ASPEN WALDORF FOUNDATION, INC.
Plan context: ASPEN WALDORF FOUNDATION 403B PLAN
EIN 84-1179460 • Carbondale, CO • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$936,136
2024 Contributions
$288,035
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 51 | $936,136 | $288,035 | $5,648iApproximate average salary by contribution assumption: employee only about $141,194 at 4% or $94,129 at 6%; with 50% employer match about $94,129 at 4% or $62,753 at 6%; with 100% employer match about $70,597 at 4% or $47,065 at 6%. |
| ASPEN WALDORF FOUNDATION 403B PLAN | - | 51 | $936,136 | $288,035 | $5,648iApproximate average salary by contribution assumption: employee only about $141,194 at 4% or $94,129 at 6%; with 50% employer match about $94,129 at 4% or $62,753 at 6%; with 100% employer match about $70,597 at 4% or $47,065 at 6%. |
| 2023 | 1 | 50 | $619,728 | $284,654 | $5,693iApproximate average salary by contribution assumption: employee only about $142,327 at 4% or $94,885 at 6%; with 50% employer match about $94,885 at 4% or $63,256 at 6%; with 100% employer match about $71,164 at 4% or $47,442 at 6%. |
| ASPEN WALDORF FOUNDATION 403B PLAN | - | 50 | $619,728 | $284,654 | $5,693iApproximate average salary by contribution assumption: employee only about $142,327 at 4% or $94,885 at 6%; with 50% employer match about $94,885 at 4% or $63,256 at 6%; with 100% employer match about $71,164 at 4% or $47,442 at 6%. |
| 2022 | 1 | 44 | $259,738 | $272,743 | $6,199iApproximate average salary by contribution assumption: employee only about $154,968 at 4% or $103,312 at 6%; with 50% employer match about $103,312 at 4% or $68,874 at 6%; with 100% employer match about $77,484 at 4% or $51,656 at 6%. |
| ASPEN WALDORF FOUNDATION 403B PLAN | - | 44 | $259,738 | $272,743 | $6,199iApproximate average salary by contribution assumption: employee only about $154,968 at 4% or $103,312 at 6%; with 50% employer match about $103,312 at 4% or $68,874 at 6%; with 100% employer match about $77,484 at 4% or $51,656 at 6%. |