ASCENT WEALTH PARTNERS, LLC
Plan context: ASCENT WEALTH 401(K) PLAN
EIN 92-1014429 • Boulder, CO • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,463,665
2025 Contributions
$657,471
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,463,665 | $657,471 | $46,962iApproximate average salary by contribution assumption: employee only about $1,174,055 at 4% or $782,704 at 6%; with 50% employer match about $782,704 at 4% or $521,802 at 6%; with 100% employer match about $587,028 at 4% or $391,352 at 6%. |
| ASCENT WEALTH 401(K) PLAN | - | 14 | $1,463,665 | $657,471 | $46,962iApproximate average salary by contribution assumption: employee only about $1,174,055 at 4% or $782,704 at 6%; with 50% employer match about $782,704 at 4% or $521,802 at 6%; with 100% employer match about $587,028 at 4% or $391,352 at 6%. |
| 2024 | 1 | 14 | $841,252 | $628,167 | $44,869iApproximate average salary by contribution assumption: employee only about $1,121,727 at 4% or $747,818 at 6%; with 50% employer match about $747,818 at 4% or $498,545 at 6%; with 100% employer match about $560,863 at 4% or $373,909 at 6%. |
| ASCENT WEALTH 401(K) PLAN | - | 14 | $841,252 | $628,167 | $44,869iApproximate average salary by contribution assumption: employee only about $1,121,727 at 4% or $747,818 at 6%; with 50% employer match about $747,818 at 4% or $498,545 at 6%; with 100% employer match about $560,863 at 4% or $373,909 at 6%. |
| 2023 | 1 | 14 | $180,594 | $174,584 | $12,470iApproximate average salary by contribution assumption: employee only about $311,757 at 4% or $207,838 at 6%; with 50% employer match about $207,838 at 4% or $138,559 at 6%; with 100% employer match about $155,879 at 4% or $103,919 at 6%. |
| ASCENT WEALTH 401(K) PLAN | - | 14 | $180,594 | $174,584 | $12,470iApproximate average salary by contribution assumption: employee only about $311,757 at 4% or $207,838 at 6%; with 50% employer match about $207,838 at 4% or $138,559 at 6%; with 100% employer match about $155,879 at 4% or $103,919 at 6%. |