Civic Intelligence

Bruce A Lefavi Annuities, Inc

Plan context: Bruce a Lefavi Annuities

EIN 87-0423407 • Salt Lake City, UT • 20 filings • 5 plans

2323 Foothill Dr Ste 100Salt Lake City, UT 84109
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$807,567

2024 Contributions

$145,472

Historical Graphs

Total Assets Over Time

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

$1,777,739$888,870$0200420162024YearValue
$807,567Latest year 2024

Participants Over Time

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

26130200420142024YearValue
7Latest 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
202417$807,567$145,472$20,782iApproximate average salary by contribution assumption: employee only about $519,543 at 4% or $346,362 at 6%; with 50% employer match about $346,362 at 4% or $230,908 at 6%; with 100% employer match about $259,771 at 4% or $173,181 at 6%.
Bruce a Lefavi Annuities-7$807,567$145,472$20,782iApproximate average salary by contribution assumption: employee only about $519,543 at 4% or $346,362 at 6%; with 50% employer match about $346,362 at 4% or $230,908 at 6%; with 100% employer match about $259,771 at 4% or $173,181 at 6%.
202319$1,466,378$110,145$12,238iApproximate average salary by contribution assumption: employee only about $305,958 at 4% or $203,972 at 6%; with 50% employer match about $203,972 at 4% or $135,981 at 6%; with 100% employer match about $152,979 at 4% or $101,986 at 6%.
Bruce a Lefavi Annuities-9$1,466,378$110,145$12,238iApproximate average salary by contribution assumption: employee only about $305,958 at 4% or $203,972 at 6%; with 50% employer match about $203,972 at 4% or $135,981 at 6%; with 100% employer match about $152,979 at 4% or $101,986 at 6%.
2022110$1,185,802$111,198$11,120iApproximate average salary by contribution assumption: employee only about $277,995 at 4% or $185,330 at 6%; with 50% employer match about $185,330 at 4% or $123,553 at 6%; with 100% employer match about $138,998 at 4% or $92,665 at 6%.
Bruce a Lefavi Annuities-10$1,185,802$111,198$11,120iApproximate average salary by contribution assumption: employee only about $277,995 at 4% or $185,330 at 6%; with 50% employer match about $185,330 at 4% or $123,553 at 6%; with 100% employer match about $138,998 at 4% or $92,665 at 6%.
2021111$1,314,251$140,850$12,805iApproximate average salary by contribution assumption: employee only about $320,114 at 4% or $213,409 at 6%; with 50% employer match about $213,409 at 4% or $142,273 at 6%; with 100% employer match about $160,057 at 4% or $106,705 at 6%.
Bruce a Lefavi Annuities-11$1,314,251$140,850$12,805iApproximate average salary by contribution assumption: employee only about $320,114 at 4% or $213,409 at 6%; with 50% employer match about $213,409 at 4% or $142,273 at 6%; with 100% employer match about $160,057 at 4% or $106,705 at 6%.
2020112$1,060,314$144,795$12,066iApproximate average salary by contribution assumption: employee only about $301,656 at 4% or $201,104 at 6%; with 50% employer match about $201,104 at 4% or $134,069 at 6%; with 100% employer match about $150,828 at 4% or $100,552 at 6%.
Bruce a Lefavi Annuities-12$1,060,314$144,795$12,066iApproximate average salary by contribution assumption: employee only about $301,656 at 4% or $201,104 at 6%; with 50% employer match about $201,104 at 4% or $134,069 at 6%; with 100% employer match about $150,828 at 4% or $100,552 at 6%.
2019117$1,186,480$125,322$7,372iApproximate average salary by contribution assumption: employee only about $184,297 at 4% or $122,865 at 6%; with 50% employer match about $122,865 at 4% or $81,910 at 6%; with 100% employer match about $92,149 at 4% or $61,432 at 6%.
Bruce a Lefavi Annuities-17$1,186,480$125,322$7,372iApproximate average salary by contribution assumption: employee only about $184,297 at 4% or $122,865 at 6%; with 50% employer match about $122,865 at 4% or $81,910 at 6%; with 100% employer match about $92,149 at 4% or $61,432 at 6%.
2018126$1,291,116$126,150$4,852iApproximate average salary by contribution assumption: employee only about $121,298 at 4% or $80,865 at 6%; with 50% employer match about $80,865 at 4% or $53,910 at 6%; with 100% employer match about $60,649 at 4% or $40,433 at 6%.
Bruce a Lefavi Annuities-26$1,291,116$126,150$4,852iApproximate average salary by contribution assumption: employee only about $121,298 at 4% or $80,865 at 6%; with 50% employer match about $80,865 at 4% or $53,910 at 6%; with 100% employer match about $60,649 at 4% or $40,433 at 6%.
2017124$1,777,739$172,782$7,199iApproximate average salary by contribution assumption: employee only about $179,981 at 4% or $119,988 at 6%; with 50% employer match about $119,988 at 4% or $79,992 at 6%; with 100% employer match about $89,991 at 4% or $59,994 at 6%.
Bruce a Lefavi Annuities-24$1,777,739$172,782$7,199iApproximate average salary by contribution assumption: employee only about $179,981 at 4% or $119,988 at 6%; with 50% employer match about $119,988 at 4% or $79,992 at 6%; with 100% employer match about $89,991 at 4% or $59,994 at 6%.
2016124$1,670,168$188,167$7,840iApproximate average salary by contribution assumption: employee only about $196,007 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,114 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%.
Bruce a Lefavi Annuities-24$1,670,168$188,167$7,840iApproximate average salary by contribution assumption: employee only about $196,007 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,114 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%.
2014117$1,589,614$174,567$10,269iApproximate average salary by contribution assumption: employee only about $256,716 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
Bruce a Lefavi Annuities-17$1,589,614$174,567$10,269iApproximate average salary by contribution assumption: employee only about $256,716 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
2013118$1,424,159$167,067$9,282iApproximate average salary by contribution assumption: employee only about $232,038 at 4% or $154,692 at 6%; with 50% employer match about $154,692 at 4% or $103,128 at 6%; with 100% employer match about $116,019 at 4% or $77,346 at 6%.
Bruce a Lefavi Annuities-18$1,424,159$167,067$9,282iApproximate average salary by contribution assumption: employee only about $232,038 at 4% or $154,692 at 6%; with 50% employer match about $154,692 at 4% or $103,128 at 6%; with 100% employer match about $116,019 at 4% or $77,346 at 6%.
2012119$1,126,394$154,801$8,147iApproximate average salary by contribution assumption: employee only about $203,686 at 4% or $135,790 at 6%; with 50% employer match about $135,790 at 4% or $90,527 at 6%; with 100% employer match about $101,843 at 4% or $67,895 at 6%.
Bruce a Lefavi Annuities-19$1,126,394$154,801$8,147iApproximate average salary by contribution assumption: employee only about $203,686 at 4% or $135,790 at 6%; with 50% employer match about $135,790 at 4% or $90,527 at 6%; with 100% employer match about $101,843 at 4% or $67,895 at 6%.
2011117$847,753$150,509$8,853iApproximate average salary by contribution assumption: employee only about $221,337 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,668 at 4% or $73,779 at 6%.
Bruce a Lefavi Annuities-17$847,753$150,509$8,853iApproximate average salary by contribution assumption: employee only about $221,337 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,668 at 4% or $73,779 at 6%.
2010117$747,599$123,727$7,278iApproximate average salary by contribution assumption: employee only about $181,951 at 4% or $121,301 at 6%; with 50% employer match about $121,301 at 4% or $80,867 at 6%; with 100% employer match about $90,976 at 4% or $60,650 at 6%.
Bruce a Lefavi Annuities-17$747,599$123,727$7,278iApproximate average salary by contribution assumption: employee only about $181,951 at 4% or $121,301 at 6%; with 50% employer match about $121,301 at 4% or $80,867 at 6%; with 100% employer match about $90,976 at 4% or $60,650 at 6%.
2009215$955,428$194,047$12,936iApproximate average salary by contribution assumption: employee only about $323,412 at 4% or $215,608 at 6%; with 50% employer match about $215,608 at 4% or $143,739 at 6%; with 100% employer match about $161,706 at 4% or $107,804 at 6%.
Bruce a Lefavi Annuities-15$541,573$79,734$5,316iApproximate average salary by contribution assumption: employee only about $132,890 at 4% or $88,593 at 6%; with 50% employer match about $88,593 at 4% or $59,062 at 6%; with 100% employer match about $66,445 at 4% or $44,297 at 6%.
Bruce a Lefavi Annuities-11$413,855$114,313$10,392iApproximate average salary by contribution assumption: employee only about $259,802 at 4% or $173,202 at 6%; with 50% employer match about $173,202 at 4% or $115,468 at 6%; with 100% employer match about $129,901 at 4% or $86,601 at 6%.
2008111$0$0-
Bruce a Lefavi Annuities-11---
200619$272,904$100,696$11,188iApproximate average salary by contribution assumption: employee only about $279,711 at 4% or $186,474 at 6%; with 50% employer match about $186,474 at 4% or $124,316 at 6%; with 100% employer match about $139,856 at 4% or $93,237 at 6%.
Bruce a Lefavi Annuities-9$272,904$100,696$11,188iApproximate average salary by contribution assumption: employee only about $279,711 at 4% or $186,474 at 6%; with 50% employer match about $186,474 at 4% or $124,316 at 6%; with 100% employer match about $139,856 at 4% or $93,237 at 6%.
200516$0$0-
Bruce a Lefavi Annuities-6---
200416$69,520$65,929$10,988iApproximate average salary by contribution assumption: employee only about $274,704 at 4% or $183,136 at 6%; with 50% employer match about $183,136 at 4% or $122,091 at 6%; with 100% employer match about $137,352 at 4% or $91,568 at 6%.
Bruce a Lefavi Annuities-6$69,520$65,929$10,988iApproximate average salary by contribution assumption: employee only about $274,704 at 4% or $183,136 at 6%; with 50% employer match about $183,136 at 4% or $122,091 at 6%; with 100% employer match about $137,352 at 4% or $91,568 at 6%.