Ascentium Capital Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Ascentium Capital Llc 401(k) Plan Facts (plan year 2020)

Plan name
ASCENTIUM CAPITAL LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ASCENTIUM CAPITAL LLC
Participants
495
Former employees with a balance
0
Employer contributions
$869,257 in plan year 2020 (38% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2020 – Dec 15, 2020
Plan established
Aug 1, 2011
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 15, 2020), filed Oct 6, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $2.32 million went into the plan in contributions, $869,257 of it from the employer (38%).
  • $29.8 million was paid out to participants.
  • Investment and other income added $99,547.

How the Ascentium Capital Llc 401(k) changed, 20152020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015173$7.05 million$836,302$670,233
2016204$10.1 million$1.13 million$745,893
2017265$15.5 million$1.31 million$233,633
2018314$17.8 million$1.64 million$921,271
2019414$27.5 million$2.17 million$1.10 million
2020 (final)495$0$869,257$29.8 million

Ascentium Capital Llc 401(k) Contact Information

Phone
866-722-8500
Mailing address
23970 US HIGHWAY 59 NORTH, KINGWOOD TX 77339
Plan sponsor
ASCENTIUM CAPITAL LLC
Employer identification number (EIN)
45-2394504
Plan number
001

Questions about the Ascentium Capital Llc 401(k)

Is the Ascentium Capital Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Ascentium Capital Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $869,257, 38% of all contributions.

Does the Ascentium Capital Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Ascentium Capital Llc 401(k) plan?

495 participants at the start of plan year 2020.

Who manages the Ascentium Capital Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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