Nuwealth Advisors LLC
Plan context: Nuwealth Advisors LLC 401(K) Plan
EIN 93-3020442 • St. George, UT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$55,886
2025 Contributions
$3,990
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $55,886 | $3,990 | $1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%. |
| Nuwealth Advisors LLC 401(K) Plan | - | 2 | $55,886 | $3,990 | $1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%. |
| 2024 | 1 | 2 | $42,810 | $39,859 | $19,930iApproximate average salary by contribution assumption: employee only about $498,238 at 4% or $332,158 at 6%; with 50% employer match about $332,158 at 4% or $221,439 at 6%; with 100% employer match about $249,119 at 4% or $166,079 at 6%. |
| Nuwealth Advisors LLC 401(K) Plan | - | 2 | $42,810 | $39,859 | $19,930iApproximate average salary by contribution assumption: employee only about $498,238 at 4% or $332,158 at 6%; with 50% employer match about $332,158 at 4% or $221,439 at 6%; with 100% employer match about $249,119 at 4% or $166,079 at 6%. |