Civic Intelligence

ASPIRE PRIVATE WEALTH COUNSEL

Plan context: ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN

EIN 81-1301754 • Knoxville, TN • 10 filings • 1 plans

8351 E Walker Springs LaneSuite 400Knoxville, TN 37923
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$160,186

2025 Contributions

$32,336

Historical Graphs

Total Assets Over Time

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

$282,730$141,365$0201620212025YearValue
$160,186Latest year 2025

Participants Over Time

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

950201620212025YearValue
6Latest 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
202516$160,186$32,336$5,389iApproximate average salary by contribution assumption: employee only about $134,733 at 4% or $89,822 at 6%; with 50% employer match about $89,822 at 4% or $59,881 at 6%; with 100% employer match about $67,367 at 4% or $44,911 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-6$160,186$32,336$5,389iApproximate average salary by contribution assumption: employee only about $134,733 at 4% or $89,822 at 6%; with 50% employer match about $89,822 at 4% or $59,881 at 6%; with 100% employer match about $67,367 at 4% or $44,911 at 6%.
202416$206,869$78,356$13,059iApproximate average salary by contribution assumption: employee only about $326,483 at 4% or $217,656 at 6%; with 50% employer match about $217,656 at 4% or $145,104 at 6%; with 100% employer match about $163,242 at 4% or $108,828 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-6$206,869$78,356$13,059iApproximate average salary by contribution assumption: employee only about $326,483 at 4% or $217,656 at 6%; with 50% employer match about $217,656 at 4% or $145,104 at 6%; with 100% employer match about $163,242 at 4% or $108,828 at 6%.
202319$282,730$53,325$5,925iApproximate average salary by contribution assumption: employee only about $148,125 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,833 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-9$282,730$53,325$5,925iApproximate average salary by contribution assumption: employee only about $148,125 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,833 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
202217$190,315$79,272$11,325iApproximate average salary by contribution assumption: employee only about $283,114 at 4% or $188,743 at 6%; with 50% employer match about $188,743 at 4% or $125,829 at 6%; with 100% employer match about $141,557 at 4% or $94,371 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-7$190,315$79,272$11,325iApproximate average salary by contribution assumption: employee only about $283,114 at 4% or $188,743 at 6%; with 50% employer match about $188,743 at 4% or $125,829 at 6%; with 100% employer match about $141,557 at 4% or $94,371 at 6%.
202117$151,839$78,758$11,251iApproximate average salary by contribution assumption: employee only about $281,279 at 4% or $187,519 at 6%; with 50% employer match about $187,519 at 4% or $125,013 at 6%; with 100% employer match about $140,639 at 4% or $93,760 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-7$151,839$78,758$11,251iApproximate average salary by contribution assumption: employee only about $281,279 at 4% or $187,519 at 6%; with 50% employer match about $187,519 at 4% or $125,013 at 6%; with 100% employer match about $140,639 at 4% or $93,760 at 6%.
202017$72,174$22,150$3,164iApproximate average salary by contribution assumption: employee only about $79,107 at 4% or $52,738 at 6%; with 50% employer match about $52,738 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,369 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-7$72,174$22,150$3,164iApproximate average salary by contribution assumption: employee only about $79,107 at 4% or $52,738 at 6%; with 50% employer match about $52,738 at 4% or $35,159 at 6%; with 100% employer match about $39,554 at 4% or $26,369 at 6%.
201918$53,179$14,502$1,813iApproximate average salary by contribution assumption: employee only about $45,319 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,659 at 4% or $15,106 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-8$53,179$14,502$1,813iApproximate average salary by contribution assumption: employee only about $45,319 at 4% or $30,213 at 6%; with 50% employer match about $30,213 at 4% or $20,142 at 6%; with 100% employer match about $22,659 at 4% or $15,106 at 6%.
201817$34,133$18,436$2,634iApproximate average salary by contribution assumption: employee only about $65,843 at 4% or $43,895 at 6%; with 50% employer match about $43,895 at 4% or $29,263 at 6%; with 100% employer match about $32,921 at 4% or $21,948 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-7$34,133$18,436$2,634iApproximate average salary by contribution assumption: employee only about $65,843 at 4% or $43,895 at 6%; with 50% employer match about $43,895 at 4% or $29,263 at 6%; with 100% employer match about $32,921 at 4% or $21,948 at 6%.
201716$17,678$15,448$2,575iApproximate average salary by contribution assumption: employee only about $64,367 at 4% or $42,911 at 6%; with 50% employer match about $42,911 at 4% or $28,607 at 6%; with 100% employer match about $32,183 at 4% or $21,456 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-6$17,678$15,448$2,575iApproximate average salary by contribution assumption: employee only about $64,367 at 4% or $42,911 at 6%; with 50% employer match about $42,911 at 4% or $28,607 at 6%; with 100% employer match about $32,183 at 4% or $21,456 at 6%.
201612$1,229$1,231$616iApproximate average salary by contribution assumption: employee only about $15,388 at 4% or $10,258 at 6%; with 50% employer match about $10,258 at 4% or $6,839 at 6%; with 100% employer match about $7,694 at 4% or $5,129 at 6%.
ASPIRE PRIVATE WEALTH COUNSEL 401(K) PLAN-2$1,229$1,231$616iApproximate average salary by contribution assumption: employee only about $15,388 at 4% or $10,258 at 6%; with 50% employer match about $10,258 at 4% or $6,839 at 6%; with 100% employer match about $7,694 at 4% or $5,129 at 6%.