Civic Intelligence

Peterson Wealth Services

Plan context: Peterson Wealth Services 401 K Profit Sharing Plan Trust

EIN 27-0532838 • South Ogden, UT • 16 filings • 4 plans

1523 East Skyline DriveSuite CSouth Ogden, UT 84405
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,619,643

2025 Contributions

$185,426

Historical Graphs

Total Assets Over Time

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

$2,619,643$1,309,822$0201020182025YearValue
$2,619,643Latest year 2025

Participants Over Time

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

1050201020182025YearValue
8Latest 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
202518$2,619,643$185,426$23,178iApproximate average salary by contribution assumption: employee only about $579,456 at 4% or $386,304 at 6%; with 50% employer match about $386,304 at 4% or $257,536 at 6%; with 100% employer match about $289,728 at 4% or $193,152 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-8$2,619,643$185,426$23,178iApproximate average salary by contribution assumption: employee only about $579,456 at 4% or $386,304 at 6%; with 50% employer match about $386,304 at 4% or $257,536 at 6%; with 100% employer match about $289,728 at 4% or $193,152 at 6%.
202419$1,997,901$176,281$19,587iApproximate average salary by contribution assumption: employee only about $489,669 at 4% or $326,446 at 6%; with 50% employer match about $326,446 at 4% or $217,631 at 6%; with 100% employer match about $244,835 at 4% or $163,223 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-9$1,997,901$176,281$19,587iApproximate average salary by contribution assumption: employee only about $489,669 at 4% or $326,446 at 6%; with 50% employer match about $326,446 at 4% or $217,631 at 6%; with 100% employer match about $244,835 at 4% or $163,223 at 6%.
2023110$1,695,880$100,518$10,052iApproximate average salary by contribution assumption: employee only about $251,295 at 4% or $167,530 at 6%; with 50% employer match about $167,530 at 4% or $111,687 at 6%; with 100% employer match about $125,647 at 4% or $83,765 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-10$1,695,880$100,518$10,052iApproximate average salary by contribution assumption: employee only about $251,295 at 4% or $167,530 at 6%; with 50% employer match about $167,530 at 4% or $111,687 at 6%; with 100% employer match about $125,647 at 4% or $83,765 at 6%.
202217$1,304,518$128,691$18,384iApproximate average salary by contribution assumption: employee only about $459,611 at 4% or $306,407 at 6%; with 50% employer match about $306,407 at 4% or $204,271 at 6%; with 100% employer match about $229,805 at 4% or $153,204 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-7$1,304,518$128,691$18,384iApproximate average salary by contribution assumption: employee only about $459,611 at 4% or $306,407 at 6%; with 50% employer match about $306,407 at 4% or $204,271 at 6%; with 100% employer match about $229,805 at 4% or $153,204 at 6%.
202116$1,506,593$111,327$18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-6$1,506,593$111,327$18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%.
202016$1,226,656$97,437$16,240iApproximate average salary by contribution assumption: employee only about $405,988 at 4% or $270,658 at 6%; with 50% employer match about $270,658 at 4% or $180,439 at 6%; with 100% employer match about $202,994 at 4% or $135,329 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-6$1,226,656$97,437$16,240iApproximate average salary by contribution assumption: employee only about $405,988 at 4% or $270,658 at 6%; with 50% employer match about $270,658 at 4% or $180,439 at 6%; with 100% employer match about $202,994 at 4% or $135,329 at 6%.
201915$910,075$69,883$13,977iApproximate average salary by contribution assumption: employee only about $349,415 at 4% or $232,943 at 6%; with 50% employer match about $232,943 at 4% or $155,296 at 6%; with 100% employer match about $174,708 at 4% or $116,472 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-5$910,075$69,883$13,977iApproximate average salary by contribution assumption: employee only about $349,415 at 4% or $232,943 at 6%; with 50% employer match about $232,943 at 4% or $155,296 at 6%; with 100% employer match about $174,708 at 4% or $116,472 at 6%.
201817$686,099$78,166$11,167iApproximate average salary by contribution assumption: employee only about $279,164 at 4% or $186,110 at 6%; with 50% employer match about $186,110 at 4% or $124,073 at 6%; with 100% employer match about $139,582 at 4% or $93,055 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-7$686,099$78,166$11,167iApproximate average salary by contribution assumption: employee only about $279,164 at 4% or $186,110 at 6%; with 50% employer match about $186,110 at 4% or $124,073 at 6%; with 100% employer match about $139,582 at 4% or $93,055 at 6%.
201718$758,006$80,900$10,113iApproximate average salary by contribution assumption: employee only about $252,813 at 4% or $168,542 at 6%; with 50% employer match about $168,542 at 4% or $112,361 at 6%; with 100% employer match about $126,406 at 4% or $84,271 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-8$758,006$80,900$10,113iApproximate average salary by contribution assumption: employee only about $252,813 at 4% or $168,542 at 6%; with 50% employer match about $168,542 at 4% or $112,361 at 6%; with 100% employer match about $126,406 at 4% or $84,271 at 6%.
201618$539,682$105,197$13,150iApproximate average salary by contribution assumption: employee only about $328,741 at 4% or $219,160 at 6%; with 50% employer match about $219,160 at 4% or $146,107 at 6%; with 100% employer match about $164,370 at 4% or $109,580 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-8$539,682$105,197$13,150iApproximate average salary by contribution assumption: employee only about $328,741 at 4% or $219,160 at 6%; with 50% employer match about $219,160 at 4% or $146,107 at 6%; with 100% employer match about $164,370 at 4% or $109,580 at 6%.
201515$441,143$100,265$20,053iApproximate average salary by contribution assumption: employee only about $501,325 at 4% or $334,217 at 6%; with 50% employer match about $334,217 at 4% or $222,811 at 6%; with 100% employer match about $250,663 at 4% or $167,108 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-5$441,143$100,265$20,053iApproximate average salary by contribution assumption: employee only about $501,325 at 4% or $334,217 at 6%; with 50% employer match about $334,217 at 4% or $222,811 at 6%; with 100% employer match about $250,663 at 4% or $167,108 at 6%.
201415$392,631$95,527$19,105iApproximate average salary by contribution assumption: employee only about $477,635 at 4% or $318,423 at 6%; with 50% employer match about $318,423 at 4% or $212,282 at 6%; with 100% employer match about $238,818 at 4% or $159,212 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-5$392,631$95,527$19,105iApproximate average salary by contribution assumption: employee only about $477,635 at 4% or $318,423 at 6%; with 50% employer match about $318,423 at 4% or $212,282 at 6%; with 100% employer match about $238,818 at 4% or $159,212 at 6%.
201318$306,497$86,048$10,756iApproximate average salary by contribution assumption: employee only about $268,900 at 4% or $179,267 at 6%; with 50% employer match about $179,267 at 4% or $119,511 at 6%; with 100% employer match about $134,450 at 4% or $89,633 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-8$306,497$86,048$10,756iApproximate average salary by contribution assumption: employee only about $268,900 at 4% or $179,267 at 6%; with 50% employer match about $179,267 at 4% or $119,511 at 6%; with 100% employer match about $134,450 at 4% or $89,633 at 6%.
201216$185,069$3,293$549iApproximate average salary by contribution assumption: employee only about $13,721 at 4% or $9,147 at 6%; with 50% employer match about $9,147 at 4% or $6,098 at 6%; with 100% employer match about $6,860 at 4% or $4,574 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-6$185,069$3,293$549iApproximate average salary by contribution assumption: employee only about $13,721 at 4% or $9,147 at 6%; with 50% employer match about $9,147 at 4% or $6,098 at 6%; with 100% employer match about $6,860 at 4% or $4,574 at 6%.
201115$104,432$67,793$13,559iApproximate average salary by contribution assumption: employee only about $338,965 at 4% or $225,977 at 6%; with 50% employer match about $225,977 at 4% or $150,651 at 6%; with 100% employer match about $169,483 at 4% or $112,988 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-5$104,432$67,793$13,559iApproximate average salary by contribution assumption: employee only about $338,965 at 4% or $225,977 at 6%; with 50% employer match about $225,977 at 4% or $150,651 at 6%; with 100% employer match about $169,483 at 4% or $112,988 at 6%.
201013$48,592$43,417$14,472iApproximate average salary by contribution assumption: employee only about $361,808 at 4% or $241,206 at 6%; with 50% employer match about $241,206 at 4% or $160,804 at 6%; with 100% employer match about $180,904 at 4% or $120,603 at 6%.
Peterson Wealth Services 401 K Profit Sharing Plan Trust-3$48,592$43,417$14,472iApproximate average salary by contribution assumption: employee only about $361,808 at 4% or $241,206 at 6%; with 50% employer match about $241,206 at 4% or $160,804 at 6%; with 100% employer match about $180,904 at 4% or $120,603 at 6%.