Civic Intelligence

Strategic Global Advisors LLC

Plan context: Strategic Global Advisors LLC 401K

EIN 20-4414459 • Newport Beach, CA • 10 filings • 1 plans

100 Bayview CircleSte 650Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$4,555,016

2024 Contributions

$350,000

Historical Graphs

Total Assets Over Time

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

$4,555,016$2,277,508$0201520202024YearValue
$4,555,016Latest year 2024

Participants Over Time

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

33170201520202024YearValue
28Latest 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
2024128$4,555,016$350,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Strategic Global Advisors LLC 401K-28$4,555,016$350,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2023131$3,958,016$480,510$15,500iApproximate average salary by contribution assumption: employee only about $387,508 at 4% or $258,339 at 6%; with 50% employer match about $258,339 at 4% or $172,226 at 6%; with 100% employer match about $193,754 at 4% or $129,169 at 6%.
Strategic Global Advisors LLC 401K-31$3,958,016$480,510$15,500iApproximate average salary by contribution assumption: employee only about $387,508 at 4% or $258,339 at 6%; with 50% employer match about $258,339 at 4% or $172,226 at 6%; with 100% employer match about $193,754 at 4% or $129,169 at 6%.
2022133$3,419,580$541,758$16,417iApproximate average salary by contribution assumption: employee only about $410,423 at 4% or $273,615 at 6%; with 50% employer match about $273,615 at 4% or $182,410 at 6%; with 100% employer match about $205,211 at 4% or $136,808 at 6%.
Strategic Global Advisors LLC 401K-33$3,419,580$541,758$16,417iApproximate average salary by contribution assumption: employee only about $410,423 at 4% or $273,615 at 6%; with 50% employer match about $273,615 at 4% or $182,410 at 6%; with 100% employer match about $205,211 at 4% or $136,808 at 6%.
2021133$3,507,320$560,738$16,992iApproximate average salary by contribution assumption: employee only about $424,802 at 4% or $283,201 at 6%; with 50% employer match about $283,201 at 4% or $188,801 at 6%; with 100% employer match about $212,401 at 4% or $141,601 at 6%.
Strategic Global Advisors LLC 401K-33$3,507,320$560,738$16,992iApproximate average salary by contribution assumption: employee only about $424,802 at 4% or $283,201 at 6%; with 50% employer match about $283,201 at 4% or $188,801 at 6%; with 100% employer match about $212,401 at 4% or $141,601 at 6%.
2020131$2,920,810$499,789$16,122iApproximate average salary by contribution assumption: employee only about $403,056 at 4% or $268,704 at 6%; with 50% employer match about $268,704 at 4% or $179,136 at 6%; with 100% employer match about $201,528 at 4% or $134,352 at 6%.
Strategic Global Advisors LLC 401K-31$2,920,810$499,789$16,122iApproximate average salary by contribution assumption: employee only about $403,056 at 4% or $268,704 at 6%; with 50% employer match about $268,704 at 4% or $179,136 at 6%; with 100% employer match about $201,528 at 4% or $134,352 at 6%.
2019131$2,195,871$683,729$22,056iApproximate average salary by contribution assumption: employee only about $551,394 at 4% or $367,596 at 6%; with 50% employer match about $367,596 at 4% or $245,064 at 6%; with 100% employer match about $275,697 at 4% or $183,798 at 6%.
Strategic Global Advisors LLC 401K-31$2,195,871$683,729$22,056iApproximate average salary by contribution assumption: employee only about $551,394 at 4% or $367,596 at 6%; with 50% employer match about $367,596 at 4% or $245,064 at 6%; with 100% employer match about $275,697 at 4% or $183,798 at 6%.
2018126$1,287,832$546,879$21,034iApproximate average salary by contribution assumption: employee only about $525,845 at 4% or $350,563 at 6%; with 50% employer match about $350,563 at 4% or $233,709 at 6%; with 100% employer match about $262,923 at 4% or $175,282 at 6%.
Strategic Global Advisors LLC 401K-26$1,287,832$546,879$21,034iApproximate average salary by contribution assumption: employee only about $525,845 at 4% or $350,563 at 6%; with 50% employer match about $350,563 at 4% or $233,709 at 6%; with 100% employer match about $262,923 at 4% or $175,282 at 6%.
2017117$812,970$345,785$20,340iApproximate average salary by contribution assumption: employee only about $508,507 at 4% or $339,005 at 6%; with 50% employer match about $339,005 at 4% or $226,003 at 6%; with 100% employer match about $254,254 at 4% or $169,502 at 6%.
Strategic Global Advisors LLC 401K-17$812,970$345,785$20,340iApproximate average salary by contribution assumption: employee only about $508,507 at 4% or $339,005 at 6%; with 50% employer match about $339,005 at 4% or $226,003 at 6%; with 100% employer match about $254,254 at 4% or $169,502 at 6%.
2016114$363,151$257,784$18,413iApproximate average salary by contribution assumption: employee only about $460,329 at 4% or $306,886 at 6%; with 50% employer match about $306,886 at 4% or $204,590 at 6%; with 100% employer match about $230,164 at 4% or $153,443 at 6%.
Strategic Global Advisors LLC 401K-14$363,151$257,784$18,413iApproximate average salary by contribution assumption: employee only about $460,329 at 4% or $306,886 at 6%; with 50% employer match about $306,886 at 4% or $204,590 at 6%; with 100% employer match about $230,164 at 4% or $153,443 at 6%.
201516$83,451$83,119$13,853iApproximate average salary by contribution assumption: employee only about $346,329 at 4% or $230,886 at 6%; with 50% employer match about $230,886 at 4% or $153,924 at 6%; with 100% employer match about $173,165 at 4% or $115,443 at 6%.
Strategic Global Advisors LLC 401K-6$83,451$83,119$13,853iApproximate average salary by contribution assumption: employee only about $346,329 at 4% or $230,886 at 6%; with 50% employer match about $230,886 at 4% or $153,924 at 6%; with 100% employer match about $173,165 at 4% or $115,443 at 6%.