Civic Intelligence

Canopy Mortgage LLC

Plan context: CANOPY MORTGAGE, LLC 401(K) PLAN

EIN 47-3632618 • Lindon, UT • 12 filings • 3 plans

380 Technology CTSuite 200Lindon, UT 84042
Current Snapshot

Latest Year

2024

2024 Participants

539

2024 Assets

$5,515,859

2024 Contributions

$1,201,274

Historical Graphs

Total Assets Over Time

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

$5,515,859$2,757,930$0201620192022YearValue
$5,515,859Latest year 2022

Participants Over Time

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

5392700201620202024YearValue
539Latest 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
20241539$0$0-
Canopy Mortgage LLC Health and Welfare Benefits Plan-539---
20231433$0$0-
Canopy Mortgage LLC Health and Welfare Benefits Plan-433---
20222323$5,515,859$1,201,274$3,719iApproximate average salary by contribution assumption: employee only about $92,978 at 4% or $61,985 at 6%; with 50% employer match about $61,985 at 4% or $41,323 at 6%; with 100% employer match about $46,489 at 4% or $30,993 at 6%.
CANOPY MORTGAGE, LLC 401(K) PLAN-323$5,515,859$1,201,274$3,719iApproximate average salary by contribution assumption: employee only about $92,978 at 4% or $61,985 at 6%; with 50% employer match about $61,985 at 4% or $41,323 at 6%; with 100% employer match about $46,489 at 4% or $30,993 at 6%.
Canopy Mortgage LLC Health and Welfare Benefits Plan-210---
20212380$5,317,484$1,714,025$4,511iApproximate average salary by contribution assumption: employee only about $112,765 at 4% or $75,177 at 6%; with 50% employer match about $75,177 at 4% or $50,118 at 6%; with 100% employer match about $56,382 at 4% or $37,588 at 6%.
CANOPY MORTGAGE, LLC 401(K) PLAN-380$5,317,484$1,714,025$4,511iApproximate average salary by contribution assumption: employee only about $112,765 at 4% or $75,177 at 6%; with 50% employer match about $75,177 at 4% or $50,118 at 6%; with 100% employer match about $56,382 at 4% or $37,588 at 6%.
Canopy Mortgage LLC Health and Welfare Benefits Plan-351---
20202244$3,169,261$1,470,920$6,028iApproximate average salary by contribution assumption: employee only about $150,709 at 4% or $100,473 at 6%; with 50% employer match about $100,473 at 4% or $66,982 at 6%; with 100% employer match about $75,355 at 4% or $50,236 at 6%.
CANOPY MORTGAGE, LLC 401(K) PLAN-100$3,169,261$1,470,920$14,709iApproximate average salary by contribution assumption: employee only about $367,730 at 4% or $245,153 at 6%; with 50% employer match about $245,153 at 4% or $163,436 at 6%; with 100% employer match about $183,865 at 4% or $122,577 at 6%.
Canopy Mortgage LLC Health and Welfare Benefits Plan-244---
2019181$1,254,649$561,106$6,927iApproximate average salary by contribution assumption: employee only about $173,181 at 4% or $115,454 at 6%; with 50% employer match about $115,454 at 4% or $76,969 at 6%; with 100% employer match about $86,590 at 4% or $57,727 at 6%.
CANOPY MORTGAGE, LLC 401(K) PLAN-81$1,254,649$561,106$6,927iApproximate average salary by contribution assumption: employee only about $173,181 at 4% or $115,454 at 6%; with 50% employer match about $115,454 at 4% or $76,969 at 6%; with 100% employer match about $86,590 at 4% or $57,727 at 6%.
2018148$642,803$271,296$5,652iApproximate average salary by contribution assumption: employee only about $141,300 at 4% or $94,200 at 6%; with 50% employer match about $94,200 at 4% or $62,800 at 6%; with 100% employer match about $70,650 at 4% or $47,100 at 6%.
NUDGE FUNDING, LLC 401(K) PLAN-48$642,803$271,296$5,652iApproximate average salary by contribution assumption: employee only about $141,300 at 4% or $94,200 at 6%; with 50% employer match about $94,200 at 4% or $62,800 at 6%; with 100% employer match about $70,650 at 4% or $47,100 at 6%.
2017135$472,698$304,715$8,706iApproximate average salary by contribution assumption: employee only about $217,654 at 4% or $145,102 at 6%; with 50% employer match about $145,102 at 4% or $96,735 at 6%; with 100% employer match about $108,827 at 4% or $72,551 at 6%.
NUDGE FUNDING, LLC 401(K) PLAN-35$472,698$304,715$8,706iApproximate average salary by contribution assumption: employee only about $217,654 at 4% or $145,102 at 6%; with 50% employer match about $145,102 at 4% or $96,735 at 6%; with 100% employer match about $108,827 at 4% or $72,551 at 6%.
2016131$208,151$199,357$6,431iApproximate average salary by contribution assumption: employee only about $160,772 at 4% or $107,181 at 6%; with 50% employer match about $107,181 at 4% or $71,454 at 6%; with 100% employer match about $80,386 at 4% or $53,591 at 6%.
NUDGE FUNDING, LLC 401(K) PLAN-31$208,151$199,357$6,431iApproximate average salary by contribution assumption: employee only about $160,772 at 4% or $107,181 at 6%; with 50% employer match about $107,181 at 4% or $71,454 at 6%; with 100% employer match about $80,386 at 4% or $53,591 at 6%.