Civic Intelligence

Adams Wealth Advisors LLC

Plan context: Adams Wealth Advisors 401(K) Plan

EIN 45-5179896 • Logan, UT • 11 filings • 1 plans

701 South Main, Suite #400Logan, UT 84321
Current Snapshot

Latest Year

2022

2022 Participants

24

2022 Assets

$1,088,572

2022 Contributions

$297,009

Historical Graphs

Total Assets Over Time

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

$1,088,572$544,286$0201320182022YearValue
$1,088,572Latest year 2022

Participants Over Time

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

24120201320182022YearValue
24Latest year 2022

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
2022124$1,088,572$297,009$12,375iApproximate average salary by contribution assumption: employee only about $309,384 at 4% or $206,256 at 6%; with 50% employer match about $206,256 at 4% or $137,504 at 6%; with 100% employer match about $154,692 at 4% or $103,128 at 6%.
Adams Wealth Advisors 401(K) Plan-24$1,088,572$297,009$12,375iApproximate average salary by contribution assumption: employee only about $309,384 at 4% or $206,256 at 6%; with 50% employer match about $206,256 at 4% or $137,504 at 6%; with 100% employer match about $154,692 at 4% or $103,128 at 6%.
2021121$951,598$260,496$12,405iApproximate average salary by contribution assumption: employee only about $310,114 at 4% or $206,743 at 6%; with 50% employer match about $206,743 at 4% or $137,829 at 6%; with 100% employer match about $155,057 at 4% or $103,371 at 6%.
Adams Wealth Advisors 401(K) Plan-21$951,598$260,496$12,405iApproximate average salary by contribution assumption: employee only about $310,114 at 4% or $206,743 at 6%; with 50% employer match about $206,743 at 4% or $137,829 at 6%; with 100% employer match about $155,057 at 4% or $103,371 at 6%.
2020115$564,152$131,627$8,775iApproximate average salary by contribution assumption: employee only about $219,378 at 4% or $146,252 at 6%; with 50% employer match about $146,252 at 4% or $97,501 at 6%; with 100% employer match about $109,689 at 4% or $73,126 at 6%.
Adams Wealth Advisors 401(K) Plan-15$564,152$131,627$8,775iApproximate average salary by contribution assumption: employee only about $219,378 at 4% or $146,252 at 6%; with 50% employer match about $146,252 at 4% or $97,501 at 6%; with 100% employer match about $109,689 at 4% or $73,126 at 6%.
2019111$502,364$119,322$10,847iApproximate average salary by contribution assumption: employee only about $271,186 at 4% or $180,791 at 6%; with 50% employer match about $180,791 at 4% or $120,527 at 6%; with 100% employer match about $135,593 at 4% or $90,395 at 6%.
Adams Wealth Advisors 401(K) Plan-11$502,364$119,322$10,847iApproximate average salary by contribution assumption: employee only about $271,186 at 4% or $180,791 at 6%; with 50% employer match about $180,791 at 4% or $120,527 at 6%; with 100% employer match about $135,593 at 4% or $90,395 at 6%.
2018111$293,946$117,815$10,710iApproximate average salary by contribution assumption: employee only about $267,761 at 4% or $178,508 at 6%; with 50% employer match about $178,508 at 4% or $119,005 at 6%; with 100% employer match about $133,881 at 4% or $89,254 at 6%.
Adams Wealth Advisors 401(K) Plan-11$293,946$117,815$10,710iApproximate average salary by contribution assumption: employee only about $267,761 at 4% or $178,508 at 6%; with 50% employer match about $178,508 at 4% or $119,005 at 6%; with 100% employer match about $133,881 at 4% or $89,254 at 6%.
201719$213,875$89,198$9,911iApproximate average salary by contribution assumption: employee only about $247,772 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,121 at 6%; with 100% employer match about $123,886 at 4% or $82,591 at 6%.
Adams Wealth Advisors 401(K) Plan-9$213,875$89,198$9,911iApproximate average salary by contribution assumption: employee only about $247,772 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,121 at 6%; with 100% employer match about $123,886 at 4% or $82,591 at 6%.
201617$117,993$47,771$6,824iApproximate average salary by contribution assumption: employee only about $170,611 at 4% or $113,740 at 6%; with 50% employer match about $113,740 at 4% or $75,827 at 6%; with 100% employer match about $85,305 at 4% or $56,870 at 6%.
Adams Wealth Advisors 401(K) Plan-7$117,993$47,771$6,824iApproximate average salary by contribution assumption: employee only about $170,611 at 4% or $113,740 at 6%; with 50% employer match about $113,740 at 4% or $75,827 at 6%; with 100% employer match about $85,305 at 4% or $56,870 at 6%.
201514$70,522$30,852$7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%.
Adams Wealth Advisors 401(K) Plan-4$70,522$30,852$7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%.
201414$40,516$22,821$5,705iApproximate average salary by contribution assumption: employee only about $142,631 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
Adams Wealth Advisors 401(K) Plan-4$40,516$22,821$5,705iApproximate average salary by contribution assumption: employee only about $142,631 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
201311$17,500$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Adams Wealth Advisors 401(K) Plan-1$17,500$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201210$0$0-
Adams Wealth Advisors 401(K) Plan-0$0--