Civic Intelligence

Canopy Tax Inc

Plan context: Canopy Tax 401(K) Plan

EIN 46-5164530 • Lehi, UT • 15 filings • 4 plans

4100 North, Chapel Ridge RdSuite 400Lehi, UT 84043
Current Snapshot

Latest Year

2024

2024 Participants

216

2024 Assets

$6,022,008

2024 Contributions

$1,736,805

Historical Graphs

Total Assets Over Time

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

$6,022,008$3,011,004$0201820212024YearValue
$6,022,008Latest year 2024

Participants Over Time

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

2951480201720212024YearValue
216Latest 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
20242216$6,022,008$1,736,805$8,041iApproximate average salary by contribution assumption: employee only about $201,019 at 4% or $134,013 at 6%; with 50% employer match about $134,013 at 4% or $89,342 at 6%; with 100% employer match about $100,510 at 4% or $67,006 at 6%.
Canopy Tax 401(K) Plan-176$6,022,008$1,736,805$9,868iApproximate average salary by contribution assumption: employee only about $246,705 at 4% or $164,470 at 6%; with 50% employer match about $164,470 at 4% or $109,647 at 6%; with 100% employer match about $123,353 at 4% or $82,235 at 6%.
Canopy Tax Inc Health and Wlefare Plan-216---
20232151$4,305,731$1,316,670$8,720iApproximate average salary by contribution assumption: employee only about $217,992 at 4% or $145,328 at 6%; with 50% employer match about $145,328 at 4% or $96,885 at 6%; with 100% employer match about $108,996 at 4% or $72,664 at 6%.
Canopy Tax 401(K) Plan-151$4,305,731$1,316,670$8,720iApproximate average salary by contribution assumption: employee only about $217,992 at 4% or $145,328 at 6%; with 50% employer match about $145,328 at 4% or $96,885 at 6%; with 100% employer match about $108,996 at 4% or $72,664 at 6%.
Canopy Tax Inc Health and Wlefare Plan-150---
20222152$2,844,297$1,512,310$9,949iApproximate average salary by contribution assumption: employee only about $248,735 at 4% or $165,823 at 6%; with 50% employer match about $165,823 at 4% or $110,549 at 6%; with 100% employer match about $124,368 at 4% or $82,912 at 6%.
Canopy Tax 401(K) Plan-152$2,844,297$1,512,310$9,949iApproximate average salary by contribution assumption: employee only about $248,735 at 4% or $165,823 at 6%; with 50% employer match about $165,823 at 4% or $110,549 at 6%; with 100% employer match about $124,368 at 4% or $82,912 at 6%.
Canopy Tax Inc Health and Wlefare Plan-136---
20212134$1,877,469$543,474$4,056iApproximate average salary by contribution assumption: employee only about $101,394 at 4% or $67,596 at 6%; with 50% employer match about $67,596 at 4% or $45,064 at 6%; with 100% employer match about $50,697 at 4% or $33,798 at 6%.
Canopy Tax 401(K) Plan-124$1,877,469$543,474$4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,048 at 6%; with 50% employer match about $73,048 at 4% or $48,698 at 6%; with 100% employer match about $54,786 at 4% or $36,524 at 6%.
Canopy Tax Inc Health and Wlefare Plan-134---
20202145$1,349,636$440,124$3,035iApproximate average salary by contribution assumption: employee only about $75,883 at 4% or $50,589 at 6%; with 50% employer match about $50,589 at 4% or $33,726 at 6%; with 100% employer match about $37,942 at 4% or $25,294 at 6%.
Canopy Tax 401(K) Plan-104$1,349,636$440,124$4,232iApproximate average salary by contribution assumption: employee only about $105,799 at 4% or $70,533 at 6%; with 50% employer match about $70,533 at 4% or $47,022 at 6%; with 100% employer match about $52,900 at 4% or $35,266 at 6%.
Canopy Tax Inc Health and Wlefare Plan-145---
20192177$1,227,275$856,730$4,840iApproximate average salary by contribution assumption: employee only about $121,007 at 4% or $80,671 at 6%; with 50% employer match about $80,671 at 4% or $53,781 at 6%; with 100% employer match about $60,504 at 4% or $40,336 at 6%.
Canopy Tax 401(K) Plan-177$1,227,275$856,730$4,840iApproximate average salary by contribution assumption: employee only about $121,007 at 4% or $80,671 at 6%; with 50% employer match about $80,671 at 4% or $53,781 at 6%; with 100% employer match about $60,504 at 4% or $40,336 at 6%.
Canopy Tax Inc Health and Wlefare Plan-94---
20182295$325,943$346,275$1,174iApproximate average salary by contribution assumption: employee only about $29,345 at 4% or $19,564 at 6%; with 50% employer match about $19,564 at 4% or $13,042 at 6%; with 100% employer match about $14,673 at 4% or $9,782 at 6%.
Canopy Tax 401(K) Plan-295$325,943$346,275$1,174iApproximate average salary by contribution assumption: employee only about $29,345 at 4% or $19,564 at 6%; with 50% employer match about $19,564 at 4% or $13,042 at 6%; with 100% employer match about $14,673 at 4% or $9,782 at 6%.
Canopy Tax Inc Health and Wlefare Plan-169---
20171218$0$0-
Canopy Tax Inc Health and Wlefare Plan-218---