401k Plan data: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN plan

ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 401k Plan overview

Plan Name	ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN
Plan identification number	001

ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ASPIRE FINANCIAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ASPIRE FINANCIAL SERVICES, LLC

Employer identification number (EIN): 271033755

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about ASPIRE FINANCIAL SERVICES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2009-09-29

Company Identification Number: L09000094303

Legal Registered Office Address: 101 E KENNEDY BLVD

TAMPA

33602

More information about ASPIRE FINANCIAL SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK AGUSTIN
001 2016-01-01 MICHAEL GOTTFRIED
001 2015-01-01 MICHAEL GOTTFRIED
001 2014-01-01 MICHAEL GOTTFRIED
001 2013-01-01 MICHAEL GOTTFRIED
001 2012-01-01 MICHAEL GOTTFRIED
001 2011-01-01 MICHAEL GOTTFRIED
001 2009-01-01 MICHAEL GOTTFRIED
001 2009-01-01 MICHAEL GOTTFRIED
001 2009-01-01 STEVEN REISKE

Plan Statistics for ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN

401k plan membership statisitcs for ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN

Measure Date Value
2019: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2018: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 170
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 205
Number of participants with account balances 2018-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 186
Number of participants with account balances 2017-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 169
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 183
Number of participants with account balances 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 152
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 181
Number of participants with account balances 2015-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 133
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 153
Number of participants with account balances 2014-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 138
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 154
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 99
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 110
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 83
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 77
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 82
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2019: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2018: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	170
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	205
Number of participants with account balances	2018-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	186
Number of participants with account balances	2017-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	169
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	183
Number of participants with account balances	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	152
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	181
Number of participants with account balances	2015-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	133
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	153
Number of participants with account balances	2014-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	138
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	154
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	99
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	110
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	83
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	77
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	82
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN

Measure	Date	Value
2019 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$4,550,566
Total transfer of assets from this plan	2019-12-31	$4,550,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$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 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	$1,472,289
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,046,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,019,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,019,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$599,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$599,155
Value of total assets at end of year	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$4,125,111
Value of total assets at beginning of year	2019-12-31	$4,125,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,229
Total interest from all sources	2019-12-31	$9,376
Total interest from all sources	2019-12-31	$9,376
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$27,499
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$27,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$27,499
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$27,499
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$510,593
Contributions received from participants	2019-12-31	$510,593
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$114,815
Participant contributions at beginning of year	2019-12-31	$114,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$425,455
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,125,111
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,125,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$27,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,916,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,916,348
Interest on participant loans	2019-12-31	$9,376
Interest on participant loans	2019-12-31	$9,376
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,093,948
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,093,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$836,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$836,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$88,562
Contributions received in cash from employer	2019-12-31	$88,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,019,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$442,821
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$925,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$904,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$693,752
Value of total assets at end of year	2018-12-31	$4,125,111
Value of total assets at beginning of year	2018-12-31	$4,607,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,528
Total interest from all sources	2018-12-31	$5,683
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$97,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$97,363
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$577,821
Participant contributions at end of year	2018-12-31	$114,815
Participant contributions at beginning of year	2018-12-31	$131,318
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-482,737
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,125,111
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,607,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$21,523
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,916,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,415,379
Interest on participant loans	2018-12-31	$5,683
Value of interest in common/collective trusts at end of year	2018-12-31	$2,093,948
Value of interest in common/collective trusts at beginning of year	2018-12-31	$61,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-353,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$89,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$904,030
Contract administrator fees	2018-12-31	$5
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,360,217
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$526,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$506,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$726,569
Value of total assets at end of year	2017-12-31	$4,607,848
Value of total assets at beginning of year	2017-12-31	$3,774,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,238
Total interest from all sources	2017-12-31	$3,924
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$174,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$174,594
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$597,730
Participant contributions at end of year	2017-12-31	$131,318
Participant contributions at beginning of year	2017-12-31	$72,628
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$36,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$833,672
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,607,848
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,774,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$20,230
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,415,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,701,548
Interest on participant loans	2017-12-31	$3,924
Value of interest in common/collective trusts at end of year	2017-12-31	$61,151
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$455,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$92,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$506,307
Contract administrator fees	2017-12-31	$8
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$872,188
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$304,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$291,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$671,719
Value of total assets at end of year	2016-12-31	$3,774,176
Value of total assets at beginning of year	2016-12-31	$3,206,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,759
Total interest from all sources	2016-12-31	$3,899
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$103,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$103,451
Administrative expenses professional fees incurred	2016-12-31	$85
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$528,776
Participant contributions at end of year	2016-12-31	$72,628
Participant contributions at beginning of year	2016-12-31	$74,274
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$67,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$568,167
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,774,176
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,206,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$12,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,701,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,131,735
Interest on participant loans	2016-12-31	$3,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$93,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$75,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$291,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$712,838
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$105,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$90,430
Value of total corrective distributions	2015-12-31	$403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$804,246
Value of total assets at end of year	2015-12-31	$3,206,009
Value of total assets at beginning of year	2015-12-31	$2,598,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,284
Total interest from all sources	2015-12-31	$2,350
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$158,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$158,933
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$449,743
Participant contributions at end of year	2015-12-31	$74,274
Participant contributions at beginning of year	2015-12-31	$42,254
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$304,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$607,721
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,206,009
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,598,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$14,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,131,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,556,034
Interest on participant loans	2015-12-31	$2,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-252,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$49,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$90,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$537,440
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	$500,335
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$144,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$135,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$370,124
Value of total assets at end of year	2014-12-31	$2,598,288
Value of total assets at beginning of year	2014-12-31	$1,704,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,991
Total interest from all sources	2014-12-31	$1,085
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$153,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$153,809
Administrative expenses professional fees incurred	2014-12-31	$36
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$300,766
Participant contributions at end of year	2014-12-31	$42,254
Participant contributions at beginning of year	2014-12-31	$18,491
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$69,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$355,944
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,598,288
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,704,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$8,955
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,556,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,638,588
Interest on participant loans	2014-12-31	$1,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$47,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$47,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-24,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$135,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$544,706
Expenses. Total of all expenses incurred	2013-12-31	$117,747
Benefits paid (including direct rollovers)	2013-12-31	$105,998
Total plan assets at end of year	2013-12-31	$1,704,904
Total plan assets at beginning of year	2013-12-31	$1,277,945
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$243,237
Contributions received from other sources (not participants or employers)	2013-12-31	$30,701
Other income received	2013-12-31	$270,768
Net income (gross income less expenses)	2013-12-31	$426,959
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,704,904
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,277,945
Assets. Value of participant loans	2013-12-31	$18,491
Value of certain deemed distributions of participant loans	2013-12-31	$4,796
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$390,135
Expenses. Total of all expenses incurred	2012-12-31	$96,241
Benefits paid (including direct rollovers)	2012-12-31	$79,684
Total plan assets at end of year	2012-12-31	$1,277,945
Total plan assets at beginning of year	2012-12-31	$984,051
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$243,675
Other income received	2012-12-31	$146,460
Net income (gross income less expenses)	2012-12-31	$293,894
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,277,945
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$984,051
Assets. Value of participant loans	2012-12-31	$27,000
Value of certain deemed distributions of participant loans	2012-12-31	$13,076
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,481
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$306,922
Expenses. Total of all expenses incurred	2011-12-31	$35,226
Benefits paid (including direct rollovers)	2011-12-31	$32,820
Total plan assets at end of year	2011-12-31	$984,051
Total plan assets at beginning of year	2011-12-31	$712,355
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$184,313
Contributions received from other sources (not participants or employers)	2011-12-31	$131,625
Other income received	2011-12-31	$-12,120
Net income (gross income less expenses)	2011-12-31	$271,696
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$984,051
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$712,355
Assets. Value of participant loans	2011-12-31	$35,552
Total contributions received or receivable from employer(s)	2011-12-31	$3,104
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$228,530
Expenses. Total of all expenses incurred	2010-12-31	$14,865
Benefits paid (including direct rollovers)	2010-12-31	$11,122
Total plan assets at end of year	2010-12-31	$712,355
Total plan assets at beginning of year	2010-12-31	$498,690
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$129,811
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,812
Contributions received from other sources (not participants or employers)	2010-12-31	$19,116
Other income received	2010-12-31	$79,603
Net income (gross income less expenses)	2010-12-31	$213,665
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$712,355
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$498,690
Assets. Value of participant loans	2010-12-31	$23,165
Value of certain deemed distributions of participant loans	2010-12-31	$1,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN

2019: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
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: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ASPIRE FINANCIAL SERVICES, LLC SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASPIRE FINANCIAL SERVICES, LLC
Employer identification number (EIN):	271033755
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2009-09-29
Company Identification Number:	L09000094303
Legal Registered Office Address:	101 E KENNEDY BLVD TAMPA 33602