B.J. Rees'S Enterprise
Plan context: Rees'S 401(K)& Profit-Sharing Plan
EIN 87-0316019 • Coalville, UT • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$2,787,437
2024 Contributions
$335,911
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $2,787,437 | $335,911 | $8,613iApproximate average salary by contribution assumption: employee only about $215,328 at 4% or $143,552 at 6%; with 50% employer match about $143,552 at 4% or $95,701 at 6%; with 100% employer match about $107,664 at 4% or $71,776 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 39 | $2,787,437 | $335,911 | $8,613iApproximate average salary by contribution assumption: employee only about $215,328 at 4% or $143,552 at 6%; with 50% employer match about $143,552 at 4% or $95,701 at 6%; with 100% employer match about $107,664 at 4% or $71,776 at 6%. |
| 2023 | 1 | 44 | $2,259,466 | $315,394 | $7,168iApproximate average salary by contribution assumption: employee only about $179,201 at 4% or $119,467 at 6%; with 50% employer match about $119,467 at 4% or $79,645 at 6%; with 100% employer match about $89,601 at 4% or $59,734 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 44 | $2,259,466 | $315,394 | $7,168iApproximate average salary by contribution assumption: employee only about $179,201 at 4% or $119,467 at 6%; with 50% employer match about $119,467 at 4% or $79,645 at 6%; with 100% employer match about $89,601 at 4% or $59,734 at 6%. |
| 2022 | 1 | 36 | $3,501,267 | $258,887 | $7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,855 at 6%; with 50% employer match about $119,855 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,928 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 36 | $3,501,267 | $258,887 | $7,191iApproximate average salary by contribution assumption: employee only about $179,783 at 4% or $119,855 at 6%; with 50% employer match about $119,855 at 4% or $79,903 at 6%; with 100% employer match about $89,891 at 4% or $59,928 at 6%. |
| 2021 | 1 | 35 | $4,357,286 | $368,490 | $10,528iApproximate average salary by contribution assumption: employee only about $263,207 at 4% or $175,471 at 6%; with 50% employer match about $175,471 at 4% or $116,981 at 6%; with 100% employer match about $131,604 at 4% or $87,736 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 35 | $4,357,286 | $368,490 | $10,528iApproximate average salary by contribution assumption: employee only about $263,207 at 4% or $175,471 at 6%; with 50% employer match about $175,471 at 4% or $116,981 at 6%; with 100% employer match about $131,604 at 4% or $87,736 at 6%. |
| 2020 | 1 | 33 | $3,945,038 | $329,101 | $9,973iApproximate average salary by contribution assumption: employee only about $249,319 at 4% or $166,213 at 6%; with 50% employer match about $166,213 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 33 | $3,945,038 | $329,101 | $9,973iApproximate average salary by contribution assumption: employee only about $249,319 at 4% or $166,213 at 6%; with 50% employer match about $166,213 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%. |
| 2019 | 1 | 32 | $3,526,570 | $285,791 | $8,931iApproximate average salary by contribution assumption: employee only about $223,274 at 4% or $148,849 at 6%; with 50% employer match about $148,849 at 4% or $99,233 at 6%; with 100% employer match about $111,637 at 4% or $74,425 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 32 | $3,526,570 | $285,791 | $8,931iApproximate average salary by contribution assumption: employee only about $223,274 at 4% or $148,849 at 6%; with 50% employer match about $148,849 at 4% or $99,233 at 6%; with 100% employer match about $111,637 at 4% or $74,425 at 6%. |
| 2018 | 1 | 28 | $2,913,350 | $267,001 | $9,536iApproximate average salary by contribution assumption: employee only about $238,394 at 4% or $158,929 at 6%; with 50% employer match about $158,929 at 4% or $105,953 at 6%; with 100% employer match about $119,197 at 4% or $79,465 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 28 | $2,913,350 | $267,001 | $9,536iApproximate average salary by contribution assumption: employee only about $238,394 at 4% or $158,929 at 6%; with 50% employer match about $158,929 at 4% or $105,953 at 6%; with 100% employer match about $119,197 at 4% or $79,465 at 6%. |
| 2017 | 1 | 28 | $2,788,778 | $236,536 | $8,448iApproximate average salary by contribution assumption: employee only about $211,193 at 4% or $140,795 at 6%; with 50% employer match about $140,795 at 4% or $93,863 at 6%; with 100% employer match about $105,596 at 4% or $70,398 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 28 | $2,788,778 | $236,536 | $8,448iApproximate average salary by contribution assumption: employee only about $211,193 at 4% or $140,795 at 6%; with 50% employer match about $140,795 at 4% or $93,863 at 6%; with 100% employer match about $105,596 at 4% or $70,398 at 6%. |
| 2016 | 1 | 25 | $2,411,468 | $225,406 | $9,016iApproximate average salary by contribution assumption: employee only about $225,406 at 4% or $150,271 at 6%; with 50% employer match about $150,271 at 4% or $100,180 at 6%; with 100% employer match about $112,703 at 4% or $75,135 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 25 | $2,411,468 | $225,406 | $9,016iApproximate average salary by contribution assumption: employee only about $225,406 at 4% or $150,271 at 6%; with 50% employer match about $150,271 at 4% or $100,180 at 6%; with 100% employer match about $112,703 at 4% or $75,135 at 6%. |
| 2015 | 1 | 25 | $2,130,085 | $242,946 | $9,718iApproximate average salary by contribution assumption: employee only about $242,946 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 25 | $2,130,085 | $242,946 | $9,718iApproximate average salary by contribution assumption: employee only about $242,946 at 4% or $161,964 at 6%; with 50% employer match about $161,964 at 4% or $107,976 at 6%; with 100% employer match about $121,473 at 4% or $80,982 at 6%. |
| 2014 | 1 | 28 | $2,129,549 | $223,931 | $7,998iApproximate average salary by contribution assumption: employee only about $199,938 at 4% or $133,292 at 6%; with 50% employer match about $133,292 at 4% or $88,862 at 6%; with 100% employer match about $99,969 at 4% or $66,646 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 28 | $2,129,549 | $223,931 | $7,998iApproximate average salary by contribution assumption: employee only about $199,938 at 4% or $133,292 at 6%; with 50% employer match about $133,292 at 4% or $88,862 at 6%; with 100% employer match about $99,969 at 4% or $66,646 at 6%. |
| 2013 | 1 | 28 | $1,995,404 | $199,298 | $7,118iApproximate average salary by contribution assumption: employee only about $177,945 at 4% or $118,630 at 6%; with 50% employer match about $118,630 at 4% or $79,087 at 6%; with 100% employer match about $88,972 at 4% or $59,315 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 28 | $1,995,404 | $199,298 | $7,118iApproximate average salary by contribution assumption: employee only about $177,945 at 4% or $118,630 at 6%; with 50% employer match about $118,630 at 4% or $79,087 at 6%; with 100% employer match about $88,972 at 4% or $59,315 at 6%. |
| 2012 | 1 | 27 | $1,625,395 | $188,500 | $6,981iApproximate average salary by contribution assumption: employee only about $174,537 at 4% or $116,358 at 6%; with 50% employer match about $116,358 at 4% or $77,572 at 6%; with 100% employer match about $87,269 at 4% or $58,179 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 27 | $1,625,395 | $188,500 | $6,981iApproximate average salary by contribution assumption: employee only about $174,537 at 4% or $116,358 at 6%; with 50% employer match about $116,358 at 4% or $77,572 at 6%; with 100% employer match about $87,269 at 4% or $58,179 at 6%. |
| 2011 | 1 | 28 | $1,361,805 | $181,500 | $6,482iApproximate average salary by contribution assumption: employee only about $162,054 at 4% or $108,036 at 6%; with 50% employer match about $108,036 at 4% or $72,024 at 6%; with 100% employer match about $81,027 at 4% or $54,018 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 28 | $1,361,805 | $181,500 | $6,482iApproximate average salary by contribution assumption: employee only about $162,054 at 4% or $108,036 at 6%; with 50% employer match about $108,036 at 4% or $72,024 at 6%; with 100% employer match about $81,027 at 4% or $54,018 at 6%. |
| 2010 | 1 | 31 | $1,359,391 | $183,350 | $5,915iApproximate average salary by contribution assumption: employee only about $147,863 at 4% or $98,575 at 6%; with 50% employer match about $98,575 at 4% or $65,717 at 6%; with 100% employer match about $73,931 at 4% or $49,288 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 31 | $1,359,391 | $183,350 | $5,915iApproximate average salary by contribution assumption: employee only about $147,863 at 4% or $98,575 at 6%; with 50% employer match about $98,575 at 4% or $65,717 at 6%; with 100% employer match about $73,931 at 4% or $49,288 at 6%. |
| 2009 | 1 | 27 | $1,151,315 | $188,046 | $6,965iApproximate average salary by contribution assumption: employee only about $174,117 at 4% or $116,078 at 6%; with 50% employer match about $116,078 at 4% or $77,385 at 6%; with 100% employer match about $87,058 at 4% or $58,039 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 27 | $1,151,315 | $188,046 | $6,965iApproximate average salary by contribution assumption: employee only about $174,117 at 4% or $116,078 at 6%; with 50% employer match about $116,078 at 4% or $77,385 at 6%; with 100% employer match about $87,058 at 4% or $58,039 at 6%. |
| 2008 | 1 | 24 | $738,664 | $165,861 | $6,911iApproximate average salary by contribution assumption: employee only about $172,772 at 4% or $115,181 at 6%; with 50% employer match about $115,181 at 4% or $76,788 at 6%; with 100% employer match about $86,386 at 4% or $57,591 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 24 | $738,664 | $165,861 | $6,911iApproximate average salary by contribution assumption: employee only about $172,772 at 4% or $115,181 at 6%; with 50% employer match about $115,181 at 4% or $76,788 at 6%; with 100% employer match about $86,386 at 4% or $57,591 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Rees'S 401(K)& Profit-Sharing Plan | - | 19 | - | - | - |
| 2006 | 1 | 19 | $1,079,018 | $140,840 | $7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 19 | $1,079,018 | $140,840 | $7,413iApproximate average salary by contribution assumption: employee only about $185,316 at 4% or $123,544 at 6%; with 50% employer match about $123,544 at 4% or $82,363 at 6%; with 100% employer match about $92,658 at 4% or $61,772 at 6%. |
| 2005 | 1 | 22 | $914,239 | $144,313 | $6,560iApproximate average salary by contribution assumption: employee only about $163,992 at 4% or $109,328 at 6%; with 50% employer match about $109,328 at 4% or $72,885 at 6%; with 100% employer match about $81,996 at 4% or $54,664 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 22 | $914,239 | $144,313 | $6,560iApproximate average salary by contribution assumption: employee only about $163,992 at 4% or $109,328 at 6%; with 50% employer match about $109,328 at 4% or $72,885 at 6%; with 100% employer match about $81,996 at 4% or $54,664 at 6%. |
| 2004 | 1 | 20 | $802,322 | $127,923 | $6,396iApproximate average salary by contribution assumption: employee only about $159,904 at 4% or $106,603 at 6%; with 50% employer match about $106,603 at 4% or $71,068 at 6%; with 100% employer match about $79,952 at 4% or $53,301 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 20 | $802,322 | $127,923 | $6,396iApproximate average salary by contribution assumption: employee only about $159,904 at 4% or $106,603 at 6%; with 50% employer match about $106,603 at 4% or $71,068 at 6%; with 100% employer match about $79,952 at 4% or $53,301 at 6%. |
| 2003 | 1 | 19 | $604,207 | $113,224 | $5,959iApproximate average salary by contribution assumption: employee only about $148,979 at 4% or $99,319 at 6%; with 50% employer match about $99,319 at 4% or $66,213 at 6%; with 100% employer match about $74,489 at 4% or $49,660 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 19 | $604,207 | $113,224 | $5,959iApproximate average salary by contribution assumption: employee only about $148,979 at 4% or $99,319 at 6%; with 50% employer match about $99,319 at 4% or $66,213 at 6%; with 100% employer match about $74,489 at 4% or $49,660 at 6%. |
| 2002 | 1 | 32 | $401,226 | $98,325 | $3,073iApproximate average salary by contribution assumption: employee only about $76,816 at 4% or $51,211 at 6%; with 50% employer match about $51,211 at 4% or $34,141 at 6%; with 100% employer match about $38,408 at 4% or $25,605 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 32 | $401,226 | $98,325 | $3,073iApproximate average salary by contribution assumption: employee only about $76,816 at 4% or $51,211 at 6%; with 50% employer match about $51,211 at 4% or $34,141 at 6%; with 100% employer match about $38,408 at 4% or $25,605 at 6%. |
| 2001 | 1 | 29 | $377,505 | $36,229 | $1,249iApproximate average salary by contribution assumption: employee only about $31,232 at 4% or $20,821 at 6%; with 50% employer match about $20,821 at 4% or $13,881 at 6%; with 100% employer match about $15,616 at 4% or $10,411 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 29 | $377,505 | $36,229 | $1,249iApproximate average salary by contribution assumption: employee only about $31,232 at 4% or $20,821 at 6%; with 50% employer match about $20,821 at 4% or $13,881 at 6%; with 100% employer match about $15,616 at 4% or $10,411 at 6%. |
| 2000 | 1 | 31 | $0 | $0 | - |
| Rees'S 401(K)& Profit-Sharing Plan | - | 31 | - | - | - |
| 1999 | 1 | 33 | $306,624 | $38,320 | $1,161iApproximate average salary by contribution assumption: employee only about $29,030 at 4% or $19,354 at 6%; with 50% employer match about $19,354 at 4% or $12,902 at 6%; with 100% employer match about $14,515 at 4% or $9,677 at 6%. |
| Rees'S 401(K)& Profit-Sharing Plan | - | 33 | $306,624 | $38,320 | $1,161iApproximate average salary by contribution assumption: employee only about $29,030 at 4% or $19,354 at 6%; with 50% employer match about $19,354 at 4% or $12,902 at 6%; with 100% employer match about $14,515 at 4% or $9,677 at 6%. |