match about $252,363 at 4% or $168,242 at 6%.
2007118$925,154$322,186$17,899iApproximate average salary by contribution assumption: employee only about $447,481 at 4% or $298,320 at 6%; with 50% employer match about $298,320 at 4% or $198,880 at 6%; with 100% employer match about $223,740 at 4% or $149,160 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-18$925,154$322,186$17,899iApproximate average salary by contribution assumption: employee only about $447,481 at 4% or $298,320 at 6%; with 50% employer match about $298,320 at 4% or $198,880 at 6%; with 100% employer match about $223,740 at 4% or $149,160 at 6%.
2006119$680,717$710,534$37,397iApproximate average salary by contribution assumption: employee only about $934,913 at 4% or $623,275 at 6%; with 50% employer match about $623,275 at 4% or $415,517 at 6%; with 100% employer match about $467,457 at 4% or $311,638 at 6%.
Ascend Capital LLC 401(K) Profit Sharing Plan-19$680,717$710,534$37,397iApproximate average salary by contribution assumption: employee only about $934,913 at 4% or $623,275 at 6%; with 50% employer match about $623,275 at 4% or $415,517 at 6%; with 100% employer match about $467,457 at 4% or $311,638 at 6%.