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| Company Name: | ASPIRE WEALTH PARTNERS, INC. |
| Employer identification number (EIN): | 204116292 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-10-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-02-22 | |||||
| Date | Description |
|---|---|
| 2024-10-10 | 204116292 Change of name detected from TOCCO FINANCIAL SERVICES, INC. to ASPIRE WEALTH PARTNERS, INC. |
| 2024-10-10 | 204116292 Change of plan name detected from TOCCO FINANCIAL SERVICES 401(K) PLAN to ASPIRE WEALTH PARTNERS 401(K) PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | TOCCO FINANCIAL SERVICES PENSION PLAN | 2016-01-01 | 2014-01-01 |
| 001 | ASPIRE WEALTH PARTNERS 401(K) PLAN | 2013-01-01 | 2012-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2022-07-06 | Employer Contributions | $ 50,000 |
| 2022-07-06 | Employee Contributions | $ 50,000 |
| 2022-06-08 | Employer Contributions | $ 50,000 |
| 2022-06-08 | Employee Contributions | $ 50,000 |
| 2022-05-05 | Employer Contributions | $ 50,000 |
| 2022-05-05 | Employee Contributions | $ 50,000 |
| 2022-04-08 | Employer Contributions | $ 50,000 |
| 2022-04-08 | Employee Contributions | $ 50,000 |
| 2022-03-09 | Employer Contributions | $ 50,000 |
| 2022-03-09 | Employee Contributions | $ 50,000 |
| 2020-09-11 | Employer Contributions | $ 53,923 |
| 2020-09-11 | Employee Contributions | $ 53,923 |
| 2020-08-19 | Employer Contributions | $ 44,400 |
| 2020-08-19 | Employee Contributions | $ 44,400 |
| 2020-06-19 | Employer Contributions | $ 44,400 |
| 2020-06-19 | Employee Contributions | $ 44,400 |
| 2020-05-19 | Employer Contributions | $ 44,400 |
| 2020-05-19 | Employee Contributions | $ 44,400 |
| 2019-08-12 | Employer Contributions | $ 47,500 |
| 2019-08-12 | Employee Contributions | $ 47,500 |
| 2019-07-12 | Employer Contributions | $ 47,500 |
| 2019-07-12 | Employee Contributions | $ 47,500 |
| 2019-06-12 | Employer Contributions | $ 47,500 |
| 2019-06-12 | Employee Contributions | $ 47,500 |
| 2019-05-12 | Employer Contributions | $ 47,500 |
| 2019-05-12 | Employee Contributions | $ 47,500 |
| 2019-04-12 | Employer Contributions | $ 47,500 |
| 2019-04-12 | Employee Contributions | $ 47,500 |
| 2019-03-12 | Employer Contributions | $ 47,500 |
| 2019-03-12 | Employee Contributions | $ 47,500 |
| 2018-07-19 | Employer Contributions | $ 29,510 |
| 2018-07-19 | Employee Contributions | $ 29,510 |
| 2018-06-21 | Employer Contributions | $ 29,509 |
| 2018-06-21 | Employee Contributions | $ 29,509 |
| 2018-05-23 | Employer Contributions | $ 29,510 |
| 2018-05-23 | Employee Contributions | $ 29,510 |
| 2018-04-25 | Employer Contributions | $ 29,509 |
| 2018-04-25 | Employee Contributions | $ 29,509 |
| 2018-03-23 | Employer Contributions | $ 29,510 |
| 2018-03-23 | Employee Contributions | $ 29,510 |
| 2018-02-22 | Employer Contributions | $ 29,509 |
| 2018-02-22 | Employee Contributions | $ 29,509 |
| 2017-09-01 | Employer Contributions | $ 37,500 |
| 2017-09-01 | Employee Contributions | $ 37,500 |
| 2017-08-01 | Employer Contributions | $ 37,500 |
| 2017-08-01 | Employee Contributions | $ 37,500 |
| 2017-07-01 | Employer Contributions | $ 37,500 |
| 2017-07-01 | Employee Contributions | $ 37,500 |
| 2017-06-01 | Employer Contributions | $ 37,500 |
| 2017-06-01 | Employee Contributions | $ 37,500 |
| 2017-05-01 | Employer Contributions | $ 37,500 |
| 2017-05-01 | Employee Contributions | $ 37,500 |
| 2017-04-01 | Employer Contributions | $ 37,500 |
| 2017-04-01 | Employee Contributions | $ 37,500 |
| 2016-08-12 | Employer Contributions | $ 38,778 |
| 2016-08-12 | Employee Contributions | $ 38,778 |
| 2016-07-18 | Employer Contributions | $ 38,776 |
| 2016-07-18 | Employee Contributions | $ 38,776 |
| 2016-06-10 | Employer Contributions | $ 38,776 |
| 2016-06-10 | Employee Contributions | $ 38,776 |
| 2016-05-12 | Employer Contributions | $ 38,776 |
| 2016-05-12 | Employee Contributions | $ 38,776 |
| 2016-04-13 | Employer Contributions | $ 38,776 |
| 2016-04-13 | Employee Contributions | $ 38,776 |
| 2016-03-10 | Employer Contributions | $ 38,776 |
| 2016-03-10 | Employee Contributions | $ 38,776 |
| 2015-05-29 | Employer Contributions | $ 114,055 |
| 2015-05-29 | Employee Contributions | $ 114,055 |
| 2015-04-30 | Employer Contributions | $ 105,000 |
| 2015-04-30 | Employee Contributions | $ 105,000 |
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