Civic Intelligence

Medicus Wealth Planning

Plan context: Medicus Wealth Planning 401(K) Plan

EIN 26-2840420 • Draper, UT • 6 filings • 1 plans

11681 S 700 ESuite 200Draper, UT 84020
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$232,765

2025 Contributions

$27,996

Historical Graphs

Total Assets Over Time

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

$232,765$116,383$0202020232025YearValue
$232,765Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest 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
202512$232,765$27,996$13,998iApproximate average salary by contribution assumption: employee only about $349,950 at 4% or $233,300 at 6%; with 50% employer match about $233,300 at 4% or $155,533 at 6%; with 100% employer match about $174,975 at 4% or $116,650 at 6%.
Medicus Wealth Planning 401(K) Plan-2$232,765$27,996$13,998iApproximate average salary by contribution assumption: employee only about $349,950 at 4% or $233,300 at 6%; with 50% employer match about $233,300 at 4% or $155,533 at 6%; with 100% employer match about $174,975 at 4% or $116,650 at 6%.
202412$167,941$27,689$13,845iApproximate average salary by contribution assumption: employee only about $346,113 at 4% or $230,742 at 6%; with 50% employer match about $230,742 at 4% or $153,828 at 6%; with 100% employer match about $173,056 at 4% or $115,371 at 6%.
Medicus Wealth Planning 401(K) Plan-2$167,941$27,689$13,845iApproximate average salary by contribution assumption: employee only about $346,113 at 4% or $230,742 at 6%; with 50% employer match about $230,742 at 4% or $153,828 at 6%; with 100% employer match about $173,056 at 4% or $115,371 at 6%.
202312$125,181$25,172$12,586iApproximate average salary by contribution assumption: employee only about $314,650 at 4% or $209,767 at 6%; with 50% employer match about $209,767 at 4% or $139,844 at 6%; with 100% employer match about $157,325 at 4% or $104,883 at 6%.
Medicus Wealth Planning 401(K) Plan-2$125,181$25,172$12,586iApproximate average salary by contribution assumption: employee only about $314,650 at 4% or $209,767 at 6%; with 50% employer match about $209,767 at 4% or $139,844 at 6%; with 100% employer match about $157,325 at 4% or $104,883 at 6%.
202212$84,218$27,534$13,767iApproximate average salary by contribution assumption: employee only about $344,175 at 4% or $229,450 at 6%; with 50% employer match about $229,450 at 4% or $152,967 at 6%; with 100% employer match about $172,088 at 4% or $114,725 at 6%.
Medicus Wealth Planning 401(K) Plan-2$84,218$27,534$13,767iApproximate average salary by contribution assumption: employee only about $344,175 at 4% or $229,450 at 6%; with 50% employer match about $229,450 at 4% or $152,967 at 6%; with 100% employer match about $172,088 at 4% or $114,725 at 6%.
202112$68,308$24,590$12,295iApproximate average salary by contribution assumption: employee only about $307,375 at 4% or $204,917 at 6%; with 50% employer match about $204,917 at 4% or $136,611 at 6%; with 100% employer match about $153,688 at 4% or $102,458 at 6%.
Medicus Wealth Planning 401(K) Plan-2$68,308$24,590$12,295iApproximate average salary by contribution assumption: employee only about $307,375 at 4% or $204,917 at 6%; with 50% employer match about $204,917 at 4% or $136,611 at 6%; with 100% employer match about $153,688 at 4% or $102,458 at 6%.
202012$34,888$29,254$14,627iApproximate average salary by contribution assumption: employee only about $365,675 at 4% or $243,783 at 6%; with 50% employer match about $243,783 at 4% or $162,522 at 6%; with 100% employer match about $182,838 at 4% or $121,892 at 6%.
Medicus Wealth Planning 401(K) Plan-2$34,888$29,254$14,627iApproximate average salary by contribution assumption: employee only about $365,675 at 4% or $243,783 at 6%; with 50% employer match about $243,783 at 4% or $162,522 at 6%; with 100% employer match about $182,838 at 4% or $121,892 at 6%.