Civic Intelligence

Sorensen, Vance & Company, P C

Plan context: Sorensen Vance & Company PC 401K Profit Sharing Plan

EIN 87-0439430 • Salt Lake City, UT • 25 filings • 4 plans

Suite 220Salt Lake City, UT 84121
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,500,714

2024 Contributions

$172,379

Historical Graphs

Total Assets Over Time

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

$6,507,119$3,253,560$0200020132024YearValue
$5,500,714Latest year 2024

Participants Over Time

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

1680200020122024YearValue
14Latest 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
2024114$5,500,714$172,379$12,313iApproximate average salary by contribution assumption: employee only about $307,820 at 4% or $205,213 at 6%; with 50% employer match about $205,213 at 4% or $136,809 at 6%; with 100% employer match about $153,910 at 4% or $102,607 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-14$5,500,714$172,379$12,313iApproximate average salary by contribution assumption: employee only about $307,820 at 4% or $205,213 at 6%; with 50% employer match about $205,213 at 4% or $136,809 at 6%; with 100% employer match about $153,910 at 4% or $102,607 at 6%.
2023116$6,507,119$359,587$22,474iApproximate average salary by contribution assumption: employee only about $561,855 at 4% or $374,570 at 6%; with 50% employer match about $374,570 at 4% or $249,713 at 6%; with 100% employer match about $280,927 at 4% or $187,285 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-16$6,507,119$359,587$22,474iApproximate average salary by contribution assumption: employee only about $561,855 at 4% or $374,570 at 6%; with 50% employer match about $374,570 at 4% or $249,713 at 6%; with 100% employer match about $280,927 at 4% or $187,285 at 6%.
2022114$5,574,207$334,113$23,865iApproximate average salary by contribution assumption: employee only about $596,630 at 4% or $397,754 at 6%; with 50% employer match about $397,754 at 4% or $265,169 at 6%; with 100% employer match about $298,315 at 4% or $198,877 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-14$5,574,207$334,113$23,865iApproximate average salary by contribution assumption: employee only about $596,630 at 4% or $397,754 at 6%; with 50% employer match about $397,754 at 4% or $265,169 at 6%; with 100% employer match about $298,315 at 4% or $198,877 at 6%.
2021113$6,080,032$228,032$17,541iApproximate average salary by contribution assumption: employee only about $438,523 at 4% or $292,349 at 6%; with 50% employer match about $292,349 at 4% or $194,899 at 6%; with 100% employer match about $219,262 at 4% or $146,174 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-13$6,080,032$228,032$17,541iApproximate average salary by contribution assumption: employee only about $438,523 at 4% or $292,349 at 6%; with 50% employer match about $292,349 at 4% or $194,899 at 6%; with 100% employer match about $219,262 at 4% or $146,174 at 6%.
2020113$5,218,120$194,397$14,954iApproximate average salary by contribution assumption: employee only about $373,840 at 4% or $249,227 at 6%; with 50% employer match about $249,227 at 4% or $166,151 at 6%; with 100% employer match about $186,920 at 4% or $124,613 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-13$5,218,120$194,397$14,954iApproximate average salary by contribution assumption: employee only about $373,840 at 4% or $249,227 at 6%; with 50% employer match about $249,227 at 4% or $166,151 at 6%; with 100% employer match about $186,920 at 4% or $124,613 at 6%.
2019111$4,723,356$234,152$21,287iApproximate average salary by contribution assumption: employee only about $532,164 at 4% or $354,776 at 6%; with 50% employer match about $354,776 at 4% or $236,517 at 6%; with 100% employer match about $266,082 at 4% or $177,388 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$4,723,356$234,152$21,287iApproximate average salary by contribution assumption: employee only about $532,164 at 4% or $354,776 at 6%; with 50% employer match about $354,776 at 4% or $236,517 at 6%; with 100% employer match about $266,082 at 4% or $177,388 at 6%.
2018113$3,990,219$152,284$11,714iApproximate average salary by contribution assumption: employee only about $292,854 at 4% or $195,236 at 6%; with 50% employer match about $195,236 at 4% or $130,157 at 6%; with 100% employer match about $146,427 at 4% or $97,618 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-13$3,990,219$152,284$11,714iApproximate average salary by contribution assumption: employee only about $292,854 at 4% or $195,236 at 6%; with 50% employer match about $195,236 at 4% or $130,157 at 6%; with 100% employer match about $146,427 at 4% or $97,618 at 6%.
2017112$4,042,694$136,581$11,382iApproximate average salary by contribution assumption: employee only about $284,544 at 4% or $189,696 at 6%; with 50% employer match about $189,696 at 4% or $126,464 at 6%; with 100% employer match about $142,272 at 4% or $94,848 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-12$4,042,694$136,581$11,382iApproximate average salary by contribution assumption: employee only about $284,544 at 4% or $189,696 at 6%; with 50% employer match about $189,696 at 4% or $126,464 at 6%; with 100% employer match about $142,272 at 4% or $94,848 at 6%.
2016111$3,417,951$141,962$12,906iApproximate average salary by contribution assumption: employee only about $322,641 at 4% or $215,094 at 6%; with 50% employer match about $215,094 at 4% or $143,396 at 6%; with 100% employer match about $161,320 at 4% or $107,547 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$3,417,951$141,962$12,906iApproximate average salary by contribution assumption: employee only about $322,641 at 4% or $215,094 at 6%; with 50% employer match about $215,094 at 4% or $143,396 at 6%; with 100% employer match about $161,320 at 4% or $107,547 at 6%.
2015112$3,320,461$173,237$14,436iApproximate average salary by contribution assumption: employee only about $360,910 at 4% or $240,607 at 6%; with 50% employer match about $240,607 at 4% or $160,405 at 6%; with 100% employer match about $180,455 at 4% or $120,303 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-12$3,320,461$173,237$14,436iApproximate average salary by contribution assumption: employee only about $360,910 at 4% or $240,607 at 6%; with 50% employer match about $240,607 at 4% or $160,405 at 6%; with 100% employer match about $180,455 at 4% or $120,303 at 6%.
2014110$3,145,053$140,371$14,037iApproximate average salary by contribution assumption: employee only about $350,928 at 4% or $233,952 at 6%; with 50% employer match about $233,952 at 4% or $155,968 at 6%; with 100% employer match about $175,464 at 4% or $116,976 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-10$3,145,053$140,371$14,037iApproximate average salary by contribution assumption: employee only about $350,928 at 4% or $233,952 at 6%; with 50% employer match about $233,952 at 4% or $155,968 at 6%; with 100% employer match about $175,464 at 4% or $116,976 at 6%.
2013110$3,208,149$183,705$18,371iApproximate average salary by contribution assumption: employee only about $459,263 at 4% or $306,175 at 6%; with 50% employer match about $306,175 at 4% or $204,117 at 6%; with 100% employer match about $229,631 at 4% or $153,088 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-10$3,208,149$183,705$18,371iApproximate average salary by contribution assumption: employee only about $459,263 at 4% or $306,175 at 6%; with 50% employer match about $306,175 at 4% or $204,117 at 6%; with 100% employer match about $229,631 at 4% or $153,088 at 6%.
2012111$3,423,601$186,246$16,931iApproximate average salary by contribution assumption: employee only about $423,286 at 4% or $282,191 at 6%; with 50% employer match about $282,191 at 4% or $188,127 at 6%; with 100% employer match about $211,643 at 4% or $141,095 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$3,423,601$186,246$16,931iApproximate average salary by contribution assumption: employee only about $423,286 at 4% or $282,191 at 6%; with 50% employer match about $282,191 at 4% or $188,127 at 6%; with 100% employer match about $211,643 at 4% or $141,095 at 6%.
2011111$3,093,617$131,144$11,922iApproximate average salary by contribution assumption: employee only about $298,055 at 4% or $198,703 at 6%; with 50% employer match about $198,703 at 4% or $132,469 at 6%; with 100% employer match about $149,027 at 4% or $99,352 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$3,093,617$131,144$11,922iApproximate average salary by contribution assumption: employee only about $298,055 at 4% or $198,703 at 6%; with 50% employer match about $198,703 at 4% or $132,469 at 6%; with 100% employer match about $149,027 at 4% or $99,352 at 6%.
2010111$2,939,816$242,562$22,051iApproximate average salary by contribution assumption: employee only about $551,277 at 4% or $367,518 at 6%; with 50% employer match about $367,518 at 4% or $245,012 at 6%; with 100% employer match about $275,639 at 4% or $183,759 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$2,939,816$242,562$22,051iApproximate average salary by contribution assumption: employee only about $551,277 at 4% or $367,518 at 6%; with 50% employer match about $367,518 at 4% or $245,012 at 6%; with 100% employer match about $275,639 at 4% or $183,759 at 6%.
2009111$2,499,760$234,409$21,310iApproximate average salary by contribution assumption: employee only about $532,748 at 4% or $355,165 at 6%; with 50% employer match about $355,165 at 4% or $236,777 at 6%; with 100% employer match about $266,374 at 4% or $177,583 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$2,499,760$234,409$21,310iApproximate average salary by contribution assumption: employee only about $532,748 at 4% or $355,165 at 6%; with 50% employer match about $355,165 at 4% or $236,777 at 6%; with 100% employer match about $266,374 at 4% or $177,583 at 6%.
2008111$1,843,203$223,704$20,337iApproximate average salary by contribution assumption: employee only about $508,418 at 4% or $338,945 at 6%; with 50% employer match about $338,945 at 4% or $225,964 at 6%; with 100% employer match about $254,209 at 4% or $169,473 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$1,843,203$223,704$20,337iApproximate average salary by contribution assumption: employee only about $508,418 at 4% or $338,945 at 6%; with 50% employer match about $338,945 at 4% or $225,964 at 6%; with 100% employer match about $254,209 at 4% or $169,473 at 6%.
2007110$2,835,591$210,156$21,016iApproximate average salary by contribution assumption: employee only about $525,390 at 4% or $350,260 at 6%; with 50% employer match about $350,260 at 4% or $233,507 at 6%; with 100% employer match about $262,695 at 4% or $175,130 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-10$2,835,591$210,156$21,016iApproximate average salary by contribution assumption: employee only about $525,390 at 4% or $350,260 at 6%; with 50% employer match about $350,260 at 4% or $233,507 at 6%; with 100% employer match about $262,695 at 4% or $175,130 at 6%.
2006110$2,190,978$206,676$20,668iApproximate average salary by contribution assumption: employee only about $516,690 at 4% or $344,460 at 6%; with 50% employer match about $344,460 at 4% or $229,640 at 6%; with 100% employer match about $258,345 at 4% or $172,230 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-10$2,190,978$206,676$20,668iApproximate average salary by contribution assumption: employee only about $516,690 at 4% or $344,460 at 6%; with 50% employer match about $344,460 at 4% or $229,640 at 6%; with 100% employer match about $258,345 at 4% or $172,230 at 6%.
2005112$1,688,563$181,245$15,104iApproximate average salary by contribution assumption: employee only about $377,594 at 4% or $251,729 at 6%; with 50% employer match about $251,729 at 4% or $167,819 at 6%; with 100% employer match about $188,797 at 4% or $125,865 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-12$1,688,563$181,245$15,104iApproximate average salary by contribution assumption: employee only about $377,594 at 4% or $251,729 at 6%; with 50% employer match about $251,729 at 4% or $167,819 at 6%; with 100% employer match about $188,797 at 4% or $125,865 at 6%.
2004111$1,513,446$178,341$16,213iApproximate average salary by contribution assumption: employee only about $405,320 at 4% or $270,214 at 6%; with 50% employer match about $270,214 at 4% or $180,142 at 6%; with 100% employer match about $202,660 at 4% or $135,107 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-11$1,513,446$178,341$16,213iApproximate average salary by contribution assumption: employee only about $405,320 at 4% or $270,214 at 6%; with 50% employer match about $270,214 at 4% or $180,142 at 6%; with 100% employer match about $202,660 at 4% or $135,107 at 6%.
2003111$0$0-
Sorensen Vance & Company PC 401K Profit Sharing Plan-11---
200219$0$129,475$14,386iApproximate average salary by contribution assumption: employee only about $359,653 at 4% or $239,769 at 6%; with 50% employer match about $239,769 at 4% or $159,846 at 6%; with 100% employer match about $179,826 at 4% or $119,884 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-9-$129,475$14,386iApproximate average salary by contribution assumption: employee only about $359,653 at 4% or $239,769 at 6%; with 50% employer match about $239,769 at 4% or $159,846 at 6%; with 100% employer match about $179,826 at 4% or $119,884 at 6%.
200119$922,473$111,680$12,409iApproximate average salary by contribution assumption: employee only about $310,222 at 4% or $206,815 at 6%; with 50% employer match about $206,815 at 4% or $137,877 at 6%; with 100% employer match about $155,111 at 4% or $103,407 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-9$922,473$111,680$12,409iApproximate average salary by contribution assumption: employee only about $310,222 at 4% or $206,815 at 6%; with 50% employer match about $206,815 at 4% or $137,877 at 6%; with 100% employer match about $155,111 at 4% or $103,407 at 6%.
200018$978,759$78,855$9,857iApproximate average salary by contribution assumption: employee only about $246,422 at 4% or $164,281 at 6%; with 50% employer match about $164,281 at 4% or $109,521 at 6%; with 100% employer match about $123,211 at 4% or $82,141 at 6%.
Sorensen Vance & Company PC 401K Profit Sharing Plan-8$978,759$78,855$9,857iApproximate average salary by contribution assumption: employee only about $246,422 at 4% or $164,281 at 6%; with 50% employer match about $164,281 at 4% or $109,521 at 6%; with 100% employer match about $123,211 at 4% or $82,141 at 6%.