Civic Intelligence

You Need a Budget LLC

Plan context: You Need a Budget LLC 401 K Profit Sharing Plan Trust

EIN 47-2847611 • Lehi, UT • 14 filings • 5 plans

770 East Main Street #236Lehi, UT 84043
Current Snapshot

Latest Year

2024

2024 Participants

151

2024 Assets

$18,630,461

2024 Contributions

$3,519,292

Historical Graphs

Total Assets Over Time

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

$18,630,461$9,315,231$0201420192024YearValue
$18,630,461Latest year 2024

Participants Over Time

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

164820201420192024YearValue
151Latest 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
20242151$18,630,461$3,519,292$23,307iApproximate average salary by contribution assumption: employee only about $582,664 at 4% or $388,443 at 6%; with 50% employer match about $388,443 at 4% or $258,962 at 6%; with 100% employer match about $291,332 at 4% or $194,221 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-151$18,630,461$3,519,292$23,307iApproximate average salary by contribution assumption: employee only about $582,664 at 4% or $388,443 at 6%; with 50% employer match about $388,443 at 4% or $258,962 at 6%; with 100% employer match about $291,332 at 4% or $194,221 at 6%.
You Need a Budget LLC Health & Welfare Benefit Plan-138---
20232154$13,207,657$2,841,123$18,449iApproximate average salary by contribution assumption: employee only about $461,221 at 4% or $307,481 at 6%; with 50% employer match about $307,481 at 4% or $204,987 at 6%; with 100% employer match about $230,611 at 4% or $153,740 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-154$13,207,657$2,841,123$18,449iApproximate average salary by contribution assumption: employee only about $461,221 at 4% or $307,481 at 6%; with 50% employer match about $307,481 at 4% or $204,987 at 6%; with 100% employer match about $230,611 at 4% or $153,740 at 6%.
You Need a Budget LLC Health & Welfare Benefit Plan-138---
20222164$8,693,915$2,699,936$16,463iApproximate average salary by contribution assumption: employee only about $411,576 at 4% or $274,384 at 6%; with 50% employer match about $274,384 at 4% or $182,922 at 6%; with 100% employer match about $205,788 at 4% or $137,192 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-164$8,693,915$2,699,936$16,463iApproximate average salary by contribution assumption: employee only about $411,576 at 4% or $274,384 at 6%; with 50% employer match about $274,384 at 4% or $182,922 at 6%; with 100% employer match about $205,788 at 4% or $137,192 at 6%.
You Need a Budget LLC Health & Welfare Benefit Plan-134---
20211138$7,379,045$2,456,065$17,798iApproximate average salary by contribution assumption: employee only about $444,939 at 4% or $296,626 at 6%; with 50% employer match about $296,626 at 4% or $197,751 at 6%; with 100% employer match about $222,470 at 4% or $148,313 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-138$7,379,045$2,456,065$17,798iApproximate average salary by contribution assumption: employee only about $444,939 at 4% or $296,626 at 6%; with 50% employer match about $296,626 at 4% or $197,751 at 6%; with 100% employer match about $222,470 at 4% or $148,313 at 6%.
20201134$4,281,080$1,089,334$8,129iApproximate average salary by contribution assumption: employee only about $203,234 at 4% or $135,489 at 6%; with 50% employer match about $135,489 at 4% or $90,326 at 6%; with 100% employer match about $101,617 at 4% or $67,745 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-134$4,281,080$1,089,334$8,129iApproximate average salary by contribution assumption: employee only about $203,234 at 4% or $135,489 at 6%; with 50% employer match about $135,489 at 4% or $90,326 at 6%; with 100% employer match about $101,617 at 4% or $67,745 at 6%.
20191146$2,946,410$838,572$5,744iApproximate average salary by contribution assumption: employee only about $143,591 at 4% or $95,727 at 6%; with 50% employer match about $95,727 at 4% or $63,818 at 6%; with 100% employer match about $71,796 at 4% or $47,864 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-146$2,946,410$838,572$5,744iApproximate average salary by contribution assumption: employee only about $143,591 at 4% or $95,727 at 6%; with 50% employer match about $95,727 at 4% or $63,818 at 6%; with 100% employer match about $71,796 at 4% or $47,864 at 6%.
2018190$1,780,008$548,640$6,096iApproximate average salary by contribution assumption: employee only about $152,400 at 4% or $101,600 at 6%; with 50% employer match about $101,600 at 4% or $67,733 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-90$1,780,008$548,640$6,096iApproximate average salary by contribution assumption: employee only about $152,400 at 4% or $101,600 at 6%; with 50% employer match about $101,600 at 4% or $67,733 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%.
2017166$1,345,544$357,161$5,412iApproximate average salary by contribution assumption: employee only about $135,288 at 4% or $90,192 at 6%; with 50% employer match about $90,192 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-66$1,345,544$357,161$5,412iApproximate average salary by contribution assumption: employee only about $135,288 at 4% or $90,192 at 6%; with 50% employer match about $90,192 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
2016155$851,808$161,873$2,943iApproximate average salary by contribution assumption: employee only about $73,579 at 4% or $49,052 at 6%; with 50% employer match about $49,052 at 4% or $32,702 at 6%; with 100% employer match about $36,789 at 4% or $24,526 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-55$851,808$161,873$2,943iApproximate average salary by contribution assumption: employee only about $73,579 at 4% or $49,052 at 6%; with 50% employer match about $49,052 at 4% or $32,702 at 6%; with 100% employer match about $36,789 at 4% or $24,526 at 6%.
2015124$631,038$128,244$5,344iApproximate average salary by contribution assumption: employee only about $133,588 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,794 at 4% or $44,529 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-24$631,038$128,244$5,344iApproximate average salary by contribution assumption: employee only about $133,588 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,794 at 4% or $44,529 at 6%.
2014115$508,045$102,455$6,830iApproximate average salary by contribution assumption: employee only about $170,758 at 4% or $113,839 at 6%; with 50% employer match about $113,839 at 4% or $75,893 at 6%; with 100% employer match about $85,379 at 4% or $56,919 at 6%.
You Need a Budget LLC 401 K Profit Sharing Plan Trust-15$508,045$102,455$6,830iApproximate average salary by contribution assumption: employee only about $170,758 at 4% or $113,839 at 6%; with 50% employer match about $113,839 at 4% or $75,893 at 6%; with 100% employer match about $85,379 at 4% or $56,919 at 6%.