Civic Intelligence

The Vincent Group LC

Plan context: Vincent & Rees Retirement Plan

EIN 20-0310484 • Salt Lake City, UT • 15 filings • 2 plans

175 S. Main Street, Suite 1410Salt Lake City, UT 84111
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$411,616

2024 Contributions

$960

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$411,616$205,808$0201020172024YearValue
$411,616Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201020172024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$411,616$960$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
Vincent & Rees Retirement Plan-4$411,616$960$240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%.
202314$358,260$4,874$1,219iApproximate average salary by contribution assumption: employee only about $30,463 at 4% or $20,308 at 6%; with 50% employer match about $20,308 at 4% or $13,539 at 6%; with 100% employer match about $15,231 at 4% or $10,154 at 6%.
Vincent & Rees Retirement Plan-4$358,260$4,874$1,219iApproximate average salary by contribution assumption: employee only about $30,463 at 4% or $20,308 at 6%; with 50% employer match about $20,308 at 4% or $13,539 at 6%; with 100% employer match about $15,231 at 4% or $10,154 at 6%.
202212$297,600$26,525$13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
Vincent & Rees Retirement Plan-2$297,600$26,525$13,263iApproximate average salary by contribution assumption: employee only about $331,563 at 4% or $221,042 at 6%; with 50% employer match about $221,042 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
202112$324,232$39,377$19,689iApproximate average salary by contribution assumption: employee only about $492,213 at 4% or $328,142 at 6%; with 50% employer match about $328,142 at 4% or $218,761 at 6%; with 100% employer match about $246,106 at 4% or $164,071 at 6%.
Vincent & Rees Retirement Plan-2$324,232$39,377$19,689iApproximate average salary by contribution assumption: employee only about $492,213 at 4% or $328,142 at 6%; with 50% employer match about $328,142 at 4% or $218,761 at 6%; with 100% employer match about $246,106 at 4% or $164,071 at 6%.
202012$252,569$38,082$19,041iApproximate average salary by contribution assumption: employee only about $476,025 at 4% or $317,350 at 6%; with 50% employer match about $317,350 at 4% or $211,567 at 6%; with 100% employer match about $238,013 at 4% or $158,675 at 6%.
Vincent & Rees Retirement Plan-2$252,569$38,082$19,041iApproximate average salary by contribution assumption: employee only about $476,025 at 4% or $317,350 at 6%; with 50% employer match about $317,350 at 4% or $211,567 at 6%; with 100% employer match about $238,013 at 4% or $158,675 at 6%.
201912$311,997$36,933$18,467iApproximate average salary by contribution assumption: employee only about $461,663 at 4% or $307,775 at 6%; with 50% employer match about $307,775 at 4% or $205,183 at 6%; with 100% employer match about $230,831 at 4% or $153,888 at 6%.
Vincent & Rees Retirement Plan-2$311,997$36,933$18,467iApproximate average salary by contribution assumption: employee only about $461,663 at 4% or $307,775 at 6%; with 50% employer match about $307,775 at 4% or $205,183 at 6%; with 100% employer match about $230,831 at 4% or $153,888 at 6%.
201812$291,512$36,282$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.
Vincent & Rees Retirement Plan-2$291,512$36,282$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.
201712$278,689$28,779$14,390iApproximate average salary by contribution assumption: employee only about $359,738 at 4% or $239,825 at 6%; with 50% employer match about $239,825 at 4% or $159,883 at 6%; with 100% employer match about $179,869 at 4% or $119,913 at 6%.
Vincent & Rees Retirement Plan-2$278,689$28,779$14,390iApproximate average salary by contribution assumption: employee only about $359,738 at 4% or $239,825 at 6%; with 50% employer match about $239,825 at 4% or $159,883 at 6%; with 100% employer match about $179,869 at 4% or $119,913 at 6%.
201612$210,701$23,296$11,648iApproximate average salary by contribution assumption: employee only about $291,200 at 4% or $194,133 at 6%; with 50% employer match about $194,133 at 4% or $129,422 at 6%; with 100% employer match about $145,600 at 4% or $97,067 at 6%.
Vincent & Rees Retirement Plan-2$210,701$23,296$11,648iApproximate average salary by contribution assumption: employee only about $291,200 at 4% or $194,133 at 6%; with 50% employer match about $194,133 at 4% or $129,422 at 6%; with 100% employer match about $145,600 at 4% or $97,067 at 6%.
201513$174,389$41,534$13,845iApproximate average salary by contribution assumption: employee only about $346,117 at 4% or $230,744 at 6%; with 50% employer match about $230,744 at 4% or $153,830 at 6%; with 100% employer match about $173,058 at 4% or $115,372 at 6%.
Vincent & Rees Retirement Plan-3$174,389$41,534$13,845iApproximate average salary by contribution assumption: employee only about $346,117 at 4% or $230,744 at 6%; with 50% employer match about $230,744 at 4% or $153,830 at 6%; with 100% employer match about $173,058 at 4% or $115,372 at 6%.
201413$197,280$40,481$13,494iApproximate average salary by contribution assumption: employee only about $337,342 at 4% or $224,894 at 6%; with 50% employer match about $224,894 at 4% or $149,930 at 6%; with 100% employer match about $168,671 at 4% or $112,447 at 6%.
Vincent & Rees Retirement Plan-3$197,280$40,481$13,494iApproximate average salary by contribution assumption: employee only about $337,342 at 4% or $224,894 at 6%; with 50% employer match about $224,894 at 4% or $149,930 at 6%; with 100% employer match about $168,671 at 4% or $112,447 at 6%.
201312$150,623$35,371$17,686iApproximate average salary by contribution assumption: employee only about $442,138 at 4% or $294,758 at 6%; with 50% employer match about $294,758 at 4% or $196,506 at 6%; with 100% employer match about $221,069 at 4% or $147,379 at 6%.
Vincent & Rees Retirement Plan-2$150,623$35,371$17,686iApproximate average salary by contribution assumption: employee only about $442,138 at 4% or $294,758 at 6%; with 50% employer match about $294,758 at 4% or $196,506 at 6%; with 100% employer match about $221,069 at 4% or $147,379 at 6%.
201214$93,763$35,977$8,994iApproximate average salary by contribution assumption: employee only about $224,856 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%.
Vincent & Rees Retirement Plan-4$93,763$35,977$8,994iApproximate average salary by contribution assumption: employee only about $224,856 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%.
201113$50,821$38,467$12,822iApproximate average salary by contribution assumption: employee only about $320,558 at 4% or $213,706 at 6%; with 50% employer match about $213,706 at 4% or $142,470 at 6%; with 100% employer match about $160,279 at 4% or $106,853 at 6%.
Vincent & Rees Retirement Plan-3$50,821$38,467$12,822iApproximate average salary by contribution assumption: employee only about $320,558 at 4% or $213,706 at 6%; with 50% employer match about $213,706 at 4% or $142,470 at 6%; with 100% employer match about $160,279 at 4% or $106,853 at 6%.
201016$18,318$17,371$2,895iApproximate average salary by contribution assumption: employee only about $72,379 at 4% or $48,253 at 6%; with 50% employer match about $48,253 at 4% or $32,169 at 6%; with 100% employer match about $36,190 at 4% or $24,126 at 6%.
Vincent & Rees Retirement Plan-6$18,318$17,371$2,895iApproximate average salary by contribution assumption: employee only about $72,379 at 4% or $48,253 at 6%; with 50% employer match about $48,253 at 4% or $32,169 at 6%; with 100% employer match about $36,190 at 4% or $24,126 at 6%.