Civic Intelligence

Aspen Historical Society

Plan context: Aspen Historical Society 403(B) Plan

EIN 84-6037756 • Aspen, CO • 17 filings • 1 plans

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620 West Bleeker StreetAspen, CO 81611
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,004,584

2025 Contributions

$125,187

Historical Graphs

Total Assets Over Time

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

$2,004,584$1,002,292$0200920172025YearValue
$2,004,584Latest year 2025

Participants Over Time

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

1370200920172025YearValue
12Latest 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
2025112$2,004,584$125,187$10,432iApproximate average salary by contribution assumption: employee only about $260,806 at 4% or $173,871 at 6%; with 50% employer match about $173,871 at 4% or $115,914 at 6%; with 100% employer match about $130,403 at 4% or $86,935 at 6%.
Aspen Historical Society 403(B) Plan-12$2,004,584$125,187$10,432iApproximate average salary by contribution assumption: employee only about $260,806 at 4% or $173,871 at 6%; with 50% employer match about $173,871 at 4% or $115,914 at 6%; with 100% employer match about $130,403 at 4% or $86,935 at 6%.
2024111$1,640,606$118,452$10,768iApproximate average salary by contribution assumption: employee only about $269,209 at 4% or $179,473 at 6%; with 50% employer match about $179,473 at 4% or $119,648 at 6%; with 100% employer match about $134,605 at 4% or $89,736 at 6%.
Aspen Historical Society 403(B) Plan-11$1,640,606$118,452$10,768iApproximate average salary by contribution assumption: employee only about $269,209 at 4% or $179,473 at 6%; with 50% employer match about $179,473 at 4% or $119,648 at 6%; with 100% employer match about $134,605 at 4% or $89,736 at 6%.
2023112$1,500,127$123,735$10,311iApproximate average salary by contribution assumption: employee only about $257,781 at 4% or $171,854 at 6%; with 50% employer match about $171,854 at 4% or $114,569 at 6%; with 100% employer match about $128,891 at 4% or $85,927 at 6%.
Aspen Historical Society 403(B) Plan-12$1,500,127$123,735$10,311iApproximate average salary by contribution assumption: employee only about $257,781 at 4% or $171,854 at 6%; with 50% employer match about $171,854 at 4% or $114,569 at 6%; with 100% employer match about $128,891 at 4% or $85,927 at 6%.
2022111$1,202,258$100,426$9,130iApproximate average salary by contribution assumption: employee only about $228,241 at 4% or $152,161 at 6%; with 50% employer match about $152,161 at 4% or $101,440 at 6%; with 100% employer match about $114,120 at 4% or $76,080 at 6%.
Aspen Historical Society 403(B) Plan-11$1,202,258$100,426$9,130iApproximate average salary by contribution assumption: employee only about $228,241 at 4% or $152,161 at 6%; with 50% employer match about $152,161 at 4% or $101,440 at 6%; with 100% employer match about $114,120 at 4% or $76,080 at 6%.
2021111$1,304,663$92,305$8,391iApproximate average salary by contribution assumption: employee only about $209,784 at 4% or $139,856 at 6%; with 50% employer match about $139,856 at 4% or $93,237 at 6%; with 100% employer match about $104,892 at 4% or $69,928 at 6%.
Aspen Historical Society 403(B) Plan-11$1,304,663$92,305$8,391iApproximate average salary by contribution assumption: employee only about $209,784 at 4% or $139,856 at 6%; with 50% employer match about $139,856 at 4% or $93,237 at 6%; with 100% employer match about $104,892 at 4% or $69,928 at 6%.
202019$1,086,221$92,419$10,269iApproximate average salary by contribution assumption: employee only about $256,719 at 4% or $171,146 at 6%; with 50% employer match about $171,146 at 4% or $114,098 at 6%; with 100% employer match about $128,360 at 4% or $85,573 at 6%.
Aspen Historical Society 403(B) Plan-9$1,086,221$92,419$10,269iApproximate average salary by contribution assumption: employee only about $256,719 at 4% or $171,146 at 6%; with 50% employer match about $171,146 at 4% or $114,098 at 6%; with 100% employer match about $128,360 at 4% or $85,573 at 6%.
201919$873,762$78,651$8,739iApproximate average salary by contribution assumption: employee only about $218,475 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%.
Aspen Historical Society 403(B) Plan-9$873,762$78,651$8,739iApproximate average salary by contribution assumption: employee only about $218,475 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%.
2018113$801,649$86,920$6,686iApproximate average salary by contribution assumption: employee only about $167,154 at 4% or $111,436 at 6%; with 50% employer match about $111,436 at 4% or $74,291 at 6%; with 100% employer match about $83,577 at 4% or $55,718 at 6%.
Aspen Historical Society 403(B) Plan-13$801,649$86,920$6,686iApproximate average salary by contribution assumption: employee only about $167,154 at 4% or $111,436 at 6%; with 50% employer match about $111,436 at 4% or $74,291 at 6%; with 100% employer match about $83,577 at 4% or $55,718 at 6%.
2017111$755,078$74,218$6,747iApproximate average salary by contribution assumption: employee only about $168,677 at 4% or $112,452 at 6%; with 50% employer match about $112,452 at 4% or $74,968 at 6%; with 100% employer match about $84,339 at 4% or $56,226 at 6%.
Aspen Historical Society 403(B) Plan-11$755,078$74,218$6,747iApproximate average salary by contribution assumption: employee only about $168,677 at 4% or $112,452 at 6%; with 50% employer match about $112,452 at 4% or $74,968 at 6%; with 100% employer match about $84,339 at 4% or $56,226 at 6%.
2016110$579,968$74,945$7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,908 at 6%; with 50% employer match about $124,908 at 4% or $83,272 at 6%; with 100% employer match about $93,681 at 4% or $62,454 at 6%.
Aspen Historical Society 403(B) Plan-10$579,968$74,945$7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,908 at 6%; with 50% employer match about $124,908 at 4% or $83,272 at 6%; with 100% employer match about $93,681 at 4% or $62,454 at 6%.
2015112$572,634$87,016$7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%.
Aspen Historical Society 403(B) Plan-12$572,634$87,016$7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%.
2014111$487,561$61,299$5,573iApproximate average salary by contribution assumption: employee only about $139,316 at 4% or $92,877 at 6%; with 50% employer match about $92,877 at 4% or $61,918 at 6%; with 100% employer match about $69,658 at 4% or $46,439 at 6%.
Aspen Historical Society 403(B) Plan-11$487,561$61,299$5,573iApproximate average salary by contribution assumption: employee only about $139,316 at 4% or $92,877 at 6%; with 50% employer match about $92,877 at 4% or $61,918 at 6%; with 100% employer match about $69,658 at 4% or $46,439 at 6%.
2013111$569,450$66,307$6,028iApproximate average salary by contribution assumption: employee only about $150,698 at 4% or $100,465 at 6%; with 50% employer match about $100,465 at 4% or $66,977 at 6%; with 100% employer match about $75,349 at 4% or $50,233 at 6%.
Aspen Historical Society 403(B) Plan-11$569,450$66,307$6,028iApproximate average salary by contribution assumption: employee only about $150,698 at 4% or $100,465 at 6%; with 50% employer match about $100,465 at 4% or $66,977 at 6%; with 100% employer match about $75,349 at 4% or $50,233 at 6%.
2012111$417,376$78,411$7,128iApproximate average salary by contribution assumption: employee only about $178,207 at 4% or $118,805 at 6%; with 50% employer match about $118,805 at 4% or $79,203 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%.
Aspen Historical Society 403(B) Plan-11$417,376$78,411$7,128iApproximate average salary by contribution assumption: employee only about $178,207 at 4% or $118,805 at 6%; with 50% employer match about $118,805 at 4% or $79,203 at 6%; with 100% employer match about $89,103 at 4% or $59,402 at 6%.
2011111$311,007$86,355$7,850iApproximate average salary by contribution assumption: employee only about $196,261 at 4% or $130,841 at 6%; with 50% employer match about $130,841 at 4% or $87,227 at 6%; with 100% employer match about $98,131 at 4% or $65,420 at 6%.
Aspen Historical Society 403(B) Plan-11$311,007$86,355$7,850iApproximate average salary by contribution assumption: employee only about $196,261 at 4% or $130,841 at 6%; with 50% employer match about $130,841 at 4% or $87,227 at 6%; with 100% employer match about $98,131 at 4% or $65,420 at 6%.
2010111$267,732$75,906$6,901iApproximate average salary by contribution assumption: employee only about $172,514 at 4% or $115,009 at 6%; with 50% employer match about $115,009 at 4% or $76,673 at 6%; with 100% employer match about $86,257 at 4% or $57,505 at 6%.
Aspen Historical Society 403(B) Plan-11$267,732$75,906$6,901iApproximate average salary by contribution assumption: employee only about $172,514 at 4% or $115,009 at 6%; with 50% employer match about $115,009 at 4% or $76,673 at 6%; with 100% employer match about $86,257 at 4% or $57,505 at 6%.
2009112$174,132$160,667$13,389iApproximate average salary by contribution assumption: employee only about $334,723 at 4% or $223,149 at 6%; with 50% employer match about $223,149 at 4% or $148,766 at 6%; with 100% employer match about $167,361 at 4% or $111,574 at 6%.
Aspen Historical Society 403(B) Plan-12$174,132$160,667$13,389iApproximate average salary by contribution assumption: employee only about $334,723 at 4% or $223,149 at 6%; with 50% employer match about $223,149 at 4% or $148,766 at 6%; with 100% employer match about $167,361 at 4% or $111,574 at 6%.