Civic Intelligence

Srq Wealth Management

Plan context: Srq Wealth Management 401(K) P/S Plan

EIN 27-3442725 • Sarasota, FL • 14 filings • 1 plans

1 N Tuttle Ave Ste 1Sarasota, FL 34237
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$58,585

2024 Contributions

$10,508

Historical Graphs

Total Assets Over Time

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

$1,116,535$558,268$0201120182024YearValue
$58,585Latest year 2024

Participants Over Time

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

630201120182024YearValue
2Latest 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
202412$58,585$10,508$5,254iApproximate average salary by contribution assumption: employee only about $131,350 at 4% or $87,567 at 6%; with 50% employer match about $87,567 at 4% or $58,378 at 6%; with 100% employer match about $65,675 at 4% or $43,783 at 6%.
Srq Wealth Management 401(K) P/S Plan-2$58,585$10,508$5,254iApproximate average salary by contribution assumption: employee only about $131,350 at 4% or $87,567 at 6%; with 50% employer match about $87,567 at 4% or $58,378 at 6%; with 100% employer match about $65,675 at 4% or $43,783 at 6%.
202314$988,583$91,945$22,986iApproximate average salary by contribution assumption: employee only about $574,656 at 4% or $383,104 at 6%; with 50% employer match about $383,104 at 4% or $255,403 at 6%; with 100% employer match about $287,328 at 4% or $191,552 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$988,583$91,945$22,986iApproximate average salary by contribution assumption: employee only about $574,656 at 4% or $383,104 at 6%; with 50% employer match about $383,104 at 4% or $255,403 at 6%; with 100% employer match about $287,328 at 4% or $191,552 at 6%.
202216$981,401$99,568$16,595iApproximate average salary by contribution assumption: employee only about $414,867 at 4% or $276,578 at 6%; with 50% employer match about $276,578 at 4% or $184,385 at 6%; with 100% employer match about $207,433 at 4% or $138,289 at 6%.
Srq Wealth Management 401(K) P/S Plan-6$981,401$99,568$16,595iApproximate average salary by contribution assumption: employee only about $414,867 at 4% or $276,578 at 6%; with 50% employer match about $276,578 at 4% or $184,385 at 6%; with 100% employer match about $207,433 at 4% or $138,289 at 6%.
202115$1,116,535$74,333$14,867iApproximate average salary by contribution assumption: employee only about $371,665 at 4% or $247,777 at 6%; with 50% employer match about $247,777 at 4% or $165,184 at 6%; with 100% employer match about $185,833 at 4% or $123,888 at 6%.
Srq Wealth Management 401(K) P/S Plan-5$1,116,535$74,333$14,867iApproximate average salary by contribution assumption: employee only about $371,665 at 4% or $247,777 at 6%; with 50% employer match about $247,777 at 4% or $165,184 at 6%; with 100% employer match about $185,833 at 4% or $123,888 at 6%.
202014$894,018$71,691$17,923iApproximate average salary by contribution assumption: employee only about $448,069 at 4% or $298,713 at 6%; with 50% employer match about $298,713 at 4% or $199,142 at 6%; with 100% employer match about $224,034 at 4% or $149,356 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$894,018$71,691$17,923iApproximate average salary by contribution assumption: employee only about $448,069 at 4% or $298,713 at 6%; with 50% employer match about $298,713 at 4% or $199,142 at 6%; with 100% employer match about $224,034 at 4% or $149,356 at 6%.
201914$689,012$59,034$14,759iApproximate average salary by contribution assumption: employee only about $368,963 at 4% or $245,975 at 6%; with 50% employer match about $245,975 at 4% or $163,983 at 6%; with 100% employer match about $184,481 at 4% or $122,988 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$689,012$59,034$14,759iApproximate average salary by contribution assumption: employee only about $368,963 at 4% or $245,975 at 6%; with 50% employer match about $245,975 at 4% or $163,983 at 6%; with 100% employer match about $184,481 at 4% or $122,988 at 6%.
201814$500,475$54,475$13,619iApproximate average salary by contribution assumption: employee only about $340,469 at 4% or $226,979 at 6%; with 50% employer match about $226,979 at 4% or $151,319 at 6%; with 100% employer match about $170,234 at 4% or $113,490 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$500,475$54,475$13,619iApproximate average salary by contribution assumption: employee only about $340,469 at 4% or $226,979 at 6%; with 50% employer match about $226,979 at 4% or $151,319 at 6%; with 100% employer match about $170,234 at 4% or $113,490 at 6%.
201716$532,725$55,870$9,312iApproximate average salary by contribution assumption: employee only about $232,792 at 4% or $155,194 at 6%; with 50% employer match about $155,194 at 4% or $103,463 at 6%; with 100% employer match about $116,396 at 4% or $77,597 at 6%.
Srq Wealth Management 401(K) P/S Plan-6$532,725$55,870$9,312iApproximate average salary by contribution assumption: employee only about $232,792 at 4% or $155,194 at 6%; with 50% employer match about $155,194 at 4% or $103,463 at 6%; with 100% employer match about $116,396 at 4% or $77,597 at 6%.
201616$389,283$53,886$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
Srq Wealth Management 401(K) P/S Plan-6$389,283$53,886$8,981iApproximate average salary by contribution assumption: employee only about $224,525 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,263 at 4% or $74,842 at 6%.
201516$317,424$52,974$8,829iApproximate average salary by contribution assumption: employee only about $220,725 at 4% or $147,150 at 6%; with 50% employer match about $147,150 at 4% or $98,100 at 6%; with 100% employer match about $110,363 at 4% or $73,575 at 6%.
Srq Wealth Management 401(K) P/S Plan-6$317,424$52,974$8,829iApproximate average salary by contribution assumption: employee only about $220,725 at 4% or $147,150 at 6%; with 50% employer match about $147,150 at 4% or $98,100 at 6%; with 100% employer match about $110,363 at 4% or $73,575 at 6%.
201414$271,499$48,044$12,011iApproximate average salary by contribution assumption: employee only about $300,275 at 4% or $200,183 at 6%; with 50% employer match about $200,183 at 4% or $133,456 at 6%; with 100% employer match about $150,138 at 4% or $100,092 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$271,499$48,044$12,011iApproximate average salary by contribution assumption: employee only about $300,275 at 4% or $200,183 at 6%; with 50% employer match about $200,183 at 4% or $133,456 at 6%; with 100% employer match about $150,138 at 4% or $100,092 at 6%.
201314$215,836$39,261$9,815iApproximate average salary by contribution assumption: employee only about $245,381 at 4% or $163,588 at 6%; with 50% employer match about $163,588 at 4% or $109,058 at 6%; with 100% employer match about $122,691 at 4% or $81,794 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$215,836$39,261$9,815iApproximate average salary by contribution assumption: employee only about $245,381 at 4% or $163,588 at 6%; with 50% employer match about $163,588 at 4% or $109,058 at 6%; with 100% employer match about $122,691 at 4% or $81,794 at 6%.
201214$144,173$24,771$6,193iApproximate average salary by contribution assumption: employee only about $154,819 at 4% or $103,213 at 6%; with 50% employer match about $103,213 at 4% or $68,808 at 6%; with 100% employer match about $77,409 at 4% or $51,606 at 6%.
Srq Wealth Management 401(K) P/S Plan-4$144,173$24,771$6,193iApproximate average salary by contribution assumption: employee only about $154,819 at 4% or $103,213 at 6%; with 50% employer match about $103,213 at 4% or $68,808 at 6%; with 100% employer match about $77,409 at 4% or $51,606 at 6%.
201113$105,210$23,425$7,808iApproximate average salary by contribution assumption: employee only about $195,208 at 4% or $130,139 at 6%; with 50% employer match about $130,139 at 4% or $86,759 at 6%; with 100% employer match about $97,604 at 4% or $65,069 at 6%.
Srq Wealth Management 401(K) P/S Plan-3$105,210$23,425$7,808iApproximate average salary by contribution assumption: employee only about $195,208 at 4% or $130,139 at 6%; with 50% employer match about $130,139 at 4% or $86,759 at 6%; with 100% employer match about $97,604 at 4% or $65,069 at 6%.