Associated Representatives
Plan context: Associated Representatives Retirement Plan
EIN 87-0399728 • Sandy, UT • 18 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$312,093
2022 Contributions
$25,000
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Associated Representatives Retirement Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 4 | $312,093 | $0 | - |
| Associated Representatives Retirement Plan | - | 4 | $312,093 | - | - |
| 2020 | 1 | 4 | $284,536 | $0 | - |
| Associated Representatives Retirement Plan | - | 4 | $284,536 | - | - |
| 2019 | 1 | 5 | $309,558 | $0 | - |
| Associated Representatives Retirement Plan | - | 5 | $309,558 | - | - |
| 2018 | 1 | 5 | $272,151 | $0 | - |
| Associated Representatives Retirement Plan | - | 5 | $272,151 | - | - |
| 2017 | 1 | 5 | $285,327 | $0 | - |
| Associated Representatives Retirement Plan | - | 5 | $285,327 | - | - |
| 2016 | 1 | 5 | $258,413 | $0 | - |
| Associated Representatives Retirement Plan | - | 5 | $258,413 | - | - |
| 2015 | 1 | 6 | $265,389 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Associated Representatives Retirement Plan | - | 6 | $265,389 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2014 | 1 | 8 | $392,841 | $0 | - |
| Associated Representatives Retirement Plan | - | 8 | $392,841 | $0 | - |
| 2013 | 1 | 8 | $397,441 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Associated Representatives Retirement Plan | - | 8 | $397,441 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2012 | 1 | 7 | $323,277 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Associated Representatives Retirement Plan | - | 7 | $323,277 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2011 | 1 | 7 | $230,017 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Associated Representatives Retirement Plan | - | 7 | $230,017 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2010 | 1 | 6 | $185,560 | $0 | - |
| Associated Representatives Retirement Plan | - | 6 | $185,560 | - | - |
| 2009 | 1 | 6 | $160,763 | $0 | - |
| Associated Representatives Retirement Plan | - | 6 | $160,763 | - | - |
| 2008 | 1 | 6 | $0 | $0 | - |
| Associated Representatives Retirement Plan | - | 6 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Associated Representatives Retirement Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $66,136 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Associated Representatives Retirement Plan | - | 4 | $66,136 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2005 | 1 | 4 | $15,000 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Associated Representatives Retirement Plan | - | 4 | $15,000 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |