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ASPIRIANT 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameASPIRIANT 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

ASPIRIANT 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASPIRIANT LLC has sponsored the creation of one or more 401k plans.

Company Name:ASPIRIANT LLC
Employer identification number (EIN):261518255
NAIC Classification:523900

Additional information about ASPIRIANT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4457160

More information about ASPIRIANT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPIRIANT 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUG HENDRICKSON
0012016-01-01DOUG HENDRICKSON
0012015-01-01DOUG HENDRICKSON
0012014-01-01BRET MAGPIONG
0012013-01-01BRET MAGPIONG
0012012-01-01BRET MAGPIONG BRET MAGPIONG2013-10-14
0012011-01-01MICHAEL KOSSMAN2012-10-12 MICHAEL KOSSMAN2012-10-12
0012010-01-01MICHAEL KOSSMAN2011-10-06 MICHAEL KOSSMAN2011-10-06

Plan Statistics for ASPIRIANT 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for ASPIRIANT 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01227
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01281
Number of participants with account balances2022-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01257
Number of participants with account balances2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01230
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01217
Total number of active participants reported on line 7a of the Form 55002019-01-01185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01159
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01191
Number of participants with account balances2016-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01152
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01128
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017

Financial Data on ASPIRIANT 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,746,063
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,254,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,252,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,716,615
Value of total assets at end of year2022-12-31$52,588,788
Value of total assets at beginning of year2022-12-31$61,589,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,152
Total interest from all sources2022-12-31$40,166
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$962,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$962,288
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,077,071
Participant contributions at end of year2022-12-31$380,206
Participant contributions at beginning of year2022-12-31$420,065
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,962,333
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$18,166,950
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$760,959
Other income not declared elsewhere2022-12-31$-3,181,846
Administrative expenses (other) incurred2022-12-31$2,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,000,422
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,588,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,589,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$26,714
Assets. partnership/joint venture interests at beginning of year2022-12-31$31,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,224,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,065,616
Interest on participant loans2022-12-31$21,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$994,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,904,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,904,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,283,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$878,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,252,207
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BPM LLP
Accountancy firm EIN2022-12-31814234542
2021 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,921,472
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$890,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$889,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,868,687
Value of total assets at end of year2021-12-31$61,589,210
Value of total assets at beginning of year2021-12-31$51,558,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,641
Total interest from all sources2021-12-31$16,373
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,214,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,214,161
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,741,752
Participant contributions at end of year2021-12-31$420,065
Participant contributions at beginning of year2021-12-31$194,666
Assets. Other investments not covered elsewhere at end of year2021-12-31$18,166,950
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,579,595
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$325,693
Other income not declared elsewhere2021-12-31$1,825,961
Administrative expenses (other) incurred2021-12-31$1,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,030,822
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,589,210
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,558,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$31,975
Assets. partnership/joint venture interests at beginning of year2021-12-31$43,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,065,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,107,229
Interest on participant loans2021-12-31$15,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,904,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,633,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,633,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,996,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$801,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$889,009
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BPM, LLP
Accountancy firm EIN2021-12-31814234542
2020 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,786,910
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,654,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,654,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,490,785
Value of total assets at end of year2020-12-31$51,558,388
Value of total assets at beginning of year2020-12-31$44,426,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161
Total interest from all sources2020-12-31$24,599
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$717,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$717,671
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,561,115
Participant contributions at end of year2020-12-31$194,666
Participant contributions at beginning of year2020-12-31$321,007
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,579,595
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,484,814
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$294,227
Other income not declared elsewhere2020-12-31$1,979,959
Administrative expenses (other) incurred2020-12-31$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,132,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,558,388
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,426,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$43,197
Assets. partnership/joint venture interests at beginning of year2020-12-31$14,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,107,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,263,551
Interest on participant loans2020-12-31$17,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,633,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,342,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,342,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,573,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$635,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,654,688
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BPM, LLP
Accountancy firm EIN2020-12-31814234542
2019 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,864,384
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,670,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,659,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,647,478
Value of total assets at end of year2019-12-31$44,426,327
Value of total assets at beginning of year2019-12-31$36,232,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,525
Total interest from all sources2019-12-31$47,577
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$916,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$916,812
Administrative expenses professional fees incurred2019-12-31$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,369,153
Participant contributions at end of year2019-12-31$321,007
Participant contributions at beginning of year2019-12-31$351,888
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,484,814
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,126,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$517,326
Other income not declared elsewhere2019-12-31$1,252,336
Administrative expenses (other) incurred2019-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,193,997
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,426,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,232,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$14,305
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,263,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,553,479
Interest on participant loans2019-12-31$19,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,342,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,200,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,200,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,000,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$760,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,659,862
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BPM, LLP
Accountancy firm EIN2019-12-31814234542
2018 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$419,728
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,823,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,822,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,203,345
Value of total assets at end of year2018-12-31$36,232,330
Value of total assets at beginning of year2018-12-31$37,636,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$975
Total interest from all sources2018-12-31$39,113
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$839,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$839,605
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,326,984
Participant contributions at end of year2018-12-31$351,888
Participant contributions at beginning of year2018-12-31$218,025
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,126,165
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,593,536
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,820
Other income not declared elsewhere2018-12-31$-404,977
Administrative expenses (other) incurred2018-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,403,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,232,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,636,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$8,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,553,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,560,041
Interest on participant loans2018-12-31$16,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,200,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,196,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,196,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$22,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,257,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$780,541
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$59,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,822,672
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BPM, LLP
Accountancy firm EIN2018-12-31814234542
2017 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,848,366
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,613,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,612,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,331,169
Value of total assets at end of year2017-12-31$37,636,249
Value of total assets at beginning of year2017-12-31$30,401,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$525
Total interest from all sources2017-12-31$22,532
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$739,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$739,943
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,059,306
Participant contributions at end of year2017-12-31$218,025
Participant contributions at beginning of year2017-12-31$217,042
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,593,536
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,901,774
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,524,369
Other income not declared elsewhere2017-12-31$1,101,380
Administrative expenses (other) incurred2017-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,235,126
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,636,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,401,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$8,630
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,560,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,960,656
Interest on participant loans2017-12-31$11,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,196,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,249,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,249,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,653,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$747,494
Employer contributions (assets) at end of year2017-12-31$59,153
Employer contributions (assets) at beginning of year2017-12-31$72,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,612,715
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BPM, LLP
Accountancy firm EIN2017-12-31814234542
2016 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,591,014
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,514,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,513,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,088,285
Value of total assets at end of year2016-12-31$30,401,123
Value of total assets at beginning of year2016-12-31$25,324,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$600
Total interest from all sources2016-12-31$14,290
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$630,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$630,452
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,702,053
Participant contributions at end of year2016-12-31$217,042
Participant contributions at beginning of year2016-12-31$221,018
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,901,774
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,666,111
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,784,902
Other income not declared elsewhere2016-12-31$566,629
Administrative expenses (other) incurred2016-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,076,768
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,401,123
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,324,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,960,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,359,605
Interest on participant loans2016-12-31$11,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,249,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,012,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,012,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,291,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$601,330
Employer contributions (assets) at end of year2016-12-31$72,432
Employer contributions (assets) at beginning of year2016-12-31$64,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,513,646
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BPM, LLP
Accountancy firm EIN2016-12-31814234542
2015 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,409,864
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,749,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,749,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,252,735
Value of total assets at end of year2015-12-31$25,324,355
Value of total assets at beginning of year2015-12-31$25,664,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$600
Total interest from all sources2015-12-31$9,341
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$554,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$554,807
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,499,212
Participant contributions at end of year2015-12-31$221,018
Participant contributions at beginning of year2015-12-31$193,718
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,666,111
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,803,728
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$239,766
Other income not declared elsewhere2015-12-31$-344,271
Administrative expenses (other) incurred2015-12-31$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-339,950
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,324,355
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,664,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,359,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,384,945
Interest on participant loans2015-12-31$9,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,012,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$198,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$198,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,062,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$513,757
Employer contributions (assets) at end of year2015-12-31$64,791
Employer contributions (assets) at beginning of year2015-12-31$83,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,749,214
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2015-12-31263839190
2014 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,105,683
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$699,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$697,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,340,166
Value of total assets at end of year2014-12-31$25,664,305
Value of total assets at beginning of year2014-12-31$23,257,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,375
Total interest from all sources2014-12-31$7,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$468,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$468,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,296,013
Participant contributions at end of year2014-12-31$193,718
Participant contributions at beginning of year2014-12-31$254,076
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$13,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,803,728
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,126,252
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$512,874
Other income not declared elsewhere2014-12-31$294,771
Administrative expenses (other) incurred2014-12-31$1,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,406,500
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,664,305
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,257,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,384,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,580,931
Interest on participant loans2014-12-31$7,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$198,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$206,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$206,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$531,279
Employer contributions (assets) at end of year2014-12-31$83,465
Employer contributions (assets) at beginning of year2014-12-31$77,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$697,808
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2014-12-31263839190
2013 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,648,681
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$483,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$483,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,773,995
Value of total assets at end of year2013-12-31$23,257,805
Value of total assets at beginning of year2013-12-31$18,093,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$525
Total interest from all sources2013-12-31$14,432
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$384,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$384,536
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,206,452
Participant contributions at end of year2013-12-31$254,076
Participant contributions at beginning of year2013-12-31$295,797
Participant contributions at end of year2013-12-31$13,000
Participant contributions at beginning of year2013-12-31$98,869
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,126,252
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,236,637
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,375
Other income not declared elsewhere2013-12-31$990,368
Administrative expenses (other) incurred2013-12-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,164,797
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,257,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,093,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,580,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,703,447
Interest on participant loans2013-12-31$14,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$206,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$656,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$656,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,485,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$482,168
Employer contributions (assets) at end of year2013-12-31$77,245
Employer contributions (assets) at beginning of year2013-12-31$101,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$483,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2013-12-31263839190
2012 : ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,223,355
Total of all expenses incurred2012-12-31$473,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$464,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,528,333
Value of total assets at end of year2012-12-31$18,093,008
Value of total assets at beginning of year2012-12-31$16,343,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,676
Total interest from all sources2012-12-31$13,659
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$262,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$262,038
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,063,598
Participant contributions at end of year2012-12-31$295,797
Participant contributions at beginning of year2012-12-31$135,696
Participant contributions at end of year2012-12-31$98,869
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,236,637
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,231,471
Other income not declared elsewhere2012-12-31$-1,181,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,749,758
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,093,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,343,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,703,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,824,502
Interest on participant loans2012-12-31$13,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$656,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$86,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$86,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,601,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$464,735
Employer contributions (assets) at end of year2012-12-31$101,900
Employer contributions (assets) at beginning of year2012-12-31$64,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$464,921
Contract administrator fees2012-12-31$8,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURR PILGER MAYER, INC.
Accountancy firm EIN2012-12-31263839190

Form 5500 Responses for ASPIRIANT 401(K) AND PROFIT SHARING PLAN

2022: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASPIRIANT 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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