Ascend Financial Partners LLC
Plan context: Ascend Financial Partners LLC 401(K) Profit Sharing Plan & Trust
EIN 99-1681195 • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$125,559
2025 Contributions
$91,091
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 | 7 | $125,559 | $91,091 | $13,013iApproximate average salary by contribution assumption: employee only about $325,325 at 4% or $216,883 at 6%; with 50% employer match about $216,883 at 4% or $144,589 at 6%; with 100% employer match about $162,663 at 4% or $108,442 at 6%. |
| Ascend Financial Partners LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $125,559 | $91,091 | $13,013iApproximate average salary by contribution assumption: employee only about $325,325 at 4% or $216,883 at 6%; with 50% employer match about $216,883 at 4% or $144,589 at 6%; with 100% employer match about $162,663 at 4% or $108,442 at 6%. |
| 2024 | 1 | 7 | $24,149 | $24,270 | $3,467iApproximate average salary by contribution assumption: employee only about $86,679 at 4% or $57,786 at 6%; with 50% employer match about $57,786 at 4% or $38,524 at 6%; with 100% employer match about $43,339 at 4% or $28,893 at 6%. |
| Ascend Financial Partners LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $24,149 | $24,270 | $3,467iApproximate average salary by contribution assumption: employee only about $86,679 at 4% or $57,786 at 6%; with 50% employer match about $57,786 at 4% or $38,524 at 6%; with 100% employer match about $43,339 at 4% or $28,893 at 6%. |