ASPIRATION
Plan context: ASPIRATION 401(K) PLAN
EIN 91-2106274 • San Francisco, CA • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$420,598
2024 Contributions
$78,726
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 | 5 | $420,598 | $78,726 | $15,745iApproximate average salary by contribution assumption: employee only about $393,630 at 4% or $262,420 at 6%; with 50% employer match about $262,420 at 4% or $174,947 at 6%; with 100% employer match about $196,815 at 4% or $131,210 at 6%. |
| ASPIRATION 401(K) PLAN | - | 5 | $420,598 | $78,726 | $15,745iApproximate average salary by contribution assumption: employee only about $393,630 at 4% or $262,420 at 6%; with 50% employer match about $262,420 at 4% or $174,947 at 6%; with 100% employer match about $196,815 at 4% or $131,210 at 6%. |
| 2023 | 1 | 5 | $319,190 | $56,912 | $11,382iApproximate average salary by contribution assumption: employee only about $284,560 at 4% or $189,707 at 6%; with 50% employer match about $189,707 at 4% or $126,471 at 6%; with 100% employer match about $142,280 at 4% or $94,853 at 6%. |
| ASPIRATION 401(K) PLAN | - | 5 | $319,190 | $56,912 | $11,382iApproximate average salary by contribution assumption: employee only about $284,560 at 4% or $189,707 at 6%; with 50% employer match about $189,707 at 4% or $126,471 at 6%; with 100% employer match about $142,280 at 4% or $94,853 at 6%. |
| 2022 | 1 | 2 | $246,649 | $30,397 | $15,199iApproximate average salary by contribution assumption: employee only about $379,963 at 4% or $253,308 at 6%; with 50% employer match about $253,308 at 4% or $168,872 at 6%; with 100% employer match about $189,981 at 4% or $126,654 at 6%. |
| ASPIRATION 401(K) PLAN | - | 2 | $246,649 | $30,397 | $15,199iApproximate average salary by contribution assumption: employee only about $379,963 at 4% or $253,308 at 6%; with 50% employer match about $253,308 at 4% or $168,872 at 6%; with 100% employer match about $189,981 at 4% or $126,654 at 6%. |
| 2021 | 1 | 3 | $295,807 | $44,260 | $14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%. |
| ASPIRATION 401(K) PLAN | - | 3 | $295,807 | $44,260 | $14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%. |
| 2020 | 1 | 3 | $230,053 | $42,136 | $14,045iApproximate average salary by contribution assumption: employee only about $351,133 at 4% or $234,089 at 6%; with 50% employer match about $234,089 at 4% or $156,059 at 6%; with 100% employer match about $175,567 at 4% or $117,044 at 6%. |
| ASPIRATION 401(K) PLAN | - | 3 | $230,053 | $42,136 | $14,045iApproximate average salary by contribution assumption: employee only about $351,133 at 4% or $234,089 at 6%; with 50% employer match about $234,089 at 4% or $156,059 at 6%; with 100% employer match about $175,567 at 4% or $117,044 at 6%. |
| 2019 | 1 | 4 | $169,138 | $59,561 | $14,890iApproximate average salary by contribution assumption: employee only about $372,256 at 4% or $248,171 at 6%; with 50% employer match about $248,171 at 4% or $165,447 at 6%; with 100% employer match about $186,128 at 4% or $124,085 at 6%. |
| ASPIRATION 401(K) PLAN | - | 4 | $169,138 | $59,561 | $14,890iApproximate average salary by contribution assumption: employee only about $372,256 at 4% or $248,171 at 6%; with 50% employer match about $248,171 at 4% or $165,447 at 6%; with 100% employer match about $186,128 at 4% or $124,085 at 6%. |
| 2018 | 1 | 4 | $128,316 | $58,229 | $14,557iApproximate average salary by contribution assumption: employee only about $363,931 at 4% or $242,621 at 6%; with 50% employer match about $242,621 at 4% or $161,747 at 6%; with 100% employer match about $181,966 at 4% or $121,310 at 6%. |
| ASPIRATION 401(K) PLAN | - | 4 | $128,316 | $58,229 | $14,557iApproximate average salary by contribution assumption: employee only about $363,931 at 4% or $242,621 at 6%; with 50% employer match about $242,621 at 4% or $161,747 at 6%; with 100% employer match about $181,966 at 4% or $121,310 at 6%. |
| 2017 | 1 | 5 | $86,990 | $47,101 | $9,420iApproximate average salary by contribution assumption: employee only about $235,505 at 4% or $157,003 at 6%; with 50% employer match about $157,003 at 4% or $104,669 at 6%; with 100% employer match about $117,753 at 4% or $78,502 at 6%. |
| ASPIRATION 401(K) PLAN | - | 5 | $86,990 | $47,101 | $9,420iApproximate average salary by contribution assumption: employee only about $235,505 at 4% or $157,003 at 6%; with 50% employer match about $157,003 at 4% or $104,669 at 6%; with 100% employer match about $117,753 at 4% or $78,502 at 6%. |
| 2016 | 1 | 4 | $36,264 | $35,322 | $8,831iApproximate average salary by contribution assumption: employee only about $220,763 at 4% or $147,175 at 6%; with 50% employer match about $147,175 at 4% or $98,117 at 6%; with 100% employer match about $110,381 at 4% or $73,588 at 6%. |
| ASPIRATION 401(K) PLAN | - | 4 | $36,264 | $35,322 | $8,831iApproximate average salary by contribution assumption: employee only about $220,763 at 4% or $147,175 at 6%; with 50% employer match about $147,175 at 4% or $98,117 at 6%; with 100% employer match about $110,381 at 4% or $73,588 at 6%. |