ASPEN SYSTEMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASPEN SYSTEMS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : ASPEN SYSTEMS, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,682,261 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $213,937 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $192,985 |
| Total plan assets at end of year | 2023-12-31 | $7,186,543 |
| Total plan assets at beginning of year | 2023-12-31 | $5,718,219 |
| Value of fidelity bond covering the plan | 2023-12-31 | $525,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $545,195 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $941,358 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,468,324 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,186,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,718,219 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $195,708 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $11,891 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,061 |
| 2022 : ASPEN SYSTEMS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-492,609 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $969,102 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $957,951 |
| Total plan assets at end of year | 2022-12-31 | $5,718,219 |
| Total plan assets at beginning of year | 2022-12-31 | $7,179,930 |
| Value of fidelity bond covering the plan | 2022-12-31 | $525,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $485,177 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,152,271 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,461,711 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,718,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,179,930 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $174,485 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,151 |
| 2021 : ASPEN SYSTEMS, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,316,893 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $169,435 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $156,570 |
| Total plan assets at end of year | 2021-12-31 | $7,179,930 |
| Total plan assets at beginning of year | 2021-12-31 | $6,032,472 |
| Value of fidelity bond covering the plan | 2021-12-31 | $525,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $462,504 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $13,723 |
| Other income received | 2021-12-31 | $678,999 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,147,458 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,179,930 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,032,472 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $161,667 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,865 |
| 2020 : ASPEN SYSTEMS, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,163,715 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $89,956 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $80,000 |
| Total plan assets at end of year | 2020-12-31 | $6,032,472 |
| Total plan assets at beginning of year | 2020-12-31 | $4,958,713 |
| Value of fidelity bond covering the plan | 2020-12-31 | $525,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $399,976 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $658,120 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,073,759 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,032,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,958,713 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $105,619 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,956 |
| 2019 : ASPEN SYSTEMS, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,340,950 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $83,523 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $75,174 |
| Total plan assets at end of year | 2019-12-31 | $4,958,713 |
| Total plan assets at beginning of year | 2019-12-31 | $3,701,286 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $322,394 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $71,526 |
| Other income received | 2019-12-31 | $822,586 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,257,427 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,958,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,701,286 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $124,444 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,349 |
| 2018 : ASPEN SYSTEMS, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $116,215 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $55,025 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $47,505 |
| Total plan assets at end of year | 2018-12-31 | $3,701,286 |
| Total plan assets at beginning of year | 2018-12-31 | $3,640,096 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $262,705 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-189,785 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $61,190 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,701,286 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,640,096 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $43,295 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,520 |
| 2017 : ASPEN SYSTEMS, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $740,106 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $78,959 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $74,186 |
| Total plan assets at end of year | 2017-12-31 | $3,640,096 |
| Total plan assets at beginning of year | 2017-12-31 | $2,978,949 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $229,455 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $510,651 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $661,147 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,640,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,978,949 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,773 |
| 2016 : ASPEN SYSTEMS, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $266,644 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $130,602 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $126,272 |
| Total plan assets at end of year | 2016-12-31 | $2,978,949 |
| Total plan assets at beginning of year | 2016-12-31 | $2,842,907 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $223,891 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $42,753 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $136,042 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,978,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,842,907 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,330 |
| 2015 : ASPEN SYSTEMS, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $249,461 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $23,925 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $19,428 |
| Total plan assets at end of year | 2015-12-31 | $2,842,907 |
| Total plan assets at beginning of year | 2015-12-31 | $2,617,371 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $208,629 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $40,832 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $225,536 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,842,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,617,371 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,497 |
| 2014 : ASPEN SYSTEMS, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $408,860 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $824,717 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $820,155 |
| Total plan assets at end of year | 2014-12-31 | $2,617,371 |
| Total plan assets at beginning of year | 2014-12-31 | $3,033,228 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $213,024 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $195,836 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-415,857 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,617,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,033,228 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,562 |
| 2023: ASPEN SYSTEMS, INC. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Mulitple employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ASPEN SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ASPEN SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ASPEN SYSTEMS, INC. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ASPEN SYSTEMS, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ASPEN SYSTEMS, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ASPEN SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ASPEN SYSTEMS, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ASPEN SYSTEMS, INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ASPEN SYSTEMS, INC. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
