Aspen Financial Services, Inc.

Iowa

Registered In

09/07/2000

Incorp. Date

Company Summary

Aspen Financial Services, Inc. in Iowa lists Paul A Drey of West Des Moines, IA.

Registered In: Iowa
Incorporation Date: 09/07/2000
Registration Type: Domestic
Company Type: Domestic Profit
Status: Not Available
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Paul A Drey Registered Agent

6701 WESTOWN PKWY STE 100, WEST DES MOINES, IA 50266

Financial Information for Aspen Financial Services, Inc.

Form 5500

ASPEN FINANCIAL SERVICES, INC.

6600 Westown Parkway Suite 260, West Des Moines, Ia 50266 (515) 453-2348 EIN:42-1509871 Plan Admin:Todd Sanftner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameASPEN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$2,096,645 / $3,054,481	2023	ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	13 / 11	$2,096,645 / $3,054,481
2022	Plan NameASPEN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$3,001,156 / $2,096,645	2022	ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	12 / 13	$3,001,156 / $2,096,645
2021	Plan NameASPEN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$2,419,495 / $3,001,156	2021	ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	12 / 12	$2,419,495 / $3,001,156
2020	Plan NameASPEN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,384,928 / $2,419,495	2020	ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	10 / 12	$1,384,928 / $2,419,495
2019	Plan NameASPEN FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,078,079 / $1,384,928	2019	ASPEN FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	10 / 10	$1,078,079 / $1,384,928

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ASPEN FINANCIAL SERVICES, INC.

6600 WESTOWN PKWY Suite 260, WEST DES MOINES, IA 50266-7707 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$111,500 Forgiven$112,466 LenderBank Iowa Jobs9	04/06/2020	$111,500	$112,466	Bank Iowa	9

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Aspen Financial Services, Inc. Registered in New Jersey	New Jersey	View Report
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Blue Aspen, Financial Management Services, Inc. Registered in Colorado	Denver, CO Longmont, CO	View Report
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Aspen Financial Services, Inc. Registered in Utah	Salt Lake City, UT	View Report
Aspen Financial Planning Services, Inc. Registered in Oklahoma	Midwest City, OK	View Report
Aspen Mortgage & Financial Services, Inc. Registered in Florida	Sunrise, FL	View Report
Aspen Financial Services, Inc. Registered in Nevada	Las Vegas, NV	View Report

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The following government agencies have contributed data:

Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration

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