Civic Intelligence

Bjo Capital Management Inc.

Plan context: Bjo Capital Management Inc. 401K Plan

EIN 87-0441064 • Provo, UT • 25 filings • 2 plans

3550 North University Ave Suite 325Provo, UT 84604
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,012,448

2023 Contributions

$2,043

Historical Graphs

Total Assets Over Time

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

$3,052,328$1,526,164$0199920132022YearValue
$2,012,448Latest year 2022

Participants Over Time

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

630199920112022YearValue
3Latest year 2022

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
202310$0$0-
Bjo Capital Management Inc. 401K Plan-0$0--
202213$2,012,448$0-
Bjo Capital Management Inc. 401K Plan-3$2,012,448--
202113$3,052,328$0-
Bjo Capital Management Inc. 401K Plan-3$3,052,328--
202013$2,511,289$0-
Bjo Capital Management Inc. 401K Plan-3$2,511,289--
201913$1,641,491$0-
Bjo Capital Management Inc. 401K Plan-3$1,641,491--
201813$1,226,443$0-
Bjo Capital Management Inc. 401K Plan-3$1,226,443--
201713$1,301,268$0-
Bjo Capital Management Inc. 401K Plan-3$1,301,268--
201612$1,021,461$0-
Bjo Capital Management Inc. 401K Plan-2$1,021,461--
201512$985,782$0-
Bjo Capital Management Inc. 401K Plan-2$985,782--
201412$1,023,203$0-
Bjo Capital Management Inc. 401K Plan-2$1,023,203--
201312$882,106$0-
Bjo Capital Management Inc. 401K Plan-2$882,106--
201212$831,588$2,043$1,022iApproximate average salary by contribution assumption: employee only about $25,538 at 4% or $17,025 at 6%; with 50% employer match about $17,025 at 4% or $11,350 at 6%; with 100% employer match about $12,769 at 4% or $8,513 at 6%.
Bjo Capital Management Inc. 401K Plan-2$831,588$2,043$1,022iApproximate average salary by contribution assumption: employee only about $25,538 at 4% or $17,025 at 6%; with 50% employer match about $17,025 at 4% or $11,350 at 6%; with 100% employer match about $12,769 at 4% or $8,513 at 6%.
201112$735,178$3,970$1,985iApproximate average salary by contribution assumption: employee only about $49,625 at 4% or $33,083 at 6%; with 50% employer match about $33,083 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
Bjo Capital Management Inc. 401K Plan-2$735,178$3,970$1,985iApproximate average salary by contribution assumption: employee only about $49,625 at 4% or $33,083 at 6%; with 50% employer match about $33,083 at 4% or $22,056 at 6%; with 100% employer match about $24,813 at 4% or $16,542 at 6%.
201012$715,723$1,124$562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%.
Bjo Capital Management Inc. 401K Plan-2$715,723$1,124$562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%.
200913$747,008$1,084$361iApproximate average salary by contribution assumption: employee only about $9,033 at 4% or $6,022 at 6%; with 50% employer match about $6,022 at 4% or $4,015 at 6%; with 100% employer match about $4,517 at 4% or $3,011 at 6%.
Bjo Capital Management Inc. 401K Plan-3$747,008$1,084$361iApproximate average salary by contribution assumption: employee only about $9,033 at 4% or $6,022 at 6%; with 50% employer match about $6,022 at 4% or $4,015 at 6%; with 100% employer match about $4,517 at 4% or $3,011 at 6%.
200813$682,670$1,725$575iApproximate average salary by contribution assumption: employee only about $14,375 at 4% or $9,583 at 6%; with 50% employer match about $9,583 at 4% or $6,389 at 6%; with 100% employer match about $7,188 at 4% or $4,792 at 6%.
Bjo Capital Management Inc. 401K Plan-3$682,670$1,725$575iApproximate average salary by contribution assumption: employee only about $14,375 at 4% or $9,583 at 6%; with 50% employer match about $9,583 at 4% or $6,389 at 6%; with 100% employer match about $7,188 at 4% or $4,792 at 6%.
200713$0$0-
Bjo Capital Management Inc. 401K Plan-3---
200612$771,523$2,501$1,251iApproximate average salary by contribution assumption: employee only about $31,263 at 4% or $20,842 at 6%; with 50% employer match about $20,842 at 4% or $13,894 at 6%; with 100% employer match about $15,631 at 4% or $10,421 at 6%.
Bjo Capital Management Inc. 401K Plan-2$771,523$2,501$1,251iApproximate average salary by contribution assumption: employee only about $31,263 at 4% or $20,842 at 6%; with 50% employer match about $20,842 at 4% or $13,894 at 6%; with 100% employer match about $15,631 at 4% or $10,421 at 6%.
200513$762,398$3,589$1,196iApproximate average salary by contribution assumption: employee only about $29,908 at 4% or $19,939 at 6%; with 50% employer match about $19,939 at 4% or $13,293 at 6%; with 100% employer match about $14,954 at 4% or $9,969 at 6%.
Bjo Capital Management Inc. 401K Plan-3$762,398$3,589$1,196iApproximate average salary by contribution assumption: employee only about $29,908 at 4% or $19,939 at 6%; with 50% employer match about $19,939 at 4% or $13,293 at 6%; with 100% employer match about $14,954 at 4% or $9,969 at 6%.
200413$745,140$1,848$616iApproximate average salary by contribution assumption: employee only about $15,400 at 4% or $10,267 at 6%; with 50% employer match about $10,267 at 4% or $6,844 at 6%; with 100% employer match about $7,700 at 4% or $5,133 at 6%.
Bjo Capital Management Inc. 401K Plan-3$745,140$1,848$616iApproximate average salary by contribution assumption: employee only about $15,400 at 4% or $10,267 at 6%; with 50% employer match about $10,267 at 4% or $6,844 at 6%; with 100% employer match about $7,700 at 4% or $5,133 at 6%.
200313$749,467$1,831$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
Bjo Capital Management Inc. 401K Plan-3$749,467$1,831$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
200212$0$0-
Bjo Capital Management Inc. 401K Plan-2---
200112$0$0-
Bjo Capital Management Inc. 401K Plan-2---
200014$0$0-
Bjo Capital Management Inc. 401K Plan-4---
199916$2,093,685$53,440$8,907iApproximate average salary by contribution assumption: employee only about $222,667 at 4% or $148,444 at 6%; with 50% employer match about $148,444 at 4% or $98,963 at 6%; with 100% employer match about $111,333 at 4% or $74,222 at 6%.
Bjo Capital Management Inc. 401K Plan-6$2,093,685$53,440$8,907iApproximate average salary by contribution assumption: employee only about $222,667 at 4% or $148,444 at 6%; with 50% employer match about $148,444 at 4% or $98,963 at 6%; with 100% employer match about $111,333 at 4% or $74,222 at 6%.