Civic Intelligence

Strategic Financial Group, L.L.C.

Plan context: Strategic Financial Group, L.L.C. Cash Balance Pension Plan

EIN 32-0351655 • Grand Haven, MI • 20 filings • 2 plans

16964 Robbins Rd., Ste. 100AGrand Haven, MI 49417
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$644,130

2024 Contributions

$442,036

Historical Graphs

Total Assets Over Time

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

$1,246,803$623,402$0201520202024YearValue
$644,130Latest year 2024

Participants Over Time

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

630201520202024YearValue
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
202426$644,130$442,036$73,673iApproximate average salary by contribution assumption: employee only about $1,841,817 at 4% or $1,227,878 at 6%; with 50% employer match about $1,227,878 at 4% or $818,585 at 6%; with 100% employer match about $920,908 at 4% or $613,939 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$439,819$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-6$204,311$92,036$15,339iApproximate average salary by contribution assumption: employee only about $383,483 at 4% or $255,656 at 6%; with 50% employer match about $255,656 at 4% or $170,437 at 6%; with 100% employer match about $191,742 at 4% or $127,828 at 6%.
202325$1,246,803$228,794$45,759iApproximate average salary by contribution assumption: employee only about $1,143,970 at 4% or $762,647 at 6%; with 50% employer match about $762,647 at 4% or $508,431 at 6%; with 100% employer match about $571,985 at 4% or $381,323 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$676,162$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-5$570,641$78,794$15,759iApproximate average salary by contribution assumption: employee only about $393,970 at 4% or $262,647 at 6%; with 50% employer match about $262,647 at 4% or $175,098 at 6%; with 100% employer match about $196,985 at 4% or $131,323 at 6%.
202226$963,896$214,826$35,804iApproximate average salary by contribution assumption: employee only about $895,108 at 4% or $596,739 at 6%; with 50% employer match about $596,739 at 4% or $397,826 at 6%; with 100% employer match about $447,554 at 4% or $298,369 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$494,297$135,641$45,214iApproximate average salary by contribution assumption: employee only about $1,130,342 at 4% or $753,561 at 6%; with 50% employer match about $753,561 at 4% or $502,374 at 6%; with 100% employer match about $565,171 at 4% or $376,781 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-6$469,599$79,185$13,198iApproximate average salary by contribution assumption: employee only about $329,938 at 4% or $219,958 at 6%; with 50% employer match about $219,958 at 4% or $146,639 at 6%; with 100% employer match about $164,969 at 4% or $109,979 at 6%.
202125$799,232$292,297$58,459iApproximate average salary by contribution assumption: employee only about $1,461,485 at 4% or $974,323 at 6%; with 50% employer match about $974,323 at 4% or $649,549 at 6%; with 100% employer match about $730,743 at 4% or $487,162 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-5$401,451$69,861$13,972iApproximate average salary by contribution assumption: employee only about $349,305 at 4% or $232,870 at 6%; with 50% employer match about $232,870 at 4% or $155,247 at 6%; with 100% employer match about $174,653 at 4% or $116,435 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$397,781$222,436$74,145iApproximate average salary by contribution assumption: employee only about $1,853,633 at 4% or $1,235,756 at 6%; with 50% employer match about $1,235,756 at 4% or $823,837 at 6%; with 100% employer match about $926,817 at 4% or $617,878 at 6%.
202024$1,120,858$159,990$39,998iApproximate average salary by contribution assumption: employee only about $999,938 at 4% or $666,625 at 6%; with 50% employer match about $666,625 at 4% or $444,417 at 6%; with 100% employer match about $499,969 at 4% or $333,313 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$798,855$87,100$29,033iApproximate average salary by contribution assumption: employee only about $725,833 at 4% or $483,889 at 6%; with 50% employer match about $483,889 at 4% or $322,593 at 6%; with 100% employer match about $362,917 at 4% or $241,944 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-4$322,003$72,890$18,223iApproximate average salary by contribution assumption: employee only about $455,563 at 4% or $303,708 at 6%; with 50% employer match about $303,708 at 4% or $202,472 at 6%; with 100% employer match about $227,781 at 4% or $151,854 at 6%.
201924$894,344$10,895$2,724iApproximate average salary by contribution assumption: employee only about $68,094 at 4% or $45,396 at 6%; with 50% employer match about $45,396 at 4% or $30,264 at 6%; with 100% employer match about $34,047 at 4% or $22,698 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$654,042$0-
STRATEGIC FINANCIAL GROUP 401(K) PLAN-4$240,302$10,895$2,724iApproximate average salary by contribution assumption: employee only about $68,094 at 4% or $45,396 at 6%; with 50% employer match about $45,396 at 4% or $30,264 at 6%; with 100% employer match about $34,047 at 4% or $22,698 at 6%.
201824$808,729$124,027$31,007iApproximate average salary by contribution assumption: employee only about $775,169 at 4% or $516,779 at 6%; with 50% employer match about $516,779 at 4% or $344,519 at 6%; with 100% employer match about $387,584 at 4% or $258,390 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$586,738$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-4$221,991$54,027$13,507iApproximate average salary by contribution assumption: employee only about $337,669 at 4% or $225,113 at 6%; with 50% employer match about $225,113 at 4% or $150,075 at 6%; with 100% employer match about $168,834 at 4% or $112,556 at 6%.
201724$700,320$223,491$55,873iApproximate average salary by contribution assumption: employee only about $1,396,819 at 4% or $931,213 at 6%; with 50% employer match about $931,213 at 4% or $620,808 at 6%; with 100% employer match about $698,409 at 4% or $465,606 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$531,002$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-4$169,318$53,491$13,373iApproximate average salary by contribution assumption: employee only about $334,319 at 4% or $222,879 at 6%; with 50% employer match about $222,879 at 4% or $148,586 at 6%; with 100% employer match about $167,159 at 4% or $111,440 at 6%.
201624$455,968$278,110$69,528iApproximate average salary by contribution assumption: employee only about $1,738,188 at 4% or $1,158,792 at 6%; with 50% employer match about $1,158,792 at 4% or $772,528 at 6%; with 100% employer match about $869,094 at 4% or $579,396 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$342,504$165,480$55,160iApproximate average salary by contribution assumption: employee only about $1,379,000 at 4% or $919,333 at 6%; with 50% employer match about $919,333 at 4% or $612,889 at 6%; with 100% employer match about $689,500 at 4% or $459,667 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-4$113,464$112,630$28,158iApproximate average salary by contribution assumption: employee only about $703,938 at 4% or $469,292 at 6%; with 50% employer match about $469,292 at 4% or $312,861 at 6%; with 100% employer match about $351,969 at 4% or $234,646 at 6%.
201523$169,100$169,100$56,367iApproximate average salary by contribution assumption: employee only about $1,409,167 at 4% or $939,444 at 6%; with 50% employer match about $939,444 at 4% or $626,296 at 6%; with 100% employer match about $704,583 at 4% or $469,722 at 6%.
Strategic Financial Group, L.L.C. Cash Balance Pension Plan-3$169,100$169,100$56,367iApproximate average salary by contribution assumption: employee only about $1,409,167 at 4% or $939,444 at 6%; with 50% employer match about $939,444 at 4% or $626,296 at 6%; with 100% employer match about $704,583 at 4% or $469,722 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) PLAN-0$0$0-