Civic Intelligence

Aspida Financial Services LLC

Plan context: Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust

EIN 47-4223933 • Durham, NC • 11 filings • 7 plans

2222 Sedwick RdDurham, NC 27713-2655
Current Snapshot

Latest Year

2024

2024 Participants

168

2024 Assets

$14,420,302

2024 Contributions

$2,635,077

Historical Graphs

Total Assets Over Time

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

$14,420,302$7,210,151$0201720222024YearValue
$14,420,302Latest year 2024

Participants Over Time

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

2001000201720222024YearValue
168Latest 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
20242168$14,420,302$2,635,077$15,685iApproximate average salary by contribution assumption: employee only about $392,125 at 4% or $261,416 at 6%; with 50% employer match about $261,416 at 4% or $174,278 at 6%; with 100% employer match about $196,062 at 4% or $130,708 at 6%.
Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust-152$14,420,302$2,635,077$17,336iApproximate average salary by contribution assumption: employee only about $433,401 at 4% or $288,934 at 6%; with 50% employer match about $288,934 at 4% or $192,623 at 6%; with 100% employer match about $216,700 at 4% or $144,467 at 6%.
Aspida Financial Services LLC Employee Benefits Plan-168---
20232128$12,208,990$2,318,311$18,112iApproximate average salary by contribution assumption: employee only about $452,795 at 4% or $301,863 at 6%; with 50% employer match about $301,863 at 4% or $201,242 at 6%; with 100% employer match about $226,398 at 4% or $150,932 at 6%.
Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust-128$12,208,990$2,318,311$18,112iApproximate average salary by contribution assumption: employee only about $452,795 at 4% or $301,863 at 6%; with 50% employer match about $301,863 at 4% or $201,242 at 6%; with 100% employer match about $226,398 at 4% or $150,932 at 6%.
Aspida Financial Services LLC Employee Benefits Plan-113---
20221133$12,546,148$2,229,823$16,766iApproximate average salary by contribution assumption: employee only about $419,140 at 4% or $279,426 at 6%; with 50% employer match about $279,426 at 4% or $186,284 at 6%; with 100% employer match about $209,570 at 4% or $139,713 at 6%.
Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust-133$12,546,148$2,229,823$16,766iApproximate average salary by contribution assumption: employee only about $419,140 at 4% or $279,426 at 6%; with 50% employer match about $279,426 at 4% or $186,284 at 6%; with 100% employer match about $209,570 at 4% or $139,713 at 6%.
202140$0$0-
ASPIDA FINANCIAL SERVICES, LLC 502-0---
ASPIDA FINANCIAL SERVICES, LLC 503-0---
ASPIDA FINANCIAL SERVICES, LLC 504-0---
ASPIDA FINANCIAL SERVICES, LLC 505-0---
20181200$5,667,680$2,867,796$14,339iApproximate average salary by contribution assumption: employee only about $358,475 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,237 at 4% or $119,492 at 6%.
Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust-200$5,667,680$2,867,796$14,339iApproximate average salary by contribution assumption: employee only about $358,475 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,237 at 4% or $119,492 at 6%.
20171165$3,727,271$188,010$1,139iApproximate average salary by contribution assumption: employee only about $28,486 at 4% or $18,991 at 6%; with 50% employer match about $18,991 at 4% or $12,661 at 6%; with 100% employer match about $14,243 at 4% or $9,495 at 6%.
Aspida Financial Services LLC 401(K) Profit Sharing Plan and Trust-165$3,727,271$188,010$1,139iApproximate average salary by contribution assumption: employee only about $28,486 at 4% or $18,991 at 6%; with 50% employer match about $18,991 at 4% or $12,661 at 6%; with 100% employer match about $14,243 at 4% or $9,495 at 6%.