Civic Intelligence

Strategic Asset Management Inc.

Plan context: Strategic Asset Management 401(K) Plan

EIN 22-3364652 • Red Bank, NJ • 19 filings • 3 plans

566A Hwy 35 Union Square CommonsRed Bank, NJ 07701
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$467,894

2024 Contributions

$300,968

Historical Graphs

Total Assets Over Time

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

$766,238$383,119$0200720162024YearValue
$467,894Latest year 2024

Participants Over Time

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

840200720162024YearValue
5Latest 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
202425$467,894$300,968$60,194iApproximate average salary by contribution assumption: employee only about $1,504,840 at 4% or $1,003,227 at 6%; with 50% employer match about $1,003,227 at 4% or $668,818 at 6%; with 100% employer match about $752,420 at 4% or $501,613 at 6%.
Strategic Asset Management 401(K) Plan-5$335,860$168,934$33,787iApproximate average salary by contribution assumption: employee only about $844,670 at 4% or $563,113 at 6%; with 50% employer match about $563,113 at 4% or $375,409 at 6%; with 100% employer match about $422,335 at 4% or $281,557 at 6%.
STRATEGIC ASSET MANAGEMENT, INC. DEFINED BENEFIT PLAN-4$132,034$132,034$33,009iApproximate average salary by contribution assumption: employee only about $825,213 at 4% or $550,142 at 6%; with 50% employer match about $550,142 at 4% or $366,761 at 6%; with 100% employer match about $412,606 at 4% or $275,071 at 6%.
202316$546,879$189,574$31,596iApproximate average salary by contribution assumption: employee only about $789,892 at 4% or $526,594 at 6%; with 50% employer match about $526,594 at 4% or $351,063 at 6%; with 100% employer match about $394,946 at 4% or $263,297 at 6%.
Strategic Asset Management 401(K) Plan-6$546,879$189,574$31,596iApproximate average salary by contribution assumption: employee only about $789,892 at 4% or $526,594 at 6%; with 50% employer match about $526,594 at 4% or $351,063 at 6%; with 100% employer match about $394,946 at 4% or $263,297 at 6%.
202218$321,315$224,075$28,009iApproximate average salary by contribution assumption: employee only about $700,234 at 4% or $466,823 at 6%; with 50% employer match about $466,823 at 4% or $311,215 at 6%; with 100% employer match about $350,117 at 4% or $233,411 at 6%.
Strategic Asset Management 401(K) Plan-8$321,315$224,075$28,009iApproximate average salary by contribution assumption: employee only about $700,234 at 4% or $466,823 at 6%; with 50% employer match about $466,823 at 4% or $311,215 at 6%; with 100% employer match about $350,117 at 4% or $233,411 at 6%.
202116$592,563$182,366$30,394iApproximate average salary by contribution assumption: employee only about $759,858 at 4% or $506,572 at 6%; with 50% employer match about $506,572 at 4% or $337,715 at 6%; with 100% employer match about $379,929 at 4% or $253,286 at 6%.
Strategic Asset Management 401(K) Plan-6$592,563$182,366$30,394iApproximate average salary by contribution assumption: employee only about $759,858 at 4% or $506,572 at 6%; with 50% employer match about $506,572 at 4% or $337,715 at 6%; with 100% employer match about $379,929 at 4% or $253,286 at 6%.
202014$689,755$185,007$46,252iApproximate average salary by contribution assumption: employee only about $1,156,294 at 4% or $770,863 at 6%; with 50% employer match about $770,863 at 4% or $513,908 at 6%; with 100% employer match about $578,147 at 4% or $385,431 at 6%.
Strategic Asset Management 401(K) Plan-4$689,755$185,007$46,252iApproximate average salary by contribution assumption: employee only about $1,156,294 at 4% or $770,863 at 6%; with 50% employer match about $770,863 at 4% or $513,908 at 6%; with 100% employer match about $578,147 at 4% or $385,431 at 6%.
201916$766,238$261,707$43,618iApproximate average salary by contribution assumption: employee only about $1,090,446 at 4% or $726,964 at 6%; with 50% employer match about $726,964 at 4% or $484,643 at 6%; with 100% employer match about $545,223 at 4% or $363,482 at 6%.
Strategic Asset Management 401(K) Plan-6$766,238$261,707$43,618iApproximate average salary by contribution assumption: employee only about $1,090,446 at 4% or $726,964 at 6%; with 50% employer match about $726,964 at 4% or $484,643 at 6%; with 100% employer match about $545,223 at 4% or $363,482 at 6%.
201815$669,827$131,748$26,350iApproximate average salary by contribution assumption: employee only about $658,740 at 4% or $439,160 at 6%; with 50% employer match about $439,160 at 4% or $292,773 at 6%; with 100% employer match about $329,370 at 4% or $219,580 at 6%.
Strategic Asset Management 401(K) Plan-5$669,827$131,748$26,350iApproximate average salary by contribution assumption: employee only about $658,740 at 4% or $439,160 at 6%; with 50% employer match about $439,160 at 4% or $292,773 at 6%; with 100% employer match about $329,370 at 4% or $219,580 at 6%.
201714$596,350$108,172$27,043iApproximate average salary by contribution assumption: employee only about $676,075 at 4% or $450,717 at 6%; with 50% employer match about $450,717 at 4% or $300,478 at 6%; with 100% employer match about $338,038 at 4% or $225,358 at 6%.
Strategic Asset Management 401(K) Plan-4$596,350$108,172$27,043iApproximate average salary by contribution assumption: employee only about $676,075 at 4% or $450,717 at 6%; with 50% employer match about $450,717 at 4% or $300,478 at 6%; with 100% employer match about $338,038 at 4% or $225,358 at 6%.
201614$419,527$44,042$11,011iApproximate average salary by contribution assumption: employee only about $275,263 at 4% or $183,508 at 6%; with 50% employer match about $183,508 at 4% or $122,339 at 6%; with 100% employer match about $137,631 at 4% or $91,754 at 6%.
Strategic Asset Management 401(K) Plan-4$419,527$44,042$11,011iApproximate average salary by contribution assumption: employee only about $275,263 at 4% or $183,508 at 6%; with 50% employer match about $183,508 at 4% or $122,339 at 6%; with 100% employer match about $137,631 at 4% or $91,754 at 6%.
201514$313,877$76,320$19,080iApproximate average salary by contribution assumption: employee only about $477,000 at 4% or $318,000 at 6%; with 50% employer match about $318,000 at 4% or $212,000 at 6%; with 100% employer match about $238,500 at 4% or $159,000 at 6%.
Strategic Asset Management 401(K) Plan-4$313,877$76,320$19,080iApproximate average salary by contribution assumption: employee only about $477,000 at 4% or $318,000 at 6%; with 50% employer match about $318,000 at 4% or $212,000 at 6%; with 100% employer match about $238,500 at 4% or $159,000 at 6%.
201414$249,630$60,834$15,209iApproximate average salary by contribution assumption: employee only about $380,213 at 4% or $253,475 at 6%; with 50% employer match about $253,475 at 4% or $168,983 at 6%; with 100% employer match about $190,106 at 4% or $126,738 at 6%.
Strategic Asset Management 401(K) Plan-4$249,630$60,834$15,209iApproximate average salary by contribution assumption: employee only about $380,213 at 4% or $253,475 at 6%; with 50% employer match about $253,475 at 4% or $168,983 at 6%; with 100% employer match about $190,106 at 4% or $126,738 at 6%.
201314$176,730$3,090$773iApproximate average salary by contribution assumption: employee only about $19,313 at 4% or $12,875 at 6%; with 50% employer match about $12,875 at 4% or $8,583 at 6%; with 100% employer match about $9,656 at 4% or $6,438 at 6%.
Strategic Asset Management 401(K) Plan-4$176,730$3,090$773iApproximate average salary by contribution assumption: employee only about $19,313 at 4% or $12,875 at 6%; with 50% employer match about $12,875 at 4% or $8,583 at 6%; with 100% employer match about $9,656 at 4% or $6,438 at 6%.
201212$153,445$924$462iApproximate average salary by contribution assumption: employee only about $11,550 at 4% or $7,700 at 6%; with 50% employer match about $7,700 at 4% or $5,133 at 6%; with 100% employer match about $5,775 at 4% or $3,850 at 6%.
Strategic Asset Management 401(K) Plan-2$153,445$924$462iApproximate average salary by contribution assumption: employee only about $11,550 at 4% or $7,700 at 6%; with 50% employer match about $7,700 at 4% or $5,133 at 6%; with 100% employer match about $5,775 at 4% or $3,850 at 6%.
201112$138,931$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Strategic Asset Management 401(K) Plan-2$138,931$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
201012$135,394$5,150$2,575iApproximate average salary by contribution assumption: employee only about $64,375 at 4% or $42,917 at 6%; with 50% employer match about $42,917 at 4% or $28,611 at 6%; with 100% employer match about $32,188 at 4% or $21,458 at 6%.
Strategic Asset Management 401(K) Plan-2$135,394$5,150$2,575iApproximate average salary by contribution assumption: employee only about $64,375 at 4% or $42,917 at 6%; with 50% employer match about $42,917 at 4% or $28,611 at 6%; with 100% employer match about $32,188 at 4% or $21,458 at 6%.
200913$133,681$3,120$1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%.
Strategic Asset Management 401(K) Plan-3$133,681$3,120$1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%.
200813$106,402$41,799$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
Strategic Asset Management 401(K) Plan-3$106,402$41,799$13,933iApproximate average salary by contribution assumption: employee only about $348,325 at 4% or $232,217 at 6%; with 50% employer match about $232,217 at 4% or $154,811 at 6%; with 100% employer match about $174,163 at 4% or $116,108 at 6%.
200713$72,262$71,895$23,965iApproximate average salary by contribution assumption: employee only about $599,125 at 4% or $399,417 at 6%; with 50% employer match about $399,417 at 4% or $266,278 at 6%; with 100% employer match about $299,563 at 4% or $199,708 at 6%.
Strategic Asset Management 401(K) Plan-3$72,262$71,895$23,965iApproximate average salary by contribution assumption: employee only about $599,125 at 4% or $399,417 at 6%; with 50% employer match about $399,417 at 4% or $266,278 at 6%; with 100% employer match about $299,563 at 4% or $199,708 at 6%.