Civic Intelligence

ASPEN WINE AND SPIRITS LP

Plan context: ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST

EIN 81-2135880 • Broken Arrow, OK • 7 filings • 1 plans

2201 W Washington StBroken Arrow, OK 74012-6726
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$9,863

2025 Contributions

$7,205

Historical Graphs

Total Assets Over Time

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

$20,358$10,179$0201920222025YearValue
$9,863Latest year 2025

Participants Over Time

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

840201920222025YearValue
5Latest 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
202515$9,863$7,205$1,441iApproximate average salary by contribution assumption: employee only about $36,025 at 4% or $24,017 at 6%; with 50% employer match about $24,017 at 4% or $16,011 at 6%; with 100% employer match about $18,013 at 4% or $12,008 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-5$9,863$7,205$1,441iApproximate average salary by contribution assumption: employee only about $36,025 at 4% or $24,017 at 6%; with 50% employer match about $24,017 at 4% or $16,011 at 6%; with 100% employer match about $18,013 at 4% or $12,008 at 6%.
202418$20,358$5,601$700iApproximate average salary by contribution assumption: employee only about $17,503 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,779 at 6%; with 100% employer match about $8,752 at 4% or $5,834 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-8$20,358$5,601$700iApproximate average salary by contribution assumption: employee only about $17,503 at 4% or $11,669 at 6%; with 50% employer match about $11,669 at 4% or $7,779 at 6%; with 100% employer match about $8,752 at 4% or $5,834 at 6%.
202315$12,979$4,118$824iApproximate average salary by contribution assumption: employee only about $20,590 at 4% or $13,727 at 6%; with 50% employer match about $13,727 at 4% or $9,151 at 6%; with 100% employer match about $10,295 at 4% or $6,863 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-5$12,979$4,118$824iApproximate average salary by contribution assumption: employee only about $20,590 at 4% or $13,727 at 6%; with 50% employer match about $13,727 at 4% or $9,151 at 6%; with 100% employer match about $10,295 at 4% or $6,863 at 6%.
202214$7,991$3,777$944iApproximate average salary by contribution assumption: employee only about $23,606 at 4% or $15,738 at 6%; with 50% employer match about $15,738 at 4% or $10,492 at 6%; with 100% employer match about $11,803 at 4% or $7,869 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-4$7,991$3,777$944iApproximate average salary by contribution assumption: employee only about $23,606 at 4% or $15,738 at 6%; with 50% employer match about $15,738 at 4% or $10,492 at 6%; with 100% employer match about $11,803 at 4% or $7,869 at 6%.
202115$6,174$3,016$603iApproximate average salary by contribution assumption: employee only about $15,080 at 4% or $10,053 at 6%; with 50% employer match about $10,053 at 4% or $6,702 at 6%; with 100% employer match about $7,540 at 4% or $5,027 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-5$6,174$3,016$603iApproximate average salary by contribution assumption: employee only about $15,080 at 4% or $10,053 at 6%; with 50% employer match about $10,053 at 4% or $6,702 at 6%; with 100% employer match about $7,540 at 4% or $5,027 at 6%.
202011$2,546$1,597$1,597iApproximate average salary by contribution assumption: employee only about $39,925 at 4% or $26,617 at 6%; with 50% employer match about $26,617 at 4% or $17,744 at 6%; with 100% employer match about $19,963 at 4% or $13,308 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-1$2,546$1,597$1,597iApproximate average salary by contribution assumption: employee only about $39,925 at 4% or $26,617 at 6%; with 50% employer match about $26,617 at 4% or $17,744 at 6%; with 100% employer match about $19,963 at 4% or $13,308 at 6%.
201914$1,478$1,391$348iApproximate average salary by contribution assumption: employee only about $8,694 at 4% or $5,796 at 6%; with 50% employer match about $5,796 at 4% or $3,864 at 6%; with 100% employer match about $4,347 at 4% or $2,898 at 6%.
ASPEN WINE AND SPIRITS LP 401(K) PROFIT SHARING PLAN & TRUST-4$1,478$1,391$348iApproximate average salary by contribution assumption: employee only about $8,694 at 4% or $5,796 at 6%; with 50% employer match about $5,796 at 4% or $3,864 at 6%; with 100% employer match about $4,347 at 4% or $2,898 at 6%.