Civic Intelligence

Aspire Financial Services LLC

Plan context: Aspire Financial Services LLC Savings Plan

EIN 27-1033755 • 18 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

170

2019 Assets

$4,125,111

2019 Contributions

$599,155

Historical Graphs

Total Assets Over Time

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

$4,607,848$2,303,924$0200920142018YearValue
$4,125,111Latest year 2018

Participants Over Time

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

187940200920142018YearValue
170Latest year 2018

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
201920$0$599,155-
Aspire Financial Services LLC Welfare Benefits Plan-0---
Aspire Financial Services LLC Savings Plan-0-$599,155-
20182170$4,125,111$693,752$4,081iApproximate average salary by contribution assumption: employee only about $102,022 at 4% or $68,015 at 6%; with 50% employer match about $68,015 at 4% or $45,343 at 6%; with 100% employer match about $51,011 at 4% or $34,007 at 6%.
Aspire Financial Services LLC Savings Plan-170$4,125,111$693,752$4,081iApproximate average salary by contribution assumption: employee only about $102,022 at 4% or $68,015 at 6%; with 50% employer match about $68,015 at 4% or $45,343 at 6%; with 100% employer match about $51,011 at 4% or $34,007 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-156---
20172180$4,607,848$726,569$4,036iApproximate average salary by contribution assumption: employee only about $100,912 at 4% or $67,275 at 6%; with 50% employer match about $67,275 at 4% or $44,850 at 6%; with 100% employer match about $50,456 at 4% or $33,637 at 6%.
Aspire Financial Services LLC Savings Plan-164$4,607,848$726,569$4,430iApproximate average salary by contribution assumption: employee only about $110,757 at 4% or $73,838 at 6%; with 50% employer match about $73,838 at 4% or $49,226 at 6%; with 100% employer match about $55,379 at 4% or $36,919 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-180---
20162187$3,774,176$671,719$3,592iApproximate average salary by contribution assumption: employee only about $89,802 at 4% or $59,868 at 6%; with 50% employer match about $59,868 at 4% or $39,912 at 6%; with 100% employer match about $44,901 at 4% or $29,934 at 6%.
Aspire Financial Services LLC Savings Plan-169$3,774,176$671,719$3,975iApproximate average salary by contribution assumption: employee only about $99,367 at 4% or $66,244 at 6%; with 50% employer match about $66,244 at 4% or $44,163 at 6%; with 100% employer match about $49,683 at 4% or $33,122 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-187---
20152170$3,206,009$804,246$4,731iApproximate average salary by contribution assumption: employee only about $118,271 at 4% or $78,848 at 6%; with 50% employer match about $78,848 at 4% or $52,565 at 6%; with 100% employer match about $59,136 at 4% or $39,424 at 6%.
Aspire Financial Services LLC Savings Plan-152$3,206,009$804,246$5,291iApproximate average salary by contribution assumption: employee only about $132,277 at 4% or $88,185 at 6%; with 50% employer match about $88,185 at 4% or $58,790 at 6%; with 100% employer match about $66,139 at 4% or $44,092 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-170---
20142154$2,598,288$370,124$2,403iApproximate average salary by contribution assumption: employee only about $60,085 at 4% or $40,057 at 6%; with 50% employer match about $40,057 at 4% or $26,704 at 6%; with 100% employer match about $30,043 at 4% or $20,028 at 6%.
Aspire Financial Services LLC Savings Plan-133$2,598,288$370,124$2,783iApproximate average salary by contribution assumption: employee only about $69,572 at 4% or $46,381 at 6%; with 50% employer match about $46,381 at 4% or $30,921 at 6%; with 100% employer match about $34,786 at 4% or $23,191 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-154---
20132139$1,704,904$273,938$1,971iApproximate average salary by contribution assumption: employee only about $49,269 at 4% or $32,846 at 6%; with 50% employer match about $32,846 at 4% or $21,898 at 6%; with 100% employer match about $24,635 at 4% or $16,423 at 6%.
Aspire Financial Services LLC Savings Plan-138$1,704,904$273,938$1,985iApproximate average salary by contribution assumption: employee only about $49,626 at 4% or $33,084 at 6%; with 50% employer match about $33,084 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
Aspire Financial Services LLC Welfare Benefits Plan-139---
2012199$1,277,945$243,675$2,461iApproximate average salary by contribution assumption: employee only about $61,534 at 4% or $41,023 at 6%; with 50% employer match about $41,023 at 4% or $27,348 at 6%; with 100% employer match about $30,767 at 4% or $20,511 at 6%.
Aspire Financial Services LLC Savings Plan-99$1,277,945$243,675$2,461iApproximate average salary by contribution assumption: employee only about $61,534 at 4% or $41,023 at 6%; with 50% employer match about $41,023 at 4% or $27,348 at 6%; with 100% employer match about $30,767 at 4% or $20,511 at 6%.
2011183$984,051$319,042$3,844iApproximate average salary by contribution assumption: employee only about $96,097 at 4% or $64,065 at 6%; with 50% employer match about $64,065 at 4% or $42,710 at 6%; with 100% employer match about $48,048 at 4% or $32,032 at 6%.
Aspire Financial Services LLC Savings Plan-83$984,051$319,042$3,844iApproximate average salary by contribution assumption: employee only about $96,097 at 4% or $64,065 at 6%; with 50% employer match about $64,065 at 4% or $42,710 at 6%; with 100% employer match about $48,048 at 4% or $32,032 at 6%.
2010182$712,355$148,927$1,816iApproximate average salary by contribution assumption: employee only about $45,405 at 4% or $30,270 at 6%; with 50% employer match about $30,270 at 4% or $20,180 at 6%; with 100% employer match about $22,702 at 4% or $15,135 at 6%.
Aspire Financial Services LLC Savings Plan-82$712,355$148,927$1,816iApproximate average salary by contribution assumption: employee only about $45,405 at 4% or $30,270 at 6%; with 50% employer match about $30,270 at 4% or $20,180 at 6%; with 100% employer match about $22,702 at 4% or $15,135 at 6%.
2009177$498,690$151,254$1,964iApproximate average salary by contribution assumption: employee only about $49,108 at 4% or $32,739 at 6%; with 50% employer match about $32,739 at 4% or $21,826 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%.
Aspire Financial Services LLC Savings Plan-77$498,690$151,254$1,964iApproximate average salary by contribution assumption: employee only about $49,108 at 4% or $32,739 at 6%; with 50% employer match about $32,739 at 4% or $21,826 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%.