Civic Intelligence

Aspen Financial Services Inc.

Plan context: Aspen Financial Services Inc. 401(K) Plan

EIN 42-1509871 • West Des Moines, IA • 21 filings • 2 plans

6600 Westown ParkwaySuite 260West Des Moines, IA 50266
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,914,686

2024 Contributions

$146,630

Historical Graphs

Total Assets Over Time

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

$3,914,686$1,957,343$0200420142024YearValue
$3,914,686Latest year 2024

Participants Over Time

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

1790200420142024YearValue
13Latest year 2024

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
2024113$3,914,686$146,630$11,279iApproximate average salary by contribution assumption: employee only about $281,981 at 4% or $187,987 at 6%; with 50% employer match about $187,987 at 4% or $125,325 at 6%; with 100% employer match about $140,990 at 4% or $93,994 at 6%.
Aspen Financial Services Inc. 401(K) Plan-13$3,914,686$146,630$11,279iApproximate average salary by contribution assumption: employee only about $281,981 at 4% or $187,987 at 6%; with 50% employer match about $187,987 at 4% or $125,325 at 6%; with 100% employer match about $140,990 at 4% or $93,994 at 6%.
2023111$3,054,481$123,753$11,250iApproximate average salary by contribution assumption: employee only about $281,257 at 4% or $187,505 at 6%; with 50% employer match about $187,505 at 4% or $125,003 at 6%; with 100% employer match about $140,628 at 4% or $93,752 at 6%.
Aspen Financial Services Inc. 401(K) Plan-11$3,054,481$123,753$11,250iApproximate average salary by contribution assumption: employee only about $281,257 at 4% or $187,505 at 6%; with 50% employer match about $187,505 at 4% or $125,003 at 6%; with 100% employer match about $140,628 at 4% or $93,752 at 6%.
2022113$2,096,645$136,674$10,513iApproximate average salary by contribution assumption: employee only about $262,835 at 4% or $175,223 at 6%; with 50% employer match about $175,223 at 4% or $116,815 at 6%; with 100% employer match about $131,417 at 4% or $87,612 at 6%.
Aspen Financial Services Inc. 401(K) Plan-13$2,096,645$136,674$10,513iApproximate average salary by contribution assumption: employee only about $262,835 at 4% or $175,223 at 6%; with 50% employer match about $175,223 at 4% or $116,815 at 6%; with 100% employer match about $131,417 at 4% or $87,612 at 6%.
2021112$3,001,156$147,990$12,333iApproximate average salary by contribution assumption: employee only about $308,313 at 4% or $205,542 at 6%; with 50% employer match about $205,542 at 4% or $137,028 at 6%; with 100% employer match about $154,156 at 4% or $102,771 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$3,001,156$147,990$12,333iApproximate average salary by contribution assumption: employee only about $308,313 at 4% or $205,542 at 6%; with 50% employer match about $205,542 at 4% or $137,028 at 6%; with 100% employer match about $154,156 at 4% or $102,771 at 6%.
2020111$2,419,495$128,867$11,715iApproximate average salary by contribution assumption: employee only about $292,880 at 4% or $195,253 at 6%; with 50% employer match about $195,253 at 4% or $130,169 at 6%; with 100% employer match about $146,440 at 4% or $97,627 at 6%.
Aspen Financial Services Inc. 401(K) Plan-11$2,419,495$128,867$11,715iApproximate average salary by contribution assumption: employee only about $292,880 at 4% or $195,253 at 6%; with 50% employer match about $195,253 at 4% or $130,169 at 6%; with 100% employer match about $146,440 at 4% or $97,627 at 6%.
201919$1,384,928$120,550$13,394iApproximate average salary by contribution assumption: employee only about $334,861 at 4% or $223,241 at 6%; with 50% employer match about $223,241 at 4% or $148,827 at 6%; with 100% employer match about $167,431 at 4% or $111,620 at 6%.
Aspen Financial Services Inc. 401(K) Plan-9$1,384,928$120,550$13,394iApproximate average salary by contribution assumption: employee only about $334,861 at 4% or $223,241 at 6%; with 50% employer match about $223,241 at 4% or $148,827 at 6%; with 100% employer match about $167,431 at 4% or $111,620 at 6%.
2018110$1,078,079$110,371$11,037iApproximate average salary by contribution assumption: employee only about $275,928 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,634 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
Aspen Financial Services Inc. 401(K) Plan-10$1,078,079$110,371$11,037iApproximate average salary by contribution assumption: employee only about $275,928 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,634 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
2017112$1,367,109$121,888$10,157iApproximate average salary by contribution assumption: employee only about $253,933 at 4% or $169,289 at 6%; with 50% employer match about $169,289 at 4% or $112,859 at 6%; with 100% employer match about $126,967 at 4% or $84,644 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$1,367,109$121,888$10,157iApproximate average salary by contribution assumption: employee only about $253,933 at 4% or $169,289 at 6%; with 50% employer match about $169,289 at 4% or $112,859 at 6%; with 100% employer match about $126,967 at 4% or $84,644 at 6%.
2016113$1,085,274$94,502$7,269iApproximate average salary by contribution assumption: employee only about $181,735 at 4% or $121,156 at 6%; with 50% employer match about $121,156 at 4% or $80,771 at 6%; with 100% employer match about $90,867 at 4% or $60,578 at 6%.
Aspen Financial Services Inc. 401(K) Plan-13$1,085,274$94,502$7,269iApproximate average salary by contribution assumption: employee only about $181,735 at 4% or $121,156 at 6%; with 50% employer match about $121,156 at 4% or $80,771 at 6%; with 100% employer match about $90,867 at 4% or $60,578 at 6%.
2015113$867,118$149,407$11,493iApproximate average salary by contribution assumption: employee only about $287,321 at 4% or $191,547 at 6%; with 50% employer match about $191,547 at 4% or $127,698 at 6%; with 100% employer match about $143,661 at 4% or $95,774 at 6%.
Aspen Financial Services Inc. 401(K) Plan-13$867,118$149,407$11,493iApproximate average salary by contribution assumption: employee only about $287,321 at 4% or $191,547 at 6%; with 50% employer match about $191,547 at 4% or $127,698 at 6%; with 100% employer match about $143,661 at 4% or $95,774 at 6%.
2014114$767,492$162,922$11,637iApproximate average salary by contribution assumption: employee only about $290,932 at 4% or $193,955 at 6%; with 50% employer match about $193,955 at 4% or $129,303 at 6%; with 100% employer match about $145,466 at 4% or $96,977 at 6%.
Aspen Financial Services Inc. 401(K) Plan-14$767,492$162,922$11,637iApproximate average salary by contribution assumption: employee only about $290,932 at 4% or $193,955 at 6%; with 50% employer match about $193,955 at 4% or $129,303 at 6%; with 100% employer match about $145,466 at 4% or $96,977 at 6%.
2013116$613,539$191,006$11,938iApproximate average salary by contribution assumption: employee only about $298,447 at 4% or $198,965 at 6%; with 50% employer match about $198,965 at 4% or $132,643 at 6%; with 100% employer match about $149,223 at 4% or $99,482 at 6%.
Aspen Financial Services Inc. 401(K) Plan-16$613,539$191,006$11,938iApproximate average salary by contribution assumption: employee only about $298,447 at 4% or $198,965 at 6%; with 50% employer match about $198,965 at 4% or $132,643 at 6%; with 100% employer match about $149,223 at 4% or $99,482 at 6%.
2012117$482,255$142,460$8,380iApproximate average salary by contribution assumption: employee only about $209,500 at 4% or $139,667 at 6%; with 50% employer match about $139,667 at 4% or $93,111 at 6%; with 100% employer match about $104,750 at 4% or $69,833 at 6%.
Aspen Financial Services Inc. 401(K) Plan-17$482,255$142,460$8,380iApproximate average salary by contribution assumption: employee only about $209,500 at 4% or $139,667 at 6%; with 50% employer match about $139,667 at 4% or $93,111 at 6%; with 100% employer match about $104,750 at 4% or $69,833 at 6%.
2011112$355,611$118,444$9,870iApproximate average salary by contribution assumption: employee only about $246,758 at 4% or $164,506 at 6%; with 50% employer match about $164,506 at 4% or $109,670 at 6%; with 100% employer match about $123,379 at 4% or $82,253 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$355,611$118,444$9,870iApproximate average salary by contribution assumption: employee only about $246,758 at 4% or $164,506 at 6%; with 50% employer match about $164,506 at 4% or $109,670 at 6%; with 100% employer match about $123,379 at 4% or $82,253 at 6%.
2010112$312,467$111,377$9,281iApproximate average salary by contribution assumption: employee only about $232,035 at 4% or $154,690 at 6%; with 50% employer match about $154,690 at 4% or $103,127 at 6%; with 100% employer match about $116,018 at 4% or $77,345 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$312,467$111,377$9,281iApproximate average salary by contribution assumption: employee only about $232,035 at 4% or $154,690 at 6%; with 50% employer match about $154,690 at 4% or $103,127 at 6%; with 100% employer match about $116,018 at 4% or $77,345 at 6%.
2009111$178,415$65,372$5,943iApproximate average salary by contribution assumption: employee only about $148,573 at 4% or $99,048 at 6%; with 50% employer match about $99,048 at 4% or $66,032 at 6%; with 100% employer match about $74,286 at 4% or $49,524 at 6%.
Aspen Financial Services Inc. 401(K) Plan-11$178,415$65,372$5,943iApproximate average salary by contribution assumption: employee only about $148,573 at 4% or $99,048 at 6%; with 50% employer match about $99,048 at 4% or $66,032 at 6%; with 100% employer match about $74,286 at 4% or $49,524 at 6%.
2008112$123,152$61,657$5,138iApproximate average salary by contribution assumption: employee only about $128,452 at 4% or $85,635 at 6%; with 50% employer match about $85,635 at 4% or $57,090 at 6%; with 100% employer match about $64,226 at 4% or $42,817 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$123,152$61,657$5,138iApproximate average salary by contribution assumption: employee only about $128,452 at 4% or $85,635 at 6%; with 50% employer match about $85,635 at 4% or $57,090 at 6%; with 100% employer match about $64,226 at 4% or $42,817 at 6%.
2007110$117,667$39,842$3,984iApproximate average salary by contribution assumption: employee only about $99,605 at 4% or $66,403 at 6%; with 50% employer match about $66,403 at 4% or $44,269 at 6%; with 100% employer match about $49,803 at 4% or $33,202 at 6%.
Aspen Financial Services Inc. 401(K) Plan-10$117,667$39,842$3,984iApproximate average salary by contribution assumption: employee only about $99,605 at 4% or $66,403 at 6%; with 50% employer match about $66,403 at 4% or $44,269 at 6%; with 100% employer match about $49,803 at 4% or $33,202 at 6%.
2006110$107,614$30,614$3,061iApproximate average salary by contribution assumption: employee only about $76,535 at 4% or $51,023 at 6%; with 50% employer match about $51,023 at 4% or $34,016 at 6%; with 100% employer match about $38,268 at 4% or $25,512 at 6%.
Aspen Financial Services Inc. 401(K) Plan-10$107,614$30,614$3,061iApproximate average salary by contribution assumption: employee only about $76,535 at 4% or $51,023 at 6%; with 50% employer match about $51,023 at 4% or $34,016 at 6%; with 100% employer match about $38,268 at 4% or $25,512 at 6%.
200519$72,758$31,469$3,497iApproximate average salary by contribution assumption: employee only about $87,414 at 4% or $58,276 at 6%; with 50% employer match about $58,276 at 4% or $38,851 at 6%; with 100% employer match about $43,707 at 4% or $29,138 at 6%.
Aspen Financial Services Inc. 401(K) Plan-9$72,758$31,469$3,497iApproximate average salary by contribution assumption: employee only about $87,414 at 4% or $58,276 at 6%; with 50% employer match about $58,276 at 4% or $38,851 at 6%; with 100% employer match about $43,707 at 4% or $29,138 at 6%.
2004112$38,934$37,107$3,092iApproximate average salary by contribution assumption: employee only about $77,306 at 4% or $51,538 at 6%; with 50% employer match about $51,538 at 4% or $34,358 at 6%; with 100% employer match about $38,653 at 4% or $25,769 at 6%.
Aspen Financial Services Inc. 401(K) Plan-12$38,934$37,107$3,092iApproximate average salary by contribution assumption: employee only about $77,306 at 4% or $51,538 at 6%; with 50% employer match about $51,538 at 4% or $34,358 at 6%; with 100% employer match about $38,653 at 4% or $25,769 at 6%.