Civic Intelligence

Stratos Wealth Partners Ltd.

Plan context: Stratos Wealth Partners 401(K) Plan

EIN 27-5273468 • Beachwood, OH • 21 filings • 6 plans

3750 Park East Dr Ste 200Beachwood, OH 44122-4350
Current Snapshot

Latest Year

2024

2024 Participants

510

2024 Assets

$7,926,881

2024 Contributions

$1,131,128

Historical Graphs

Total Assets Over Time

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

$7,926,881$3,963,441$0201520202024YearValue
$7,926,881Latest year 2024

Participants Over Time

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

5102550201520202024YearValue
510Latest 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
20244510$7,926,881$1,131,128$2,218iApproximate average salary by contribution assumption: employee only about $55,447 at 4% or $36,965 at 6%; with 50% employer match about $36,965 at 4% or $24,643 at 6%; with 100% employer match about $27,724 at 4% or $18,482 at 6%.
Stratos Wealth Partners 401(K) Plan-101$7,925,510$1,131,128$11,199iApproximate average salary by contribution assumption: employee only about $279,982 at 4% or $186,655 at 6%; with 50% employer match about $186,655 at 4% or $124,437 at 6%; with 100% employer match about $139,991 at 4% or $93,327 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-65$1,371$0-
Stratos Wealth Partners Voluntary Benefits Plan-510---
Stratos Wealth Partners Medical Plan-126---
20233338$6,683,041$832,666$2,464iApproximate average salary by contribution assumption: employee only about $61,588 at 4% or $41,058 at 6%; with 50% employer match about $41,058 at 4% or $27,372 at 6%; with 100% employer match about $30,794 at 4% or $20,529 at 6%.
Stratos Wealth Partners 401(K) Plan-84$6,107,283$832,666$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,212 at 6%; with 50% employer match about $165,212 at 4% or $110,141 at 6%; with 100% employer match about $123,909 at 4% or $82,606 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-65$575,758$0-
Stratos Wealth Partners Voluntary Benefits Plan-338---
20224338$5,187,196$742,293$2,196iApproximate average salary by contribution assumption: employee only about $54,903 at 4% or $36,602 at 6%; with 50% employer match about $36,602 at 4% or $24,401 at 6%; with 100% employer match about $27,452 at 4% or $18,301 at 6%.
Stratos Wealth Partners 401(K) Plan-82$4,631,251$742,293$9,052iApproximate average salary by contribution assumption: employee only about $226,309 at 4% or $150,873 at 6%; with 50% employer match about $150,873 at 4% or $100,582 at 6%; with 100% employer match about $113,154 at 4% or $75,436 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-52$555,945--
Stratos Wealth Partners Medical Plan-155---
Stratos Wealth Partners Voluntary Benefits Plan-338---
2021269$5,392,045$625,108$9,060iApproximate average salary by contribution assumption: employee only about $226,488 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
Stratos Wealth Partners 401(K) Plan-69$4,777,843$625,108$9,060iApproximate average salary by contribution assumption: employee only about $226,488 at 4% or $150,992 at 6%; with 50% employer match about $150,992 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-56$614,202--
2020265$4,546,307$1,229,488$18,915iApproximate average salary by contribution assumption: employee only about $472,880 at 4% or $315,253 at 6%; with 50% employer match about $315,253 at 4% or $210,169 at 6%; with 100% employer match about $236,440 at 4% or $157,627 at 6%.
Stratos Wealth Partners 401(K) Plan-61$3,904,729$1,044,884$17,129iApproximate average salary by contribution assumption: employee only about $428,231 at 4% or $285,487 at 6%; with 50% employer match about $285,487 at 4% or $190,325 at 6%; with 100% employer match about $214,116 at 4% or $142,744 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-65$641,578$184,604$2,840iApproximate average salary by contribution assumption: employee only about $71,002 at 4% or $47,334 at 6%; with 50% employer match about $47,334 at 4% or $31,556 at 6%; with 100% employer match about $35,501 at 4% or $23,667 at 6%.
20192103$7,176,202$1,251,407$12,150iApproximate average salary by contribution assumption: employee only about $303,740 at 4% or $202,493 at 6%; with 50% employer match about $202,493 at 4% or $134,995 at 6%; with 100% employer match about $151,870 at 4% or $101,247 at 6%.
Stratos Wealth Partners 401(K) Plan-103$6,742,868$1,110,383$10,780iApproximate average salary by contribution assumption: employee only about $269,510 at 4% or $179,674 at 6%; with 50% employer match about $179,674 at 4% or $119,782 at 6%; with 100% employer match about $134,755 at 4% or $89,837 at 6%.
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN-64$433,334$141,024$2,204iApproximate average salary by contribution assumption: employee only about $55,088 at 4% or $36,725 at 6%; with 50% employer match about $36,725 at 4% or $24,483 at 6%; with 100% employer match about $27,544 at 4% or $18,363 at 6%.
2018194$4,601,403$875,710$9,316iApproximate average salary by contribution assumption: employee only about $232,902 at 4% or $155,268 at 6%; with 50% employer match about $155,268 at 4% or $103,512 at 6%; with 100% employer match about $116,451 at 4% or $77,634 at 6%.
Stratos Wealth Partners 401(K) Plan-94$4,601,403$875,710$9,316iApproximate average salary by contribution assumption: employee only about $232,902 at 4% or $155,268 at 6%; with 50% employer match about $155,268 at 4% or $103,512 at 6%; with 100% employer match about $116,451 at 4% or $77,634 at 6%.
2017184$4,119,167$768,692$9,151iApproximate average salary by contribution assumption: employee only about $228,777 at 4% or $152,518 at 6%; with 50% employer match about $152,518 at 4% or $101,679 at 6%; with 100% employer match about $114,389 at 4% or $76,259 at 6%.
Stratos Wealth Partners 401(K) Plan-84$4,119,167$768,692$9,151iApproximate average salary by contribution assumption: employee only about $228,777 at 4% or $152,518 at 6%; with 50% employer match about $152,518 at 4% or $101,679 at 6%; with 100% employer match about $114,389 at 4% or $76,259 at 6%.
2016163$2,887,358$625,170$9,923iApproximate average salary by contribution assumption: employee only about $248,083 at 4% or $165,389 at 6%; with 50% employer match about $165,389 at 4% or $110,259 at 6%; with 100% employer match about $124,042 at 4% or $82,694 at 6%.
Stratos Wealth Partners 401(K) Plan-63$2,887,358$625,170$9,923iApproximate average salary by contribution assumption: employee only about $248,083 at 4% or $165,389 at 6%; with 50% employer match about $165,389 at 4% or $110,259 at 6%; with 100% employer match about $124,042 at 4% or $82,694 at 6%.
2015150$2,208,171$479,063$9,581iApproximate average salary by contribution assumption: employee only about $239,532 at 4% or $159,688 at 6%; with 50% employer match about $159,688 at 4% or $106,458 at 6%; with 100% employer match about $119,766 at 4% or $79,844 at 6%.
Stratos Wealth Partners 401(K) Plan-50$2,208,171$479,063$9,581iApproximate average salary by contribution assumption: employee only about $239,532 at 4% or $159,688 at 6%; with 50% employer match about $159,688 at 4% or $106,458 at 6%; with 100% employer match about $119,766 at 4% or $79,844 at 6%.