Civic Intelligence

Tanner Capital Management

Plan context: Tanner Capital Management 401K and Profit Sharing Plan

EIN 87-0554152 • Provo, UT • 28 filings • 5 plans

3610 N University AveSuite 350Provo, UT 84604
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,506,239

2024 Contributions

$261,680

Historical Graphs

Total Assets Over Time

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

$3,571,384$1,785,692$0199920132023YearValue
$3,506,239Latest year 2023

Participants Over Time

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

840199920112023YearValue
7Latest year 2023

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
202410$0$261,680-
Tanner Capital Management 401K and Profit Sharing Plan-0$0$261,680-
202317$3,506,239$199,055$28,436iApproximate average salary by contribution assumption: employee only about $710,911 at 4% or $473,940 at 6%; with 50% employer match about $473,940 at 4% or $315,960 at 6%; with 100% employer match about $355,455 at 4% or $236,970 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$3,506,239$199,055$28,436iApproximate average salary by contribution assumption: employee only about $710,911 at 4% or $473,940 at 6%; with 50% employer match about $473,940 at 4% or $315,960 at 6%; with 100% employer match about $355,455 at 4% or $236,970 at 6%.
202217$2,728,594$233,476$33,354iApproximate average salary by contribution assumption: employee only about $833,843 at 4% or $555,895 at 6%; with 50% employer match about $555,895 at 4% or $370,597 at 6%; with 100% employer match about $416,921 at 4% or $277,948 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$2,728,594$233,476$33,354iApproximate average salary by contribution assumption: employee only about $833,843 at 4% or $555,895 at 6%; with 50% employer match about $555,895 at 4% or $370,597 at 6%; with 100% employer match about $416,921 at 4% or $277,948 at 6%.
202117$3,181,373$218,128$31,161iApproximate average salary by contribution assumption: employee only about $779,029 at 4% or $519,352 at 6%; with 50% employer match about $519,352 at 4% or $346,235 at 6%; with 100% employer match about $389,514 at 4% or $259,676 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$3,181,373$218,128$31,161iApproximate average salary by contribution assumption: employee only about $779,029 at 4% or $519,352 at 6%; with 50% employer match about $519,352 at 4% or $346,235 at 6%; with 100% employer match about $389,514 at 4% or $259,676 at 6%.
202010$3,571,384$165,928-
Tanner Capital Management 401K and Profit Sharing Plan-0$3,571,384$165,928-
201916$3,499,584$109,703$18,284iApproximate average salary by contribution assumption: employee only about $457,096 at 4% or $304,731 at 6%; with 50% employer match about $304,731 at 4% or $203,154 at 6%; with 100% employer match about $228,548 at 4% or $152,365 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-6$3,499,584$109,703$18,284iApproximate average salary by contribution assumption: employee only about $457,096 at 4% or $304,731 at 6%; with 50% employer match about $304,731 at 4% or $203,154 at 6%; with 100% employer match about $228,548 at 4% or $152,365 at 6%.
201818$2,868,956$140,521$17,565iApproximate average salary by contribution assumption: employee only about $439,128 at 4% or $292,752 at 6%; with 50% employer match about $292,752 at 4% or $195,168 at 6%; with 100% employer match about $219,564 at 4% or $146,376 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-8$2,868,956$140,521$17,565iApproximate average salary by contribution assumption: employee only about $439,128 at 4% or $292,752 at 6%; with 50% employer match about $292,752 at 4% or $195,168 at 6%; with 100% employer match about $219,564 at 4% or $146,376 at 6%.
201717$2,983,364$145,380$20,769iApproximate average salary by contribution assumption: employee only about $519,214 at 4% or $346,143 at 6%; with 50% employer match about $346,143 at 4% or $230,762 at 6%; with 100% employer match about $259,607 at 4% or $173,071 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$2,983,364$145,380$20,769iApproximate average salary by contribution assumption: employee only about $519,214 at 4% or $346,143 at 6%; with 50% employer match about $346,143 at 4% or $230,762 at 6%; with 100% employer match about $259,607 at 4% or $173,071 at 6%.
201618$2,533,632$138,628$17,329iApproximate average salary by contribution assumption: employee only about $433,213 at 4% or $288,808 at 6%; with 50% employer match about $288,808 at 4% or $192,539 at 6%; with 100% employer match about $216,606 at 4% or $144,404 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-8$2,533,632$138,628$17,329iApproximate average salary by contribution assumption: employee only about $433,213 at 4% or $288,808 at 6%; with 50% employer match about $288,808 at 4% or $192,539 at 6%; with 100% employer match about $216,606 at 4% or $144,404 at 6%.
201516$2,200,991$136,981$22,830iApproximate average salary by contribution assumption: employee only about $570,754 at 4% or $380,503 at 6%; with 50% employer match about $380,503 at 4% or $253,669 at 6%; with 100% employer match about $285,377 at 4% or $190,251 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-6$2,200,991$136,981$22,830iApproximate average salary by contribution assumption: employee only about $570,754 at 4% or $380,503 at 6%; with 50% employer match about $380,503 at 4% or $253,669 at 6%; with 100% employer match about $285,377 at 4% or $190,251 at 6%.
201416$2,131,819$127,052$21,175iApproximate average salary by contribution assumption: employee only about $529,383 at 4% or $352,922 at 6%; with 50% employer match about $352,922 at 4% or $235,281 at 6%; with 100% employer match about $264,692 at 4% or $176,461 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-6$2,131,819$127,052$21,175iApproximate average salary by contribution assumption: employee only about $529,383 at 4% or $352,922 at 6%; with 50% employer match about $352,922 at 4% or $235,281 at 6%; with 100% employer match about $264,692 at 4% or $176,461 at 6%.
201316$1,983,747$121,400$20,233iApproximate average salary by contribution assumption: employee only about $505,833 at 4% or $337,222 at 6%; with 50% employer match about $337,222 at 4% or $224,815 at 6%; with 100% employer match about $252,917 at 4% or $168,611 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-6$1,983,747$121,400$20,233iApproximate average salary by contribution assumption: employee only about $505,833 at 4% or $337,222 at 6%; with 50% employer match about $337,222 at 4% or $224,815 at 6%; with 100% employer match about $252,917 at 4% or $168,611 at 6%.
201216$1,700,985$114,118$19,020iApproximate average salary by contribution assumption: employee only about $475,492 at 4% or $316,994 at 6%; with 50% employer match about $316,994 at 4% or $211,330 at 6%; with 100% employer match about $237,746 at 4% or $158,497 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-6$1,700,985$114,118$19,020iApproximate average salary by contribution assumption: employee only about $475,492 at 4% or $316,994 at 6%; with 50% employer match about $316,994 at 4% or $211,330 at 6%; with 100% employer match about $237,746 at 4% or $158,497 at 6%.
201117$1,500,195$124,124$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$1,500,195$124,124$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
201017$1,395,233$118,351$16,907iApproximate average salary by contribution assumption: employee only about $422,682 at 4% or $281,788 at 6%; with 50% employer match about $281,788 at 4% or $187,859 at 6%; with 100% employer match about $211,341 at 4% or $140,894 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-7$1,395,233$118,351$16,907iApproximate average salary by contribution assumption: employee only about $422,682 at 4% or $281,788 at 6%; with 50% employer match about $281,788 at 4% or $187,859 at 6%; with 100% employer match about $211,341 at 4% or $140,894 at 6%.
200925$1,139,641$1,024,156$204,831iApproximate average salary by contribution assumption: employee only about $5,120,780 at 4% or $3,413,853 at 6%; with 50% employer match about $3,413,853 at 4% or $2,275,902 at 6%; with 100% employer match about $2,560,390 at 4% or $1,706,927 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-5$1,139,641$1,024,156$204,831iApproximate average salary by contribution assumption: employee only about $5,120,780 at 4% or $3,413,853 at 6%; with 50% employer match about $3,413,853 at 4% or $2,275,902 at 6%; with 100% employer match about $2,560,390 at 4% or $1,706,927 at 6%.
Tanner Capital Management LC Profit Sharing Plan-0$0--
200825$882,686$117,118$23,424iApproximate average salary by contribution assumption: employee only about $585,590 at 4% or $390,393 at 6%; with 50% employer match about $390,393 at 4% or $260,262 at 6%; with 100% employer match about $292,795 at 4% or $195,197 at 6%.
Tanner Capital Management LC Profit Sharing Plan-5$799,491$53,648$10,730iApproximate average salary by contribution assumption: employee only about $268,240 at 4% or $178,827 at 6%; with 50% employer match about $178,827 at 4% or $119,218 at 6%; with 100% employer match about $134,120 at 4% or $89,413 at 6%.
Tanner Capital Management 401K and Profit Sharing Plan-5$83,195$63,470$12,694iApproximate average salary by contribution assumption: employee only about $317,350 at 4% or $211,567 at 6%; with 50% employer match about $211,567 at 4% or $141,044 at 6%; with 100% employer match about $158,675 at 4% or $105,783 at 6%.
200714$0$0-
Tanner Capital Management LC Profit Sharing Plan-4---
200614$1,112,210$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Tanner Capital Management LC Profit Sharing Plan-4$1,112,210$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200514$895,458$51,250$12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%.
Tanner Capital Management LC Profit Sharing Plan-4$895,458$51,250$12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%.
200413$754,303$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Tanner Capital Management LC Profit Sharing Plan-3$754,303$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200313$605,408$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Tanner Capital Management LC Profit Sharing Plan-3$605,408$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200215$383,122$55,564$11,113iApproximate average salary by contribution assumption: employee only about $277,820 at 4% or $185,213 at 6%; with 50% employer match about $185,213 at 4% or $123,476 at 6%; with 100% employer match about $138,910 at 4% or $92,607 at 6%.
Tanner Capital Management LC Profit Sharing Plan-5$383,122$55,564$11,113iApproximate average salary by contribution assumption: employee only about $277,820 at 4% or $185,213 at 6%; with 50% employer match about $185,213 at 4% or $123,476 at 6%; with 100% employer match about $138,910 at 4% or $92,607 at 6%.
200115$0$0-
Tanner Capital Management LC Profit Sharing Plan-5---
200015$0$0-
Tanner Capital Management LC Profit Sharing Plan-5---
199912$355,734$35,748$17,874iApproximate average salary by contribution assumption: employee only about $446,850 at 4% or $297,900 at 6%; with 50% employer match about $297,900 at 4% or $198,600 at 6%; with 100% employer match about $223,425 at 4% or $148,950 at 6%.
Tanner Capital Management LC Profit Sharing Plan-2$355,734$35,748$17,874iApproximate average salary by contribution assumption: employee only about $446,850 at 4% or $297,900 at 6%; with 50% employer match about $297,900 at 4% or $198,600 at 6%; with 100% employer match about $223,425 at 4% or $148,950 at 6%.