Civic Intelligence

Acuvest Global Advisors

Plan context: Accuvest Global Advisors 401 K Profit Sharing Plan Trust

EIN 20-2104898 • Provo, UT • 12 filings • 4 plans

3575 N. 100 E.Suite 350Provo, UT 84604
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,118,229

2024 Contributions

$110,327

Historical Graphs

Total Assets Over Time

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

$1,118,229$559,115$0201220172024YearValue
$1,118,229Latest year 2024

Participants Over Time

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

950201220172024YearValue
9Latest 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
202419$1,118,229$110,327$12,259iApproximate average salary by contribution assumption: employee only about $306,464 at 4% or $204,309 at 6%; with 50% employer match about $204,309 at 4% or $136,206 at 6%; with 100% employer match about $153,232 at 4% or $102,155 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-9$1,118,229$110,327$12,259iApproximate average salary by contribution assumption: employee only about $306,464 at 4% or $204,309 at 6%; with 50% employer match about $204,309 at 4% or $136,206 at 6%; with 100% employer match about $153,232 at 4% or $102,155 at 6%.
202318$858,871$95,092$11,887iApproximate average salary by contribution assumption: employee only about $297,163 at 4% or $198,108 at 6%; with 50% employer match about $198,108 at 4% or $132,072 at 6%; with 100% employer match about $148,581 at 4% or $99,054 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-8$858,871$95,092$11,887iApproximate average salary by contribution assumption: employee only about $297,163 at 4% or $198,108 at 6%; with 50% employer match about $198,108 at 4% or $132,072 at 6%; with 100% employer match about $148,581 at 4% or $99,054 at 6%.
202218$605,067$106,815$13,352iApproximate average salary by contribution assumption: employee only about $333,797 at 4% or $222,531 at 6%; with 50% employer match about $222,531 at 4% or $148,354 at 6%; with 100% employer match about $166,898 at 4% or $111,266 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-8$605,067$106,815$13,352iApproximate average salary by contribution assumption: employee only about $333,797 at 4% or $222,531 at 6%; with 50% employer match about $222,531 at 4% or $148,354 at 6%; with 100% employer match about $166,898 at 4% or $111,266 at 6%.
202118$831,411$102,480$12,810iApproximate average salary by contribution assumption: employee only about $320,250 at 4% or $213,500 at 6%; with 50% employer match about $213,500 at 4% or $142,333 at 6%; with 100% employer match about $160,125 at 4% or $106,750 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-8$831,411$102,480$12,810iApproximate average salary by contribution assumption: employee only about $320,250 at 4% or $213,500 at 6%; with 50% employer match about $213,500 at 4% or $142,333 at 6%; with 100% employer match about $160,125 at 4% or $106,750 at 6%.
202010$0$0-
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-0$0--
201715$336,037$75,260$15,052iApproximate average salary by contribution assumption: employee only about $376,300 at 4% or $250,867 at 6%; with 50% employer match about $250,867 at 4% or $167,244 at 6%; with 100% employer match about $188,150 at 4% or $125,433 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-5$336,037$75,260$15,052iApproximate average salary by contribution assumption: employee only about $376,300 at 4% or $250,867 at 6%; with 50% employer match about $250,867 at 4% or $167,244 at 6%; with 100% employer match about $188,150 at 4% or $125,433 at 6%.
201614$211,611$61,943$15,486iApproximate average salary by contribution assumption: employee only about $387,144 at 4% or $258,096 at 6%; with 50% employer match about $258,096 at 4% or $172,064 at 6%; with 100% employer match about $193,572 at 4% or $129,048 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-4$211,611$61,943$15,486iApproximate average salary by contribution assumption: employee only about $387,144 at 4% or $258,096 at 6%; with 50% employer match about $258,096 at 4% or $172,064 at 6%; with 100% employer match about $193,572 at 4% or $129,048 at 6%.
201517$173,547$68,539$9,791iApproximate average salary by contribution assumption: employee only about $244,782 at 4% or $163,188 at 6%; with 50% employer match about $163,188 at 4% or $108,792 at 6%; with 100% employer match about $122,391 at 4% or $81,594 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-7$173,547$68,539$9,791iApproximate average salary by contribution assumption: employee only about $244,782 at 4% or $163,188 at 6%; with 50% employer match about $163,188 at 4% or $108,792 at 6%; with 100% employer match about $122,391 at 4% or $81,594 at 6%.
201427$210,580$112,155$16,022iApproximate average salary by contribution assumption: employee only about $400,554 at 4% or $267,036 at 6%; with 50% employer match about $267,036 at 4% or $178,024 at 6%; with 100% employer match about $200,277 at 4% or $133,518 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-7$105,290$55,426$7,918iApproximate average salary by contribution assumption: employee only about $197,950 at 4% or $131,967 at 6%; with 50% employer match about $131,967 at 4% or $87,978 at 6%; with 100% employer match about $98,975 at 4% or $65,983 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-7$105,290$56,729$8,104iApproximate average salary by contribution assumption: employee only about $202,604 at 4% or $135,069 at 6%; with 50% employer match about $135,069 at 4% or $90,046 at 6%; with 100% employer match about $101,302 at 4% or $67,535 at 6%.
201311$46,592$23,611$23,611iApproximate average salary by contribution assumption: employee only about $590,275 at 4% or $393,517 at 6%; with 50% employer match about $393,517 at 4% or $262,344 at 6%; with 100% employer match about $295,138 at 4% or $196,758 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-1$46,592$23,611$23,611iApproximate average salary by contribution assumption: employee only about $590,275 at 4% or $393,517 at 6%; with 50% employer match about $393,517 at 4% or $262,344 at 6%; with 100% employer match about $295,138 at 4% or $196,758 at 6%.
201211$22,975$22,975$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
Accuvest Global Advisors 401 K Profit Sharing Plan Trust-1$22,975$22,975$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.