Shared Branching of Utah Inc.
Plan context: Shared Branching of Utah Inc. 401(K) Plan and Trust
EIN 87-0519694 • Salt Lake City, UT • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$693,413
2024 Contributions
$18,327
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 | 1 | 2 | $693,413 | $18,327 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $693,413 | $18,327 | $9,164iApproximate average salary by contribution assumption: employee only about $229,088 at 4% or $152,725 at 6%; with 50% employer match about $152,725 at 4% or $101,817 at 6%; with 100% employer match about $114,544 at 4% or $76,363 at 6%. |
| 2023 | 1 | 2 | $604,574 | $14,933 | $7,467iApproximate average salary by contribution assumption: employee only about $186,663 at 4% or $124,442 at 6%; with 50% employer match about $124,442 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $604,574 | $14,933 | $7,467iApproximate average salary by contribution assumption: employee only about $186,663 at 4% or $124,442 at 6%; with 50% employer match about $124,442 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%. |
| 2022 | 1 | 2 | $505,402 | $15,612 | $7,806iApproximate average salary by contribution assumption: employee only about $195,150 at 4% or $130,100 at 6%; with 50% employer match about $130,100 at 4% or $86,733 at 6%; with 100% employer match about $97,575 at 4% or $65,050 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $505,402 | $15,612 | $7,806iApproximate average salary by contribution assumption: employee only about $195,150 at 4% or $130,100 at 6%; with 50% employer match about $130,100 at 4% or $86,733 at 6%; with 100% employer match about $97,575 at 4% or $65,050 at 6%. |
| 2021 | 1 | 2 | $571,992 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $571,992 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| 2020 | 1 | 2 | $474,135 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $474,135 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| 2019 | 1 | 2 | $418,542 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $418,542 | $16,290 | $8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%. |
| 2018 | 1 | 2 | $322,856 | $16,560 | $8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $322,856 | $16,560 | $8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%. |
| 2017 | 1 | 2 | $328,126 | $15,424 | $7,712iApproximate average salary by contribution assumption: employee only about $192,800 at 4% or $128,533 at 6%; with 50% employer match about $128,533 at 4% or $85,689 at 6%; with 100% employer match about $96,400 at 4% or $64,267 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $328,126 | $15,424 | $7,712iApproximate average salary by contribution assumption: employee only about $192,800 at 4% or $128,533 at 6%; with 50% employer match about $128,533 at 4% or $85,689 at 6%; with 100% employer match about $96,400 at 4% or $64,267 at 6%. |
| 2016 | 1 | 2 | $265,039 | $14,400 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $265,039 | $14,400 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| 2015 | 1 | 2 | $229,539 | $13,800 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $229,539 | $13,800 | $6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%. |
| 2014 | 1 | 2 | $218,132 | $14,400 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $218,132 | $14,400 | $7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%. |
| 2013 | 1 | 2 | $186,628 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $186,628 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2012 | 1 | 2 | $135,895 | $13,852 | $6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,956 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 2 | $135,895 | $13,852 | $6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,956 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%. |
| 2011 | 1 | 3 | $111,442 | $13,096 | $4,365iApproximate average salary by contribution assumption: employee only about $109,133 at 4% or $72,756 at 6%; with 50% employer match about $72,756 at 4% or $48,504 at 6%; with 100% employer match about $54,567 at 4% or $36,378 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 3 | $111,442 | $13,096 | $4,365iApproximate average salary by contribution assumption: employee only about $109,133 at 4% or $72,756 at 6%; with 50% employer match about $72,756 at 4% or $48,504 at 6%; with 100% employer match about $54,567 at 4% or $36,378 at 6%. |
| 2010 | 1 | 11 | $114,967 | $14,867 | $1,352iApproximate average salary by contribution assumption: employee only about $33,789 at 4% or $22,526 at 6%; with 50% employer match about $22,526 at 4% or $15,017 at 6%; with 100% employer match about $16,894 at 4% or $11,263 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 11 | $114,967 | $14,867 | $1,352iApproximate average salary by contribution assumption: employee only about $33,789 at 4% or $22,526 at 6%; with 50% employer match about $22,526 at 4% or $15,017 at 6%; with 100% employer match about $16,894 at 4% or $11,263 at 6%. |
| 2009 | 1 | 11 | $88,995 | $15,364 | $1,397iApproximate average salary by contribution assumption: employee only about $34,918 at 4% or $23,279 at 6%; with 50% employer match about $23,279 at 4% or $15,519 at 6%; with 100% employer match about $17,459 at 4% or $11,639 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 11 | $88,995 | $15,364 | $1,397iApproximate average salary by contribution assumption: employee only about $34,918 at 4% or $23,279 at 6%; with 50% employer match about $23,279 at 4% or $15,519 at 6%; with 100% employer match about $17,459 at 4% or $11,639 at 6%. |
| 2008 | 1 | 10 | $57,318 | $17,143 | $1,714iApproximate average salary by contribution assumption: employee only about $42,858 at 4% or $28,572 at 6%; with 50% employer match about $28,572 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%. |
| Shared Branching of Utah Inc. 401(K) Plan and Trust | - | 10 | $57,318 | $17,143 | $1,714iApproximate average salary by contribution assumption: employee only about $42,858 at 4% or $28,572 at 6%; with 50% employer match about $28,572 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%. |