Civic Intelligence

Sgroi Financial LLC

Plan context: Sgroi Financial LLC Pension Plan

EIN 16-1048067 • West Seneca, NY • 22 filings • 2 plans

965 Union RoadWest Seneca, NY 14224
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,847,207

2024 Contributions

$427,303

Historical Graphs

Total Assets Over Time

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

$8,718,611$4,359,306$0200320142024YearValue
$4,847,207Latest year 2024

Participants Over Time

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

30150200320142024YearValue
14Latest year 2024

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
2024114$4,847,207$427,303$30,522iApproximate average salary by contribution assumption: employee only about $763,041 at 4% or $508,694 at 6%; with 50% employer match about $508,694 at 4% or $339,129 at 6%; with 100% employer match about $381,521 at 4% or $254,347 at 6%.
Sgroi Financial LLC Pension Plan-14$4,847,207$427,303$30,522iApproximate average salary by contribution assumption: employee only about $763,041 at 4% or $508,694 at 6%; with 50% employer match about $508,694 at 4% or $339,129 at 6%; with 100% employer match about $381,521 at 4% or $254,347 at 6%.
2023130$8,718,611$649,068$21,636iApproximate average salary by contribution assumption: employee only about $540,890 at 4% or $360,593 at 6%; with 50% employer match about $360,593 at 4% or $240,396 at 6%; with 100% employer match about $270,445 at 4% or $180,297 at 6%.
Sgroi Financial LLC Pension Plan-30$8,718,611$649,068$21,636iApproximate average salary by contribution assumption: employee only about $540,890 at 4% or $360,593 at 6%; with 50% employer match about $360,593 at 4% or $240,396 at 6%; with 100% employer match about $270,445 at 4% or $180,297 at 6%.
2022130$6,695,082$574,256$19,142iApproximate average salary by contribution assumption: employee only about $478,547 at 4% or $319,031 at 6%; with 50% employer match about $319,031 at 4% or $212,687 at 6%; with 100% employer match about $239,273 at 4% or $159,516 at 6%.
Sgroi Financial LLC Pension Plan-30$6,695,082$574,256$19,142iApproximate average salary by contribution assumption: employee only about $478,547 at 4% or $319,031 at 6%; with 50% employer match about $319,031 at 4% or $212,687 at 6%; with 100% employer match about $239,273 at 4% or $159,516 at 6%.
2021127$7,770,385$488,948$18,109iApproximate average salary by contribution assumption: employee only about $452,730 at 4% or $301,820 at 6%; with 50% employer match about $301,820 at 4% or $201,213 at 6%; with 100% employer match about $226,365 at 4% or $150,910 at 6%.
Sgroi Financial LLC Pension Plan-27$7,770,385$488,948$18,109iApproximate average salary by contribution assumption: employee only about $452,730 at 4% or $301,820 at 6%; with 50% employer match about $301,820 at 4% or $201,213 at 6%; with 100% employer match about $226,365 at 4% or $150,910 at 6%.
2020127$6,590,661$441,655$16,358iApproximate average salary by contribution assumption: employee only about $408,940 at 4% or $272,627 at 6%; with 50% employer match about $272,627 at 4% or $181,751 at 6%; with 100% employer match about $204,470 at 4% or $136,313 at 6%.
Sgroi Financial LLC Pension Plan-27$6,590,661$441,655$16,358iApproximate average salary by contribution assumption: employee only about $408,940 at 4% or $272,627 at 6%; with 50% employer match about $272,627 at 4% or $181,751 at 6%; with 100% employer match about $204,470 at 4% or $136,313 at 6%.
2019123$5,006,323$396,170$17,225iApproximate average salary by contribution assumption: employee only about $430,620 at 4% or $287,080 at 6%; with 50% employer match about $287,080 at 4% or $191,386 at 6%; with 100% employer match about $215,310 at 4% or $143,540 at 6%.
Sgroi Financial LLC Pension Plan-23$5,006,323$396,170$17,225iApproximate average salary by contribution assumption: employee only about $430,620 at 4% or $287,080 at 6%; with 50% employer match about $287,080 at 4% or $191,386 at 6%; with 100% employer match about $215,310 at 4% or $143,540 at 6%.
2018125$3,700,447$383,277$15,331iApproximate average salary by contribution assumption: employee only about $383,277 at 4% or $255,518 at 6%; with 50% employer match about $255,518 at 4% or $170,345 at 6%; with 100% employer match about $191,639 at 4% or $127,759 at 6%.
Sgroi Financial LLC Pension Plan-25$3,700,447$383,277$15,331iApproximate average salary by contribution assumption: employee only about $383,277 at 4% or $255,518 at 6%; with 50% employer match about $255,518 at 4% or $170,345 at 6%; with 100% employer match about $191,639 at 4% or $127,759 at 6%.
2017126$4,529,127$347,737$13,375iApproximate average salary by contribution assumption: employee only about $334,363 at 4% or $222,908 at 6%; with 50% employer match about $222,908 at 4% or $148,606 at 6%; with 100% employer match about $167,181 at 4% or $111,454 at 6%.
Sgroi Financial LLC Pension Plan-26$4,529,127$347,737$13,375iApproximate average salary by contribution assumption: employee only about $334,363 at 4% or $222,908 at 6%; with 50% employer match about $222,908 at 4% or $148,606 at 6%; with 100% employer match about $167,181 at 4% or $111,454 at 6%.
2016127$3,667,174$376,977$13,962iApproximate average salary by contribution assumption: employee only about $349,053 at 4% or $232,702 at 6%; with 50% employer match about $232,702 at 4% or $155,135 at 6%; with 100% employer match about $174,526 at 4% or $116,351 at 6%.
Sgroi Financial LLC Pension Plan-27$3,667,174$376,977$13,962iApproximate average salary by contribution assumption: employee only about $349,053 at 4% or $232,702 at 6%; with 50% employer match about $232,702 at 4% or $155,135 at 6%; with 100% employer match about $174,526 at 4% or $116,351 at 6%.
2015123$3,576,003$310,778$13,512iApproximate average salary by contribution assumption: employee only about $337,802 at 4% or $225,201 at 6%; with 50% employer match about $225,201 at 4% or $150,134 at 6%; with 100% employer match about $168,901 at 4% or $112,601 at 6%.
Sgroi Financial LLC Pension Plan-23$3,576,003$310,778$13,512iApproximate average salary by contribution assumption: employee only about $337,802 at 4% or $225,201 at 6%; with 50% employer match about $225,201 at 4% or $150,134 at 6%; with 100% employer match about $168,901 at 4% or $112,601 at 6%.
2014121$3,414,800$313,580$14,932iApproximate average salary by contribution assumption: employee only about $373,310 at 4% or $248,873 at 6%; with 50% employer match about $248,873 at 4% or $165,915 at 6%; with 100% employer match about $186,655 at 4% or $124,437 at 6%.
Sgroi Financial LLC Pension Plan-21$3,414,800$313,580$14,932iApproximate average salary by contribution assumption: employee only about $373,310 at 4% or $248,873 at 6%; with 50% employer match about $248,873 at 4% or $165,915 at 6%; with 100% employer match about $186,655 at 4% or $124,437 at 6%.
2013125$3,630,430$299,894$11,996iApproximate average salary by contribution assumption: employee only about $299,894 at 4% or $199,929 at 6%; with 50% employer match about $199,929 at 4% or $133,286 at 6%; with 100% employer match about $149,947 at 4% or $99,965 at 6%.
Sgroi Financial LLC Pension Plan-25$3,630,430$299,894$11,996iApproximate average salary by contribution assumption: employee only about $299,894 at 4% or $199,929 at 6%; with 50% employer match about $199,929 at 4% or $133,286 at 6%; with 100% employer match about $149,947 at 4% or $99,965 at 6%.
2012127$2,924,029$252,320$9,345iApproximate average salary by contribution assumption: employee only about $233,630 at 4% or $155,753 at 6%; with 50% employer match about $155,753 at 4% or $103,835 at 6%; with 100% employer match about $116,815 at 4% or $77,877 at 6%.
Sgroi Financial LLC Pension Plan-27$2,924,029$252,320$9,345iApproximate average salary by contribution assumption: employee only about $233,630 at 4% or $155,753 at 6%; with 50% employer match about $155,753 at 4% or $103,835 at 6%; with 100% employer match about $116,815 at 4% or $77,877 at 6%.
2011125$2,415,599$227,311$9,092iApproximate average salary by contribution assumption: employee only about $227,311 at 4% or $151,541 at 6%; with 50% employer match about $151,541 at 4% or $101,027 at 6%; with 100% employer match about $113,656 at 4% or $75,770 at 6%.
Sgroi Financial LLC Pension Plan-25$2,415,599$227,311$9,092iApproximate average salary by contribution assumption: employee only about $227,311 at 4% or $151,541 at 6%; with 50% employer match about $151,541 at 4% or $101,027 at 6%; with 100% employer match about $113,656 at 4% or $75,770 at 6%.
2010122$2,281,581$202,751$9,216iApproximate average salary by contribution assumption: employee only about $230,399 at 4% or $153,599 at 6%; with 50% employer match about $153,599 at 4% or $102,399 at 6%; with 100% employer match about $115,199 at 4% or $76,800 at 6%.
Sgroi Financial LLC Pension Plan-22$2,281,581$202,751$9,216iApproximate average salary by contribution assumption: employee only about $230,399 at 4% or $153,599 at 6%; with 50% employer match about $153,599 at 4% or $102,399 at 6%; with 100% employer match about $115,199 at 4% or $76,800 at 6%.
2009123$1,838,013$186,901$8,126iApproximate average salary by contribution assumption: employee only about $203,153 at 4% or $135,436 at 6%; with 50% employer match about $135,436 at 4% or $90,290 at 6%; with 100% employer match about $101,577 at 4% or $67,718 at 6%.
Sgroi Financial LLC Pension Plan-23$1,838,013$186,901$8,126iApproximate average salary by contribution assumption: employee only about $203,153 at 4% or $135,436 at 6%; with 50% employer match about $135,436 at 4% or $90,290 at 6%; with 100% employer match about $101,577 at 4% or $67,718 at 6%.
2008120$1,180,291$227,111$11,356iApproximate average salary by contribution assumption: employee only about $283,889 at 4% or $189,259 at 6%; with 50% employer match about $189,259 at 4% or $126,173 at 6%; with 100% employer match about $141,944 at 4% or $94,630 at 6%.
Sgroi Financial LLC Pension Plan-20$1,180,291$227,111$11,356iApproximate average salary by contribution assumption: employee only about $283,889 at 4% or $189,259 at 6%; with 50% employer match about $189,259 at 4% or $126,173 at 6%; with 100% employer match about $141,944 at 4% or $94,630 at 6%.
2007120$1,444,225$305,439$15,272iApproximate average salary by contribution assumption: employee only about $381,799 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,688 at 6%; with 100% employer match about $190,899 at 4% or $127,266 at 6%.
Sgroi Financial LLC Pension Plan-20$1,444,225$305,439$15,272iApproximate average salary by contribution assumption: employee only about $381,799 at 4% or $254,533 at 6%; with 50% employer match about $254,533 at 4% or $169,688 at 6%; with 100% employer match about $190,899 at 4% or $127,266 at 6%.
2006119$1,067,088$260,404$13,705iApproximate average salary by contribution assumption: employee only about $342,637 at 4% or $228,425 at 6%; with 50% employer match about $228,425 at 4% or $152,283 at 6%; with 100% employer match about $171,318 at 4% or $114,212 at 6%.
Sgroi Financial LLC Pension Plan-19$1,067,088$260,404$13,705iApproximate average salary by contribution assumption: employee only about $342,637 at 4% or $228,425 at 6%; with 50% employer match about $228,425 at 4% or $152,283 at 6%; with 100% employer match about $171,318 at 4% or $114,212 at 6%.
2005119$699,377$246,924$12,996iApproximate average salary by contribution assumption: employee only about $324,900 at 4% or $216,600 at 6%; with 50% employer match about $216,600 at 4% or $144,400 at 6%; with 100% employer match about $162,450 at 4% or $108,300 at 6%.
Sgroi Financial LLC Pension Plan-19$699,377$246,924$12,996iApproximate average salary by contribution assumption: employee only about $324,900 at 4% or $216,600 at 6%; with 50% employer match about $216,600 at 4% or $144,400 at 6%; with 100% employer match about $162,450 at 4% or $108,300 at 6%.
2004115$397,892$263,592$17,573iApproximate average salary by contribution assumption: employee only about $439,320 at 4% or $292,880 at 6%; with 50% employer match about $292,880 at 4% or $195,253 at 6%; with 100% employer match about $219,660 at 4% or $146,440 at 6%.
Sgroi Financial LLC Pension Plan-15$397,892$263,592$17,573iApproximate average salary by contribution assumption: employee only about $439,320 at 4% or $292,880 at 6%; with 50% employer match about $292,880 at 4% or $195,253 at 6%; with 100% employer match about $219,660 at 4% or $146,440 at 6%.
2003116$106,491$93,954$5,872iApproximate average salary by contribution assumption: employee only about $146,803 at 4% or $97,869 at 6%; with 50% employer match about $97,869 at 4% or $65,246 at 6%; with 100% employer match about $73,402 at 4% or $48,934 at 6%.
Sgroi Financial LLC Pension Plan-16$106,491$93,954$5,872iApproximate average salary by contribution assumption: employee only about $146,803 at 4% or $97,869 at 6%; with 50% employer match about $97,869 at 4% or $65,246 at 6%; with 100% employer match about $73,402 at 4% or $48,934 at 6%.