Civic Intelligence

ASPEN WEALTH MANGEMENT, INC.

Plan context: Aspen Wealth Management Inc. Retirement Plan

EIN 48-1225886 • Overland Park, KS • 11 filings • 1 plans

7300 College Blvd., Suite 306Overland Park, KS 66210
Current Snapshot

Latest Year

2013

2013 Participants

9

2013 Assets

$223,237

2013 Contributions

$5,435

Historical Graphs

Total Assets Over Time

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

$372,779$186,390$0200320082012YearValue
$223,237Latest year 2012

Participants Over Time

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

1050200320082012YearValue
9Latest year 2012

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
201310$0$0-
Aspen Wealth Management Inc. Retirement Plan-0$0--
201219$223,237$0-
Aspen Wealth Management Inc. Retirement Plan-9$223,237--
201119$267,419$0-
Aspen Wealth Management Inc. Retirement Plan-9$267,419--
201019$250,877$5,435$604iApproximate average salary by contribution assumption: employee only about $15,097 at 4% or $10,065 at 6%; with 50% employer match about $10,065 at 4% or $6,710 at 6%; with 100% employer match about $7,549 at 4% or $5,032 at 6%.
Aspen Wealth Management Inc. Retirement Plan-9$250,877$5,435$604iApproximate average salary by contribution assumption: employee only about $15,097 at 4% or $10,065 at 6%; with 50% employer match about $10,065 at 4% or $6,710 at 6%; with 100% employer match about $7,549 at 4% or $5,032 at 6%.
200919$264,951$18,487$2,054iApproximate average salary by contribution assumption: employee only about $51,353 at 4% or $34,235 at 6%; with 50% employer match about $34,235 at 4% or $22,823 at 6%; with 100% employer match about $25,676 at 4% or $17,118 at 6%.
Aspen Wealth Management Inc. Retirement Plan-9$264,951$18,487$2,054iApproximate average salary by contribution assumption: employee only about $51,353 at 4% or $34,235 at 6%; with 50% employer match about $34,235 at 4% or $22,823 at 6%; with 100% employer match about $25,676 at 4% or $17,118 at 6%.
200818$303,084$44,996$5,625iApproximate average salary by contribution assumption: employee only about $140,613 at 4% or $93,742 at 6%; with 50% employer match about $93,742 at 4% or $62,494 at 6%; with 100% employer match about $70,306 at 4% or $46,871 at 6%.
Aspen Wealth Management Inc. Retirement Plan-8$303,084$44,996$5,625iApproximate average salary by contribution assumption: employee only about $140,613 at 4% or $93,742 at 6%; with 50% employer match about $93,742 at 4% or $62,494 at 6%; with 100% employer match about $70,306 at 4% or $46,871 at 6%.
200716$372,779$94,346$15,724iApproximate average salary by contribution assumption: employee only about $393,108 at 4% or $262,072 at 6%; with 50% employer match about $262,072 at 4% or $174,715 at 6%; with 100% employer match about $196,554 at 4% or $131,036 at 6%.
Aspen Wealth Management Inc. Retirement Plan-6$372,779$94,346$15,724iApproximate average salary by contribution assumption: employee only about $393,108 at 4% or $262,072 at 6%; with 50% employer match about $262,072 at 4% or $174,715 at 6%; with 100% employer match about $196,554 at 4% or $131,036 at 6%.
2006110$330,103$124,387$12,439iApproximate average salary by contribution assumption: employee only about $310,968 at 4% or $207,312 at 6%; with 50% employer match about $207,312 at 4% or $138,208 at 6%; with 100% employer match about $155,484 at 4% or $103,656 at 6%.
Aspen Wealth Management Inc. Retirement Plan-10$330,103$124,387$12,439iApproximate average salary by contribution assumption: employee only about $310,968 at 4% or $207,312 at 6%; with 50% employer match about $207,312 at 4% or $138,208 at 6%; with 100% employer match about $155,484 at 4% or $103,656 at 6%.
2005110$183,260$110,410$11,041iApproximate average salary by contribution assumption: employee only about $276,025 at 4% or $184,017 at 6%; with 50% employer match about $184,017 at 4% or $122,678 at 6%; with 100% employer match about $138,013 at 4% or $92,008 at 6%.
Aspen Wealth Management Inc. Retirement Plan-10$183,260$110,410$11,041iApproximate average salary by contribution assumption: employee only about $276,025 at 4% or $184,017 at 6%; with 50% employer match about $184,017 at 4% or $122,678 at 6%; with 100% employer match about $138,013 at 4% or $92,008 at 6%.
200417$59,854$55,675$7,954iApproximate average salary by contribution assumption: employee only about $198,839 at 4% or $132,560 at 6%; with 50% employer match about $132,560 at 4% or $88,373 at 6%; with 100% employer match about $99,420 at 4% or $66,280 at 6%.
Aspen Wealth Management Inc. Retirement Plan-7$59,854$55,675$7,954iApproximate average salary by contribution assumption: employee only about $198,839 at 4% or $132,560 at 6%; with 50% employer match about $132,560 at 4% or $88,373 at 6%; with 100% employer match about $99,420 at 4% or $66,280 at 6%.
200315$1,075$1,085$217iApproximate average salary by contribution assumption: employee only about $5,425 at 4% or $3,617 at 6%; with 50% employer match about $3,617 at 4% or $2,411 at 6%; with 100% employer match about $2,713 at 4% or $1,808 at 6%.
Aspen Wealth Management Inc. Retirement Plan-5$1,075$1,085$217iApproximate average salary by contribution assumption: employee only about $5,425 at 4% or $3,617 at 6%; with 50% employer match about $3,617 at 4% or $2,411 at 6%; with 100% employer match about $2,713 at 4% or $1,808 at 6%.