Civic Intelligence

Intermountain Financial Group

Plan context: Intermountain Financial Group Salary Deferral Plan

EIN 20-0434481 • Salt Lake City, UT • 14 filings • 1 plans

35 East 100 South Apt 1506Salt Lake City, UT 84111
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,557,831

2024 Contributions

$126,028

Historical Graphs

Total Assets Over Time

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

$1,557,831$778,916$0201120182024YearValue
$1,557,831Latest year 2024

Participants Over Time

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

1890201120182024YearValue
15Latest 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
2024115$1,557,831$126,028$8,402iApproximate average salary by contribution assumption: employee only about $210,047 at 4% or $140,031 at 6%; with 50% employer match about $140,031 at 4% or $93,354 at 6%; with 100% employer match about $105,023 at 4% or $70,016 at 6%.
Intermountain Financial Group Salary Deferral Plan-15$1,557,831$126,028$8,402iApproximate average salary by contribution assumption: employee only about $210,047 at 4% or $140,031 at 6%; with 50% employer match about $140,031 at 4% or $93,354 at 6%; with 100% employer match about $105,023 at 4% or $70,016 at 6%.
2023114$1,345,044$66,834$4,774iApproximate average salary by contribution assumption: employee only about $119,346 at 4% or $79,564 at 6%; with 50% employer match about $79,564 at 4% or $53,043 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%.
Intermountain Financial Group Salary Deferral Plan-14$1,345,044$66,834$4,774iApproximate average salary by contribution assumption: employee only about $119,346 at 4% or $79,564 at 6%; with 50% employer match about $79,564 at 4% or $53,043 at 6%; with 100% employer match about $59,673 at 4% or $39,782 at 6%.
202213$1,108,896$46,831$15,610iApproximate average salary by contribution assumption: employee only about $390,258 at 4% or $260,172 at 6%; with 50% employer match about $260,172 at 4% or $173,448 at 6%; with 100% employer match about $195,129 at 4% or $130,086 at 6%.
Intermountain Financial Group Salary Deferral Plan-3$1,108,896$46,831$15,610iApproximate average salary by contribution assumption: employee only about $390,258 at 4% or $260,172 at 6%; with 50% employer match about $260,172 at 4% or $173,448 at 6%; with 100% employer match about $195,129 at 4% or $130,086 at 6%.
2021113$1,341,647$61,819$4,755iApproximate average salary by contribution assumption: employee only about $118,883 at 4% or $79,255 at 6%; with 50% employer match about $79,255 at 4% or $52,837 at 6%; with 100% employer match about $59,441 at 4% or $39,628 at 6%.
Intermountain Financial Group Salary Deferral Plan-13$1,341,647$61,819$4,755iApproximate average salary by contribution assumption: employee only about $118,883 at 4% or $79,255 at 6%; with 50% employer match about $79,255 at 4% or $52,837 at 6%; with 100% employer match about $59,441 at 4% or $39,628 at 6%.
2020115$1,128,317$49,294$3,286iApproximate average salary by contribution assumption: employee only about $82,157 at 4% or $54,771 at 6%; with 50% employer match about $54,771 at 4% or $36,514 at 6%; with 100% employer match about $41,078 at 4% or $27,386 at 6%.
Intermountain Financial Group Salary Deferral Plan-15$1,128,317$49,294$3,286iApproximate average salary by contribution assumption: employee only about $82,157 at 4% or $54,771 at 6%; with 50% employer match about $54,771 at 4% or $36,514 at 6%; with 100% employer match about $41,078 at 4% or $27,386 at 6%.
201915$1,023,730$51,299$10,260iApproximate average salary by contribution assumption: employee only about $256,495 at 4% or $170,997 at 6%; with 50% employer match about $170,997 at 4% or $113,998 at 6%; with 100% employer match about $128,247 at 4% or $85,498 at 6%.
Intermountain Financial Group Salary Deferral Plan-5$1,023,730$51,299$10,260iApproximate average salary by contribution assumption: employee only about $256,495 at 4% or $170,997 at 6%; with 50% employer match about $170,997 at 4% or $113,998 at 6%; with 100% employer match about $128,247 at 4% or $85,498 at 6%.
201815$816,168$58,837$11,767iApproximate average salary by contribution assumption: employee only about $294,185 at 4% or $196,123 at 6%; with 50% employer match about $196,123 at 4% or $130,749 at 6%; with 100% employer match about $147,093 at 4% or $98,062 at 6%.
Intermountain Financial Group Salary Deferral Plan-5$816,168$58,837$11,767iApproximate average salary by contribution assumption: employee only about $294,185 at 4% or $196,123 at 6%; with 50% employer match about $196,123 at 4% or $130,749 at 6%; with 100% employer match about $147,093 at 4% or $98,062 at 6%.
201714$819,197$39,182$9,796iApproximate average salary by contribution assumption: employee only about $244,888 at 4% or $163,258 at 6%; with 50% employer match about $163,258 at 4% or $108,839 at 6%; with 100% employer match about $122,444 at 4% or $81,629 at 6%.
Intermountain Financial Group Salary Deferral Plan-4$819,197$39,182$9,796iApproximate average salary by contribution assumption: employee only about $244,888 at 4% or $163,258 at 6%; with 50% employer match about $163,258 at 4% or $108,839 at 6%; with 100% employer match about $122,444 at 4% or $81,629 at 6%.
201614$683,117$31,957$7,989iApproximate average salary by contribution assumption: employee only about $199,731 at 4% or $133,154 at 6%; with 50% employer match about $133,154 at 4% or $88,769 at 6%; with 100% employer match about $99,866 at 4% or $66,577 at 6%.
Intermountain Financial Group Salary Deferral Plan-4$683,117$31,957$7,989iApproximate average salary by contribution assumption: employee only about $199,731 at 4% or $133,154 at 6%; with 50% employer match about $133,154 at 4% or $88,769 at 6%; with 100% employer match about $99,866 at 4% or $66,577 at 6%.
201513$611,141$26,595$8,865iApproximate average salary by contribution assumption: employee only about $221,625 at 4% or $147,750 at 6%; with 50% employer match about $147,750 at 4% or $98,500 at 6%; with 100% employer match about $110,813 at 4% or $73,875 at 6%.
Intermountain Financial Group Salary Deferral Plan-3$611,141$26,595$8,865iApproximate average salary by contribution assumption: employee only about $221,625 at 4% or $147,750 at 6%; with 50% employer match about $147,750 at 4% or $98,500 at 6%; with 100% employer match about $110,813 at 4% or $73,875 at 6%.
201415$616,003$34,812$6,962iApproximate average salary by contribution assumption: employee only about $174,060 at 4% or $116,040 at 6%; with 50% employer match about $116,040 at 4% or $77,360 at 6%; with 100% employer match about $87,030 at 4% or $58,020 at 6%.
Intermountain Financial Group Salary Deferral Plan-5$616,003$34,812$6,962iApproximate average salary by contribution assumption: employee only about $174,060 at 4% or $116,040 at 6%; with 50% employer match about $116,040 at 4% or $77,360 at 6%; with 100% employer match about $87,030 at 4% or $58,020 at 6%.
201315$624,336$33,799$6,760iApproximate average salary by contribution assumption: employee only about $168,995 at 4% or $112,663 at 6%; with 50% employer match about $112,663 at 4% or $75,109 at 6%; with 100% employer match about $84,498 at 4% or $56,332 at 6%.
Intermountain Financial Group Salary Deferral Plan-5$624,336$33,799$6,760iApproximate average salary by contribution assumption: employee only about $168,995 at 4% or $112,663 at 6%; with 50% employer match about $112,663 at 4% or $75,109 at 6%; with 100% employer match about $84,498 at 4% or $56,332 at 6%.
2012118$962,689$85,860$4,770iApproximate average salary by contribution assumption: employee only about $119,250 at 4% or $79,500 at 6%; with 50% employer match about $79,500 at 4% or $53,000 at 6%; with 100% employer match about $59,625 at 4% or $39,750 at 6%.
Intermountain Financial Group Salary Deferral Plan-18$962,689$85,860$4,770iApproximate average salary by contribution assumption: employee only about $119,250 at 4% or $79,500 at 6%; with 50% employer match about $79,500 at 4% or $53,000 at 6%; with 100% employer match about $59,625 at 4% or $39,750 at 6%.
2011118$800,673$99,549$5,531iApproximate average salary by contribution assumption: employee only about $138,263 at 4% or $92,175 at 6%; with 50% employer match about $92,175 at 4% or $61,450 at 6%; with 100% employer match about $69,131 at 4% or $46,088 at 6%.
Intermountain Financial Group Salary Deferral Plan-18$800,673$99,549$5,531iApproximate average salary by contribution assumption: employee only about $138,263 at 4% or $92,175 at 6%; with 50% employer match about $92,175 at 4% or $61,450 at 6%; with 100% employer match about $69,131 at 4% or $46,088 at 6%.