Civic Intelligence

Aspen Wealth Strategies

Plan context: Aspen Wealth Strategies 401(K) Plan

EIN 46-2697273 • Arvada, CO • 8 filings • 3 plans

8333 Ralston Rd Ste 2Arvada, CO 80002
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$243,228

2021 Contributions

$37,627

Historical Graphs

Total Assets Over Time

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

$328,794$164,397$0201420182021YearValue
$243,228Latest year 2021

Participants Over Time

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

1160201420182021YearValue
9Latest year 2021

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
202119$243,228$37,627$4,181iApproximate average salary by contribution assumption: employee only about $104,519 at 4% or $69,680 at 6%; with 50% employer match about $69,680 at 4% or $46,453 at 6%; with 100% employer match about $52,260 at 4% or $34,840 at 6%.
Aspen Wealth Strategies 401(K) Plan-9$243,228$37,627$4,181iApproximate average salary by contribution assumption: employee only about $104,519 at 4% or $69,680 at 6%; with 50% employer match about $69,680 at 4% or $46,453 at 6%; with 100% employer match about $52,260 at 4% or $34,840 at 6%.
202017$227,994$33,010$4,716iApproximate average salary by contribution assumption: employee only about $117,893 at 4% or $78,595 at 6%; with 50% employer match about $78,595 at 4% or $52,397 at 6%; with 100% employer match about $58,946 at 4% or $39,298 at 6%.
Aspen Wealth Strategies 401(K) Plan-7$227,994$33,010$4,716iApproximate average salary by contribution assumption: employee only about $117,893 at 4% or $78,595 at 6%; with 50% employer match about $78,595 at 4% or $52,397 at 6%; with 100% employer match about $58,946 at 4% or $39,298 at 6%.
201916$160,550$69,558$11,593iApproximate average salary by contribution assumption: employee only about $289,825 at 4% or $193,217 at 6%; with 50% employer match about $193,217 at 4% or $128,811 at 6%; with 100% employer match about $144,913 at 4% or $96,608 at 6%.
Aspen Wealth Strategies 401(K) Plan-6$160,550$69,558$11,593iApproximate average salary by contribution assumption: employee only about $289,825 at 4% or $193,217 at 6%; with 50% employer match about $193,217 at 4% or $128,811 at 6%; with 100% employer match about $144,913 at 4% or $96,608 at 6%.
201816$69,989$29,500$4,917iApproximate average salary by contribution assumption: employee only about $122,917 at 4% or $81,944 at 6%; with 50% employer match about $81,944 at 4% or $54,630 at 6%; with 100% employer match about $61,458 at 4% or $40,972 at 6%.
Aspen Wealth Strategies 401(K) Plan-6$69,989$29,500$4,917iApproximate average salary by contribution assumption: employee only about $122,917 at 4% or $81,944 at 6%; with 50% employer match about $81,944 at 4% or $54,630 at 6%; with 100% employer match about $61,458 at 4% or $40,972 at 6%.
2017111$76,885$11,977$1,089iApproximate average salary by contribution assumption: employee only about $27,220 at 4% or $18,147 at 6%; with 50% employer match about $18,147 at 4% or $12,098 at 6%; with 100% employer match about $13,610 at 4% or $9,073 at 6%.
Aspen Wealth Strategies 401(K) Plan-11$76,885$11,977$1,089iApproximate average salary by contribution assumption: employee only about $27,220 at 4% or $18,147 at 6%; with 50% employer match about $18,147 at 4% or $12,098 at 6%; with 100% employer match about $13,610 at 4% or $9,073 at 6%.
201614$328,794$285,344$71,336iApproximate average salary by contribution assumption: employee only about $1,783,400 at 4% or $1,188,933 at 6%; with 50% employer match about $1,188,933 at 4% or $792,622 at 6%; with 100% employer match about $891,700 at 4% or $594,467 at 6%.
Aspen Wealth Strategies 401(K) Plan-4$328,794$285,344$71,336iApproximate average salary by contribution assumption: employee only about $1,783,400 at 4% or $1,188,933 at 6%; with 50% employer match about $1,188,933 at 4% or $792,622 at 6%; with 100% employer match about $891,700 at 4% or $594,467 at 6%.
201514$43,946$11,255$2,814iApproximate average salary by contribution assumption: employee only about $70,344 at 4% or $46,896 at 6%; with 50% employer match about $46,896 at 4% or $31,264 at 6%; with 100% employer match about $35,172 at 4% or $23,448 at 6%.
Aspen Wealth Strategies 401(K) Plan-4$43,946$11,255$2,814iApproximate average salary by contribution assumption: employee only about $70,344 at 4% or $46,896 at 6%; with 50% employer match about $46,896 at 4% or $31,264 at 6%; with 100% employer match about $35,172 at 4% or $23,448 at 6%.
201413$36,606$36,613$12,204iApproximate average salary by contribution assumption: employee only about $305,108 at 4% or $203,406 at 6%; with 50% employer match about $203,406 at 4% or $135,604 at 6%; with 100% employer match about $152,554 at 4% or $101,703 at 6%.
Aspen Wealth Strategies 401(K) Plan-3$36,606$36,613$12,204iApproximate average salary by contribution assumption: employee only about $305,108 at 4% or $203,406 at 6%; with 50% employer match about $203,406 at 4% or $135,604 at 6%; with 100% employer match about $152,554 at 4% or $101,703 at 6%.