Civic Intelligence

B Money Management Inc.

Plan context: B Money Management Inc. 401(K) Plan

EIN 33-1028583 • Centerville, UT • 10 filings • 1 plans

520 North Marketplace DriveSuite 120Centerville, UT 84014
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$1,348,537

2024 Contributions

$191,631

Historical Graphs

Total Assets Over Time

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

$1,365,970$682,985$0201520202024YearValue
$1,348,537Latest year 2024

Participants Over Time

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

39200201520202024YearValue
36Latest 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
2024136$1,348,537$191,631$5,323iApproximate average salary by contribution assumption: employee only about $133,077 at 4% or $88,718 at 6%; with 50% employer match about $88,718 at 4% or $59,145 at 6%; with 100% employer match about $66,539 at 4% or $44,359 at 6%.
B Money Management Inc. 401(K) Plan-36$1,348,537$191,631$5,323iApproximate average salary by contribution assumption: employee only about $133,077 at 4% or $88,718 at 6%; with 50% employer match about $88,718 at 4% or $59,145 at 6%; with 100% employer match about $66,539 at 4% or $44,359 at 6%.
2023139$1,365,970$173,387$4,446iApproximate average salary by contribution assumption: employee only about $111,146 at 4% or $74,097 at 6%; with 50% employer match about $74,097 at 4% or $49,398 at 6%; with 100% employer match about $55,573 at 4% or $37,049 at 6%.
B Money Management Inc. 401(K) Plan-39$1,365,970$173,387$4,446iApproximate average salary by contribution assumption: employee only about $111,146 at 4% or $74,097 at 6%; with 50% employer match about $74,097 at 4% or $49,398 at 6%; with 100% employer match about $55,573 at 4% or $37,049 at 6%.
2022138$1,136,040$172,817$4,548iApproximate average salary by contribution assumption: employee only about $113,695 at 4% or $75,797 at 6%; with 50% employer match about $75,797 at 4% or $50,531 at 6%; with 100% employer match about $56,848 at 4% or $37,898 at 6%.
B Money Management Inc. 401(K) Plan-38$1,136,040$172,817$4,548iApproximate average salary by contribution assumption: employee only about $113,695 at 4% or $75,797 at 6%; with 50% employer match about $75,797 at 4% or $50,531 at 6%; with 100% employer match about $56,848 at 4% or $37,898 at 6%.
2021134$1,214,841$163,151$4,799iApproximate average salary by contribution assumption: employee only about $119,964 at 4% or $79,976 at 6%; with 50% employer match about $79,976 at 4% or $53,317 at 6%; with 100% employer match about $59,982 at 4% or $39,988 at 6%.
B Money Management Inc. 401(K) Plan-34$1,214,841$163,151$4,799iApproximate average salary by contribution assumption: employee only about $119,964 at 4% or $79,976 at 6%; with 50% employer match about $79,976 at 4% or $53,317 at 6%; with 100% employer match about $59,982 at 4% or $39,988 at 6%.
2020130$1,056,141$144,978$4,833iApproximate average salary by contribution assumption: employee only about $120,815 at 4% or $80,543 at 6%; with 50% employer match about $80,543 at 4% or $53,696 at 6%; with 100% employer match about $60,408 at 4% or $40,272 at 6%.
B Money Management Inc. 401(K) Plan-30$1,056,141$144,978$4,833iApproximate average salary by contribution assumption: employee only about $120,815 at 4% or $80,543 at 6%; with 50% employer match about $80,543 at 4% or $53,696 at 6%; with 100% employer match about $60,408 at 4% or $40,272 at 6%.
2019130$1,035,704$125,207$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.
B Money Management Inc. 401(K) Plan-30$1,035,704$125,207$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.
2018128$765,453$151,861$5,424iApproximate average salary by contribution assumption: employee only about $135,590 at 4% or $90,393 at 6%; with 50% employer match about $90,393 at 4% or $60,262 at 6%; with 100% employer match about $67,795 at 4% or $45,197 at 6%.
B Money Management Inc. 401(K) Plan-28$765,453$151,861$5,424iApproximate average salary by contribution assumption: employee only about $135,590 at 4% or $90,393 at 6%; with 50% employer match about $90,393 at 4% or $60,262 at 6%; with 100% employer match about $67,795 at 4% or $45,197 at 6%.
2017129$701,799$133,945$4,619iApproximate average salary by contribution assumption: employee only about $115,470 at 4% or $76,980 at 6%; with 50% employer match about $76,980 at 4% or $51,320 at 6%; with 100% employer match about $57,735 at 4% or $38,490 at 6%.
B Money Management Inc. 401(K) Plan-29$701,799$133,945$4,619iApproximate average salary by contribution assumption: employee only about $115,470 at 4% or $76,980 at 6%; with 50% employer match about $76,980 at 4% or $51,320 at 6%; with 100% employer match about $57,735 at 4% or $38,490 at 6%.
2016118$582,371$86,446$4,803iApproximate average salary by contribution assumption: employee only about $120,064 at 4% or $80,043 at 6%; with 50% employer match about $80,043 at 4% or $53,362 at 6%; with 100% employer match about $60,032 at 4% or $40,021 at 6%.
B Money Management Inc. 401(K) Plan-18$582,371$86,446$4,803iApproximate average salary by contribution assumption: employee only about $120,064 at 4% or $80,043 at 6%; with 50% employer match about $80,043 at 4% or $53,362 at 6%; with 100% employer match about $60,032 at 4% or $40,021 at 6%.
2015117$480,353$70,318$4,136iApproximate average salary by contribution assumption: employee only about $103,409 at 4% or $68,939 at 6%; with 50% employer match about $68,939 at 4% or $45,959 at 6%; with 100% employer match about $51,704 at 4% or $34,470 at 6%.
B Money Management Inc. 401(K) Plan-17$480,353$70,318$4,136iApproximate average salary by contribution assumption: employee only about $103,409 at 4% or $68,939 at 6%; with 50% employer match about $68,939 at 4% or $45,959 at 6%; with 100% employer match about $51,704 at 4% or $34,470 at 6%.