Franklin Covey Co.
Plan context: Franklin Covey Co. 401K Plan
EIN 87-0401551 • Salt Lake City, UT • 55 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
918
2024 Assets
$139,457,002
2024 Contributions
$11,721,582
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 | 2 | 918 | $139,457,002 | $11,721,582 | $12,769iApproximate average salary by contribution assumption: employee only about $319,215 at 4% or $212,810 at 6%; with 50% employer match about $212,810 at 4% or $141,873 at 6%; with 100% employer match about $159,608 at 4% or $106,405 at 6%. |
| Franklin Covey Co. 401K Plan | - | 918 | $139,457,002 | $11,721,582 | $12,769iApproximate average salary by contribution assumption: employee only about $319,215 at 4% or $212,810 at 6%; with 50% employer match about $212,810 at 4% or $141,873 at 6%; with 100% employer match about $159,608 at 4% or $106,405 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 776 | - | - | - |
| 2023 | 2 | 904 | $125,076,757 | $11,088,708 | $12,266iApproximate average salary by contribution assumption: employee only about $306,657 at 4% or $204,438 at 6%; with 50% employer match about $204,438 at 4% or $136,292 at 6%; with 100% employer match about $153,328 at 4% or $102,219 at 6%. |
| Franklin Covey Co. 401K Plan | - | 904 | $125,076,757 | $11,088,708 | $12,266iApproximate average salary by contribution assumption: employee only about $306,657 at 4% or $204,438 at 6%; with 50% employer match about $204,438 at 4% or $136,292 at 6%; with 100% employer match about $153,328 at 4% or $102,219 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 791 | - | - | - |
| 2022 | 2 | 935 | $108,143,682 | $10,217,340 | $10,928iApproximate average salary by contribution assumption: employee only about $273,191 at 4% or $182,127 at 6%; with 50% employer match about $182,127 at 4% or $121,418 at 6%; with 100% employer match about $136,595 at 4% or $91,064 at 6%. |
| Franklin Covey Co. 401K Plan | - | 828 | $108,143,682 | $10,217,340 | $12,340iApproximate average salary by contribution assumption: employee only about $308,495 at 4% or $205,663 at 6%; with 50% employer match about $205,663 at 4% or $137,109 at 6%; with 100% employer match about $154,247 at 4% or $102,832 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 935 | - | - | - |
| 2021 | 2 | 755 | $125,222,956 | $9,647,370 | $12,778iApproximate average salary by contribution assumption: employee only about $319,449 at 4% or $212,966 at 6%; with 50% employer match about $212,966 at 4% or $141,977 at 6%; with 100% employer match about $159,725 at 4% or $106,483 at 6%. |
| Franklin Covey Co. 401K Plan | - | 755 | $125,222,956 | $9,647,370 | $12,778iApproximate average salary by contribution assumption: employee only about $319,449 at 4% or $212,966 at 6%; with 50% employer match about $212,966 at 4% or $141,977 at 6%; with 100% employer match about $159,725 at 4% or $106,483 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 716 | - | - | - |
| 2020 | 2 | 710 | $109,072,283 | $9,597,066 | $13,517iApproximate average salary by contribution assumption: employee only about $337,925 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,962 at 4% or $112,642 at 6%. |
| Franklin Covey Co. 401K Plan | - | 710 | $109,072,283 | $9,597,066 | $13,517iApproximate average salary by contribution assumption: employee only about $337,925 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,962 at 4% or $112,642 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 495 | - | - | - |
| 2019 | 2 | 1,532 | $92,111,383 | $8,174,160 | $5,336iApproximate average salary by contribution assumption: employee only about $133,390 at 4% or $88,927 at 6%; with 50% employer match about $88,927 at 4% or $59,285 at 6%; with 100% employer match about $66,695 at 4% or $44,463 at 6%. |
| Franklin Covey Co. 401K Plan | - | 727 | $92,111,383 | $8,174,160 | $11,244iApproximate average salary by contribution assumption: employee only about $281,092 at 4% or $187,395 at 6%; with 50% employer match about $187,395 at 4% or $124,930 at 6%; with 100% employer match about $140,546 at 4% or $93,697 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,532 | - | - | - |
| 2018 | 2 | 1,496 | $74,153,389 | $7,484,787 | $5,003iApproximate average salary by contribution assumption: employee only about $125,080 at 4% or $83,387 at 6%; with 50% employer match about $83,387 at 4% or $55,591 at 6%; with 100% employer match about $62,540 at 4% or $41,693 at 6%. |
| Franklin Covey Co. 401K Plan | - | 697 | $74,153,389 | $7,484,787 | $10,739iApproximate average salary by contribution assumption: employee only about $268,464 at 4% or $178,976 at 6%; with 50% employer match about $178,976 at 4% or $119,318 at 6%; with 100% employer match about $134,232 at 4% or $89,488 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,496 | - | - | - |
| 2017 | 2 | 1,426 | $77,654,039 | $6,722,005 | $4,714iApproximate average salary by contribution assumption: employee only about $117,847 at 4% or $78,565 at 6%; with 50% employer match about $78,565 at 4% or $52,377 at 6%; with 100% employer match about $58,924 at 4% or $39,282 at 6%. |
| Franklin Covey Co. 401K Plan | - | 667 | $77,654,039 | $6,722,005 | $10,078iApproximate average salary by contribution assumption: employee only about $251,949 at 4% or $167,966 at 6%; with 50% employer match about $167,966 at 4% or $111,977 at 6%; with 100% employer match about $125,975 at 4% or $83,983 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,426 | - | - | - |
| 2016 | 2 | 1,417 | $64,269,735 | $6,388,567 | $4,509iApproximate average salary by contribution assumption: employee only about $112,713 at 4% or $75,142 at 6%; with 50% employer match about $75,142 at 4% or $50,095 at 6%; with 100% employer match about $56,356 at 4% or $37,571 at 6%. |
| Franklin Covey Co. 401K Plan | - | 633 | $64,269,735 | $6,388,567 | $10,093iApproximate average salary by contribution assumption: employee only about $252,313 at 4% or $168,209 at 6%; with 50% employer match about $168,209 at 4% or $112,139 at 6%; with 100% employer match about $126,157 at 4% or $84,104 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,417 | - | - | - |
| 2015 | 2 | 1,358 | $59,058,998 | $6,229,410 | $4,587iApproximate average salary by contribution assumption: employee only about $114,680 at 4% or $76,453 at 6%; with 50% employer match about $76,453 at 4% or $50,969 at 6%; with 100% employer match about $57,340 at 4% or $38,227 at 6%. |
| Franklin Covey Co. 401K Plan | - | 618 | $59,058,998 | $6,229,410 | $10,080iApproximate average salary by contribution assumption: employee only about $251,999 at 4% or $167,999 at 6%; with 50% employer match about $167,999 at 4% or $111,999 at 6%; with 100% employer match about $125,999 at 4% or $84,000 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,358 | - | - | - |
| 2014 | 2 | 1,266 | $57,819,259 | $5,213,869 | $4,118iApproximate average salary by contribution assumption: employee only about $102,959 at 4% or $68,640 at 6%; with 50% employer match about $68,640 at 4% or $45,760 at 6%; with 100% employer match about $51,480 at 4% or $34,320 at 6%. |
| Franklin Covey Co. 401K Plan | - | 579 | $57,819,259 | $5,213,869 | $9,005iApproximate average salary by contribution assumption: employee only about $225,124 at 4% or $150,083 at 6%; with 50% employer match about $150,083 at 4% or $100,055 at 6%; with 100% employer match about $112,562 at 4% or $75,041 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,266 | - | - | - |
| 2013 | 2 | 1,163 | $52,718,963 | $4,242,573 | $3,648iApproximate average salary by contribution assumption: employee only about $91,199 at 4% or $60,799 at 6%; with 50% employer match about $60,799 at 4% or $40,533 at 6%; with 100% employer match about $45,599 at 4% or $30,400 at 6%. |
| Franklin Covey Co. 401K Plan | - | 501 | $52,718,963 | $4,242,573 | $8,468iApproximate average salary by contribution assumption: employee only about $211,705 at 4% or $141,137 at 6%; with 50% employer match about $141,137 at 4% or $94,091 at 6%; with 100% employer match about $105,853 at 4% or $70,568 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,163 | - | - | - |
| 2012 | 2 | 1,002 | $44,241,178 | $3,721,108 | $3,714iApproximate average salary by contribution assumption: employee only about $92,842 at 4% or $61,895 at 6%; with 50% employer match about $61,895 at 4% or $41,263 at 6%; with 100% employer match about $46,421 at 4% or $30,947 at 6%. |
| Franklin Covey Co. 401K Plan | - | 442 | $44,241,178 | $3,721,108 | $8,419iApproximate average salary by contribution assumption: employee only about $210,470 at 4% or $140,313 at 6%; with 50% employer match about $140,313 at 4% or $93,542 at 6%; with 100% employer match about $105,235 at 4% or $70,157 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,002 | - | - | - |
| 2011 | 2 | 967 | $37,918,010 | $3,260,821 | $3,372iApproximate average salary by contribution assumption: employee only about $84,303 at 4% or $56,202 at 6%; with 50% employer match about $56,202 at 4% or $37,468 at 6%; with 100% employer match about $42,151 at 4% or $28,101 at 6%. |
| Franklin Covey Co. 401K Plan | - | 405 | $37,918,010 | $3,260,821 | $8,051iApproximate average salary by contribution assumption: employee only about $201,285 at 4% or $134,190 at 6%; with 50% employer match about $134,190 at 4% or $89,460 at 6%; with 100% employer match about $100,643 at 4% or $67,095 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 967 | - | - | - |
| 2010 | 2 | 920 | $37,985,926 | $2,800,053 | $3,044iApproximate average salary by contribution assumption: employee only about $76,088 at 4% or $50,726 at 6%; with 50% employer match about $50,726 at 4% or $33,817 at 6%; with 100% employer match about $38,044 at 4% or $25,363 at 6%. |
| Franklin Covey Co. 401K Plan | - | 361 | $37,985,926 | $2,800,053 | $7,756iApproximate average salary by contribution assumption: employee only about $193,909 at 4% or $129,273 at 6%; with 50% employer match about $129,273 at 4% or $86,182 at 6%; with 100% employer match about $96,955 at 4% or $64,636 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 920 | - | - | - |
| 2009 | 2 | 1,023 | $33,808,245 | $2,820,205 | $2,757iApproximate average salary by contribution assumption: employee only about $68,920 at 4% or $45,947 at 6%; with 50% employer match about $45,947 at 4% or $30,631 at 6%; with 100% employer match about $34,460 at 4% or $22,973 at 6%. |
| Franklin Covey Co. 401K Plan | - | 341 | $33,808,245 | $2,820,205 | $8,270iApproximate average salary by contribution assumption: employee only about $206,760 at 4% or $137,840 at 6%; with 50% employer match about $137,840 at 4% or $91,893 at 6%; with 100% employer match about $103,380 at 4% or $68,920 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,023 | - | - | - |
| 2008 | 2 | 1,044 | $28,864,818 | $3,757,443 | $3,599iApproximate average salary by contribution assumption: employee only about $89,977 at 4% or $59,985 at 6%; with 50% employer match about $59,985 at 4% or $39,990 at 6%; with 100% employer match about $44,989 at 4% or $29,992 at 6%. |
| Franklin Covey Co. 401K Plan | - | 555 | $28,864,818 | $3,757,443 | $6,770iApproximate average salary by contribution assumption: employee only about $169,254 at 4% or $112,836 at 6%; with 50% employer match about $112,836 at 4% or $75,224 at 6%; with 100% employer match about $84,627 at 4% or $56,418 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,044 | - | - | - |
| 2007 | 2 | 1,684 | $48,595,512 | $9,269,893 | $5,505iApproximate average salary by contribution assumption: employee only about $137,617 at 4% or $91,745 at 6%; with 50% employer match about $91,745 at 4% or $61,163 at 6%; with 100% employer match about $68,809 at 4% or $45,872 at 6%. |
| Franklin Covey Co. 401K Plan | - | 1,087 | $48,582,356 | $4,652,300 | $4,280iApproximate average salary by contribution assumption: employee only about $106,999 at 4% or $71,332 at 6%; with 50% employer match about $71,332 at 4% or $47,555 at 6%; with 100% employer match about $53,499 at 4% or $35,666 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,684 | $13,156 | $4,617,593 | $2,742iApproximate average salary by contribution assumption: employee only about $68,551 at 4% or $45,701 at 6%; with 50% employer match about $45,701 at 4% or $30,467 at 6%; with 100% employer match about $34,275 at 4% or $22,850 at 6%. |
| 2006 | 2 | 994 | $45,981,795 | $9,102,149 | $9,157iApproximate average salary by contribution assumption: employee only about $228,927 at 4% or $152,618 at 6%; with 50% employer match about $152,618 at 4% or $101,745 at 6%; with 100% employer match about $114,464 at 4% or $76,309 at 6%. |
| Franklin Covey Co. 401K Plan | - | 994 | $45,226,796 | $4,270,552 | $4,296iApproximate average salary by contribution assumption: employee only about $107,408 at 4% or $71,605 at 6%; with 50% employer match about $71,605 at 4% or $47,737 at 6%; with 100% employer match about $53,704 at 4% or $35,803 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 690 | $754,999 | $4,831,597 | $7,002iApproximate average salary by contribution assumption: employee only about $175,058 at 4% or $116,705 at 6%; with 50% employer match about $116,705 at 4% or $77,803 at 6%; with 100% employer match about $87,529 at 4% or $58,353 at 6%. |
| 2005 | 2 | 1,422 | $40,760,985 | $9,000,199 | $6,329iApproximate average salary by contribution assumption: employee only about $158,231 at 4% or $105,488 at 6%; with 50% employer match about $105,488 at 4% or $70,325 at 6%; with 100% employer match about $79,116 at 4% or $52,744 at 6%. |
| Franklin Covey Co. 401K Plan | - | 1,422 | $39,536,072 | $3,409,724 | $2,398iApproximate average salary by contribution assumption: employee only about $59,946 at 4% or $39,964 at 6%; with 50% employer match about $39,964 at 4% or $26,643 at 6%; with 100% employer match about $29,973 at 4% or $19,982 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 819 | $1,224,913 | $5,590,475 | $6,826iApproximate average salary by contribution assumption: employee only about $170,649 at 4% or $113,766 at 6%; with 50% employer match about $113,766 at 4% or $75,844 at 6%; with 100% employer match about $85,325 at 4% or $56,883 at 6%. |
| 2004 | 2 | 1,236 | $40,244,593 | $9,272,443 | $7,502iApproximate average salary by contribution assumption: employee only about $187,549 at 4% or $125,033 at 6%; with 50% employer match about $125,033 at 4% or $83,355 at 6%; with 100% employer match about $93,775 at 4% or $62,516 at 6%. |
| Franklin Covey Co. 401K Plan | - | 1,236 | $38,895,928 | $3,067,509 | $2,482iApproximate average salary by contribution assumption: employee only about $62,045 at 4% or $41,363 at 6%; with 50% employer match about $41,363 at 4% or $27,576 at 6%; with 100% employer match about $31,023 at 4% or $20,682 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 935 | $1,348,665 | $6,204,934 | $6,636iApproximate average salary by contribution assumption: employee only about $165,907 at 4% or $110,605 at 6%; with 50% employer match about $110,605 at 4% or $73,737 at 6%; with 100% employer match about $82,954 at 4% or $55,302 at 6%. |
| 2003 | 3 | 4,086 | $39,595,101 | $9,819,737 | $2,403iApproximate average salary by contribution assumption: employee only about $60,082 at 4% or $40,054 at 6%; with 50% employer match about $40,054 at 4% or $26,703 at 6%; with 100% employer match about $30,041 at 4% or $20,027 at 6%. |
| Franklin Covey Co. 401K Plan | - | 4,086 | $38,365,184 | $3,389,210 | $829iApproximate average salary by contribution assumption: employee only about $20,737 at 4% or $13,824 at 6%; with 50% employer match about $13,824 at 4% or $9,216 at 6%; with 100% employer match about $10,368 at 4% or $6,912 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,039 | $1,229,917 | $6,415,369 | $6,175iApproximate average salary by contribution assumption: employee only about $154,364 at 4% or $102,909 at 6%; with 50% employer match about $102,909 at 4% or $68,606 at 6%; with 100% employer match about $77,182 at 4% or $51,455 at 6%. |
| Premier Agendas Inc. 401K Plan | - | 0 | - | $15,158 | - |
| 2002 | 3 | 6,715 | $35,393,426 | $10,160,072 | $1,513iApproximate average salary by contribution assumption: employee only about $37,826 at 4% or $25,217 at 6%; with 50% employer match about $25,217 at 4% or $16,812 at 6%; with 100% employer match about $18,913 at 4% or $12,609 at 6%. |
| Franklin Covey Co. 401K Plan | - | 6,715 | $31,387,818 | $3,917,065 | $583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%. |
| Premier Agendas Inc. 401K Plan | - | 423 | $2,785,094 | $1,198 | $3iApproximate average salary by contribution assumption: employee only about $71 at 4% or $47 at 6%; with 50% employer match about $47 at 4% or $31 at 6%; with 100% employer match about $35 at 4% or $24 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,116 | $1,220,514 | $6,241,809 | $5,593iApproximate average salary by contribution assumption: employee only about $139,825 at 4% or $93,217 at 6%; with 50% employer match about $93,217 at 4% or $62,145 at 6%; with 100% employer match about $69,913 at 4% or $46,608 at 6%. |
| 2001 | 3 | 6,103 | $42,908,875 | $13,393,131 | $2,195iApproximate average salary by contribution assumption: employee only about $54,863 at 4% or $36,575 at 6%; with 50% employer match about $36,575 at 4% or $24,384 at 6%; with 100% employer match about $27,431 at 4% or $18,288 at 6%. |
| Franklin Covey Co. 401K Plan | - | 6,103 | $37,577,737 | $4,691,583 | $769iApproximate average salary by contribution assumption: employee only about $19,218 at 4% or $12,812 at 6%; with 50% employer match about $12,812 at 4% or $8,541 at 6%; with 100% employer match about $9,609 at 4% or $6,406 at 6%. |
| Premier Agendas Inc. 401K Plan | - | 412 | $3,690,051 | $1,343,139 | $3,260iApproximate average salary by contribution assumption: employee only about $81,501 at 4% or $54,334 at 6%; with 50% employer match about $54,334 at 4% or $36,223 at 6%; with 100% employer match about $40,751 at 4% or $27,167 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,184 | $1,641,087 | $7,358,409 | $6,215iApproximate average salary by contribution assumption: employee only about $155,372 at 4% or $103,581 at 6%; with 50% employer match about $103,581 at 4% or $69,054 at 6%; with 100% employer match about $77,686 at 4% or $51,791 at 6%. |
| 2000 | 2 | 4,277 | $1,739,193 | $7,666,861 | $1,793iApproximate average salary by contribution assumption: employee only about $44,814 at 4% or $29,876 at 6%; with 50% employer match about $29,876 at 4% or $19,918 at 6%; with 100% employer match about $22,407 at 4% or $14,938 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,605 | $1,739,193 | $7,666,861 | $4,777iApproximate average salary by contribution assumption: employee only about $119,422 at 4% or $79,614 at 6%; with 50% employer match about $79,614 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%. |
| Franklin Covey Co. 401K Plan | - | 4,277 | - | - | - |
| 1999 | 2 | 4,209 | $47,317,257 | $11,565,127 | $2,748iApproximate average salary by contribution assumption: employee only about $68,693 at 4% or $45,795 at 6%; with 50% employer match about $45,795 at 4% or $30,530 at 6%; with 100% employer match about $34,346 at 4% or $22,898 at 6%. |
| Franklin Covey Co. 401K Plan | - | 4,209 | $44,728,302 | $4,667,282 | $1,109iApproximate average salary by contribution assumption: employee only about $27,722 at 4% or $18,481 at 6%; with 50% employer match about $18,481 at 4% or $12,321 at 6%; with 100% employer match about $13,861 at 4% or $9,241 at 6%. |
| Franklin Covey Co. Employee Benefit Trust | - | 1,804 | $2,588,955 | $6,897,845 | $3,824iApproximate average salary by contribution assumption: employee only about $95,591 at 4% or $63,727 at 6%; with 50% employer match about $63,727 at 4% or $42,485 at 6%; with 100% employer match about $47,795 at 4% or $31,864 at 6%. |