Civic Intelligence

Wilson Wealth Management Inc.

Plan context: Wwm 401(K) Plan

EIN 26-1757550 • Salt Lake City, UT • 17 filings • 1 plans

1555 East Stratford, Suite 100Salt Lake City, UT 84106
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,140,869

2025 Contributions

$131,170

Historical Graphs

Total Assets Over Time

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

$3,140,869$1,570,435$0200920172025YearValue
$3,140,869Latest year 2025

Participants Over Time

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

420200920172025YearValue
3Latest 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
202513$3,140,869$131,170$43,723iApproximate average salary by contribution assumption: employee only about $1,093,083 at 4% or $728,722 at 6%; with 50% employer match about $728,722 at 4% or $485,815 at 6%; with 100% employer match about $546,542 at 4% or $364,361 at 6%.
Wwm 401(K) Plan-3$3,140,869$131,170$43,723iApproximate average salary by contribution assumption: employee only about $1,093,083 at 4% or $728,722 at 6%; with 50% employer match about $728,722 at 4% or $485,815 at 6%; with 100% employer match about $546,542 at 4% or $364,361 at 6%.
202413$2,585,017$137,465$45,822iApproximate average salary by contribution assumption: employee only about $1,145,542 at 4% or $763,694 at 6%; with 50% employer match about $763,694 at 4% or $509,130 at 6%; with 100% employer match about $572,771 at 4% or $381,847 at 6%.
Wwm 401(K) Plan-3$2,585,017$137,465$45,822iApproximate average salary by contribution assumption: employee only about $1,145,542 at 4% or $763,694 at 6%; with 50% employer match about $763,694 at 4% or $509,130 at 6%; with 100% employer match about $572,771 at 4% or $381,847 at 6%.
202313$2,142,831$132,684$44,228iApproximate average salary by contribution assumption: employee only about $1,105,700 at 4% or $737,133 at 6%; with 50% employer match about $737,133 at 4% or $491,422 at 6%; with 100% employer match about $552,850 at 4% or $368,567 at 6%.
Wwm 401(K) Plan-3$2,142,831$132,684$44,228iApproximate average salary by contribution assumption: employee only about $1,105,700 at 4% or $737,133 at 6%; with 50% employer match about $737,133 at 4% or $491,422 at 6%; with 100% employer match about $552,850 at 4% or $368,567 at 6%.
202213$1,689,756$146,019$48,673iApproximate average salary by contribution assumption: employee only about $1,216,825 at 4% or $811,217 at 6%; with 50% employer match about $811,217 at 4% or $540,811 at 6%; with 100% employer match about $608,413 at 4% or $405,608 at 6%.
Wwm 401(K) Plan-3$1,689,756$146,019$48,673iApproximate average salary by contribution assumption: employee only about $1,216,825 at 4% or $811,217 at 6%; with 50% employer match about $811,217 at 4% or $540,811 at 6%; with 100% employer match about $608,413 at 4% or $405,608 at 6%.
202113$1,906,685$132,758$44,253iApproximate average salary by contribution assumption: employee only about $1,106,317 at 4% or $737,544 at 6%; with 50% employer match about $737,544 at 4% or $491,696 at 6%; with 100% employer match about $553,158 at 4% or $368,772 at 6%.
Wwm 401(K) Plan-3$1,906,685$132,758$44,253iApproximate average salary by contribution assumption: employee only about $1,106,317 at 4% or $737,544 at 6%; with 50% employer match about $737,544 at 4% or $491,696 at 6%; with 100% employer match about $553,158 at 4% or $368,772 at 6%.
202012$1,516,595$67,229$33,615iApproximate average salary by contribution assumption: employee only about $840,363 at 4% or $560,242 at 6%; with 50% employer match about $560,242 at 4% or $373,494 at 6%; with 100% employer match about $420,181 at 4% or $280,121 at 6%.
Wwm 401(K) Plan-2$1,516,595$67,229$33,615iApproximate average salary by contribution assumption: employee only about $840,363 at 4% or $560,242 at 6%; with 50% employer match about $560,242 at 4% or $373,494 at 6%; with 100% employer match about $420,181 at 4% or $280,121 at 6%.
201912$1,452,302$194,864$97,432iApproximate average salary by contribution assumption: employee only about $2,435,800 at 4% or $1,623,867 at 6%; with 50% employer match about $1,623,867 at 4% or $1,082,578 at 6%; with 100% employer match about $1,217,900 at 4% or $811,933 at 6%.
Wwm 401(K) Plan-2$1,452,302$194,864$97,432iApproximate average salary by contribution assumption: employee only about $2,435,800 at 4% or $1,623,867 at 6%; with 50% employer match about $1,623,867 at 4% or $1,082,578 at 6%; with 100% employer match about $1,217,900 at 4% or $811,933 at 6%.
201812$1,037,693$64,422$32,211iApproximate average salary by contribution assumption: employee only about $805,275 at 4% or $536,850 at 6%; with 50% employer match about $536,850 at 4% or $357,900 at 6%; with 100% employer match about $402,638 at 4% or $268,425 at 6%.
Wwm 401(K) Plan-2$1,037,693$64,422$32,211iApproximate average salary by contribution assumption: employee only about $805,275 at 4% or $536,850 at 6%; with 50% employer match about $536,850 at 4% or $357,900 at 6%; with 100% employer match about $402,638 at 4% or $268,425 at 6%.
201712$1,025,549$62,432$31,216iApproximate average salary by contribution assumption: employee only about $780,400 at 4% or $520,267 at 6%; with 50% employer match about $520,267 at 4% or $346,844 at 6%; with 100% employer match about $390,200 at 4% or $260,133 at 6%.
Wwm 401(K) Plan-2$1,025,549$62,432$31,216iApproximate average salary by contribution assumption: employee only about $780,400 at 4% or $520,267 at 6%; with 50% employer match about $520,267 at 4% or $346,844 at 6%; with 100% employer match about $390,200 at 4% or $260,133 at 6%.
201612$798,079$60,990$30,495iApproximate average salary by contribution assumption: employee only about $762,375 at 4% or $508,250 at 6%; with 50% employer match about $508,250 at 4% or $338,833 at 6%; with 100% employer match about $381,188 at 4% or $254,125 at 6%.
Wwm 401(K) Plan-2$798,079$60,990$30,495iApproximate average salary by contribution assumption: employee only about $762,375 at 4% or $508,250 at 6%; with 50% employer match about $508,250 at 4% or $338,833 at 6%; with 100% employer match about $381,188 at 4% or $254,125 at 6%.
201513$701,699$60,162$20,054iApproximate average salary by contribution assumption: employee only about $501,350 at 4% or $334,233 at 6%; with 50% employer match about $334,233 at 4% or $222,822 at 6%; with 100% employer match about $250,675 at 4% or $167,117 at 6%.
Wwm 401(K) Plan-3$701,699$60,162$20,054iApproximate average salary by contribution assumption: employee only about $501,350 at 4% or $334,233 at 6%; with 50% employer match about $334,233 at 4% or $222,822 at 6%; with 100% employer match about $250,675 at 4% or $167,117 at 6%.
201413$646,633$60,870$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
Wwm 401(K) Plan-3$646,633$60,870$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
201312$567,243$59,621$29,811iApproximate average salary by contribution assumption: employee only about $745,263 at 4% or $496,842 at 6%; with 50% employer match about $496,842 at 4% or $331,228 at 6%; with 100% employer match about $372,631 at 4% or $248,421 at 6%.
Wwm 401(K) Plan-2$567,243$59,621$29,811iApproximate average salary by contribution assumption: employee only about $745,263 at 4% or $496,842 at 6%; with 50% employer match about $496,842 at 4% or $331,228 at 6%; with 100% employer match about $372,631 at 4% or $248,421 at 6%.
201214$453,924$37,034$9,259iApproximate average salary by contribution assumption: employee only about $231,463 at 4% or $154,308 at 6%; with 50% employer match about $154,308 at 4% or $102,872 at 6%; with 100% employer match about $115,731 at 4% or $77,154 at 6%.
Wwm 401(K) Plan-4$453,924$37,034$9,259iApproximate average salary by contribution assumption: employee only about $231,463 at 4% or $154,308 at 6%; with 50% employer match about $154,308 at 4% or $102,872 at 6%; with 100% employer match about $115,731 at 4% or $77,154 at 6%.
201114$367,820$39,931$9,983iApproximate average salary by contribution assumption: employee only about $249,569 at 4% or $166,379 at 6%; with 50% employer match about $166,379 at 4% or $110,919 at 6%; with 100% employer match about $124,784 at 4% or $83,190 at 6%.
Wwm 401(K) Plan-4$367,820$39,931$9,983iApproximate average salary by contribution assumption: employee only about $249,569 at 4% or $166,379 at 6%; with 50% employer match about $166,379 at 4% or $110,919 at 6%; with 100% employer match about $124,784 at 4% or $83,190 at 6%.
201014$333,748$34,525$8,631iApproximate average salary by contribution assumption: employee only about $215,781 at 4% or $143,854 at 6%; with 50% employer match about $143,854 at 4% or $95,903 at 6%; with 100% employer match about $107,891 at 4% or $71,927 at 6%.
Wwm 401(K) Plan-4$333,748$34,525$8,631iApproximate average salary by contribution assumption: employee only about $215,781 at 4% or $143,854 at 6%; with 50% employer match about $143,854 at 4% or $95,903 at 6%; with 100% employer match about $107,891 at 4% or $71,927 at 6%.
200913$261,247$32,428$10,809iApproximate average salary by contribution assumption: employee only about $270,233 at 4% or $180,156 at 6%; with 50% employer match about $180,156 at 4% or $120,104 at 6%; with 100% employer match about $135,117 at 4% or $90,078 at 6%.
Wwm 401(K) Plan-3$261,247$32,428$10,809iApproximate average salary by contribution assumption: employee only about $270,233 at 4% or $180,156 at 6%; with 50% employer match about $180,156 at 4% or $120,104 at 6%; with 100% employer match about $135,117 at 4% or $90,078 at 6%.