Civic Intelligence

PRESERVE PARTNERS

Plan context: PRESERVE PARTNERS 401(K) PLAN

EIN 81-0713111 • Salt Lake City, UT • 5 filings • 1 plans

650 South 500 West, Suite 104Salt Lake City, UT 84101
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$1,172,760

2025 Contributions

$161,173

Historical Graphs

Total Assets Over Time

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

$1,172,760$586,380$0202120232025YearValue
$1,172,760Latest year 2025

Participants Over Time

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

21110202120232025YearValue
20Latest year 2025

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
2025120$1,172,760$161,173$8,059iApproximate average salary by contribution assumption: employee only about $201,466 at 4% or $134,311 at 6%; with 50% employer match about $134,311 at 4% or $89,541 at 6%; with 100% employer match about $100,733 at 4% or $67,155 at 6%.
PRESERVE PARTNERS 401(K) PLAN-20$1,172,760$161,173$8,059iApproximate average salary by contribution assumption: employee only about $201,466 at 4% or $134,311 at 6%; with 50% employer match about $134,311 at 4% or $89,541 at 6%; with 100% employer match about $100,733 at 4% or $67,155 at 6%.
2024118$869,561$159,894$8,883iApproximate average salary by contribution assumption: employee only about $222,075 at 4% or $148,050 at 6%; with 50% employer match about $148,050 at 4% or $98,700 at 6%; with 100% employer match about $111,038 at 4% or $74,025 at 6%.
PRESERVE PARTNERS 401(K) PLAN-18$869,561$159,894$8,883iApproximate average salary by contribution assumption: employee only about $222,075 at 4% or $148,050 at 6%; with 50% employer match about $148,050 at 4% or $98,700 at 6%; with 100% employer match about $111,038 at 4% or $74,025 at 6%.
2023117$615,217$284,028$16,708iApproximate average salary by contribution assumption: employee only about $417,688 at 4% or $278,459 at 6%; with 50% employer match about $278,459 at 4% or $185,639 at 6%; with 100% employer match about $208,844 at 4% or $139,229 at 6%.
PRESERVE PARTNERS 401(K) PLAN-17$615,217$284,028$16,708iApproximate average salary by contribution assumption: employee only about $417,688 at 4% or $278,459 at 6%; with 50% employer match about $278,459 at 4% or $185,639 at 6%; with 100% employer match about $208,844 at 4% or $139,229 at 6%.
2022121$277,505$220,514$10,501iApproximate average salary by contribution assumption: employee only about $262,517 at 4% or $175,011 at 6%; with 50% employer match about $175,011 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,506 at 6%.
PRESERVE PARTNERS 401(K) PLAN-21$277,505$220,514$10,501iApproximate average salary by contribution assumption: employee only about $262,517 at 4% or $175,011 at 6%; with 50% employer match about $175,011 at 4% or $116,674 at 6%; with 100% employer match about $131,258 at 4% or $87,506 at 6%.
2021116$89,458$85,718$5,357iApproximate average salary by contribution assumption: employee only about $133,934 at 4% or $89,290 at 6%; with 50% employer match about $89,290 at 4% or $59,526 at 6%; with 100% employer match about $66,967 at 4% or $44,645 at 6%.
PRESERVE PARTNERS 401(K) PLAN-16$89,458$85,718$5,357iApproximate average salary by contribution assumption: employee only about $133,934 at 4% or $89,290 at 6%; with 50% employer match about $89,290 at 4% or $59,526 at 6%; with 100% employer match about $66,967 at 4% or $44,645 at 6%.