Civic Intelligence

Strategic Retirement Planning

Plan context: Strategic Retirement Planning Inc. Defined Benefit Plan

EIN 27-4241496 • Fort Mohave, AZ • 20 filings • 2 plans

PO Box 11855Fort Mohave, AZ 86427
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$2,232,957

2022 Contributions

$32,265

Historical Graphs

Total Assets Over Time

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

$2,232,957$1,116,479$0201120162021YearValue
$2,232,957Latest year 2021

Participants Over Time

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

420201120162021YearValue
4Latest 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
202220$0$0-
Strategic Retirement Planning Inc. Defined Benefit Plan-0$0$0-
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-0$0--
202124$2,232,957$32,265$8,066iApproximate average salary by contribution assumption: employee only about $201,656 at 4% or $134,438 at 6%; with 50% employer match about $134,438 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,219 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-4$1,954,541$0-
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$278,416$32,265$16,133iApproximate average salary by contribution assumption: employee only about $403,313 at 4% or $268,875 at 6%; with 50% employer match about $268,875 at 4% or $179,250 at 6%; with 100% employer match about $201,656 at 4% or $134,438 at 6%.
202024$1,983,745$184,500$46,125iApproximate average salary by contribution assumption: employee only about $1,153,125 at 4% or $768,750 at 6%; with 50% employer match about $768,750 at 4% or $512,500 at 6%; with 100% employer match about $576,563 at 4% or $384,375 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-4$1,755,845$160,590$40,148iApproximate average salary by contribution assumption: employee only about $1,003,688 at 4% or $669,125 at 6%; with 50% employer match about $669,125 at 4% or $446,083 at 6%; with 100% employer match about $501,844 at 4% or $334,563 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$227,900$23,910$11,955iApproximate average salary by contribution assumption: employee only about $298,875 at 4% or $199,250 at 6%; with 50% employer match about $199,250 at 4% or $132,833 at 6%; with 100% employer match about $149,438 at 4% or $99,625 at 6%.
201924$1,495,139$174,059$43,515iApproximate average salary by contribution assumption: employee only about $1,087,869 at 4% or $725,246 at 6%; with 50% employer match about $725,246 at 4% or $483,497 at 6%; with 100% employer match about $543,934 at 4% or $362,623 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-4$1,316,191$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$178,948$24,059$12,030iApproximate average salary by contribution assumption: employee only about $300,738 at 4% or $200,492 at 6%; with 50% employer match about $200,492 at 4% or $133,661 at 6%; with 100% employer match about $150,369 at 4% or $100,246 at 6%.
201824$1,405,669$180,500$45,125iApproximate average salary by contribution assumption: employee only about $1,128,125 at 4% or $752,083 at 6%; with 50% employer match about $752,083 at 4% or $501,389 at 6%; with 100% employer match about $564,063 at 4% or $376,042 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-4$1,223,716$158,150$39,538iApproximate average salary by contribution assumption: employee only about $988,438 at 4% or $658,958 at 6%; with 50% employer match about $658,958 at 4% or $439,306 at 6%; with 100% employer match about $494,219 at 4% or $329,479 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$181,953$22,350$11,175iApproximate average salary by contribution assumption: employee only about $279,375 at 4% or $186,250 at 6%; with 50% employer match about $186,250 at 4% or $124,167 at 6%; with 100% employer match about $139,688 at 4% or $93,125 at 6%.
201724$1,353,635$283,000$70,750iApproximate average salary by contribution assumption: employee only about $1,768,750 at 4% or $1,179,167 at 6%; with 50% employer match about $1,179,167 at 4% or $786,111 at 6%; with 100% employer match about $884,375 at 4% or $589,583 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-4$1,161,326$251,175$62,794iApproximate average salary by contribution assumption: employee only about $1,569,844 at 4% or $1,046,563 at 6%; with 50% employer match about $1,046,563 at 4% or $697,708 at 6%; with 100% employer match about $784,922 at 4% or $523,281 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$192,309$31,825$15,913iApproximate average salary by contribution assumption: employee only about $397,813 at 4% or $265,208 at 6%; with 50% employer match about $265,208 at 4% or $176,806 at 6%; with 100% employer match about $198,906 at 4% or $132,604 at 6%.
201623$1,037,690$268,000$89,333iApproximate average salary by contribution assumption: employee only about $2,233,333 at 4% or $1,488,889 at 6%; with 50% employer match about $1,488,889 at 4% or $992,593 at 6%; with 100% employer match about $1,116,667 at 4% or $744,444 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-3$874,367$238,965$79,655iApproximate average salary by contribution assumption: employee only about $1,991,375 at 4% or $1,327,583 at 6%; with 50% employer match about $1,327,583 at 4% or $885,056 at 6%; with 100% employer match about $995,688 at 4% or $663,792 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$163,323$29,035$14,518iApproximate average salary by contribution assumption: employee only about $362,938 at 4% or $241,958 at 6%; with 50% employer match about $241,958 at 4% or $161,306 at 6%; with 100% employer match about $181,469 at 4% or $120,979 at 6%.
201522$723,579$168,800$84,400iApproximate average salary by contribution assumption: employee only about $2,110,000 at 4% or $1,406,667 at 6%; with 50% employer match about $1,406,667 at 4% or $937,778 at 6%; with 100% employer match about $1,055,000 at 4% or $703,333 at 6%.
Strategic Retirement Planning Inc. Defined Benefit Plan-2$576,349$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-2$147,230$28,800$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
201411$143,445$38,600$38,600iApproximate average salary by contribution assumption: employee only about $965,000 at 4% or $643,333 at 6%; with 50% employer match about $643,333 at 4% or $428,889 at 6%; with 100% employer match about $482,500 at 4% or $321,667 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-1$143,445$38,600$38,600iApproximate average salary by contribution assumption: employee only about $965,000 at 4% or $643,333 at 6%; with 50% employer match about $643,333 at 4% or $428,889 at 6%; with 100% employer match about $482,500 at 4% or $321,667 at 6%.
201311$99,848$32,800$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-1$99,848$32,800$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
201211$50,853$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-1$50,853$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201111$27,500$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
STRATEGIC RETIREMENT PLANNING 401(K) PROFIT SHARING PLAN-1$27,500$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.