Civic Intelligence

Kalos Aspen LLC

Plan context: Kalos Aspen LLC 401(K) Plan

EIN 84-1773235 • Aspen, CO • 6 filings • 1 plans

19 Ute PlAspen, CO 81611
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$1,020,008

2025 Contributions

$117,104

Historical Graphs

Total Assets Over Time

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

$1,020,008$510,004$0202020232025YearValue
$1,020,008Latest year 2025

Participants Over Time

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

28140202020232025YearValue
28Latest 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
2025128$1,020,008$117,104$4,182iApproximate average salary by contribution assumption: employee only about $104,557 at 4% or $69,705 at 6%; with 50% employer match about $69,705 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,852 at 6%.
Kalos Aspen LLC 401(K) Plan-28$1,020,008$117,104$4,182iApproximate average salary by contribution assumption: employee only about $104,557 at 4% or $69,705 at 6%; with 50% employer match about $69,705 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,852 at 6%.
2024120$778,313$100,276$5,014iApproximate average salary by contribution assumption: employee only about $125,345 at 4% or $83,563 at 6%; with 50% employer match about $83,563 at 4% or $55,709 at 6%; with 100% employer match about $62,673 at 4% or $41,782 at 6%.
Kalos Aspen LLC 401(K) Plan-20$778,313$100,276$5,014iApproximate average salary by contribution assumption: employee only about $125,345 at 4% or $83,563 at 6%; with 50% employer match about $83,563 at 4% or $55,709 at 6%; with 100% employer match about $62,673 at 4% or $41,782 at 6%.
2023115$606,763$325,426$21,695iApproximate average salary by contribution assumption: employee only about $542,377 at 4% or $361,584 at 6%; with 50% employer match about $361,584 at 4% or $241,056 at 6%; with 100% employer match about $271,188 at 4% or $180,792 at 6%.
Kalos Aspen LLC 401(K) Plan-15$606,763$325,426$21,695iApproximate average salary by contribution assumption: employee only about $542,377 at 4% or $361,584 at 6%; with 50% employer match about $361,584 at 4% or $241,056 at 6%; with 100% employer match about $271,188 at 4% or $180,792 at 6%.
2022114$225,748$63,943$4,567iApproximate average salary by contribution assumption: employee only about $114,184 at 4% or $76,123 at 6%; with 50% employer match about $76,123 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%.
Kalos Aspen LLC 401(K) Plan-14$225,748$63,943$4,567iApproximate average salary by contribution assumption: employee only about $114,184 at 4% or $76,123 at 6%; with 50% employer match about $76,123 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%.
2021114$204,850$63,268$4,519iApproximate average salary by contribution assumption: employee only about $112,979 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,660 at 6%.
Kalos Aspen LLC 401(K) Plan-14$204,850$63,268$4,519iApproximate average salary by contribution assumption: employee only about $112,979 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,660 at 6%.
2020115$133,581$116,911$7,794iApproximate average salary by contribution assumption: employee only about $194,852 at 4% or $129,901 at 6%; with 50% employer match about $129,901 at 4% or $86,601 at 6%; with 100% employer match about $97,426 at 4% or $64,951 at 6%.
Kalos Aspen LLC 401(K) Plan-15$133,581$116,911$7,794iApproximate average salary by contribution assumption: employee only about $194,852 at 4% or $129,901 at 6%; with 50% employer match about $129,901 at 4% or $86,601 at 6%; with 100% employer match about $97,426 at 4% or $64,951 at 6%.