Civic Intelligence

Preservemd LLC

Plan context: Sundwall Family Medicine 401(K) Profit Sharing Plan

EIN 46-3517563 • Highland, UT • 5 filings • 1 plans

10290 N. North County Blvd.Suite 200Highland, UT 84003
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$3,054,556

2025 Contributions

$138,609

Historical Graphs

Total Assets Over Time

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

$3,054,556$1,527,278$0202120232025YearValue
$3,054,556Latest year 2025

Participants Over Time

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

1580202120232025YearValue
15Latest 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
2025115$3,054,556$138,609$9,241iApproximate average salary by contribution assumption: employee only about $231,015 at 4% or $154,010 at 6%; with 50% employer match about $154,010 at 4% or $102,673 at 6%; with 100% employer match about $115,508 at 4% or $77,005 at 6%.
Sundwall Family Medicine 401(K) Profit Sharing Plan-15$3,054,556$138,609$9,241iApproximate average salary by contribution assumption: employee only about $231,015 at 4% or $154,010 at 6%; with 50% employer match about $154,010 at 4% or $102,673 at 6%; with 100% employer match about $115,508 at 4% or $77,005 at 6%.
202419$2,440,822$117,349$13,039iApproximate average salary by contribution assumption: employee only about $325,969 at 4% or $217,313 at 6%; with 50% employer match about $217,313 at 4% or $144,875 at 6%; with 100% employer match about $162,985 at 4% or $108,656 at 6%.
Sundwall Family Medicine 401(K) Profit Sharing Plan-9$2,440,822$117,349$13,039iApproximate average salary by contribution assumption: employee only about $325,969 at 4% or $217,313 at 6%; with 50% employer match about $217,313 at 4% or $144,875 at 6%; with 100% employer match about $162,985 at 4% or $108,656 at 6%.
202318$1,869,531$105,861$13,233iApproximate average salary by contribution assumption: employee only about $330,816 at 4% or $220,544 at 6%; with 50% employer match about $220,544 at 4% or $147,029 at 6%; with 100% employer match about $165,408 at 4% or $110,272 at 6%.
Sundwall Family Medicine 401(K) Profit Sharing Plan-8$1,869,531$105,861$13,233iApproximate average salary by contribution assumption: employee only about $330,816 at 4% or $220,544 at 6%; with 50% employer match about $220,544 at 4% or $147,029 at 6%; with 100% employer match about $165,408 at 4% or $110,272 at 6%.
202217$1,343,426$89,628$12,804iApproximate average salary by contribution assumption: employee only about $320,100 at 4% or $213,400 at 6%; with 50% employer match about $213,400 at 4% or $142,267 at 6%; with 100% employer match about $160,050 at 4% or $106,700 at 6%.
Sundwall Family Medicine 401(K) Profit Sharing Plan-7$1,343,426$89,628$12,804iApproximate average salary by contribution assumption: employee only about $320,100 at 4% or $213,400 at 6%; with 50% employer match about $213,400 at 4% or $142,267 at 6%; with 100% employer match about $160,050 at 4% or $106,700 at 6%.
202114$1,708,726$44,786$11,197iApproximate average salary by contribution assumption: employee only about $279,913 at 4% or $186,608 at 6%; with 50% employer match about $186,608 at 4% or $124,406 at 6%; with 100% employer match about $139,956 at 4% or $93,304 at 6%.
Sundwall Family Medicine 401(K) Profit Sharing Plan-4$1,708,726$44,786$11,197iApproximate average salary by contribution assumption: employee only about $279,913 at 4% or $186,608 at 6%; with 50% employer match about $186,608 at 4% or $124,406 at 6%; with 100% employer match about $139,956 at 4% or $93,304 at 6%.