Civic Intelligence

Stanwich Advisors LLC

Plan context: Stanwich Advisors 401(K) Plan

EIN 11-3663143 • Lake Wales, FL • 17 filings • 6 plans

2300 North Scenic HighwayDaughertyLake Wales, FL 33898
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$133,039

2021 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$643,515$321,758$0200620142021YearValue
$133,039Latest year 2021

Participants Over Time

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

1580200620142021YearValue
2Latest year 2021

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
202112$133,039$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Stanwich Advisors 401(K) Plan-2$133,039$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202016$375,021$24,638$4,106iApproximate average salary by contribution assumption: employee only about $102,658 at 4% or $68,439 at 6%; with 50% employer match about $68,439 at 4% or $45,626 at 6%; with 100% employer match about $51,329 at 4% or $34,219 at 6%.
Stanwich Advisors 401(K) Plan-6$375,021$24,638$4,106iApproximate average salary by contribution assumption: employee only about $102,658 at 4% or $68,439 at 6%; with 50% employer match about $68,439 at 4% or $45,626 at 6%; with 100% employer match about $51,329 at 4% or $34,219 at 6%.
201918$426,904$34,287$4,286iApproximate average salary by contribution assumption: employee only about $107,147 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,716 at 6%.
Stanwich Advisors 401(K) Plan-8$426,904$34,287$4,286iApproximate average salary by contribution assumption: employee only about $107,147 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,716 at 6%.
201819$429,277$87,226$9,692iApproximate average salary by contribution assumption: employee only about $242,294 at 4% or $161,530 at 6%; with 50% employer match about $161,530 at 4% or $107,686 at 6%; with 100% employer match about $121,147 at 4% or $80,765 at 6%.
Stanwich Advisors 401(K) Plan-9$429,277$87,226$9,692iApproximate average salary by contribution assumption: employee only about $242,294 at 4% or $161,530 at 6%; with 50% employer match about $161,530 at 4% or $107,686 at 6%; with 100% employer match about $121,147 at 4% or $80,765 at 6%.
2017111$541,885$126,113$11,465iApproximate average salary by contribution assumption: employee only about $286,620 at 4% or $191,080 at 6%; with 50% employer match about $191,080 at 4% or $127,387 at 6%; with 100% employer match about $143,310 at 4% or $95,540 at 6%.
Stanwich Advisors 401(K) Plan-11$541,885$126,113$11,465iApproximate average salary by contribution assumption: employee only about $286,620 at 4% or $191,080 at 6%; with 50% employer match about $191,080 at 4% or $127,387 at 6%; with 100% employer match about $143,310 at 4% or $95,540 at 6%.
2016111$643,515$108,331$9,848iApproximate average salary by contribution assumption: employee only about $246,207 at 4% or $164,138 at 6%; with 50% employer match about $164,138 at 4% or $109,425 at 6%; with 100% employer match about $123,103 at 4% or $82,069 at 6%.
Stanwich Advisors 401(K) Plan-11$643,515$108,331$9,848iApproximate average salary by contribution assumption: employee only about $246,207 at 4% or $164,138 at 6%; with 50% employer match about $164,138 at 4% or $109,425 at 6%; with 100% employer match about $123,103 at 4% or $82,069 at 6%.
201518$596,454$101,144$12,643iApproximate average salary by contribution assumption: employee only about $316,075 at 4% or $210,717 at 6%; with 50% employer match about $210,717 at 4% or $140,478 at 6%; with 100% employer match about $158,038 at 4% or $105,358 at 6%.
Stanwich Advisors 401(K) Plan-8$596,454$101,144$12,643iApproximate average salary by contribution assumption: employee only about $316,075 at 4% or $210,717 at 6%; with 50% employer match about $210,717 at 4% or $140,478 at 6%; with 100% employer match about $158,038 at 4% or $105,358 at 6%.
201417$500,445$145,950$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
Stanwich Advisors 401(K) Plan-7$500,445$145,950$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
2013215$462,096$59,523$3,968iApproximate average salary by contribution assumption: employee only about $99,205 at 4% or $66,137 at 6%; with 50% employer match about $66,137 at 4% or $44,091 at 6%; with 100% employer match about $49,603 at 4% or $33,068 at 6%.
Stanwich Advisors 401(K) Plan-7$461,392$58,819$8,403iApproximate average salary by contribution assumption: employee only about $210,068 at 4% or $140,045 at 6%; with 50% employer match about $140,045 at 4% or $93,363 at 6%; with 100% employer match about $105,034 at 4% or $70,023 at 6%.
Stanwich Advisors 401(K) Plan-15$704$704$47iApproximate average salary by contribution assumption: employee only about $1,173 at 4% or $782 at 6%; with 50% employer match about $782 at 4% or $521 at 6%; with 100% employer match about $587 at 4% or $391 at 6%.
201218$309,264$68,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Stanwich Advisors 401(K) Plan-8$309,264$68,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
201116$200,757$54,400$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
Stanwich Advisors 401(K) Plan-6$200,757$54,400$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
201015$161,417$44,175$8,835iApproximate average salary by contribution assumption: employee only about $220,875 at 4% or $147,250 at 6%; with 50% employer match about $147,250 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
Stanwich Advisors 401(K) Plan-5$161,417$44,175$8,835iApproximate average salary by contribution assumption: employee only about $220,875 at 4% or $147,250 at 6%; with 50% employer match about $147,250 at 4% or $98,167 at 6%; with 100% employer match about $110,438 at 4% or $73,625 at 6%.
200915$92,692$36,512$7,302iApproximate average salary by contribution assumption: employee only about $182,560 at 4% or $121,707 at 6%; with 50% employer match about $121,707 at 4% or $81,138 at 6%; with 100% employer match about $91,280 at 4% or $60,853 at 6%.
Stanwich Advisors 401(K) Plan-5$92,692$36,512$7,302iApproximate average salary by contribution assumption: employee only about $182,560 at 4% or $121,707 at 6%; with 50% employer match about $121,707 at 4% or $81,138 at 6%; with 100% employer match about $91,280 at 4% or $60,853 at 6%.
200814$31,162$29,588$7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
Stanwich Advisors 401(K) Plan-4$31,162$29,588$7,397iApproximate average salary by contribution assumption: employee only about $184,925 at 4% or $123,283 at 6%; with 50% employer match about $123,283 at 4% or $82,189 at 6%; with 100% employer match about $92,463 at 4% or $61,642 at 6%.
200713$24,491$7,523$2,508iApproximate average salary by contribution assumption: employee only about $62,692 at 4% or $41,794 at 6%; with 50% employer match about $41,794 at 4% or $27,863 at 6%; with 100% employer match about $31,346 at 4% or $20,897 at 6%.
Stanwich Advisors 401(K) Plan-3$24,491$7,523$2,508iApproximate average salary by contribution assumption: employee only about $62,692 at 4% or $41,794 at 6%; with 50% employer match about $41,794 at 4% or $27,863 at 6%; with 100% employer match about $31,346 at 4% or $20,897 at 6%.
200613$17,202$17,250$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
Stanwich Advisors 401(K) Plan-3$17,202$17,250$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.