Civic Intelligence

Peterson Financial

Plan context: Peterson Financial 401K & Profit Sharing Plan

EIN 84-1382397 • Orem, UT • 20 filings • 2 plans

360 W 920 NOrem, UT 84057
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$4,125,478

2017 Contributions

$306,115

Historical Graphs

Total Assets Over Time

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

$4,125,478$2,062,739$0200620122017YearValue
$4,125,478Latest year 2017

Participants Over Time

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

1050200620122017YearValue
10Latest year 2017

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
2017210$4,125,478$306,115$30,612iApproximate average salary by contribution assumption: employee only about $765,288 at 4% or $510,192 at 6%; with 50% employer match about $510,192 at 4% or $340,128 at 6%; with 100% employer match about $382,644 at 4% or $255,096 at 6%.
Peterson Financial 401K & Profit Sharing Plan-10$2,243,130$106,115$10,612iApproximate average salary by contribution assumption: employee only about $265,288 at 4% or $176,858 at 6%; with 50% employer match about $176,858 at 4% or $117,906 at 6%; with 100% employer match about $132,644 at 4% or $88,429 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-9$1,882,348$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
201628$3,355,730$333,287$41,661iApproximate average salary by contribution assumption: employee only about $1,041,522 at 4% or $694,348 at 6%; with 50% employer match about $694,348 at 4% or $462,899 at 6%; with 100% employer match about $520,761 at 4% or $347,174 at 6%.
Peterson Financial 401K & Profit Sharing Plan-8$1,919,515$133,287$16,661iApproximate average salary by contribution assumption: employee only about $416,522 at 4% or $277,681 at 6%; with 50% employer match about $277,681 at 4% or $185,121 at 6%; with 100% employer match about $208,261 at 4% or $138,841 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-6$1,436,215$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201527$2,723,080$342,848$48,978iApproximate average salary by contribution assumption: employee only about $1,224,457 at 4% or $816,305 at 6%; with 50% employer match about $816,305 at 4% or $544,203 at 6%; with 100% employer match about $612,229 at 4% or $408,152 at 6%.
Peterson Financial 401K & Profit Sharing Plan-7$1,593,844$117,848$16,835iApproximate average salary by contribution assumption: employee only about $420,886 at 4% or $280,590 at 6%; with 50% employer match about $280,590 at 4% or $187,060 at 6%; with 100% employer match about $210,443 at 4% or $140,295 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-7$1,129,236$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
201427$2,469,965$305,992$43,713iApproximate average salary by contribution assumption: employee only about $1,092,829 at 4% or $728,552 at 6%; with 50% employer match about $728,552 at 4% or $485,702 at 6%; with 100% employer match about $546,414 at 4% or $364,276 at 6%.
Peterson Financial 401K & Profit Sharing Plan-7$1,529,876$105,992$15,142iApproximate average salary by contribution assumption: employee only about $378,543 at 4% or $252,362 at 6%; with 50% employer match about $252,362 at 4% or $168,241 at 6%; with 100% employer match about $189,271 at 4% or $126,181 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-6$940,089$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201327$2,045,198$305,960$43,709iApproximate average salary by contribution assumption: employee only about $1,092,714 at 4% or $728,476 at 6%; with 50% employer match about $728,476 at 4% or $485,651 at 6%; with 100% employer match about $546,357 at 4% or $364,238 at 6%.
Peterson Financial 401K & Profit Sharing Plan-7$1,334,173$99,114$14,159iApproximate average salary by contribution assumption: employee only about $353,979 at 4% or $235,986 at 6%; with 50% employer match about $235,986 at 4% or $157,324 at 6%; with 100% employer match about $176,989 at 4% or $117,993 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-6$711,025$206,846$34,474iApproximate average salary by contribution assumption: employee only about $861,858 at 4% or $574,572 at 6%; with 50% employer match about $574,572 at 4% or $383,048 at 6%; with 100% employer match about $430,929 at 4% or $287,286 at 6%.
201229$1,480,785$255,521$28,391iApproximate average salary by contribution assumption: employee only about $709,781 at 4% or $473,187 at 6%; with 50% employer match about $473,187 at 4% or $315,458 at 6%; with 100% employer match about $354,890 at 4% or $236,594 at 6%.
Peterson Financial 401K & Profit Sharing Plan-9$1,050,709$83,961$9,329iApproximate average salary by contribution assumption: employee only about $233,225 at 4% or $155,483 at 6%; with 50% employer match about $155,483 at 4% or $103,656 at 6%; with 100% employer match about $116,613 at 4% or $77,742 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-6$430,076$171,560$28,593iApproximate average salary by contribution assumption: employee only about $714,833 at 4% or $476,556 at 6%; with 50% employer match about $476,556 at 4% or $317,704 at 6%; with 100% employer match about $357,417 at 4% or $238,278 at 6%.
201126$1,116,255$201,242$33,540iApproximate average salary by contribution assumption: employee only about $838,508 at 4% or $559,006 at 6%; with 50% employer match about $559,006 at 4% or $372,670 at 6%; with 100% employer match about $419,254 at 4% or $279,503 at 6%.
Peterson Financial 401K & Profit Sharing Plan-6$873,652$83,239$13,873iApproximate average salary by contribution assumption: employee only about $346,829 at 4% or $231,219 at 6%; with 50% employer match about $231,219 at 4% or $154,146 at 6%; with 100% employer match about $173,415 at 4% or $115,610 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-5$242,603$118,003$23,601iApproximate average salary by contribution assumption: employee only about $590,015 at 4% or $393,343 at 6%; with 50% employer match about $393,343 at 4% or $262,229 at 6%; with 100% employer match about $295,008 at 4% or $196,672 at 6%.
201026$948,135$224,953$37,492iApproximate average salary by contribution assumption: employee only about $937,304 at 4% or $624,869 at 6%; with 50% employer match about $624,869 at 4% or $416,580 at 6%; with 100% employer match about $468,652 at 4% or $312,435 at 6%.
Peterson Financial 401K & Profit Sharing Plan-6$813,383$90,201$15,034iApproximate average salary by contribution assumption: employee only about $375,838 at 4% or $250,558 at 6%; with 50% employer match about $250,558 at 4% or $167,039 at 6%; with 100% employer match about $187,919 at 4% or $125,279 at 6%.
PETERSON FINANCIAL CASH BALANCE PENSION PLAN-5$134,752$134,752$26,950iApproximate average salary by contribution assumption: employee only about $673,760 at 4% or $449,173 at 6%; with 50% employer match about $449,173 at 4% or $299,449 at 6%; with 100% employer match about $336,880 at 4% or $224,587 at 6%.
200917$643,203$84,795$12,114iApproximate average salary by contribution assumption: employee only about $302,839 at 4% or $201,893 at 6%; with 50% employer match about $201,893 at 4% or $134,595 at 6%; with 100% employer match about $151,420 at 4% or $100,946 at 6%.
Peterson Financial 401K & Profit Sharing Plan-7$643,203$84,795$12,114iApproximate average salary by contribution assumption: employee only about $302,839 at 4% or $201,893 at 6%; with 50% employer match about $201,893 at 4% or $134,595 at 6%; with 100% employer match about $151,420 at 4% or $100,946 at 6%.
200814$418,231$74,018$18,505iApproximate average salary by contribution assumption: employee only about $462,613 at 4% or $308,408 at 6%; with 50% employer match about $308,408 at 4% or $205,606 at 6%; with 100% employer match about $231,306 at 4% or $154,204 at 6%.
Peterson Financial 401K & Profit Sharing Plan-4$418,231$74,018$18,505iApproximate average salary by contribution assumption: employee only about $462,613 at 4% or $308,408 at 6%; with 50% employer match about $308,408 at 4% or $205,606 at 6%; with 100% employer match about $231,306 at 4% or $154,204 at 6%.
200715$0$0-
Peterson Financial 401K & Profit Sharing Plan-5---
200615$476,569$455,149$91,030iApproximate average salary by contribution assumption: employee only about $2,275,745 at 4% or $1,517,163 at 6%; with 50% employer match about $1,517,163 at 4% or $1,011,442 at 6%; with 100% employer match about $1,137,873 at 4% or $758,582 at 6%.
Peterson Financial 401K & Profit Sharing Plan-5$476,569$455,149$91,030iApproximate average salary by contribution assumption: employee only about $2,275,745 at 4% or $1,517,163 at 6%; with 50% employer match about $1,517,163 at 4% or $1,011,442 at 6%; with 100% employer match about $1,137,873 at 4% or $758,582 at 6%.