Civic Intelligence

Strategent Financial LLC

Plan context: Strategent Financial 401(K) Profit Sharing Plan and Trust

EIN 26-4798520 • Harrisonburg, VA • 11 filings • 1 plans

185 Neff Avenue, Suite 102Harrisonburg, VA 22801
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,502,918

2024 Contributions

$146,516

Historical Graphs

Total Assets Over Time

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

$1,502,918$751,459$0201420192024YearValue
$1,502,918Latest year 2024

Participants Over Time

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

630201420192024YearValue
6Latest 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
202416$1,502,918$146,516$24,419iApproximate average salary by contribution assumption: employee only about $610,483 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,494 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-6$1,502,918$146,516$24,419iApproximate average salary by contribution assumption: employee only about $610,483 at 4% or $406,989 at 6%; with 50% employer match about $406,989 at 4% or $271,326 at 6%; with 100% employer match about $305,242 at 4% or $203,494 at 6%.
202316$1,352,584$153,229$25,538iApproximate average salary by contribution assumption: employee only about $638,454 at 4% or $425,636 at 6%; with 50% employer match about $425,636 at 4% or $283,757 at 6%; with 100% employer match about $319,227 at 4% or $212,818 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-6$1,352,584$153,229$25,538iApproximate average salary by contribution assumption: employee only about $638,454 at 4% or $425,636 at 6%; with 50% employer match about $425,636 at 4% or $283,757 at 6%; with 100% employer match about $319,227 at 4% or $212,818 at 6%.
202215$1,020,433$135,183$27,037iApproximate average salary by contribution assumption: employee only about $675,915 at 4% or $450,610 at 6%; with 50% employer match about $450,610 at 4% or $300,407 at 6%; with 100% employer match about $337,958 at 4% or $225,305 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-5$1,020,433$135,183$27,037iApproximate average salary by contribution assumption: employee only about $675,915 at 4% or $450,610 at 6%; with 50% employer match about $450,610 at 4% or $300,407 at 6%; with 100% employer match about $337,958 at 4% or $225,305 at 6%.
202110$1,063,567$131,216-
Strategent Financial 401(K) Profit Sharing Plan and Trust-0$1,063,567$131,216-
202014$775,363$126,891$31,723iApproximate average salary by contribution assumption: employee only about $793,069 at 4% or $528,713 at 6%; with 50% employer match about $528,713 at 4% or $352,475 at 6%; with 100% employer match about $396,534 at 4% or $264,356 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-4$775,363$126,891$31,723iApproximate average salary by contribution assumption: employee only about $793,069 at 4% or $528,713 at 6%; with 50% employer match about $528,713 at 4% or $352,475 at 6%; with 100% employer match about $396,534 at 4% or $264,356 at 6%.
201915$574,204$101,820$20,364iApproximate average salary by contribution assumption: employee only about $509,100 at 4% or $339,400 at 6%; with 50% employer match about $339,400 at 4% or $226,267 at 6%; with 100% employer match about $254,550 at 4% or $169,700 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-5$574,204$101,820$20,364iApproximate average salary by contribution assumption: employee only about $509,100 at 4% or $339,400 at 6%; with 50% employer match about $339,400 at 4% or $226,267 at 6%; with 100% employer match about $254,550 at 4% or $169,700 at 6%.
201813$382,877$93,730$31,243iApproximate average salary by contribution assumption: employee only about $781,083 at 4% or $520,722 at 6%; with 50% employer match about $520,722 at 4% or $347,148 at 6%; with 100% employer match about $390,542 at 4% or $260,361 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-3$382,877$93,730$31,243iApproximate average salary by contribution assumption: employee only about $781,083 at 4% or $520,722 at 6%; with 50% employer match about $520,722 at 4% or $347,148 at 6%; with 100% employer match about $390,542 at 4% or $260,361 at 6%.
201714$329,916$88,596$22,149iApproximate average salary by contribution assumption: employee only about $553,725 at 4% or $369,150 at 6%; with 50% employer match about $369,150 at 4% or $246,100 at 6%; with 100% employer match about $276,863 at 4% or $184,575 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-4$329,916$88,596$22,149iApproximate average salary by contribution assumption: employee only about $553,725 at 4% or $369,150 at 6%; with 50% employer match about $369,150 at 4% or $246,100 at 6%; with 100% employer match about $276,863 at 4% or $184,575 at 6%.
201614$205,619$70,774$17,694iApproximate average salary by contribution assumption: employee only about $442,338 at 4% or $294,892 at 6%; with 50% employer match about $294,892 at 4% or $196,594 at 6%; with 100% employer match about $221,169 at 4% or $147,446 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-4$205,619$70,774$17,694iApproximate average salary by contribution assumption: employee only about $442,338 at 4% or $294,892 at 6%; with 50% employer match about $294,892 at 4% or $196,594 at 6%; with 100% employer match about $221,169 at 4% or $147,446 at 6%.
201513$119,540$61,487$20,496iApproximate average salary by contribution assumption: employee only about $512,392 at 4% or $341,594 at 6%; with 50% employer match about $341,594 at 4% or $227,730 at 6%; with 100% employer match about $256,196 at 4% or $170,797 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-3$119,540$61,487$20,496iApproximate average salary by contribution assumption: employee only about $512,392 at 4% or $341,594 at 6%; with 50% employer match about $341,594 at 4% or $227,730 at 6%; with 100% employer match about $256,196 at 4% or $170,797 at 6%.
201413$59,937$59,937$19,979iApproximate average salary by contribution assumption: employee only about $499,475 at 4% or $332,983 at 6%; with 50% employer match about $332,983 at 4% or $221,989 at 6%; with 100% employer match about $249,738 at 4% or $166,492 at 6%.
Strategent Financial 401(K) Profit Sharing Plan and Trust-3$59,937$59,937$19,979iApproximate average salary by contribution assumption: employee only about $499,475 at 4% or $332,983 at 6%; with 50% employer match about $332,983 at 4% or $221,989 at 6%; with 100% employer match about $249,738 at 4% or $166,492 at 6%.