Civic Intelligence

Aspen Private Advisors LLC

Plan context: Aspen Private Advisors 401(K) Plan

EIN 47-3822300 • Sioux Falls, SD • 10 filings • 1 plans

5201 South Western Avenue,Suite 103Sioux Falls, SD 57108
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,720,418

2024 Contributions

$184,919

Historical Graphs

Total Assets Over Time

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

$2,720,418$1,360,209$0201520202024YearValue
$2,720,418Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$2,720,418$184,919$46,230iApproximate average salary by contribution assumption: employee only about $1,155,744 at 4% or $770,496 at 6%; with 50% employer match about $770,496 at 4% or $513,664 at 6%; with 100% employer match about $577,872 at 4% or $385,248 at 6%.
Aspen Private Advisors 401(K) Plan-4$2,720,418$184,919$46,230iApproximate average salary by contribution assumption: employee only about $1,155,744 at 4% or $770,496 at 6%; with 50% employer match about $770,496 at 4% or $513,664 at 6%; with 100% employer match about $577,872 at 4% or $385,248 at 6%.
202314$2,323,091$172,208$43,052iApproximate average salary by contribution assumption: employee only about $1,076,300 at 4% or $717,533 at 6%; with 50% employer match about $717,533 at 4% or $478,356 at 6%; with 100% employer match about $538,150 at 4% or $358,767 at 6%.
Aspen Private Advisors 401(K) Plan-4$2,323,091$172,208$43,052iApproximate average salary by contribution assumption: employee only about $1,076,300 at 4% or $717,533 at 6%; with 50% employer match about $717,533 at 4% or $478,356 at 6%; with 100% employer match about $538,150 at 4% or $358,767 at 6%.
202214$1,934,589$162,035$40,509iApproximate average salary by contribution assumption: employee only about $1,012,719 at 4% or $675,146 at 6%; with 50% employer match about $675,146 at 4% or $450,097 at 6%; with 100% employer match about $506,359 at 4% or $337,573 at 6%.
Aspen Private Advisors 401(K) Plan-4$1,934,589$162,035$40,509iApproximate average salary by contribution assumption: employee only about $1,012,719 at 4% or $675,146 at 6%; with 50% employer match about $675,146 at 4% or $450,097 at 6%; with 100% employer match about $506,359 at 4% or $337,573 at 6%.
202114$1,874,087$161,578$40,395iApproximate average salary by contribution assumption: employee only about $1,009,863 at 4% or $673,242 at 6%; with 50% employer match about $673,242 at 4% or $448,828 at 6%; with 100% employer match about $504,931 at 4% or $336,621 at 6%.
Aspen Private Advisors 401(K) Plan-4$1,874,087$161,578$40,395iApproximate average salary by contribution assumption: employee only about $1,009,863 at 4% or $673,242 at 6%; with 50% employer match about $673,242 at 4% or $448,828 at 6%; with 100% employer match about $504,931 at 4% or $336,621 at 6%.
202014$1,612,341$178,897$44,724iApproximate average salary by contribution assumption: employee only about $1,118,106 at 4% or $745,404 at 6%; with 50% employer match about $745,404 at 4% or $496,936 at 6%; with 100% employer match about $559,053 at 4% or $372,702 at 6%.
Aspen Private Advisors 401(K) Plan-4$1,612,341$178,897$44,724iApproximate average salary by contribution assumption: employee only about $1,118,106 at 4% or $745,404 at 6%; with 50% employer match about $745,404 at 4% or $496,936 at 6%; with 100% employer match about $559,053 at 4% or $372,702 at 6%.
201914$1,273,055$117,042$29,261iApproximate average salary by contribution assumption: employee only about $731,513 at 4% or $487,675 at 6%; with 50% employer match about $487,675 at 4% or $325,117 at 6%; with 100% employer match about $365,756 at 4% or $243,838 at 6%.
Aspen Private Advisors 401(K) Plan-4$1,273,055$117,042$29,261iApproximate average salary by contribution assumption: employee only about $731,513 at 4% or $487,675 at 6%; with 50% employer match about $487,675 at 4% or $325,117 at 6%; with 100% employer match about $365,756 at 4% or $243,838 at 6%.
201813$1,073,890$65,251$21,750iApproximate average salary by contribution assumption: employee only about $543,758 at 4% or $362,506 at 6%; with 50% employer match about $362,506 at 4% or $241,670 at 6%; with 100% employer match about $271,879 at 4% or $181,253 at 6%.
Aspen Private Advisors 401(K) Plan-3$1,073,890$65,251$21,750iApproximate average salary by contribution assumption: employee only about $543,758 at 4% or $362,506 at 6%; with 50% employer match about $362,506 at 4% or $241,670 at 6%; with 100% employer match about $271,879 at 4% or $181,253 at 6%.
201713$1,022,522$58,324$19,441iApproximate average salary by contribution assumption: employee only about $486,033 at 4% or $324,022 at 6%; with 50% employer match about $324,022 at 4% or $216,015 at 6%; with 100% employer match about $243,017 at 4% or $162,011 at 6%.
Aspen Private Advisors 401(K) Plan-3$1,022,522$58,324$19,441iApproximate average salary by contribution assumption: employee only about $486,033 at 4% or $324,022 at 6%; with 50% employer match about $324,022 at 4% or $216,015 at 6%; with 100% employer match about $243,017 at 4% or $162,011 at 6%.
201613$827,985$29,591$9,864iApproximate average salary by contribution assumption: employee only about $246,592 at 4% or $164,394 at 6%; with 50% employer match about $164,394 at 4% or $109,596 at 6%; with 100% employer match about $123,296 at 4% or $82,197 at 6%.
Aspen Private Advisors 401(K) Plan-3$827,985$29,591$9,864iApproximate average salary by contribution assumption: employee only about $246,592 at 4% or $164,394 at 6%; with 50% employer match about $164,394 at 4% or $109,596 at 6%; with 100% employer match about $123,296 at 4% or $82,197 at 6%.
201513$717,677$738,915$246,305iApproximate average salary by contribution assumption: employee only about $6,157,625 at 4% or $4,105,083 at 6%; with 50% employer match about $4,105,083 at 4% or $2,736,722 at 6%; with 100% employer match about $3,078,813 at 4% or $2,052,542 at 6%.
Aspen Private Advisors 401(K) Plan-3$717,677$738,915$246,305iApproximate average salary by contribution assumption: employee only about $6,157,625 at 4% or $4,105,083 at 6%; with 50% employer match about $4,105,083 at 4% or $2,736,722 at 6%; with 100% employer match about $3,078,813 at 4% or $2,052,542 at 6%.