Civic Intelligence

SRMX CAPITAL, LLC

Plan context: SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST

EIN 27-3031983 • Orlando, FL • 16 filings • 3 plans

3093 Caruso Ct., Ste. 40Orlando, FL 32806
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$2,470,384

2025 Contributions

$87,104

Historical Graphs

Total Assets Over Time

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

$2,470,384$1,235,192$0201020182025YearValue
$2,470,384Latest year 2025

Participants Over Time

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

46230201020182025YearValue
30Latest year 2025

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
2025130$2,470,384$87,104$2,903iApproximate average salary by contribution assumption: employee only about $72,587 at 4% or $48,391 at 6%; with 50% employer match about $48,391 at 4% or $32,261 at 6%; with 100% employer match about $36,293 at 4% or $24,196 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-30$2,470,384$87,104$2,903iApproximate average salary by contribution assumption: employee only about $72,587 at 4% or $48,391 at 6%; with 50% employer match about $48,391 at 4% or $32,261 at 6%; with 100% employer match about $36,293 at 4% or $24,196 at 6%.
2024131$2,129,696$91,951$2,966iApproximate average salary by contribution assumption: employee only about $74,154 at 4% or $49,436 at 6%; with 50% employer match about $49,436 at 4% or $32,957 at 6%; with 100% employer match about $37,077 at 4% or $24,718 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-31$2,129,696$91,951$2,966iApproximate average salary by contribution assumption: employee only about $74,154 at 4% or $49,436 at 6%; with 50% employer match about $49,436 at 4% or $32,957 at 6%; with 100% employer match about $37,077 at 4% or $24,718 at 6%.
2023130$1,744,810$99,688$3,323iApproximate average salary by contribution assumption: employee only about $83,073 at 4% or $55,382 at 6%; with 50% employer match about $55,382 at 4% or $36,921 at 6%; with 100% employer match about $41,537 at 4% or $27,691 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-30$1,744,810$99,688$3,323iApproximate average salary by contribution assumption: employee only about $83,073 at 4% or $55,382 at 6%; with 50% employer match about $55,382 at 4% or $36,921 at 6%; with 100% employer match about $41,537 at 4% or $27,691 at 6%.
2022140$1,371,217$116,821$2,921iApproximate average salary by contribution assumption: employee only about $73,013 at 4% or $48,675 at 6%; with 50% employer match about $48,675 at 4% or $32,450 at 6%; with 100% employer match about $36,507 at 4% or $24,338 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-40$1,371,217$116,821$2,921iApproximate average salary by contribution assumption: employee only about $73,013 at 4% or $48,675 at 6%; with 50% employer match about $48,675 at 4% or $32,450 at 6%; with 100% employer match about $36,507 at 4% or $24,338 at 6%.
2021140$1,647,892$100,889$2,522iApproximate average salary by contribution assumption: employee only about $63,056 at 4% or $42,037 at 6%; with 50% employer match about $42,037 at 4% or $28,025 at 6%; with 100% employer match about $31,528 at 4% or $21,019 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-40$1,647,892$100,889$2,522iApproximate average salary by contribution assumption: employee only about $63,056 at 4% or $42,037 at 6%; with 50% employer match about $42,037 at 4% or $28,025 at 6%; with 100% employer match about $31,528 at 4% or $21,019 at 6%.
2020144$1,314,951$96,780$2,200iApproximate average salary by contribution assumption: employee only about $54,989 at 4% or $36,659 at 6%; with 50% employer match about $36,659 at 4% or $24,439 at 6%; with 100% employer match about $27,494 at 4% or $18,330 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-44$1,314,951$96,780$2,200iApproximate average salary by contribution assumption: employee only about $54,989 at 4% or $36,659 at 6%; with 50% employer match about $36,659 at 4% or $24,439 at 6%; with 100% employer match about $27,494 at 4% or $18,330 at 6%.
2019146$1,020,572$94,424$2,053iApproximate average salary by contribution assumption: employee only about $51,317 at 4% or $34,212 at 6%; with 50% employer match about $34,212 at 4% or $22,808 at 6%; with 100% employer match about $25,659 at 4% or $17,106 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-46$1,020,572$94,424$2,053iApproximate average salary by contribution assumption: employee only about $51,317 at 4% or $34,212 at 6%; with 50% employer match about $34,212 at 4% or $22,808 at 6%; with 100% employer match about $25,659 at 4% or $17,106 at 6%.
2018142$758,165$74,367$1,771iApproximate average salary by contribution assumption: employee only about $44,266 at 4% or $29,511 at 6%; with 50% employer match about $29,511 at 4% or $19,674 at 6%; with 100% employer match about $22,133 at 4% or $14,755 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-42$758,165$74,367$1,771iApproximate average salary by contribution assumption: employee only about $44,266 at 4% or $29,511 at 6%; with 50% employer match about $29,511 at 4% or $19,674 at 6%; with 100% employer match about $22,133 at 4% or $14,755 at 6%.
2017134$812,214$66,524$1,957iApproximate average salary by contribution assumption: employee only about $48,915 at 4% or $32,610 at 6%; with 50% employer match about $32,610 at 4% or $21,740 at 6%; with 100% employer match about $24,457 at 4% or $16,305 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-34$812,214$66,524$1,957iApproximate average salary by contribution assumption: employee only about $48,915 at 4% or $32,610 at 6%; with 50% employer match about $32,610 at 4% or $21,740 at 6%; with 100% employer match about $24,457 at 4% or $16,305 at 6%.
2016135$645,720$74,776$2,136iApproximate average salary by contribution assumption: employee only about $53,411 at 4% or $35,608 at 6%; with 50% employer match about $35,608 at 4% or $23,738 at 6%; with 100% employer match about $26,706 at 4% or $17,804 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN & TRUST-35$645,720$74,776$2,136iApproximate average salary by contribution assumption: employee only about $53,411 at 4% or $35,608 at 6%; with 50% employer match about $35,608 at 4% or $23,738 at 6%; with 100% employer match about $26,706 at 4% or $17,804 at 6%.
2015133$532,090$56,723$1,719iApproximate average salary by contribution assumption: employee only about $42,972 at 4% or $28,648 at 6%; with 50% employer match about $28,648 at 4% or $19,099 at 6%; with 100% employer match about $21,486 at 4% or $14,324 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN-33$532,090$56,723$1,719iApproximate average salary by contribution assumption: employee only about $42,972 at 4% or $28,648 at 6%; with 50% employer match about $28,648 at 4% or $19,099 at 6%; with 100% employer match about $21,486 at 4% or $14,324 at 6%.
2014136$520,292$58,012$1,611iApproximate average salary by contribution assumption: employee only about $40,286 at 4% or $26,857 at 6%; with 50% employer match about $26,857 at 4% or $17,905 at 6%; with 100% employer match about $20,143 at 4% or $13,429 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN-36$520,292$58,012$1,611iApproximate average salary by contribution assumption: employee only about $40,286 at 4% or $26,857 at 6%; with 50% employer match about $26,857 at 4% or $17,905 at 6%; with 100% employer match about $20,143 at 4% or $13,429 at 6%.
2013135$455,994$50,648$1,447iApproximate average salary by contribution assumption: employee only about $36,177 at 4% or $24,118 at 6%; with 50% employer match about $24,118 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
SRMX CAPITAL, LLC 401(K) SAVINGS PLAN-35$455,994$50,648$1,447iApproximate average salary by contribution assumption: employee only about $36,177 at 4% or $24,118 at 6%; with 50% employer match about $24,118 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%.
2012135$354,770$42,988$1,228iApproximate average salary by contribution assumption: employee only about $30,706 at 4% or $20,470 at 6%; with 50% employer match about $20,470 at 4% or $13,647 at 6%; with 100% employer match about $15,353 at 4% or $10,235 at 6%.
SMRX CAPITAL, LLC 401(K) SAVINGS PLAN-35$354,770$42,988$1,228iApproximate average salary by contribution assumption: employee only about $30,706 at 4% or $20,470 at 6%; with 50% employer match about $20,470 at 4% or $13,647 at 6%; with 100% employer match about $15,353 at 4% or $10,235 at 6%.
2011135$303,814$68,370$1,953iApproximate average salary by contribution assumption: employee only about $48,836 at 4% or $32,557 at 6%; with 50% employer match about $32,557 at 4% or $21,705 at 6%; with 100% employer match about $24,418 at 4% or $16,279 at 6%.
SMRX CAPITAL, LLC 401(K) SAVINGS PLAN-35$303,814$68,370$1,953iApproximate average salary by contribution assumption: employee only about $48,836 at 4% or $32,557 at 6%; with 50% employer match about $32,557 at 4% or $21,705 at 6%; with 100% employer match about $24,418 at 4% or $16,279 at 6%.
2010132$284,659$62,327$1,948iApproximate average salary by contribution assumption: employee only about $48,693 at 4% or $32,462 at 6%; with 50% employer match about $32,462 at 4% or $21,641 at 6%; with 100% employer match about $24,346 at 4% or $16,231 at 6%.
SMRX CAPITAL, LLC 401(K) SAVINGS PLAN-32$284,659$62,327$1,948iApproximate average salary by contribution assumption: employee only about $48,693 at 4% or $32,462 at 6%; with 50% employer match about $32,462 at 4% or $21,641 at 6%; with 100% employer match about $24,346 at 4% or $16,231 at 6%.