Civic Intelligence

Adams & Petersen Cpas LLC

Plan context: Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan

EIN 87-0686187 • Clearfield, UT • 18 filings • 2 plans

1689 East 1400 South, Suite 100Clearfield, UT 84015
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$2,760,720

2025 Contributions

$262,105

Historical Graphs

Total Assets Over Time

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

$2,760,720$1,380,360$0200820172025YearValue
$2,760,720Latest year 2025

Participants Over Time

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

27140200820172025YearValue
27Latest 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
2025127$2,760,720$262,105$9,708iApproximate average salary by contribution assumption: employee only about $242,690 at 4% or $161,793 at 6%; with 50% employer match about $161,793 at 4% or $107,862 at 6%; with 100% employer match about $121,345 at 4% or $80,897 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-27$2,760,720$262,105$9,708iApproximate average salary by contribution assumption: employee only about $242,690 at 4% or $161,793 at 6%; with 50% employer match about $161,793 at 4% or $107,862 at 6%; with 100% employer match about $121,345 at 4% or $80,897 at 6%.
2024124$2,171,246$238,762$9,948iApproximate average salary by contribution assumption: employee only about $248,710 at 4% or $165,807 at 6%; with 50% employer match about $165,807 at 4% or $110,538 at 6%; with 100% employer match about $124,355 at 4% or $82,903 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-24$2,171,246$238,762$9,948iApproximate average salary by contribution assumption: employee only about $248,710 at 4% or $165,807 at 6%; with 50% employer match about $165,807 at 4% or $110,538 at 6%; with 100% employer match about $124,355 at 4% or $82,903 at 6%.
2023124$1,766,590$210,279$8,762iApproximate average salary by contribution assumption: employee only about $219,041 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,014 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-24$1,766,590$210,279$8,762iApproximate average salary by contribution assumption: employee only about $219,041 at 4% or $146,027 at 6%; with 50% employer match about $146,027 at 4% or $97,351 at 6%; with 100% employer match about $109,520 at 4% or $73,014 at 6%.
2022124$1,352,854$183,967$7,665iApproximate average salary by contribution assumption: employee only about $191,632 at 4% or $127,755 at 6%; with 50% employer match about $127,755 at 4% or $85,170 at 6%; with 100% employer match about $95,816 at 4% or $63,877 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-24$1,352,854$183,967$7,665iApproximate average salary by contribution assumption: employee only about $191,632 at 4% or $127,755 at 6%; with 50% employer match about $127,755 at 4% or $85,170 at 6%; with 100% employer match about $95,816 at 4% or $63,877 at 6%.
2021121$1,967,960$181,403$8,638iApproximate average salary by contribution assumption: employee only about $215,956 at 4% or $143,971 at 6%; with 50% employer match about $143,971 at 4% or $95,980 at 6%; with 100% employer match about $107,978 at 4% or $71,985 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-21$1,967,960$181,403$8,638iApproximate average salary by contribution assumption: employee only about $215,956 at 4% or $143,971 at 6%; with 50% employer match about $143,971 at 4% or $95,980 at 6%; with 100% employer match about $107,978 at 4% or $71,985 at 6%.
2020119$1,597,914$172,172$9,062iApproximate average salary by contribution assumption: employee only about $226,542 at 4% or $151,028 at 6%; with 50% employer match about $151,028 at 4% or $100,685 at 6%; with 100% employer match about $113,271 at 4% or $75,514 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-19$1,597,914$172,172$9,062iApproximate average salary by contribution assumption: employee only about $226,542 at 4% or $151,028 at 6%; with 50% employer match about $151,028 at 4% or $100,685 at 6%; with 100% employer match about $113,271 at 4% or $75,514 at 6%.
2019116$1,231,971$137,186$8,574iApproximate average salary by contribution assumption: employee only about $214,353 at 4% or $142,902 at 6%; with 50% employer match about $142,902 at 4% or $95,268 at 6%; with 100% employer match about $107,177 at 4% or $71,451 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-16$1,231,971$137,186$8,574iApproximate average salary by contribution assumption: employee only about $214,353 at 4% or $142,902 at 6%; with 50% employer match about $142,902 at 4% or $95,268 at 6%; with 100% employer match about $107,177 at 4% or $71,451 at 6%.
2018116$914,774$126,838$7,927iApproximate average salary by contribution assumption: employee only about $198,184 at 4% or $132,123 at 6%; with 50% employer match about $132,123 at 4% or $88,082 at 6%; with 100% employer match about $99,092 at 4% or $66,061 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-16$914,774$126,838$7,927iApproximate average salary by contribution assumption: employee only about $198,184 at 4% or $132,123 at 6%; with 50% employer match about $132,123 at 4% or $88,082 at 6%; with 100% employer match about $99,092 at 4% or $66,061 at 6%.
2017113$836,983$122,699$9,438iApproximate average salary by contribution assumption: employee only about $235,960 at 4% or $157,306 at 6%; with 50% employer match about $157,306 at 4% or $104,871 at 6%; with 100% employer match about $117,980 at 4% or $78,653 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-13$836,983$122,699$9,438iApproximate average salary by contribution assumption: employee only about $235,960 at 4% or $157,306 at 6%; with 50% employer match about $157,306 at 4% or $104,871 at 6%; with 100% employer match about $117,980 at 4% or $78,653 at 6%.
2016114$653,950$121,930$8,709iApproximate average salary by contribution assumption: employee only about $217,732 at 4% or $145,155 at 6%; with 50% employer match about $145,155 at 4% or $96,770 at 6%; with 100% employer match about $108,866 at 4% or $72,577 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-14$653,950$121,930$8,709iApproximate average salary by contribution assumption: employee only about $217,732 at 4% or $145,155 at 6%; with 50% employer match about $145,155 at 4% or $96,770 at 6%; with 100% employer match about $108,866 at 4% or $72,577 at 6%.
2015114$509,931$144,383$10,313iApproximate average salary by contribution assumption: employee only about $257,827 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,913 at 4% or $85,942 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-14$509,931$144,383$10,313iApproximate average salary by contribution assumption: employee only about $257,827 at 4% or $171,885 at 6%; with 50% employer match about $171,885 at 4% or $114,590 at 6%; with 100% employer match about $128,913 at 4% or $85,942 at 6%.
2014111$423,084$87,898$7,991iApproximate average salary by contribution assumption: employee only about $199,768 at 4% or $133,179 at 6%; with 50% employer match about $133,179 at 4% or $88,786 at 6%; with 100% employer match about $99,884 at 4% or $66,589 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-11$423,084$87,898$7,991iApproximate average salary by contribution assumption: employee only about $199,768 at 4% or $133,179 at 6%; with 50% employer match about $133,179 at 4% or $88,786 at 6%; with 100% employer match about $99,884 at 4% or $66,589 at 6%.
201319$367,479$85,772$9,530iApproximate average salary by contribution assumption: employee only about $238,256 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,128 at 4% or $79,419 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-9$367,479$85,772$9,530iApproximate average salary by contribution assumption: employee only about $238,256 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,128 at 4% or $79,419 at 6%.
201217$282,567$67,326$9,618iApproximate average salary by contribution assumption: employee only about $240,450 at 4% or $160,300 at 6%; with 50% employer match about $160,300 at 4% or $106,867 at 6%; with 100% employer match about $120,225 at 4% or $80,150 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-7$282,567$67,326$9,618iApproximate average salary by contribution assumption: employee only about $240,450 at 4% or $160,300 at 6%; with 50% employer match about $160,300 at 4% or $106,867 at 6%; with 100% employer match about $120,225 at 4% or $80,150 at 6%.
201116$184,772$42,423$7,071iApproximate average salary by contribution assumption: employee only about $176,763 at 4% or $117,842 at 6%; with 50% employer match about $117,842 at 4% or $78,561 at 6%; with 100% employer match about $88,381 at 4% or $58,921 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-6$184,772$42,423$7,071iApproximate average salary by contribution assumption: employee only about $176,763 at 4% or $117,842 at 6%; with 50% employer match about $117,842 at 4% or $78,561 at 6%; with 100% employer match about $88,381 at 4% or $58,921 at 6%.
201016$147,393$42,017$7,003iApproximate average salary by contribution assumption: employee only about $175,071 at 4% or $116,714 at 6%; with 50% employer match about $116,714 at 4% or $77,809 at 6%; with 100% employer match about $87,535 at 4% or $58,357 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-6$147,393$42,017$7,003iApproximate average salary by contribution assumption: employee only about $175,071 at 4% or $116,714 at 6%; with 50% employer match about $116,714 at 4% or $77,809 at 6%; with 100% employer match about $87,535 at 4% or $58,357 at 6%.
200915$92,169$38,094$7,619iApproximate average salary by contribution assumption: employee only about $190,470 at 4% or $126,980 at 6%; with 50% employer match about $126,980 at 4% or $84,653 at 6%; with 100% employer match about $95,235 at 4% or $63,490 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-5$92,169$38,094$7,619iApproximate average salary by contribution assumption: employee only about $190,470 at 4% or $126,980 at 6%; with 50% employer match about $126,980 at 4% or $84,653 at 6%; with 100% employer match about $95,235 at 4% or $63,490 at 6%.
200818$39,970$41,054$5,132iApproximate average salary by contribution assumption: employee only about $128,294 at 4% or $85,529 at 6%; with 50% employer match about $85,529 at 4% or $57,019 at 6%; with 100% employer match about $64,147 at 4% or $42,765 at 6%.
Adams & Petersen Cpas LLC 401(K) Profit Sharing Plan-8$39,970$41,054$5,132iApproximate average salary by contribution assumption: employee only about $128,294 at 4% or $85,529 at 6%; with 50% employer match about $85,529 at 4% or $57,019 at 6%; with 100% employer match about $64,147 at 4% or $42,765 at 6%.