Civic Intelligence

PETERSON WEALTH ADVISORS, LLC

Plan context: PETERSON WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN

EIN 26-1710863 • Orem, UT • 10 filings • 3 plans

360 West 920 NorthOrem, UT 84057
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$6,031,933

2025 Contributions

$400,159

Historical Graphs

Total Assets Over Time

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

$6,031,933$3,015,967$0201820222025YearValue
$6,031,933Latest year 2025

Participants Over Time

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

20100201820222025YearValue
20Latest year 2025

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
2025120$6,031,933$400,159$20,008iApproximate average salary by contribution assumption: employee only about $500,199 at 4% or $333,466 at 6%; with 50% employer match about $333,466 at 4% or $222,311 at 6%; with 100% employer match about $250,099 at 4% or $166,733 at 6%.
PETERSON WEALTH ADVISORS 401(K) & PROFIT SHARING PLAN-20$6,031,933$400,159$20,008iApproximate average salary by contribution assumption: employee only about $500,199 at 4% or $333,466 at 6%; with 50% employer match about $333,466 at 4% or $222,311 at 6%; with 100% employer match about $250,099 at 4% or $166,733 at 6%.
2024118$4,978,447$315,250$17,514iApproximate average salary by contribution assumption: employee only about $437,847 at 4% or $291,898 at 6%; with 50% employer match about $291,898 at 4% or $194,599 at 6%; with 100% employer match about $218,924 at 4% or $145,949 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-18$4,978,447$315,250$17,514iApproximate average salary by contribution assumption: employee only about $437,847 at 4% or $291,898 at 6%; with 50% employer match about $291,898 at 4% or $194,599 at 6%; with 100% employer match about $218,924 at 4% or $145,949 at 6%.
2023119$4,141,530$243,751$12,829iApproximate average salary by contribution assumption: employee only about $320,725 at 4% or $213,817 at 6%; with 50% employer match about $213,817 at 4% or $142,544 at 6%; with 100% employer match about $160,363 at 4% or $106,908 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-19$4,141,530$243,751$12,829iApproximate average salary by contribution assumption: employee only about $320,725 at 4% or $213,817 at 6%; with 50% employer match about $213,817 at 4% or $142,544 at 6%; with 100% employer match about $160,363 at 4% or $106,908 at 6%.
2022114$3,195,326$232,434$16,602iApproximate average salary by contribution assumption: employee only about $415,061 at 4% or $276,707 at 6%; with 50% employer match about $276,707 at 4% or $184,471 at 6%; with 100% employer match about $207,530 at 4% or $138,354 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-14$3,195,326$232,434$16,602iApproximate average salary by contribution assumption: employee only about $415,061 at 4% or $276,707 at 6%; with 50% employer match about $276,707 at 4% or $184,471 at 6%; with 100% employer match about $207,530 at 4% or $138,354 at 6%.
2021111$3,808,602$224,527$20,412iApproximate average salary by contribution assumption: employee only about $510,289 at 4% or $340,192 at 6%; with 50% employer match about $340,192 at 4% or $226,795 at 6%; with 100% employer match about $255,144 at 4% or $170,096 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-11$3,808,602$224,527$20,412iApproximate average salary by contribution assumption: employee only about $510,289 at 4% or $340,192 at 6%; with 50% employer match about $340,192 at 4% or $226,795 at 6%; with 100% employer match about $255,144 at 4% or $170,096 at 6%.
202018$2,869,218$180,077$22,510iApproximate average salary by contribution assumption: employee only about $562,741 at 4% or $375,160 at 6%; with 50% employer match about $375,160 at 4% or $250,107 at 6%; with 100% employer match about $281,370 at 4% or $187,580 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-8$2,869,218$180,077$22,510iApproximate average salary by contribution assumption: employee only about $562,741 at 4% or $375,160 at 6%; with 50% employer match about $375,160 at 4% or $250,107 at 6%; with 100% employer match about $281,370 at 4% or $187,580 at 6%.
201927$2,280,346$175,661$25,094iApproximate average salary by contribution assumption: employee only about $627,361 at 4% or $418,240 at 6%; with 50% employer match about $418,240 at 4% or $278,827 at 6%; with 100% employer match about $313,680 at 4% or $209,120 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-7$2,280,346$175,661$25,094iApproximate average salary by contribution assumption: employee only about $627,361 at 4% or $418,240 at 6%; with 50% employer match about $418,240 at 4% or $278,827 at 6%; with 100% employer match about $313,680 at 4% or $209,120 at 6%.
PETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN-0$0$0-
2018210$4,013,056$338,274$33,827iApproximate average salary by contribution assumption: employee only about $845,685 at 4% or $563,790 at 6%; with 50% employer match about $563,790 at 4% or $375,860 at 6%; with 100% employer match about $422,843 at 4% or $281,895 at 6%.
PETERSON FINANCIAL 401K & PROFIT SHARING PLAN-9$2,054,570$138,274$15,364iApproximate average salary by contribution assumption: employee only about $384,094 at 4% or $256,063 at 6%; with 50% employer match about $256,063 at 4% or $170,709 at 6%; with 100% employer match about $192,047 at 4% or $128,031 at 6%.
PETERSON WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN-10$1,958,486$200,000$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%.