Civic Intelligence

Sterling Financial Group LLC

Plan context: Sterling Financial Group 401(K) Plan

EIN 87-0573624 • Salt Lake City, UT • 12 filings • 1 plans

4525 South Wasatch BoulevardSuite 250Salt Lake City, UT 84124
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$8,659,344

2025 Contributions

$594,798

Historical Graphs

Total Assets Over Time

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

$8,659,344$4,329,672$0201420202025YearValue
$8,659,344Latest year 2025

Participants Over Time

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

40200201420202025YearValue
40Latest 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
2025140$8,659,344$594,798$14,870iApproximate average salary by contribution assumption: employee only about $371,749 at 4% or $247,833 at 6%; with 50% employer match about $247,833 at 4% or $165,222 at 6%; with 100% employer match about $185,874 at 4% or $123,916 at 6%.
Sterling Financial Group 401(K) Plan-40$8,659,344$594,798$14,870iApproximate average salary by contribution assumption: employee only about $371,749 at 4% or $247,833 at 6%; with 50% employer match about $247,833 at 4% or $165,222 at 6%; with 100% employer match about $185,874 at 4% or $123,916 at 6%.
2024136$6,762,592$454,882$12,636iApproximate average salary by contribution assumption: employee only about $315,890 at 4% or $210,594 at 6%; with 50% employer match about $210,594 at 4% or $140,396 at 6%; with 100% employer match about $157,945 at 4% or $105,297 at 6%.
Sterling Financial Group 401(K) Plan-36$6,762,592$454,882$12,636iApproximate average salary by contribution assumption: employee only about $315,890 at 4% or $210,594 at 6%; with 50% employer match about $210,594 at 4% or $140,396 at 6%; with 100% employer match about $157,945 at 4% or $105,297 at 6%.
2023135$5,374,900$472,851$13,510iApproximate average salary by contribution assumption: employee only about $337,751 at 4% or $225,167 at 6%; with 50% employer match about $225,167 at 4% or $150,111 at 6%; with 100% employer match about $168,875 at 4% or $112,584 at 6%.
Sterling Financial Group 401(K) Plan-35$5,374,900$472,851$13,510iApproximate average salary by contribution assumption: employee only about $337,751 at 4% or $225,167 at 6%; with 50% employer match about $225,167 at 4% or $150,111 at 6%; with 100% employer match about $168,875 at 4% or $112,584 at 6%.
2022133$3,970,131$474,828$14,389iApproximate average salary by contribution assumption: employee only about $359,718 at 4% or $239,812 at 6%; with 50% employer match about $239,812 at 4% or $159,875 at 6%; with 100% employer match about $179,859 at 4% or $119,906 at 6%.
Sterling Financial Group 401(K) Plan-33$3,970,131$474,828$14,389iApproximate average salary by contribution assumption: employee only about $359,718 at 4% or $239,812 at 6%; with 50% employer match about $239,812 at 4% or $159,875 at 6%; with 100% employer match about $179,859 at 4% or $119,906 at 6%.
2021134$4,541,683$463,418$13,630iApproximate average salary by contribution assumption: employee only about $340,749 at 4% or $227,166 at 6%; with 50% employer match about $227,166 at 4% or $151,444 at 6%; with 100% employer match about $170,374 at 4% or $113,583 at 6%.
Sterling Financial Group 401(K) Plan-34$4,541,683$463,418$13,630iApproximate average salary by contribution assumption: employee only about $340,749 at 4% or $227,166 at 6%; with 50% employer match about $227,166 at 4% or $151,444 at 6%; with 100% employer match about $170,374 at 4% or $113,583 at 6%.
2020126$3,619,136$336,390$12,938iApproximate average salary by contribution assumption: employee only about $323,452 at 4% or $215,635 at 6%; with 50% employer match about $215,635 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
Sterling Financial Group 401(K) Plan-26$3,619,136$336,390$12,938iApproximate average salary by contribution assumption: employee only about $323,452 at 4% or $215,635 at 6%; with 50% employer match about $215,635 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
2019127$2,771,234$316,180$11,710iApproximate average salary by contribution assumption: employee only about $292,759 at 4% or $195,173 at 6%; with 50% employer match about $195,173 at 4% or $130,115 at 6%; with 100% employer match about $146,380 at 4% or $97,586 at 6%.
Sterling Financial Group 401(K) Plan-27$2,771,234$316,180$11,710iApproximate average salary by contribution assumption: employee only about $292,759 at 4% or $195,173 at 6%; with 50% employer match about $195,173 at 4% or $130,115 at 6%; with 100% employer match about $146,380 at 4% or $97,586 at 6%.
2018128$1,987,906$375,762$13,420iApproximate average salary by contribution assumption: employee only about $335,502 at 4% or $223,668 at 6%; with 50% employer match about $223,668 at 4% or $149,112 at 6%; with 100% employer match about $167,751 at 4% or $111,834 at 6%.
Sterling Financial Group 401(K) Plan-28$1,987,906$375,762$13,420iApproximate average salary by contribution assumption: employee only about $335,502 at 4% or $223,668 at 6%; with 50% employer match about $223,668 at 4% or $149,112 at 6%; with 100% employer match about $167,751 at 4% or $111,834 at 6%.
2017127$1,748,877$261,861$9,699iApproximate average salary by contribution assumption: employee only about $242,464 at 4% or $161,643 at 6%; with 50% employer match about $161,643 at 4% or $107,762 at 6%; with 100% employer match about $121,232 at 4% or $80,821 at 6%.
Sterling Financial Group 401(K) Plan-27$1,748,877$261,861$9,699iApproximate average salary by contribution assumption: employee only about $242,464 at 4% or $161,643 at 6%; with 50% employer match about $161,643 at 4% or $107,762 at 6%; with 100% employer match about $121,232 at 4% or $80,821 at 6%.
2016125$1,240,945$269,441$10,778iApproximate average salary by contribution assumption: employee only about $269,441 at 4% or $179,627 at 6%; with 50% employer match about $179,627 at 4% or $119,752 at 6%; with 100% employer match about $134,721 at 4% or $89,814 at 6%.
Sterling Financial Group 401(K) Plan-25$1,240,945$269,441$10,778iApproximate average salary by contribution assumption: employee only about $269,441 at 4% or $179,627 at 6%; with 50% employer match about $179,627 at 4% or $119,752 at 6%; with 100% employer match about $134,721 at 4% or $89,814 at 6%.
2015127$990,622$549,112$20,337iApproximate average salary by contribution assumption: employee only about $508,437 at 4% or $338,958 at 6%; with 50% employer match about $338,958 at 4% or $225,972 at 6%; with 100% employer match about $254,219 at 4% or $169,479 at 6%.
Sterling Financial Group 401(K) Plan-27$990,622$549,112$20,337iApproximate average salary by contribution assumption: employee only about $508,437 at 4% or $338,958 at 6%; with 50% employer match about $338,958 at 4% or $225,972 at 6%; with 100% employer match about $254,219 at 4% or $169,479 at 6%.
2014123$482,154$482,380$20,973iApproximate average salary by contribution assumption: employee only about $524,326 at 4% or $349,551 at 6%; with 50% employer match about $349,551 at 4% or $233,034 at 6%; with 100% employer match about $262,163 at 4% or $174,775 at 6%.
Sterling Financial Group 401(K) Plan-23$482,154$482,380$20,973iApproximate average salary by contribution assumption: employee only about $524,326 at 4% or $349,551 at 6%; with 50% employer match about $349,551 at 4% or $233,034 at 6%; with 100% employer match about $262,163 at 4% or $174,775 at 6%.