Civic Intelligence

Net Worth Advisory Group

Plan context: Net Worth Advisory Group 401(K) Plan

EIN 87-0690314 • Sandy, UT • 15 filings • 1 plans

75 W. Towne Ridge Parkway, Ste 460Sandy, UT 84070
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,316,457

2025 Contributions

$281,645

Historical Graphs

Total Assets Over Time

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

$4,316,457$2,158,229$0201120182025YearValue
$4,316,457Latest year 2025

Participants Over Time

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

1680201120182025YearValue
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$4,316,457$281,645$18,776iApproximate average salary by contribution assumption: employee only about $469,408 at 4% or $312,939 at 6%; with 50% employer match about $312,939 at 4% or $208,626 at 6%; with 100% employer match about $234,704 at 4% or $156,469 at 6%.
Net Worth Advisory Group 401(K) Plan-15$4,316,457$281,645$18,776iApproximate average salary by contribution assumption: employee only about $469,408 at 4% or $312,939 at 6%; with 50% employer match about $312,939 at 4% or $208,626 at 6%; with 100% employer match about $234,704 at 4% or $156,469 at 6%.
2024116$3,414,991$270,815$16,926iApproximate average salary by contribution assumption: employee only about $423,148 at 4% or $282,099 at 6%; with 50% employer match about $282,099 at 4% or $188,066 at 6%; with 100% employer match about $211,574 at 4% or $141,049 at 6%.
Net Worth Advisory Group 401(K) Plan-16$3,414,991$270,815$16,926iApproximate average salary by contribution assumption: employee only about $423,148 at 4% or $282,099 at 6%; with 50% employer match about $282,099 at 4% or $188,066 at 6%; with 100% employer match about $211,574 at 4% or $141,049 at 6%.
2023114$2,648,780$258,733$18,481iApproximate average salary by contribution assumption: employee only about $462,023 at 4% or $308,015 at 6%; with 50% employer match about $308,015 at 4% or $205,344 at 6%; with 100% employer match about $231,012 at 4% or $154,008 at 6%.
Net Worth Advisory Group 401(K) Plan-14$2,648,780$258,733$18,481iApproximate average salary by contribution assumption: employee only about $462,023 at 4% or $308,015 at 6%; with 50% employer match about $308,015 at 4% or $205,344 at 6%; with 100% employer match about $231,012 at 4% or $154,008 at 6%.
2022111$1,910,539$188,202$17,109iApproximate average salary by contribution assumption: employee only about $427,732 at 4% or $285,155 at 6%; with 50% employer match about $285,155 at 4% or $190,103 at 6%; with 100% employer match about $213,866 at 4% or $142,577 at 6%.
Net Worth Advisory Group 401(K) Plan-11$1,910,539$188,202$17,109iApproximate average salary by contribution assumption: employee only about $427,732 at 4% or $285,155 at 6%; with 50% employer match about $285,155 at 4% or $190,103 at 6%; with 100% employer match about $213,866 at 4% or $142,577 at 6%.
2021111$2,318,365$189,653$17,241iApproximate average salary by contribution assumption: employee only about $431,030 at 4% or $287,353 at 6%; with 50% employer match about $287,353 at 4% or $191,569 at 6%; with 100% employer match about $215,515 at 4% or $143,677 at 6%.
Net Worth Advisory Group 401(K) Plan-11$2,318,365$189,653$17,241iApproximate average salary by contribution assumption: employee only about $431,030 at 4% or $287,353 at 6%; with 50% employer match about $287,353 at 4% or $191,569 at 6%; with 100% employer match about $215,515 at 4% or $143,677 at 6%.
202019$1,791,551$154,696$17,188iApproximate average salary by contribution assumption: employee only about $429,711 at 4% or $286,474 at 6%; with 50% employer match about $286,474 at 4% or $190,983 at 6%; with 100% employer match about $214,856 at 4% or $143,237 at 6%.
Net Worth Advisory Group 401(K) Plan-9$1,791,551$154,696$17,188iApproximate average salary by contribution assumption: employee only about $429,711 at 4% or $286,474 at 6%; with 50% employer match about $286,474 at 4% or $190,983 at 6%; with 100% employer match about $214,856 at 4% or $143,237 at 6%.
201918$1,212,430$145,741$18,218iApproximate average salary by contribution assumption: employee only about $455,441 at 4% or $303,627 at 6%; with 50% employer match about $303,627 at 4% or $202,418 at 6%; with 100% employer match about $227,720 at 4% or $151,814 at 6%.
Net Worth Advisory Group 401(K) Plan-8$1,212,430$145,741$18,218iApproximate average salary by contribution assumption: employee only about $455,441 at 4% or $303,627 at 6%; with 50% employer match about $303,627 at 4% or $202,418 at 6%; with 100% employer match about $227,720 at 4% or $151,814 at 6%.
201817$856,218$141,993$20,285iApproximate average salary by contribution assumption: employee only about $507,118 at 4% or $338,079 at 6%; with 50% employer match about $338,079 at 4% or $225,386 at 6%; with 100% employer match about $253,559 at 4% or $169,039 at 6%.
Net Worth Advisory Group 401(K) Plan-7$856,218$141,993$20,285iApproximate average salary by contribution assumption: employee only about $507,118 at 4% or $338,079 at 6%; with 50% employer match about $338,079 at 4% or $225,386 at 6%; with 100% employer match about $253,559 at 4% or $169,039 at 6%.
201717$753,847$136,077$19,440iApproximate average salary by contribution assumption: employee only about $485,989 at 4% or $323,993 at 6%; with 50% employer match about $323,993 at 4% or $215,995 at 6%; with 100% employer match about $242,995 at 4% or $161,996 at 6%.
Net Worth Advisory Group 401(K) Plan-7$753,847$136,077$19,440iApproximate average salary by contribution assumption: employee only about $485,989 at 4% or $323,993 at 6%; with 50% employer match about $323,993 at 4% or $215,995 at 6%; with 100% employer match about $242,995 at 4% or $161,996 at 6%.
201616$515,611$108,477$18,080iApproximate average salary by contribution assumption: employee only about $451,988 at 4% or $301,325 at 6%; with 50% employer match about $301,325 at 4% or $200,883 at 6%; with 100% employer match about $225,994 at 4% or $150,663 at 6%.
Net Worth Advisory Group 401(K) Plan-6$515,611$108,477$18,080iApproximate average salary by contribution assumption: employee only about $451,988 at 4% or $301,325 at 6%; with 50% employer match about $301,325 at 4% or $200,883 at 6%; with 100% employer match about $225,994 at 4% or $150,663 at 6%.
201517$370,690$108,451$15,493iApproximate average salary by contribution assumption: employee only about $387,325 at 4% or $258,217 at 6%; with 50% employer match about $258,217 at 4% or $172,144 at 6%; with 100% employer match about $193,663 at 4% or $129,108 at 6%.
Net Worth Advisory Group 401(K) Plan-7$370,690$108,451$15,493iApproximate average salary by contribution assumption: employee only about $387,325 at 4% or $258,217 at 6%; with 50% employer match about $258,217 at 4% or $172,144 at 6%; with 100% employer match about $193,663 at 4% or $129,108 at 6%.
201418$261,571$109,683$13,710iApproximate average salary by contribution assumption: employee only about $342,759 at 4% or $228,506 at 6%; with 50% employer match about $228,506 at 4% or $152,338 at 6%; with 100% employer match about $171,380 at 4% or $114,253 at 6%.
Net Worth Advisory Group 401(K) Plan-8$261,571$109,683$13,710iApproximate average salary by contribution assumption: employee only about $342,759 at 4% or $228,506 at 6%; with 50% employer match about $228,506 at 4% or $152,338 at 6%; with 100% employer match about $171,380 at 4% or $114,253 at 6%.
201317$144,514$70,011$10,002iApproximate average salary by contribution assumption: employee only about $250,039 at 4% or $166,693 at 6%; with 50% employer match about $166,693 at 4% or $111,129 at 6%; with 100% employer match about $125,020 at 4% or $83,346 at 6%.
Net Worth Advisory Group 401(K) Plan-7$144,514$70,011$10,002iApproximate average salary by contribution assumption: employee only about $250,039 at 4% or $166,693 at 6%; with 50% employer match about $166,693 at 4% or $111,129 at 6%; with 100% employer match about $125,020 at 4% or $83,346 at 6%.
201217$57,513$37,218$5,317iApproximate average salary by contribution assumption: employee only about $132,921 at 4% or $88,614 at 6%; with 50% employer match about $88,614 at 4% or $59,076 at 6%; with 100% employer match about $66,461 at 4% or $44,307 at 6%.
Net Worth Advisory Group 401(K) Plan-7$57,513$37,218$5,317iApproximate average salary by contribution assumption: employee only about $132,921 at 4% or $88,614 at 6%; with 50% employer match about $88,614 at 4% or $59,076 at 6%; with 100% employer match about $66,461 at 4% or $44,307 at 6%.
201115$17,059$16,852$3,370iApproximate average salary by contribution assumption: employee only about $84,260 at 4% or $56,173 at 6%; with 50% employer match about $56,173 at 4% or $37,449 at 6%; with 100% employer match about $42,130 at 4% or $28,087 at 6%.
Net Worth Advisory Group 401(K) Plan-5$17,059$16,852$3,370iApproximate average salary by contribution assumption: employee only about $84,260 at 4% or $56,173 at 6%; with 50% employer match about $56,173 at 4% or $37,449 at 6%; with 100% employer match about $42,130 at 4% or $28,087 at 6%.