Civic Intelligence

Strategic Wealth Partners Ltd

Plan context: Strategic Wealth Partners Ltd 401K Plan

EIN 26-2328809 • Independence, OH • 16 filings • 3 plans

5005 Rockside Road Suite 1200Independence, OH 44131
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$3,082,997

2024 Contributions

$559,282

Historical Graphs

Total Assets Over Time

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

$3,082,997$1,541,499$0201320192024YearValue
$3,082,997Latest year 2024

Participants Over Time

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

29150201320192024YearValue
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
2024228$3,082,997$559,282$19,974iApproximate average salary by contribution assumption: employee only about $499,359 at 4% or $332,906 at 6%; with 50% employer match about $332,906 at 4% or $221,937 at 6%; with 100% employer match about $249,679 at 4% or $166,453 at 6%.
Strategic Wealth Partners Ltd 401K Plan-28$3,072,662$372,564$13,306iApproximate average salary by contribution assumption: employee only about $332,646 at 4% or $221,764 at 6%; with 50% employer match about $221,764 at 4% or $147,843 at 6%; with 100% employer match about $166,323 at 4% or $110,882 at 6%.
STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN-20$10,335$186,718$9,336iApproximate average salary by contribution assumption: employee only about $233,398 at 4% or $155,598 at 6%; with 50% employer match about $155,598 at 4% or $103,732 at 6%; with 100% employer match about $116,699 at 4% or $77,799 at 6%.
2023228$2,882,882$647,054$23,109iApproximate average salary by contribution assumption: employee only about $577,727 at 4% or $385,151 at 6%; with 50% employer match about $385,151 at 4% or $256,767 at 6%; with 100% employer match about $288,863 at 4% or $192,576 at 6%.
Strategic Wealth Partners Ltd 401K Plan-28$2,873,009$465,049$16,609iApproximate average salary by contribution assumption: employee only about $415,222 at 4% or $276,815 at 6%; with 50% employer match about $276,815 at 4% or $184,543 at 6%; with 100% employer match about $207,611 at 4% or $138,407 at 6%.
STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN-23$9,873$182,005$7,913iApproximate average salary by contribution assumption: employee only about $197,832 at 4% or $131,888 at 6%; with 50% employer match about $131,888 at 4% or $87,925 at 6%; with 100% employer match about $98,916 at 4% or $65,944 at 6%.
2022225$2,063,154$411,740$16,470iApproximate average salary by contribution assumption: employee only about $411,740 at 4% or $274,493 at 6%; with 50% employer match about $274,493 at 4% or $182,996 at 6%; with 100% employer match about $205,870 at 4% or $137,247 at 6%.
Strategic Wealth Partners Ltd 401K Plan-25$2,055,602$264,545$10,582iApproximate average salary by contribution assumption: employee only about $264,545 at 4% or $176,363 at 6%; with 50% employer match about $176,363 at 4% or $117,576 at 6%; with 100% employer match about $132,273 at 4% or $88,182 at 6%.
STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN-17$7,552$147,195$8,659iApproximate average salary by contribution assumption: employee only about $216,463 at 4% or $144,309 at 6%; with 50% employer match about $144,309 at 4% or $96,206 at 6%; with 100% employer match about $108,232 at 4% or $72,154 at 6%.
2021222$2,242,302$351,032$15,956iApproximate average salary by contribution assumption: employee only about $398,900 at 4% or $265,933 at 6%; with 50% employer match about $265,933 at 4% or $177,289 at 6%; with 100% employer match about $199,450 at 4% or $132,967 at 6%.
Strategic Wealth Partners Ltd 401K Plan-22$2,239,803$243,974$11,090iApproximate average salary by contribution assumption: employee only about $277,243 at 4% or $184,829 at 6%; with 50% employer match about $184,829 at 4% or $123,219 at 6%; with 100% employer match about $138,622 at 4% or $92,414 at 6%.
STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN-13$2,499$107,058$8,235iApproximate average salary by contribution assumption: employee only about $205,881 at 4% or $137,254 at 6%; with 50% employer match about $137,254 at 4% or $91,503 at 6%; with 100% employer match about $102,940 at 4% or $68,627 at 6%.
2020123$1,968,457$279,499$12,152iApproximate average salary by contribution assumption: employee only about $303,803 at 4% or $202,536 at 6%; with 50% employer match about $202,536 at 4% or $135,024 at 6%; with 100% employer match about $151,902 at 4% or $101,268 at 6%.
Strategic Wealth Partners Ltd 401K Plan-23$1,968,457$279,499$12,152iApproximate average salary by contribution assumption: employee only about $303,803 at 4% or $202,536 at 6%; with 50% employer match about $202,536 at 4% or $135,024 at 6%; with 100% employer match about $151,902 at 4% or $101,268 at 6%.
2019121$1,510,746$271,822$12,944iApproximate average salary by contribution assumption: employee only about $323,598 at 4% or $215,732 at 6%; with 50% employer match about $215,732 at 4% or $143,821 at 6%; with 100% employer match about $161,799 at 4% or $107,866 at 6%.
Strategic Wealth Partners Ltd 401K Plan-21$1,510,746$271,822$12,944iApproximate average salary by contribution assumption: employee only about $323,598 at 4% or $215,732 at 6%; with 50% employer match about $215,732 at 4% or $143,821 at 6%; with 100% employer match about $161,799 at 4% or $107,866 at 6%.
2018129$1,113,753$253,131$8,729iApproximate average salary by contribution assumption: employee only about $218,216 at 4% or $145,478 at 6%; with 50% employer match about $145,478 at 4% or $96,985 at 6%; with 100% employer match about $109,108 at 4% or $72,739 at 6%.
Strategic Wealth Partners Ltd 401K Plan-29$1,113,753$253,131$8,729iApproximate average salary by contribution assumption: employee only about $218,216 at 4% or $145,478 at 6%; with 50% employer match about $145,478 at 4% or $96,985 at 6%; with 100% employer match about $109,108 at 4% or $72,739 at 6%.
2017125$1,077,061$323,612$12,944iApproximate average salary by contribution assumption: employee only about $323,612 at 4% or $215,741 at 6%; with 50% employer match about $215,741 at 4% or $143,828 at 6%; with 100% employer match about $161,806 at 4% or $107,871 at 6%.
Strategic Wealth Partners Ltd 401K Plan-25$1,077,061$323,612$12,944iApproximate average salary by contribution assumption: employee only about $323,612 at 4% or $215,741 at 6%; with 50% employer match about $215,741 at 4% or $143,828 at 6%; with 100% employer match about $161,806 at 4% or $107,871 at 6%.
2016122$646,516$173,329$7,879iApproximate average salary by contribution assumption: employee only about $196,965 at 4% or $131,310 at 6%; with 50% employer match about $131,310 at 4% or $87,540 at 6%; with 100% employer match about $98,482 at 4% or $65,655 at 6%.
Strategic Wealth Partners Ltd 401K Plan-22$646,516$173,329$7,879iApproximate average salary by contribution assumption: employee only about $196,965 at 4% or $131,310 at 6%; with 50% employer match about $131,310 at 4% or $87,540 at 6%; with 100% employer match about $98,482 at 4% or $65,655 at 6%.
2015122$465,957$258,427$11,747iApproximate average salary by contribution assumption: employee only about $293,667 at 4% or $195,778 at 6%; with 50% employer match about $195,778 at 4% or $130,519 at 6%; with 100% employer match about $146,834 at 4% or $97,889 at 6%.
Strategic Wealth Partners Ltd 401K Plan-22$465,957$258,427$11,747iApproximate average salary by contribution assumption: employee only about $293,667 at 4% or $195,778 at 6%; with 50% employer match about $195,778 at 4% or $130,519 at 6%; with 100% employer match about $146,834 at 4% or $97,889 at 6%.
2014110$228,813$128,768$12,877iApproximate average salary by contribution assumption: employee only about $321,920 at 4% or $214,613 at 6%; with 50% employer match about $214,613 at 4% or $143,076 at 6%; with 100% employer match about $160,960 at 4% or $107,307 at 6%.
Strategic Wealth Partners Ltd 401K Plan-10$228,813$128,768$12,877iApproximate average salary by contribution assumption: employee only about $321,920 at 4% or $214,613 at 6%; with 50% employer match about $214,613 at 4% or $143,076 at 6%; with 100% employer match about $160,960 at 4% or $107,307 at 6%.
2013111$101,967$99,795$9,072iApproximate average salary by contribution assumption: employee only about $226,807 at 4% or $151,205 at 6%; with 50% employer match about $151,205 at 4% or $100,803 at 6%; with 100% employer match about $113,403 at 4% or $75,602 at 6%.
Strategic Wealth Partners Ltd 401K Plan-11$101,967$99,795$9,072iApproximate average salary by contribution assumption: employee only about $226,807 at 4% or $151,205 at 6%; with 50% employer match about $151,205 at 4% or $100,803 at 6%; with 100% employer match about $113,403 at 4% or $75,602 at 6%.