Civic Intelligence

Conservative Tax Inc. DBA Incite Tax

Plan context: Incite Tax 401(K) Plan

EIN 47-1516602 • Sandy, UT • 8 filings • 2 plans

9571 S. 700 East, Suite 203Sandy, UT 84070
Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$859,527

2024 Contributions

$490,246

Historical Graphs

Total Assets Over Time

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

$859,527$429,764$0201820212024YearValue
$859,527Latest year 2024

Participants Over Time

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

133670201820212024YearValue
133Latest 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
20242133$859,527$490,246$3,686iApproximate average salary by contribution assumption: employee only about $92,152 at 4% or $61,434 at 6%; with 50% employer match about $61,434 at 4% or $40,956 at 6%; with 100% employer match about $46,076 at 4% or $30,717 at 6%.
Incite Tax 401(K) Plan-89$859,527$490,246$5,508iApproximate average salary by contribution assumption: employee only about $137,710 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,855 at 4% or $45,903 at 6%.
Conservative Tax Health and Welfare Benefits Plan-133---
2023134$343,971$168,752$4,963iApproximate average salary by contribution assumption: employee only about $124,082 at 4% or $82,722 at 6%; with 50% employer match about $82,722 at 4% or $55,148 at 6%; with 100% employer match about $62,041 at 4% or $41,361 at 6%.
Incite Tax 401(K) Plan-34$343,971$168,752$4,963iApproximate average salary by contribution assumption: employee only about $124,082 at 4% or $82,722 at 6%; with 50% employer match about $82,722 at 4% or $55,148 at 6%; with 100% employer match about $62,041 at 4% or $41,361 at 6%.
2022117$160,983$77,622$4,566iApproximate average salary by contribution assumption: employee only about $114,150 at 4% or $76,100 at 6%; with 50% employer match about $76,100 at 4% or $50,733 at 6%; with 100% employer match about $57,075 at 4% or $38,050 at 6%.
Incite Tax 401(K) Plan-17$160,983$77,622$4,566iApproximate average salary by contribution assumption: employee only about $114,150 at 4% or $76,100 at 6%; with 50% employer match about $76,100 at 4% or $50,733 at 6%; with 100% employer match about $57,075 at 4% or $38,050 at 6%.
2021117$145,139$68,786$4,046iApproximate average salary by contribution assumption: employee only about $101,156 at 4% or $67,437 at 6%; with 50% employer match about $67,437 at 4% or $44,958 at 6%; with 100% employer match about $50,578 at 4% or $33,719 at 6%.
Incite Tax 401(K) Plan-17$145,139$68,786$4,046iApproximate average salary by contribution assumption: employee only about $101,156 at 4% or $67,437 at 6%; with 50% employer match about $67,437 at 4% or $44,958 at 6%; with 100% employer match about $50,578 at 4% or $33,719 at 6%.
2020113$82,162$30,515$2,347iApproximate average salary by contribution assumption: employee only about $58,683 at 4% or $39,122 at 6%; with 50% employer match about $39,122 at 4% or $26,081 at 6%; with 100% employer match about $29,341 at 4% or $19,561 at 6%.
Incite Tax 401(K) Plan-13$82,162$30,515$2,347iApproximate average salary by contribution assumption: employee only about $58,683 at 4% or $39,122 at 6%; with 50% employer match about $39,122 at 4% or $26,081 at 6%; with 100% employer match about $29,341 at 4% or $19,561 at 6%.
201917$45,465$37,720$5,389iApproximate average salary by contribution assumption: employee only about $134,714 at 4% or $89,810 at 6%; with 50% employer match about $89,810 at 4% or $59,873 at 6%; with 100% employer match about $67,357 at 4% or $44,905 at 6%.
Incite Tax 401(K) Plan-7$45,465$37,720$5,389iApproximate average salary by contribution assumption: employee only about $134,714 at 4% or $89,810 at 6%; with 50% employer match about $89,810 at 4% or $59,873 at 6%; with 100% employer match about $67,357 at 4% or $44,905 at 6%.
201817$6,594$6,670$953iApproximate average salary by contribution assumption: employee only about $23,821 at 4% or $15,881 at 6%; with 50% employer match about $15,881 at 4% or $10,587 at 6%; with 100% employer match about $11,911 at 4% or $7,940 at 6%.
Incite Tax 401(K) Plan-7$6,594$6,670$953iApproximate average salary by contribution assumption: employee only about $23,821 at 4% or $15,881 at 6%; with 50% employer match about $15,881 at 4% or $10,587 at 6%; with 100% employer match about $11,911 at 4% or $7,940 at 6%.