Civic Intelligence

Strategic Wealth Management Group Ltd

Plan context: Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan

EIN 25-1708167 • Mcmurray, PA • 24 filings • 8 plans

455 Valley Brook Rd.Mcmurray, PA 15317
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$3,841,961

2022 Contributions

$42,661

Historical Graphs

Total Assets Over Time

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

$3,841,961$1,920,981$0199920122021YearValue
$3,841,961Latest year 2021

Participants Over Time

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

950199920102021YearValue
5Latest 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
202210$0$42,661-
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-0$0$42,661-
202115$3,841,961$137,057$27,411iApproximate average salary by contribution assumption: employee only about $685,285 at 4% or $456,857 at 6%; with 50% employer match about $456,857 at 4% or $304,571 at 6%; with 100% employer match about $342,643 at 4% or $228,428 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-5$3,841,961$137,057$27,411iApproximate average salary by contribution assumption: employee only about $685,285 at 4% or $456,857 at 6%; with 50% employer match about $456,857 at 4% or $304,571 at 6%; with 100% employer match about $342,643 at 4% or $228,428 at 6%.
202016$3,289,437$140,979$23,497iApproximate average salary by contribution assumption: employee only about $587,413 at 4% or $391,608 at 6%; with 50% employer match about $391,608 at 4% or $261,072 at 6%; with 100% employer match about $293,706 at 4% or $195,804 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-6$3,289,437$140,979$23,497iApproximate average salary by contribution assumption: employee only about $587,413 at 4% or $391,608 at 6%; with 50% employer match about $391,608 at 4% or $261,072 at 6%; with 100% employer match about $293,706 at 4% or $195,804 at 6%.
201916$2,781,063$139,484$23,247iApproximate average salary by contribution assumption: employee only about $581,183 at 4% or $387,456 at 6%; with 50% employer match about $387,456 at 4% or $258,304 at 6%; with 100% employer match about $290,592 at 4% or $193,728 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-6$2,781,063$139,484$23,247iApproximate average salary by contribution assumption: employee only about $581,183 at 4% or $387,456 at 6%; with 50% employer match about $387,456 at 4% or $258,304 at 6%; with 100% employer match about $290,592 at 4% or $193,728 at 6%.
201817$2,263,967$131,062$18,723iApproximate average salary by contribution assumption: employee only about $468,079 at 4% or $312,052 at 6%; with 50% employer match about $312,052 at 4% or $208,035 at 6%; with 100% employer match about $234,039 at 4% or $156,026 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$2,263,967$131,062$18,723iApproximate average salary by contribution assumption: employee only about $468,079 at 4% or $312,052 at 6%; with 50% employer match about $312,052 at 4% or $208,035 at 6%; with 100% employer match about $234,039 at 4% or $156,026 at 6%.
201717$2,291,640$160,887$22,984iApproximate average salary by contribution assumption: employee only about $574,596 at 4% or $383,064 at 6%; with 50% employer match about $383,064 at 4% or $255,376 at 6%; with 100% employer match about $287,298 at 4% or $191,532 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$2,291,640$160,887$22,984iApproximate average salary by contribution assumption: employee only about $574,596 at 4% or $383,064 at 6%; with 50% employer match about $383,064 at 4% or $255,376 at 6%; with 100% employer match about $287,298 at 4% or $191,532 at 6%.
201617$1,969,595$141,631$20,233iApproximate average salary by contribution assumption: employee only about $505,825 at 4% or $337,217 at 6%; with 50% employer match about $337,217 at 4% or $224,811 at 6%; with 100% employer match about $252,913 at 4% or $168,608 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$1,969,595$141,631$20,233iApproximate average salary by contribution assumption: employee only about $505,825 at 4% or $337,217 at 6%; with 50% employer match about $337,217 at 4% or $224,811 at 6%; with 100% employer match about $252,913 at 4% or $168,608 at 6%.
201518$1,783,220$150,506$18,813iApproximate average salary by contribution assumption: employee only about $470,331 at 4% or $313,554 at 6%; with 50% employer match about $313,554 at 4% or $209,036 at 6%; with 100% employer match about $235,166 at 4% or $156,777 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$1,783,220$150,506$18,813iApproximate average salary by contribution assumption: employee only about $470,331 at 4% or $313,554 at 6%; with 50% employer match about $313,554 at 4% or $209,036 at 6%; with 100% employer match about $235,166 at 4% or $156,777 at 6%.
201417$1,762,580$129,216$18,459iApproximate average salary by contribution assumption: employee only about $461,486 at 4% or $307,657 at 6%; with 50% employer match about $307,657 at 4% or $205,105 at 6%; with 100% employer match about $230,743 at 4% or $153,829 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$1,762,580$129,216$18,459iApproximate average salary by contribution assumption: employee only about $461,486 at 4% or $307,657 at 6%; with 50% employer match about $307,657 at 4% or $205,105 at 6%; with 100% employer match about $230,743 at 4% or $153,829 at 6%.
201317$1,796,904$133,740$19,106iApproximate average salary by contribution assumption: employee only about $477,643 at 4% or $318,429 at 6%; with 50% employer match about $318,429 at 4% or $212,286 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$1,796,904$133,740$19,106iApproximate average salary by contribution assumption: employee only about $477,643 at 4% or $318,429 at 6%; with 50% employer match about $318,429 at 4% or $212,286 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%.
201218$1,673,596$134,587$16,823iApproximate average salary by contribution assumption: employee only about $420,584 at 4% or $280,390 at 6%; with 50% employer match about $280,390 at 4% or $186,926 at 6%; with 100% employer match about $210,292 at 4% or $140,195 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$1,673,596$134,587$16,823iApproximate average salary by contribution assumption: employee only about $420,584 at 4% or $280,390 at 6%; with 50% employer match about $280,390 at 4% or $186,926 at 6%; with 100% employer match about $210,292 at 4% or $140,195 at 6%.
201118$1,423,998$160,204$20,026iApproximate average salary by contribution assumption: employee only about $500,638 at 4% or $333,758 at 6%; with 50% employer match about $333,758 at 4% or $222,506 at 6%; with 100% employer match about $250,319 at 4% or $166,879 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$1,423,998$160,204$20,026iApproximate average salary by contribution assumption: employee only about $500,638 at 4% or $333,758 at 6%; with 50% employer match about $333,758 at 4% or $222,506 at 6%; with 100% employer match about $250,319 at 4% or $166,879 at 6%.
201018$1,320,546$148,602$18,575iApproximate average salary by contribution assumption: employee only about $464,381 at 4% or $309,588 at 6%; with 50% employer match about $309,588 at 4% or $206,392 at 6%; with 100% employer match about $232,191 at 4% or $154,794 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$1,320,546$148,602$18,575iApproximate average salary by contribution assumption: employee only about $464,381 at 4% or $309,588 at 6%; with 50% employer match about $309,588 at 4% or $206,392 at 6%; with 100% employer match about $232,191 at 4% or $154,794 at 6%.
200918$1,107,422$121,664$15,208iApproximate average salary by contribution assumption: employee only about $380,200 at 4% or $253,467 at 6%; with 50% employer match about $253,467 at 4% or $168,978 at 6%; with 100% employer match about $190,100 at 4% or $126,733 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$1,107,422$121,664$15,208iApproximate average salary by contribution assumption: employee only about $380,200 at 4% or $253,467 at 6%; with 50% employer match about $253,467 at 4% or $168,978 at 6%; with 100% employer match about $190,100 at 4% or $126,733 at 6%.
200819$813,841$166,619$18,513iApproximate average salary by contribution assumption: employee only about $462,831 at 4% or $308,554 at 6%; with 50% employer match about $308,554 at 4% or $205,702 at 6%; with 100% employer match about $231,415 at 4% or $154,277 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-9$813,841$166,619$18,513iApproximate average salary by contribution assumption: employee only about $462,831 at 4% or $308,554 at 6%; with 50% employer match about $308,554 at 4% or $205,702 at 6%; with 100% employer match about $231,415 at 4% or $154,277 at 6%.
200718$0$0-
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8---
200616$701,873$139,382$23,230iApproximate average salary by contribution assumption: employee only about $580,758 at 4% or $387,172 at 6%; with 50% employer match about $387,172 at 4% or $258,115 at 6%; with 100% employer match about $290,379 at 4% or $193,586 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-6$701,873$139,382$23,230iApproximate average salary by contribution assumption: employee only about $580,758 at 4% or $387,172 at 6%; with 50% employer match about $387,172 at 4% or $258,115 at 6%; with 100% employer match about $290,379 at 4% or $193,586 at 6%.
200518$540,293$124,349$15,544iApproximate average salary by contribution assumption: employee only about $388,591 at 4% or $259,060 at 6%; with 50% employer match about $259,060 at 4% or $172,707 at 6%; with 100% employer match about $194,295 at 4% or $129,530 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-8$540,293$124,349$15,544iApproximate average salary by contribution assumption: employee only about $388,591 at 4% or $259,060 at 6%; with 50% employer match about $259,060 at 4% or $172,707 at 6%; with 100% employer match about $194,295 at 4% or $129,530 at 6%.
200417$421,206$68,000$9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$421,206$68,000$9,714iApproximate average salary by contribution assumption: employee only about $242,857 at 4% or $161,905 at 6%; with 50% employer match about $161,905 at 4% or $107,937 at 6%; with 100% employer match about $121,429 at 4% or $80,952 at 6%.
200317$330,594$42,500$6,071iApproximate average salary by contribution assumption: employee only about $151,786 at 4% or $101,190 at 6%; with 50% employer match about $101,190 at 4% or $67,460 at 6%; with 100% employer match about $75,893 at 4% or $50,595 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7$330,594$42,500$6,071iApproximate average salary by contribution assumption: employee only about $151,786 at 4% or $101,190 at 6%; with 50% employer match about $101,190 at 4% or $67,460 at 6%; with 100% employer match about $75,893 at 4% or $50,595 at 6%.
200217$0$0-
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7---
200117$0$0-
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7---
200017$0$0-
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-7---
199915$159,289$37,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Delaware Charter Guarantee and Trust Company FBO Strategic Wealth Management Group Ltd Employee Profit Sharing Plan-5$159,289$37,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.