Civic Intelligence

HEALTHTREE FOUNDATION, INC.

Plan context: HEALTHTREE FOUNDATION, INC. 403(B) PLAN

EIN 45-5354811 • Lehi, UT • 2 filings • 1 plans

2600 W Executive ParkwaySuite 380Lehi, UT 84043
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$204,455

2025 Contributions

$112,080

Historical Graphs

Total Assets Over Time

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

$204,455$102,228$020242025YearValue
$204,455Latest year 2025

Participants Over Time

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

3216020242025YearValue
32Latest year 2025

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
2025132$204,455$112,080$3,503iApproximate average salary by contribution assumption: employee only about $87,563 at 4% or $58,375 at 6%; with 50% employer match about $58,375 at 4% or $38,917 at 6%; with 100% employer match about $43,781 at 4% or $29,188 at 6%.
HEALTHTREE FOUNDATION, INC. 403(B) PLAN-32$204,455$112,080$3,503iApproximate average salary by contribution assumption: employee only about $87,563 at 4% or $58,375 at 6%; with 50% employer match about $58,375 at 4% or $38,917 at 6%; with 100% employer match about $43,781 at 4% or $29,188 at 6%.
2024116$74,530$70,790$4,424iApproximate average salary by contribution assumption: employee only about $110,609 at 4% or $73,740 at 6%; with 50% employer match about $73,740 at 4% or $49,160 at 6%; with 100% employer match about $55,305 at 4% or $36,870 at 6%.
HEALTHTREE FOUNDATION, INC. 403(B) PLAN-16$74,530$70,790$4,424iApproximate average salary by contribution assumption: employee only about $110,609 at 4% or $73,740 at 6%; with 50% employer match about $73,740 at 4% or $49,160 at 6%; with 100% employer match about $55,305 at 4% or $36,870 at 6%.