Civic Intelligence

Squire & Company PC

Plan context: Squire & Company 401(K) Profit Sharing Plan

EIN 87-0343246 • Orem, UT • 30 filings • 6 plans

1329 South 800 EastOrem, UT 84097
Current Snapshot

Latest Year

2024

2024 Participants

185

2024 Assets

$40,311,766

2024 Contributions

$2,657,123

Historical Graphs

Total Assets Over Time

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

$40,311,766$20,155,883$0199920132024YearValue
$40,311,766Latest year 2024

Participants Over Time

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

185930199920122024YearValue
185Latest 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
20242185$40,311,766$2,657,123$14,363iApproximate average salary by contribution assumption: employee only about $359,071 at 4% or $239,380 at 6%; with 50% employer match about $239,380 at 4% or $159,587 at 6%; with 100% employer match about $179,535 at 4% or $119,690 at 6%.
Squire & Company 401(K) Profit Sharing Plan-185$40,311,766$2,657,123$14,363iApproximate average salary by contribution assumption: employee only about $359,071 at 4% or $239,380 at 6%; with 50% employer match about $239,380 at 4% or $159,587 at 6%; with 100% employer match about $179,535 at 4% or $119,690 at 6%.
Squire & Co. Welfare Benefit Plan-181---
20232173$36,234,587$2,305,777$13,328iApproximate average salary by contribution assumption: employee only about $333,205 at 4% or $222,137 at 6%; with 50% employer match about $222,137 at 4% or $148,091 at 6%; with 100% employer match about $166,602 at 4% or $111,068 at 6%.
Squire & Company 401K Profit Sharing Plan-153$36,234,587$2,305,777$15,070iApproximate average salary by contribution assumption: employee only about $376,761 at 4% or $251,174 at 6%; with 50% employer match about $251,174 at 4% or $167,449 at 6%; with 100% employer match about $188,380 at 4% or $125,587 at 6%.
Squire & Co. Welfare Benefit Plan-173---
20222173$30,558,306$2,547,983$14,728iApproximate average salary by contribution assumption: employee only about $368,206 at 4% or $245,470 at 6%; with 50% employer match about $245,470 at 4% or $163,647 at 6%; with 100% employer match about $184,103 at 4% or $122,735 at 6%.
Squire & Company 401K Profit Sharing Plan-173$30,558,306$2,547,983$14,728iApproximate average salary by contribution assumption: employee only about $368,206 at 4% or $245,470 at 6%; with 50% employer match about $245,470 at 4% or $163,647 at 6%; with 100% employer match about $184,103 at 4% or $122,735 at 6%.
Squire & Co. Welfare Benefit Plan-126---
20212164$33,297,027$1,850,631$11,284iApproximate average salary by contribution assumption: employee only about $282,108 at 4% or $188,072 at 6%; with 50% employer match about $188,072 at 4% or $125,382 at 6%; with 100% employer match about $141,054 at 4% or $94,036 at 6%.
Squire & Company 401K Profit Sharing Plan-164$33,297,027$1,850,631$11,284iApproximate average salary by contribution assumption: employee only about $282,108 at 4% or $188,072 at 6%; with 50% employer match about $188,072 at 4% or $125,382 at 6%; with 100% employer match about $141,054 at 4% or $94,036 at 6%.
Squire & Co. Welfare Benefit Plan-138---
20201153$25,587,427$1,710,625$11,181iApproximate average salary by contribution assumption: employee only about $279,514 at 4% or $186,343 at 6%; with 50% employer match about $186,343 at 4% or $124,228 at 6%; with 100% employer match about $139,757 at 4% or $93,171 at 6%.
Squire & Company 401K Profit Sharing Plan-153$25,587,427$1,710,625$11,181iApproximate average salary by contribution assumption: employee only about $279,514 at 4% or $186,343 at 6%; with 50% employer match about $186,343 at 4% or $124,228 at 6%; with 100% employer match about $139,757 at 4% or $93,171 at 6%.
20191128$22,630,169$1,500,866$11,726iApproximate average salary by contribution assumption: employee only about $293,138 at 4% or $195,425 at 6%; with 50% employer match about $195,425 at 4% or $130,284 at 6%; with 100% employer match about $146,569 at 4% or $97,713 at 6%.
Squire & Company 401K Profit Sharing Plan-128$22,630,169$1,500,866$11,726iApproximate average salary by contribution assumption: employee only about $293,138 at 4% or $195,425 at 6%; with 50% employer match about $195,425 at 4% or $130,284 at 6%; with 100% employer match about $146,569 at 4% or $97,713 at 6%.
20181106$19,083,113$1,135,607$10,713iApproximate average salary by contribution assumption: employee only about $267,832 at 4% or $178,555 at 6%; with 50% employer match about $178,555 at 4% or $119,036 at 6%; with 100% employer match about $133,916 at 4% or $89,277 at 6%.
Squire & Company 401K Profit Sharing Plan-106$19,083,113$1,135,607$10,713iApproximate average salary by contribution assumption: employee only about $267,832 at 4% or $178,555 at 6%; with 50% employer match about $178,555 at 4% or $119,036 at 6%; with 100% employer match about $133,916 at 4% or $89,277 at 6%.
2017189$17,594,768$1,010,337$11,352iApproximate average salary by contribution assumption: employee only about $283,803 at 4% or $189,202 at 6%; with 50% employer match about $189,202 at 4% or $126,134 at 6%; with 100% employer match about $141,901 at 4% or $94,601 at 6%.
Squire & Company 401K Profit Sharing Plan-89$17,594,768$1,010,337$11,352iApproximate average salary by contribution assumption: employee only about $283,803 at 4% or $189,202 at 6%; with 50% employer match about $189,202 at 4% or $126,134 at 6%; with 100% employer match about $141,901 at 4% or $94,601 at 6%.
2016186$14,524,650$900,873$10,475iApproximate average salary by contribution assumption: employee only about $261,882 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.
Squire & Company 401K Profit Sharing Plan-86$14,524,650$900,873$10,475iApproximate average salary by contribution assumption: employee only about $261,882 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.
2015176$11,620,781$798,988$10,513iApproximate average salary by contribution assumption: employee only about $262,825 at 4% or $175,217 at 6%; with 50% employer match about $175,217 at 4% or $116,811 at 6%; with 100% employer match about $131,413 at 4% or $87,608 at 6%.
Squire & Company 401K Profit Sharing Plan-76$11,620,781$798,988$10,513iApproximate average salary by contribution assumption: employee only about $262,825 at 4% or $175,217 at 6%; with 50% employer match about $175,217 at 4% or $116,811 at 6%; with 100% employer match about $131,413 at 4% or $87,608 at 6%.
2014166$11,264,359$748,010$11,333iApproximate average salary by contribution assumption: employee only about $283,337 at 4% or $188,891 at 6%; with 50% employer match about $188,891 at 4% or $125,928 at 6%; with 100% employer match about $141,669 at 4% or $94,446 at 6%.
Squire & Company 401K Profit Sharing Plan-66$11,264,359$748,010$11,333iApproximate average salary by contribution assumption: employee only about $283,337 at 4% or $188,891 at 6%; with 50% employer match about $188,891 at 4% or $125,928 at 6%; with 100% employer match about $141,669 at 4% or $94,446 at 6%.
2013166$10,746,804$735,265$11,140iApproximate average salary by contribution assumption: employee only about $278,509 at 4% or $185,673 at 6%; with 50% employer match about $185,673 at 4% or $123,782 at 6%; with 100% employer match about $139,255 at 4% or $92,836 at 6%.
Squire & Company 401K Profit Sharing Plan-66$10,746,804$735,265$11,140iApproximate average salary by contribution assumption: employee only about $278,509 at 4% or $185,673 at 6%; with 50% employer match about $185,673 at 4% or $123,782 at 6%; with 100% employer match about $139,255 at 4% or $92,836 at 6%.
2012163$7,635,802$626,164$9,939iApproximate average salary by contribution assumption: employee only about $248,478 at 4% or $165,652 at 6%; with 50% employer match about $165,652 at 4% or $110,435 at 6%; with 100% employer match about $124,239 at 4% or $82,826 at 6%.
Squire & Company 401K Profit Sharing Plan-63$7,635,802$626,164$9,939iApproximate average salary by contribution assumption: employee only about $248,478 at 4% or $165,652 at 6%; with 50% employer match about $165,652 at 4% or $110,435 at 6%; with 100% employer match about $124,239 at 4% or $82,826 at 6%.
2011165$6,058,132$630,026$9,693iApproximate average salary by contribution assumption: employee only about $242,318 at 4% or $161,545 at 6%; with 50% employer match about $161,545 at 4% or $107,697 at 6%; with 100% employer match about $121,159 at 4% or $80,773 at 6%.
Squire & Company 401K Profit Sharing Plan-65$6,058,132$630,026$9,693iApproximate average salary by contribution assumption: employee only about $242,318 at 4% or $161,545 at 6%; with 50% employer match about $161,545 at 4% or $107,697 at 6%; with 100% employer match about $121,159 at 4% or $80,773 at 6%.
2010153$5,841,715$569,265$10,741iApproximate average salary by contribution assumption: employee only about $268,521 at 4% or $179,014 at 6%; with 50% employer match about $179,014 at 4% or $119,343 at 6%; with 100% employer match about $134,261 at 4% or $89,507 at 6%.
Squire & Company 401K Profit Sharing Plan-53$5,841,715$569,265$10,741iApproximate average salary by contribution assumption: employee only about $268,521 at 4% or $179,014 at 6%; with 50% employer match about $179,014 at 4% or $119,343 at 6%; with 100% employer match about $134,261 at 4% or $89,507 at 6%.
2009144$4,420,372$507,545$11,535iApproximate average salary by contribution assumption: employee only about $288,378 at 4% or $192,252 at 6%; with 50% employer match about $192,252 at 4% or $128,168 at 6%; with 100% employer match about $144,189 at 4% or $96,126 at 6%.
Squire & Company 401K Profit Sharing Plan-44$4,420,372$507,545$11,535iApproximate average salary by contribution assumption: employee only about $288,378 at 4% or $192,252 at 6%; with 50% employer match about $192,252 at 4% or $128,168 at 6%; with 100% employer match about $144,189 at 4% or $96,126 at 6%.
2008151$2,924,776$485,481$9,519iApproximate average salary by contribution assumption: employee only about $237,981 at 4% or $158,654 at 6%; with 50% employer match about $158,654 at 4% or $105,769 at 6%; with 100% employer match about $118,990 at 4% or $79,327 at 6%.
Squire & Company 401K Profit Sharing Plan-51$2,924,776$485,481$9,519iApproximate average salary by contribution assumption: employee only about $237,981 at 4% or $158,654 at 6%; with 50% employer match about $158,654 at 4% or $105,769 at 6%; with 100% employer match about $118,990 at 4% or $79,327 at 6%.
2007149$0$0-
Squire & Company 401K Profit Sharing Plan-49---
2006144$3,918,158$422,216$9,596iApproximate average salary by contribution assumption: employee only about $239,895 at 4% or $159,930 at 6%; with 50% employer match about $159,930 at 4% or $106,620 at 6%; with 100% employer match about $119,948 at 4% or $79,965 at 6%.
Squire & Company 401K Profit Sharing Plan-44$3,918,158$422,216$9,596iApproximate average salary by contribution assumption: employee only about $239,895 at 4% or $159,930 at 6%; with 50% employer match about $159,930 at 4% or $106,620 at 6%; with 100% employer match about $119,948 at 4% or $79,965 at 6%.
2005140$2,837,806$391,547$9,789iApproximate average salary by contribution assumption: employee only about $244,717 at 4% or $163,145 at 6%; with 50% employer match about $163,145 at 4% or $108,763 at 6%; with 100% employer match about $122,358 at 4% or $81,572 at 6%.
Squire & Company 401K Profit Sharing Plan-40$2,837,806$391,547$9,789iApproximate average salary by contribution assumption: employee only about $244,717 at 4% or $163,145 at 6%; with 50% employer match about $163,145 at 4% or $108,763 at 6%; with 100% employer match about $122,358 at 4% or $81,572 at 6%.
2004133$2,213,226$329,843$9,995iApproximate average salary by contribution assumption: employee only about $249,881 at 4% or $166,587 at 6%; with 50% employer match about $166,587 at 4% or $111,058 at 6%; with 100% employer match about $124,941 at 4% or $83,294 at 6%.
Squire & Company 401K Profit Sharing Plan-33$2,213,226$329,843$9,995iApproximate average salary by contribution assumption: employee only about $249,881 at 4% or $166,587 at 6%; with 50% employer match about $166,587 at 4% or $111,058 at 6%; with 100% employer match about $124,941 at 4% or $83,294 at 6%.
2003136$1,561,627$250,010$6,945iApproximate average salary by contribution assumption: employee only about $173,618 at 4% or $115,745 at 6%; with 50% employer match about $115,745 at 4% or $77,164 at 6%; with 100% employer match about $86,809 at 4% or $57,873 at 6%.
Squire & Company 401K Profit Sharing Plan-36$1,561,627$250,010$6,945iApproximate average salary by contribution assumption: employee only about $173,618 at 4% or $115,745 at 6%; with 50% employer match about $115,745 at 4% or $77,164 at 6%; with 100% employer match about $86,809 at 4% or $57,873 at 6%.
2002141$953,476$241,773$5,897iApproximate average salary by contribution assumption: employee only about $147,423 at 4% or $98,282 at 6%; with 50% employer match about $98,282 at 4% or $65,521 at 6%; with 100% employer match about $73,711 at 4% or $49,141 at 6%.
Squire & Company 401K Profit Sharing Plan-41$953,476$241,773$5,897iApproximate average salary by contribution assumption: employee only about $147,423 at 4% or $98,282 at 6%; with 50% employer match about $98,282 at 4% or $65,521 at 6%; with 100% employer match about $73,711 at 4% or $49,141 at 6%.
2001141$0$0-
Squire & Company 401K Profit Sharing Plan-41---
2000124$666,543$126,510$5,271iApproximate average salary by contribution assumption: employee only about $131,781 at 4% or $87,854 at 6%; with 50% employer match about $87,854 at 4% or $58,569 at 6%; with 100% employer match about $65,891 at 4% or $43,927 at 6%.
Squire & Company 401K Profit Sharing Plan-24$666,543$126,510$5,271iApproximate average salary by contribution assumption: employee only about $131,781 at 4% or $87,854 at 6%; with 50% employer match about $87,854 at 4% or $58,569 at 6%; with 100% employer match about $65,891 at 4% or $43,927 at 6%.
1999121$546,552$95,727$4,558iApproximate average salary by contribution assumption: employee only about $113,961 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%.
Squire & Company 401K Profit Sharing Plan-21$546,552$95,727$4,558iApproximate average salary by contribution assumption: employee only about $113,961 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%.