Civic Intelligence

Aspect Wealth Management

Plan context: Aspect Wealth Management 401(K) Retirement Savings Plan

EIN 74-2822124 • San Antonio, TX • 11 filings • 1 plans

9311 San Pedro Suite 750San Antonio, TX 78216
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,399,672

2025 Contributions

$111,179

Historical Graphs

Total Assets Over Time

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

$2,093,491$1,046,746$0201520202025YearValue
$1,399,672Latest year 2025

Participants Over Time

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

1680201520202025YearValue
14Latest year 2025

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
2025114$1,399,672$111,179$7,941iApproximate average salary by contribution assumption: employee only about $198,534 at 4% or $132,356 at 6%; with 50% employer match about $132,356 at 4% or $88,237 at 6%; with 100% employer match about $99,267 at 4% or $66,178 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-14$1,399,672$111,179$7,941iApproximate average salary by contribution assumption: employee only about $198,534 at 4% or $132,356 at 6%; with 50% employer match about $132,356 at 4% or $88,237 at 6%; with 100% employer match about $99,267 at 4% or $66,178 at 6%.
2024111$1,144,575$94,094$8,554iApproximate average salary by contribution assumption: employee only about $213,850 at 4% or $142,567 at 6%; with 50% employer match about $142,567 at 4% or $95,044 at 6%; with 100% employer match about $106,925 at 4% or $71,283 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-11$1,144,575$94,094$8,554iApproximate average salary by contribution assumption: employee only about $213,850 at 4% or $142,567 at 6%; with 50% employer match about $142,567 at 4% or $95,044 at 6%; with 100% employer match about $106,925 at 4% or $71,283 at 6%.
2023113$1,000,836$90,913$6,993iApproximate average salary by contribution assumption: employee only about $174,833 at 4% or $116,555 at 6%; with 50% employer match about $116,555 at 4% or $77,703 at 6%; with 100% employer match about $87,416 at 4% or $58,278 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-13$1,000,836$90,913$6,993iApproximate average salary by contribution assumption: employee only about $174,833 at 4% or $116,555 at 6%; with 50% employer match about $116,555 at 4% or $77,703 at 6%; with 100% employer match about $87,416 at 4% or $58,278 at 6%.
2022113$986,092$113,184$8,706iApproximate average salary by contribution assumption: employee only about $217,662 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,738 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-13$986,092$113,184$8,706iApproximate average salary by contribution assumption: employee only about $217,662 at 4% or $145,108 at 6%; with 50% employer match about $145,108 at 4% or $96,738 at 6%; with 100% employer match about $108,831 at 4% or $72,554 at 6%.
2021116$1,852,712$137,851$8,616iApproximate average salary by contribution assumption: employee only about $215,392 at 4% or $143,595 at 6%; with 50% employer match about $143,595 at 4% or $95,730 at 6%; with 100% employer match about $107,696 at 4% or $71,797 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-16$1,852,712$137,851$8,616iApproximate average salary by contribution assumption: employee only about $215,392 at 4% or $143,595 at 6%; with 50% employer match about $143,595 at 4% or $95,730 at 6%; with 100% employer match about $107,696 at 4% or $71,797 at 6%.
2020116$2,093,491$149,680$9,355iApproximate average salary by contribution assumption: employee only about $233,875 at 4% or $155,917 at 6%; with 50% employer match about $155,917 at 4% or $103,944 at 6%; with 100% employer match about $116,938 at 4% or $77,958 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-16$2,093,491$149,680$9,355iApproximate average salary by contribution assumption: employee only about $233,875 at 4% or $155,917 at 6%; with 50% employer match about $155,917 at 4% or $103,944 at 6%; with 100% employer match about $116,938 at 4% or $77,958 at 6%.
2019112$1,831,723$150,501$12,542iApproximate average salary by contribution assumption: employee only about $313,544 at 4% or $209,029 at 6%; with 50% employer match about $209,029 at 4% or $139,353 at 6%; with 100% employer match about $156,772 at 4% or $104,515 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-12$1,831,723$150,501$12,542iApproximate average salary by contribution assumption: employee only about $313,544 at 4% or $209,029 at 6%; with 50% employer match about $209,029 at 4% or $139,353 at 6%; with 100% employer match about $156,772 at 4% or $104,515 at 6%.
2018112$1,718,798$123,931$10,328iApproximate average salary by contribution assumption: employee only about $258,190 at 4% or $172,126 at 6%; with 50% employer match about $172,126 at 4% or $114,751 at 6%; with 100% employer match about $129,095 at 4% or $86,063 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-12$1,718,798$123,931$10,328iApproximate average salary by contribution assumption: employee only about $258,190 at 4% or $172,126 at 6%; with 50% employer match about $172,126 at 4% or $114,751 at 6%; with 100% employer match about $129,095 at 4% or $86,063 at 6%.
2017111$1,811,885$116,981$10,635iApproximate average salary by contribution assumption: employee only about $265,866 at 4% or $177,244 at 6%; with 50% employer match about $177,244 at 4% or $118,163 at 6%; with 100% employer match about $132,933 at 4% or $88,622 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-11$1,811,885$116,981$10,635iApproximate average salary by contribution assumption: employee only about $265,866 at 4% or $177,244 at 6%; with 50% employer match about $177,244 at 4% or $118,163 at 6%; with 100% employer match about $132,933 at 4% or $88,622 at 6%.
2016113$1,529,334$128,063$9,851iApproximate average salary by contribution assumption: employee only about $246,275 at 4% or $164,183 at 6%; with 50% employer match about $164,183 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-13$1,529,334$128,063$9,851iApproximate average salary by contribution assumption: employee only about $246,275 at 4% or $164,183 at 6%; with 50% employer match about $164,183 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
2015112$1,282,335$48,036$4,003iApproximate average salary by contribution assumption: employee only about $100,075 at 4% or $66,717 at 6%; with 50% employer match about $66,717 at 4% or $44,478 at 6%; with 100% employer match about $50,038 at 4% or $33,358 at 6%.
Aspect Wealth Management 401(K) Retirement Savings Plan-12$1,282,335$48,036$4,003iApproximate average salary by contribution assumption: employee only about $100,075 at 4% or $66,717 at 6%; with 50% employer match about $66,717 at 4% or $44,478 at 6%; with 100% employer match about $50,038 at 4% or $33,358 at 6%.