2023 Form 5500 filing — Aspen Hill Financial, Inc. Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015152742NAL0014965363002) for Aspen Hill Financial, Inc. Profit Sharing Plan, reported by Aspen Hill Financial, Inc. under EIN 33-0941049 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$2,951,007
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015152742NAL0014965363002
Plan sponsor
Aspen Hill Financial, Inc.
EIN
33-0941049
Plan number
001
Location
Boulder, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities
Money in vs. money out
Total income / additions$101K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,951,007
Net assets (EOY)
$2,951,007
Total income / additions
$101,047
Net increase / (decrease)
$101,047

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152742NAL0014965363002 cover?
It is the 2023 Form 5500 filing for Aspen Hill Financial, Inc. Profit Sharing Plan, reported by Aspen Hill Financial, Inc. (EIN 33-0941049).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages