Civic Intelligence

Ascent Capital Management LLC

Plan context: Ascent Capital Management 401(K) Plan

EIN 93-1320653 • Bend, OR • 7 filings • 3 plans

395 SW Bluff Dr. Ste 200Bend, OR 97702
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,781,169

2024 Contributions

$477,060

Historical Graphs

Total Assets Over Time

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

$3,781,169$1,890,585$0202020222024YearValue
$3,781,169Latest year 2024

Participants Over Time

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

630202020222024YearValue
5Latest year 2024

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
202425$3,781,169$477,060$95,412iApproximate average salary by contribution assumption: employee only about $2,385,300 at 4% or $1,590,200 at 6%; with 50% employer match about $1,590,200 at 4% or $1,060,133 at 6%; with 100% employer match about $1,192,650 at 4% or $795,100 at 6%.
Ascent Capital Management 401(K) Plan-5$2,457,662$177,060$35,412iApproximate average salary by contribution assumption: employee only about $885,300 at 4% or $590,200 at 6%; with 50% employer match about $590,200 at 4% or $393,467 at 6%; with 100% employer match about $442,650 at 4% or $295,100 at 6%.
ASCENT CAPITAL MANAGEMENT CASH BALANCE PLAN-3$1,323,507$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202325$3,067,299$493,426$98,685iApproximate average salary by contribution assumption: employee only about $2,467,130 at 4% or $1,644,753 at 6%; with 50% employer match about $1,644,753 at 4% or $1,096,502 at 6%; with 100% employer match about $1,233,565 at 4% or $822,377 at 6%.
Ascent Capital Management 401(K) Plan-5$2,080,962$173,426$34,685iApproximate average salary by contribution assumption: employee only about $867,130 at 4% or $578,087 at 6%; with 50% employer match about $578,087 at 4% or $385,391 at 6%; with 100% employer match about $433,565 at 4% or $289,043 at 6%.
ASCENT CAPITAL MANAGEMENT CASH BALANCE PLAN-3$986,337$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
202216$1,639,567$186,853$31,142iApproximate average salary by contribution assumption: employee only about $778,554 at 4% or $519,036 at 6%; with 50% employer match about $519,036 at 4% or $346,024 at 6%; with 100% employer match about $389,277 at 4% or $259,518 at 6%.
Ascent Capital Management 401(K) Plan-6$1,639,567$186,853$31,142iApproximate average salary by contribution assumption: employee only about $778,554 at 4% or $519,036 at 6%; with 50% employer match about $519,036 at 4% or $346,024 at 6%; with 100% employer match about $389,277 at 4% or $259,518 at 6%.
202115$1,677,585$135,510$27,102iApproximate average salary by contribution assumption: employee only about $677,550 at 4% or $451,700 at 6%; with 50% employer match about $451,700 at 4% or $301,133 at 6%; with 100% employer match about $338,775 at 4% or $225,850 at 6%.
Ascent Capital Management 401(K) Plan-5$1,677,585$135,510$27,102iApproximate average salary by contribution assumption: employee only about $677,550 at 4% or $451,700 at 6%; with 50% employer match about $451,700 at 4% or $301,133 at 6%; with 100% employer match about $338,775 at 4% or $225,850 at 6%.
202014$1,403,832$143,234$35,809iApproximate average salary by contribution assumption: employee only about $895,213 at 4% or $596,808 at 6%; with 50% employer match about $596,808 at 4% or $397,872 at 6%; with 100% employer match about $447,606 at 4% or $298,404 at 6%.
Ascent Capital Management 401(K) Plan-4$1,403,832$143,234$35,809iApproximate average salary by contribution assumption: employee only about $895,213 at 4% or $596,808 at 6%; with 50% employer match about $596,808 at 4% or $397,872 at 6%; with 100% employer match about $447,606 at 4% or $298,404 at 6%.