Aspire Planning Group LLC
Plan context: Aspire Planning Group LLC 401(K) Plan
EIN 36-4739126 • Grayslake, IL • 8 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$665,078
2021 Contributions
$99,321
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Aspire Planning Group LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 3 | $665,078 | $99,321 | $33,107iApproximate average salary by contribution assumption: employee only about $827,675 at 4% or $551,783 at 6%; with 50% employer match about $551,783 at 4% or $367,856 at 6%; with 100% employer match about $413,838 at 4% or $275,892 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 3 | $665,078 | $99,321 | $33,107iApproximate average salary by contribution assumption: employee only about $827,675 at 4% or $551,783 at 6%; with 50% employer match about $551,783 at 4% or $367,856 at 6%; with 100% employer match about $413,838 at 4% or $275,892 at 6%. |
| 2019 | 1 | 4 | $509,791 | $91,885 | $22,971iApproximate average salary by contribution assumption: employee only about $574,281 at 4% or $382,854 at 6%; with 50% employer match about $382,854 at 4% or $255,236 at 6%; with 100% employer match about $287,141 at 4% or $191,427 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 4 | $509,791 | $91,885 | $22,971iApproximate average salary by contribution assumption: employee only about $574,281 at 4% or $382,854 at 6%; with 50% employer match about $382,854 at 4% or $255,236 at 6%; with 100% employer match about $287,141 at 4% or $191,427 at 6%. |
| 2018 | 1 | 3 | $336,569 | $79,652 | $26,551iApproximate average salary by contribution assumption: employee only about $663,767 at 4% or $442,511 at 6%; with 50% employer match about $442,511 at 4% or $295,007 at 6%; with 100% employer match about $331,883 at 4% or $221,256 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 3 | $336,569 | $79,652 | $26,551iApproximate average salary by contribution assumption: employee only about $663,767 at 4% or $442,511 at 6%; with 50% employer match about $442,511 at 4% or $295,007 at 6%; with 100% employer match about $331,883 at 4% or $221,256 at 6%. |
| 2017 | 1 | 3 | $292,117 | $74,399 | $24,800iApproximate average salary by contribution assumption: employee only about $619,992 at 4% or $413,328 at 6%; with 50% employer match about $413,328 at 4% or $275,552 at 6%; with 100% employer match about $309,996 at 4% or $206,664 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 3 | $292,117 | $74,399 | $24,800iApproximate average salary by contribution assumption: employee only about $619,992 at 4% or $413,328 at 6%; with 50% employer match about $413,328 at 4% or $275,552 at 6%; with 100% employer match about $309,996 at 4% or $206,664 at 6%. |
| 2016 | 1 | 2 | $183,861 | $72,595 | $36,298iApproximate average salary by contribution assumption: employee only about $907,438 at 4% or $604,958 at 6%; with 50% employer match about $604,958 at 4% or $403,306 at 6%; with 100% employer match about $453,719 at 4% or $302,479 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 2 | $183,861 | $72,595 | $36,298iApproximate average salary by contribution assumption: employee only about $907,438 at 4% or $604,958 at 6%; with 50% employer match about $604,958 at 4% or $403,306 at 6%; with 100% employer match about $453,719 at 4% or $302,479 at 6%. |
| 2015 | 1 | 3 | $98,544 | $67,215 | $22,405iApproximate average salary by contribution assumption: employee only about $560,125 at 4% or $373,417 at 6%; with 50% employer match about $373,417 at 4% or $248,944 at 6%; with 100% employer match about $280,063 at 4% or $186,708 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 3 | $98,544 | $67,215 | $22,405iApproximate average salary by contribution assumption: employee only about $560,125 at 4% or $373,417 at 6%; with 50% employer match about $373,417 at 4% or $248,944 at 6%; with 100% employer match about $280,063 at 4% or $186,708 at 6%. |
| 2014 | 1 | 3 | $39,153 | $39,232 | $13,077iApproximate average salary by contribution assumption: employee only about $326,933 at 4% or $217,956 at 6%; with 50% employer match about $217,956 at 4% or $145,304 at 6%; with 100% employer match about $163,467 at 4% or $108,978 at 6%. |
| Aspire Planning Group LLC 401(K) Plan | - | 3 | $39,153 | $39,232 | $13,077iApproximate average salary by contribution assumption: employee only about $326,933 at 4% or $217,956 at 6%; with 50% employer match about $217,956 at 4% or $145,304 at 6%; with 100% employer match about $163,467 at 4% or $108,978 at 6%. |