Aspen Wealth Management Inc
Plan context: Aspen Wealth Management Inc 401K
EIN 26-4582436 • Centennial, CO • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$389,828
2024 Contributions
$73,238
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $389,828 | $73,238 | $12,206iApproximate average salary by contribution assumption: employee only about $305,158 at 4% or $203,439 at 6%; with 50% employer match about $203,439 at 4% or $135,626 at 6%; with 100% employer match about $152,579 at 4% or $101,719 at 6%. |
| Aspen Wealth Management Inc 401K | - | 6 | $389,828 | $73,238 | $12,206iApproximate average salary by contribution assumption: employee only about $305,158 at 4% or $203,439 at 6%; with 50% employer match about $203,439 at 4% or $135,626 at 6%; with 100% employer match about $152,579 at 4% or $101,719 at 6%. |
| 2023 | 1 | 6 | $550,416 | $65,149 | $10,858iApproximate average salary by contribution assumption: employee only about $271,454 at 4% or $180,969 at 6%; with 50% employer match about $180,969 at 4% or $120,646 at 6%; with 100% employer match about $135,727 at 4% or $90,485 at 6%. |
| Aspen Wealth Management Inc 401K | - | 6 | $550,416 | $65,149 | $10,858iApproximate average salary by contribution assumption: employee only about $271,454 at 4% or $180,969 at 6%; with 50% employer match about $180,969 at 4% or $120,646 at 6%; with 100% employer match about $135,727 at 4% or $90,485 at 6%. |
| 2022 | 1 | 6 | $391,267 | $64,641 | $10,774iApproximate average salary by contribution assumption: employee only about $269,338 at 4% or $179,558 at 6%; with 50% employer match about $179,558 at 4% or $119,706 at 6%; with 100% employer match about $134,669 at 4% or $89,779 at 6%. |
| Aspen Wealth Management Inc 401K | - | 6 | $391,267 | $64,641 | $10,774iApproximate average salary by contribution assumption: employee only about $269,338 at 4% or $179,558 at 6%; with 50% employer match about $179,558 at 4% or $119,706 at 6%; with 100% employer match about $134,669 at 4% or $89,779 at 6%. |
| 2021 | 1 | 5 | $401,969 | $63,532 | $12,706iApproximate average salary by contribution assumption: employee only about $317,660 at 4% or $211,773 at 6%; with 50% employer match about $211,773 at 4% or $141,182 at 6%; with 100% employer match about $158,830 at 4% or $105,887 at 6%. |
| Aspen Wealth Management Inc 401K | - | 5 | $401,969 | $63,532 | $12,706iApproximate average salary by contribution assumption: employee only about $317,660 at 4% or $211,773 at 6%; with 50% employer match about $211,773 at 4% or $141,182 at 6%; with 100% employer match about $158,830 at 4% or $105,887 at 6%. |
| 2020 | 1 | 5 | $292,920 | $54,730 | $10,946iApproximate average salary by contribution assumption: employee only about $273,650 at 4% or $182,433 at 6%; with 50% employer match about $182,433 at 4% or $121,622 at 6%; with 100% employer match about $136,825 at 4% or $91,217 at 6%. |
| Aspen Wealth Management Inc 401K | - | 5 | $292,920 | $54,730 | $10,946iApproximate average salary by contribution assumption: employee only about $273,650 at 4% or $182,433 at 6%; with 50% employer match about $182,433 at 4% or $121,622 at 6%; with 100% employer match about $136,825 at 4% or $91,217 at 6%. |
| 2019 | 1 | 5 | $275,634 | $51,111 | $10,222iApproximate average salary by contribution assumption: employee only about $255,555 at 4% or $170,370 at 6%; with 50% employer match about $170,370 at 4% or $113,580 at 6%; with 100% employer match about $127,778 at 4% or $85,185 at 6%. |
| Aspen Wealth Management Inc 401K | - | 5 | $275,634 | $51,111 | $10,222iApproximate average salary by contribution assumption: employee only about $255,555 at 4% or $170,370 at 6%; with 50% employer match about $170,370 at 4% or $113,580 at 6%; with 100% employer match about $127,778 at 4% or $85,185 at 6%. |
| 2018 | 1 | 5 | $172,656 | $50,114 | $10,023iApproximate average salary by contribution assumption: employee only about $250,570 at 4% or $167,047 at 6%; with 50% employer match about $167,047 at 4% or $111,364 at 6%; with 100% employer match about $125,285 at 4% or $83,523 at 6%. |
| Aspen Wealth Management Inc 401K | - | 5 | $172,656 | $50,114 | $10,023iApproximate average salary by contribution assumption: employee only about $250,570 at 4% or $167,047 at 6%; with 50% employer match about $167,047 at 4% or $111,364 at 6%; with 100% employer match about $125,285 at 4% or $83,523 at 6%. |
| 2017 | 1 | 3 | $145,326 | $33,966 | $11,322iApproximate average salary by contribution assumption: employee only about $283,050 at 4% or $188,700 at 6%; with 50% employer match about $188,700 at 4% or $125,800 at 6%; with 100% employer match about $141,525 at 4% or $94,350 at 6%. |
| Aspen Wealth Management Inc 401K | - | 3 | $145,326 | $33,966 | $11,322iApproximate average salary by contribution assumption: employee only about $283,050 at 4% or $188,700 at 6%; with 50% employer match about $188,700 at 4% or $125,800 at 6%; with 100% employer match about $141,525 at 4% or $94,350 at 6%. |
| 2016 | 1 | 3 | $90,432 | $42,300 | $14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%. |
| Aspen Wealth Management Inc 401K | - | 3 | $90,432 | $42,300 | $14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%. |
| 2015 | 1 | 3 | $41,914 | $43,509 | $14,503iApproximate average salary by contribution assumption: employee only about $362,575 at 4% or $241,717 at 6%; with 50% employer match about $241,717 at 4% or $161,144 at 6%; with 100% employer match about $181,288 at 4% or $120,858 at 6%. |
| Aspen Wealth Management Inc 401K | - | 3 | $41,914 | $43,509 | $14,503iApproximate average salary by contribution assumption: employee only about $362,575 at 4% or $241,717 at 6%; with 50% employer match about $241,717 at 4% or $161,144 at 6%; with 100% employer match about $181,288 at 4% or $120,858 at 6%. |