Civic Intelligence

Kjp Wealth Management

Plan context: Kjp Wealth Management 401 K Profit Sharing Plan Trust

EIN 90-1115137 • Cottonwood Heights, UT • 9 filings • 2 plans

6965 Union Park Center #220Cottonwood Heights, UT 84047
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$936,061

2023 Contributions

$73,953

Historical Graphs

Total Assets Over Time

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

$936,061$468,031$0201520192023YearValue
$936,061Latest year 2023

Participants Over Time

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

420201520192023YearValue
4Latest 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
202314$936,061$73,953$18,488iApproximate average salary by contribution assumption: employee only about $462,206 at 4% or $308,138 at 6%; with 50% employer match about $308,138 at 4% or $205,425 at 6%; with 100% employer match about $231,103 at 4% or $154,069 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-4$936,061$73,953$18,488iApproximate average salary by contribution assumption: employee only about $462,206 at 4% or $308,138 at 6%; with 50% employer match about $308,138 at 4% or $205,425 at 6%; with 100% employer match about $231,103 at 4% or $154,069 at 6%.
202214$699,284$67,163$16,791iApproximate average salary by contribution assumption: employee only about $419,769 at 4% or $279,846 at 6%; with 50% employer match about $279,846 at 4% or $186,564 at 6%; with 100% employer match about $209,884 at 4% or $139,923 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-4$699,284$67,163$16,791iApproximate average salary by contribution assumption: employee only about $419,769 at 4% or $279,846 at 6%; with 50% employer match about $279,846 at 4% or $186,564 at 6%; with 100% employer match about $209,884 at 4% or $139,923 at 6%.
202113$817,609$62,889$20,963iApproximate average salary by contribution assumption: employee only about $524,075 at 4% or $349,383 at 6%; with 50% employer match about $349,383 at 4% or $232,922 at 6%; with 100% employer match about $262,038 at 4% or $174,692 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$817,609$62,889$20,963iApproximate average salary by contribution assumption: employee only about $524,075 at 4% or $349,383 at 6%; with 50% employer match about $349,383 at 4% or $232,922 at 6%; with 100% employer match about $262,038 at 4% or $174,692 at 6%.
202013$609,612$64,981$21,660iApproximate average salary by contribution assumption: employee only about $541,508 at 4% or $361,006 at 6%; with 50% employer match about $361,006 at 4% or $240,670 at 6%; with 100% employer match about $270,754 at 4% or $180,503 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$609,612$64,981$21,660iApproximate average salary by contribution assumption: employee only about $541,508 at 4% or $361,006 at 6%; with 50% employer match about $361,006 at 4% or $240,670 at 6%; with 100% employer match about $270,754 at 4% or $180,503 at 6%.
201913$445,209$64,088$21,363iApproximate average salary by contribution assumption: employee only about $534,067 at 4% or $356,044 at 6%; with 50% employer match about $356,044 at 4% or $237,363 at 6%; with 100% employer match about $267,033 at 4% or $178,022 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$445,209$64,088$21,363iApproximate average salary by contribution assumption: employee only about $534,067 at 4% or $356,044 at 6%; with 50% employer match about $356,044 at 4% or $237,363 at 6%; with 100% employer match about $267,033 at 4% or $178,022 at 6%.
201813$291,610$61,238$20,413iApproximate average salary by contribution assumption: employee only about $510,317 at 4% or $340,211 at 6%; with 50% employer match about $340,211 at 4% or $226,807 at 6%; with 100% employer match about $255,158 at 4% or $170,106 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$291,610$61,238$20,413iApproximate average salary by contribution assumption: employee only about $510,317 at 4% or $340,211 at 6%; with 50% employer match about $340,211 at 4% or $226,807 at 6%; with 100% employer match about $255,158 at 4% or $170,106 at 6%.
201713$267,198$63,695$21,232iApproximate average salary by contribution assumption: employee only about $530,792 at 4% or $353,861 at 6%; with 50% employer match about $353,861 at 4% or $235,907 at 6%; with 100% employer match about $265,396 at 4% or $176,931 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$267,198$63,695$21,232iApproximate average salary by contribution assumption: employee only about $530,792 at 4% or $353,861 at 6%; with 50% employer match about $353,861 at 4% or $235,907 at 6%; with 100% employer match about $265,396 at 4% or $176,931 at 6%.
201614$162,212$49,640$12,410iApproximate average salary by contribution assumption: employee only about $310,250 at 4% or $206,833 at 6%; with 50% employer match about $206,833 at 4% or $137,889 at 6%; with 100% employer match about $155,125 at 4% or $103,417 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-4$162,212$49,640$12,410iApproximate average salary by contribution assumption: employee only about $310,250 at 4% or $206,833 at 6%; with 50% employer match about $206,833 at 4% or $137,889 at 6%; with 100% employer match about $155,125 at 4% or $103,417 at 6%.
201513$143,795$86,930$28,977iApproximate average salary by contribution assumption: employee only about $724,417 at 4% or $482,944 at 6%; with 50% employer match about $482,944 at 4% or $321,963 at 6%; with 100% employer match about $362,208 at 4% or $241,472 at 6%.
Kjp Wealth Management 401 K Profit Sharing Plan Trust-3$143,795$86,930$28,977iApproximate average salary by contribution assumption: employee only about $724,417 at 4% or $482,944 at 6%; with 50% employer match about $482,944 at 4% or $321,963 at 6%; with 100% employer match about $362,208 at 4% or $241,472 at 6%.