Specialty Insurance Partners LLC.
Plan context: Sip Retirement Plan
EIN 46-2692845 • Lehi, UT • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$892,484
2024 Contributions
$106,833
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $892,484 | $106,833 | $5,087iApproximate average salary by contribution assumption: employee only about $127,182 at 4% or $84,788 at 6%; with 50% employer match about $84,788 at 4% or $56,525 at 6%; with 100% employer match about $63,591 at 4% or $42,394 at 6%. |
| Sip Retirement Plan | - | 21 | $892,484 | $106,833 | $5,087iApproximate average salary by contribution assumption: employee only about $127,182 at 4% or $84,788 at 6%; with 50% employer match about $84,788 at 4% or $56,525 at 6%; with 100% employer match about $63,591 at 4% or $42,394 at 6%. |
| 2023 | 1 | 89 | $5,226,371 | $556,133 | $6,249iApproximate average salary by contribution assumption: employee only about $156,217 at 4% or $104,145 at 6%; with 50% employer match about $104,145 at 4% or $69,430 at 6%; with 100% employer match about $78,109 at 4% or $52,072 at 6%. |
| Sip Retirement Plan | - | 89 | $5,226,371 | $556,133 | $6,249iApproximate average salary by contribution assumption: employee only about $156,217 at 4% or $104,145 at 6%; with 50% employer match about $104,145 at 4% or $69,430 at 6%; with 100% employer match about $78,109 at 4% or $52,072 at 6%. |
| 2020 | 1 | 0 | $0 | $82,803 | - |
| Sip Retirement Plan | - | 0 | $0 | $82,803 | - |
| 2019 | 1 | 7 | $577,570 | $76,392 | $10,913iApproximate average salary by contribution assumption: employee only about $272,829 at 4% or $181,886 at 6%; with 50% employer match about $181,886 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,943 at 6%. |
| Sip Retirement Plan | - | 7 | $577,570 | $76,392 | $10,913iApproximate average salary by contribution assumption: employee only about $272,829 at 4% or $181,886 at 6%; with 50% employer match about $181,886 at 4% or $121,257 at 6%; with 100% employer match about $136,414 at 4% or $90,943 at 6%. |
| 2018 | 1 | 6 | $416,785 | $68,076 | $11,346iApproximate average salary by contribution assumption: employee only about $283,650 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%. |
| Sip Retirement Plan | - | 6 | $416,785 | $68,076 | $11,346iApproximate average salary by contribution assumption: employee only about $283,650 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%. |
| 2017 | 1 | 6 | $382,824 | $77,405 | $12,901iApproximate average salary by contribution assumption: employee only about $322,521 at 4% or $215,014 at 6%; with 50% employer match about $215,014 at 4% or $143,343 at 6%; with 100% employer match about $161,260 at 4% or $107,507 at 6%. |
| Sip Retirement Plan | - | 6 | $382,824 | $77,405 | $12,901iApproximate average salary by contribution assumption: employee only about $322,521 at 4% or $215,014 at 6%; with 50% employer match about $215,014 at 4% or $143,343 at 6%; with 100% employer match about $161,260 at 4% or $107,507 at 6%. |
| 2016 | 1 | 6 | $260,906 | $109,747 | $18,291iApproximate average salary by contribution assumption: employee only about $457,279 at 4% or $304,853 at 6%; with 50% employer match about $304,853 at 4% or $203,235 at 6%; with 100% employer match about $228,640 at 4% or $152,426 at 6%. |
| Sip Retirement Plan | - | 6 | $260,906 | $109,747 | $18,291iApproximate average salary by contribution assumption: employee only about $457,279 at 4% or $304,853 at 6%; with 50% employer match about $304,853 at 4% or $203,235 at 6%; with 100% employer match about $228,640 at 4% or $152,426 at 6%. |
| 2015 | 1 | 5 | $135,928 | $70,867 | $14,173iApproximate average salary by contribution assumption: employee only about $354,335 at 4% or $236,223 at 6%; with 50% employer match about $236,223 at 4% or $157,482 at 6%; with 100% employer match about $177,168 at 4% or $118,112 at 6%. |
| Sip Retirement Plan | - | 5 | $135,928 | $70,867 | $14,173iApproximate average salary by contribution assumption: employee only about $354,335 at 4% or $236,223 at 6%; with 50% employer match about $236,223 at 4% or $157,482 at 6%; with 100% employer match about $177,168 at 4% or $118,112 at 6%. |
| 2014 | 1 | 5 | $67,632 | $65,715 | $13,143iApproximate average salary by contribution assumption: employee only about $328,575 at 4% or $219,050 at 6%; with 50% employer match about $219,050 at 4% or $146,033 at 6%; with 100% employer match about $164,288 at 4% or $109,525 at 6%. |
| Sip Retirement Plan | - | 5 | $67,632 | $65,715 | $13,143iApproximate average salary by contribution assumption: employee only about $328,575 at 4% or $219,050 at 6%; with 50% employer match about $219,050 at 4% or $146,033 at 6%; with 100% employer match about $164,288 at 4% or $109,525 at 6%. |