Civic Intelligence

Shoreline Capital Inc.

Plan context: Strategic Equity Group 401(K) Profit Sharing Plan Final

EIN 33-0204776 • Santa Ana, CA • 41 filings • 6 plans

6 Hutton Centre Drive, Suite 860Santa Ana, CA 92707
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,762,536

2024 Contributions

$320,875

Historical Graphs

Total Assets Over Time

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

$5,557,405$2,778,703$0200320152024YearValue
$1,762,536Latest year 2024

Participants Over Time

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

23120200320142024YearValue
1Latest 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
202431$1,762,536$320,875$320,875iApproximate average salary by contribution assumption: employee only about $8,021,875 at 4% or $5,347,917 at 6%; with 50% employer match about $5,347,917 at 4% or $3,565,278 at 6%; with 100% employer match about $4,010,938 at 4% or $2,673,958 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-1$1,762,536$237,875$237,875iApproximate average salary by contribution assumption: employee only about $5,946,875 at 4% or $3,964,583 at 6%; with 50% employer match about $3,964,583 at 4% or $2,643,056 at 6%; with 100% employer match about $2,973,438 at 4% or $1,982,292 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-0$0$83,000-
Strategic Equity Group 401(K) Profit Sharing Plan Final-0$0$0-
2023213$5,557,405$549,536$42,272iApproximate average salary by contribution assumption: employee only about $1,056,800 at 4% or $704,533 at 6%; with 50% employer match about $704,533 at 4% or $469,689 at 6%; with 100% employer match about $528,400 at 4% or $352,267 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-13$3,043,523$348,088$26,776iApproximate average salary by contribution assumption: employee only about $669,400 at 4% or $446,267 at 6%; with 50% employer match about $446,267 at 4% or $297,511 at 6%; with 100% employer match about $334,700 at 4% or $223,133 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-11$2,513,882$201,448$18,313iApproximate average salary by contribution assumption: employee only about $457,836 at 4% or $305,224 at 6%; with 50% employer match about $305,224 at 4% or $203,483 at 6%; with 100% employer match about $228,918 at 4% or $152,612 at 6%.
2022214$4,250,418$751,681$53,692iApproximate average salary by contribution assumption: employee only about $1,342,288 at 4% or $894,858 at 6%; with 50% employer match about $894,858 at 4% or $596,572 at 6%; with 100% employer match about $671,144 at 4% or $447,429 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-14$2,191,401$312,539$22,324iApproximate average salary by contribution assumption: employee only about $558,105 at 4% or $372,070 at 6%; with 50% employer match about $372,070 at 4% or $248,047 at 6%; with 100% employer match about $279,053 at 4% or $186,035 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-10$2,059,017$439,142$43,914iApproximate average salary by contribution assumption: employee only about $1,097,855 at 4% or $731,903 at 6%; with 50% employer match about $731,903 at 4% or $487,936 at 6%; with 100% employer match about $548,928 at 4% or $365,952 at 6%.
2021211$4,924,821$641,186$58,290iApproximate average salary by contribution assumption: employee only about $1,457,241 at 4% or $971,494 at 6%; with 50% employer match about $971,494 at 4% or $647,663 at 6%; with 100% employer match about $728,620 at 4% or $485,747 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-10$3,153,686$231,149$23,115iApproximate average salary by contribution assumption: employee only about $577,873 at 4% or $385,248 at 6%; with 50% employer match about $385,248 at 4% or $256,832 at 6%; with 100% employer match about $288,936 at 4% or $192,624 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-11$1,771,135$410,037$37,276iApproximate average salary by contribution assumption: employee only about $931,902 at 4% or $621,268 at 6%; with 50% employer match about $621,268 at 4% or $414,179 at 6%; with 100% employer match about $465,951 at 4% or $310,634 at 6%.
2020210$3,969,314$427,892$42,789iApproximate average salary by contribution assumption: employee only about $1,069,730 at 4% or $713,153 at 6%; with 50% employer match about $713,153 at 4% or $475,436 at 6%; with 100% employer match about $534,865 at 4% or $356,577 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-10$2,766,352$183,095$18,310iApproximate average salary by contribution assumption: employee only about $457,738 at 4% or $305,158 at 6%; with 50% employer match about $305,158 at 4% or $203,439 at 6%; with 100% employer match about $228,869 at 4% or $152,579 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-8$1,202,962$244,797$30,600iApproximate average salary by contribution assumption: employee only about $764,991 at 4% or $509,994 at 6%; with 50% employer match about $509,994 at 4% or $339,996 at 6%; with 100% employer match about $382,495 at 4% or $254,997 at 6%.
201929$2,423,219$361,892$40,210iApproximate average salary by contribution assumption: employee only about $1,005,256 at 4% or $670,170 at 6%; with 50% employer match about $670,170 at 4% or $446,780 at 6%; with 100% employer match about $502,628 at 4% or $335,085 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-9$1,526,879$136,892$15,210iApproximate average salary by contribution assumption: employee only about $380,256 at 4% or $253,504 at 6%; with 50% employer match about $253,504 at 4% or $169,002 at 6%; with 100% employer match about $190,128 at 4% or $126,752 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-7$896,340$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
2018215$2,826,819$416,613$27,774iApproximate average salary by contribution assumption: employee only about $694,355 at 4% or $462,903 at 6%; with 50% employer match about $462,903 at 4% or $308,602 at 6%; with 100% employer match about $347,178 at 4% or $231,452 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-15$2,234,732$163,613$10,908iApproximate average salary by contribution assumption: employee only about $272,688 at 4% or $181,792 at 6%; with 50% employer match about $181,792 at 4% or $121,195 at 6%; with 100% employer match about $136,344 at 4% or $90,896 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-6$592,087$253,000$42,167iApproximate average salary by contribution assumption: employee only about $1,054,167 at 4% or $702,778 at 6%; with 50% employer match about $702,778 at 4% or $468,519 at 6%; with 100% employer match about $527,083 at 4% or $351,389 at 6%.
2017215$2,600,647$294,470$19,631iApproximate average salary by contribution assumption: employee only about $490,783 at 4% or $327,189 at 6%; with 50% employer match about $327,189 at 4% or $218,126 at 6%; with 100% employer match about $245,392 at 4% or $163,594 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-15$2,242,339$137,470$9,165iApproximate average salary by contribution assumption: employee only about $229,117 at 4% or $152,744 at 6%; with 50% employer match about $152,744 at 4% or $101,830 at 6%; with 100% employer match about $114,558 at 4% or $76,372 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-5$358,308$157,000$31,400iApproximate average salary by contribution assumption: employee only about $785,000 at 4% or $523,333 at 6%; with 50% employer match about $523,333 at 4% or $348,889 at 6%; with 100% employer match about $392,500 at 4% or $261,667 at 6%.
2016213$2,088,867$323,522$24,886iApproximate average salary by contribution assumption: employee only about $622,158 at 4% or $414,772 at 6%; with 50% employer match about $414,772 at 4% or $276,515 at 6%; with 100% employer match about $311,079 at 4% or $207,386 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-13$1,888,872$123,527$9,502iApproximate average salary by contribution assumption: employee only about $237,552 at 4% or $158,368 at 6%; with 50% employer match about $158,368 at 4% or $105,579 at 6%; with 100% employer match about $118,776 at 4% or $79,184 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-4$199,995$199,995$49,999iApproximate average salary by contribution assumption: employee only about $1,249,969 at 4% or $833,313 at 6%; with 50% employer match about $833,313 at 4% or $555,542 at 6%; with 100% employer match about $624,984 at 4% or $416,656 at 6%.
2015210$1,754,460$138,951$13,895iApproximate average salary by contribution assumption: employee only about $347,378 at 4% or $231,585 at 6%; with 50% employer match about $231,585 at 4% or $154,390 at 6%; with 100% employer match about $173,689 at 4% or $115,793 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-10$1,754,460$138,951$13,895iApproximate average salary by contribution assumption: employee only about $347,378 at 4% or $231,585 at 6%; with 50% employer match about $231,585 at 4% or $154,390 at 6%; with 100% employer match about $173,689 at 4% or $115,793 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-0$0$0-
2014215$1,710,318$146,975$9,798iApproximate average salary by contribution assumption: employee only about $244,958 at 4% or $163,306 at 6%; with 50% employer match about $163,306 at 4% or $108,870 at 6%; with 100% employer match about $122,479 at 4% or $81,653 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-15$1,709,495$146,260$9,751iApproximate average salary by contribution assumption: employee only about $243,767 at 4% or $162,511 at 6%; with 50% employer match about $162,511 at 4% or $108,341 at 6%; with 100% employer match about $121,883 at 4% or $81,256 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-4$823$715$179iApproximate average salary by contribution assumption: employee only about $4,469 at 4% or $2,979 at 6%; with 50% employer match about $2,979 at 4% or $1,986 at 6%; with 100% employer match about $2,234 at 4% or $1,490 at 6%.
2013222$2,172,287$142,060$6,457iApproximate average salary by contribution assumption: employee only about $161,432 at 4% or $107,621 at 6%; with 50% employer match about $107,621 at 4% or $71,747 at 6%; with 100% employer match about $80,716 at 4% or $53,811 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-22$1,613,375$142,060$6,457iApproximate average salary by contribution assumption: employee only about $161,432 at 4% or $107,621 at 6%; with 50% employer match about $107,621 at 4% or $71,747 at 6%; with 100% employer match about $80,716 at 4% or $53,811 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-10$558,912$0-
2012223$1,954,902$147,375$6,408iApproximate average salary by contribution assumption: employee only about $160,190 at 4% or $106,793 at 6%; with 50% employer match about $106,793 at 4% or $71,196 at 6%; with 100% employer match about $80,095 at 4% or $53,397 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-23$1,416,755$147,375$6,408iApproximate average salary by contribution assumption: employee only about $160,190 at 4% or $106,793 at 6%; with 50% employer match about $106,793 at 4% or $71,196 at 6%; with 100% employer match about $80,095 at 4% or $53,397 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-10$538,147$0-
2011220$1,672,686$166,962$8,348iApproximate average salary by contribution assumption: employee only about $208,703 at 4% or $139,135 at 6%; with 50% employer match about $139,135 at 4% or $92,757 at 6%; with 100% employer match about $104,351 at 4% or $69,568 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-20$1,192,662$138,527$6,926iApproximate average salary by contribution assumption: employee only about $173,159 at 4% or $115,439 at 6%; with 50% employer match about $115,439 at 4% or $76,959 at 6%; with 100% employer match about $86,579 at 4% or $57,720 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-10$480,024$28,435$2,844iApproximate average salary by contribution assumption: employee only about $71,088 at 4% or $47,392 at 6%; with 50% employer match about $47,392 at 4% or $31,594 at 6%; with 100% employer match about $35,544 at 4% or $23,696 at 6%.
2010223$1,679,740$155,066$6,742iApproximate average salary by contribution assumption: employee only about $168,550 at 4% or $112,367 at 6%; with 50% employer match about $112,367 at 4% or $74,911 at 6%; with 100% employer match about $84,275 at 4% or $56,183 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-23$1,205,318$153,728$6,684iApproximate average salary by contribution assumption: employee only about $167,096 at 4% or $111,397 at 6%; with 50% employer match about $111,397 at 4% or $74,265 at 6%; with 100% employer match about $83,548 at 4% or $55,699 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-11$474,422$1,338$122iApproximate average salary by contribution assumption: employee only about $3,041 at 4% or $2,027 at 6%; with 50% employer match about $2,027 at 4% or $1,352 at 6%; with 100% employer match about $1,520 at 4% or $1,014 at 6%.
2009214$1,428,366$177,809$12,701iApproximate average salary by contribution assumption: employee only about $317,516 at 4% or $211,677 at 6%; with 50% employer match about $211,677 at 4% or $141,118 at 6%; with 100% employer match about $158,758 at 4% or $105,839 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-14$1,007,203$168,356$12,025iApproximate average salary by contribution assumption: employee only about $300,636 at 4% or $200,424 at 6%; with 50% employer match about $200,424 at 4% or $133,616 at 6%; with 100% employer match about $150,318 at 4% or $100,212 at 6%.
Strategic Equity Group Defined Benefit Pension Plan-12$421,163$9,453$788iApproximate average salary by contribution assumption: employee only about $19,694 at 4% or $13,129 at 6%; with 50% employer match about $13,129 at 4% or $8,753 at 6%; with 100% employer match about $9,847 at 4% or $6,565 at 6%.
200828$0$0-
Strategic Equity Group Defined Benefit Pension Plan-8---
Strategic Equity Group 401(K) Profit Sharing Plan Final-8---
2007210$0$0-
Strategic Equity Group 401(K) Profit Sharing Plan Final-10---
Strategic Equity Group Defined Benefit Pension Plan-9---
2006111$841,959$169,535$15,412iApproximate average salary by contribution assumption: employee only about $385,307 at 4% or $256,871 at 6%; with 50% employer match about $256,871 at 4% or $171,247 at 6%; with 100% employer match about $192,653 at 4% or $128,436 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-11$841,959$169,535$15,412iApproximate average salary by contribution assumption: employee only about $385,307 at 4% or $256,871 at 6%; with 50% employer match about $256,871 at 4% or $171,247 at 6%; with 100% employer match about $192,653 at 4% or $128,436 at 6%.
200517$631,573$126,894$18,128iApproximate average salary by contribution assumption: employee only about $453,193 at 4% or $302,129 at 6%; with 50% employer match about $302,129 at 4% or $201,419 at 6%; with 100% employer match about $226,596 at 4% or $151,064 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-7$631,573$126,894$18,128iApproximate average salary by contribution assumption: employee only about $453,193 at 4% or $302,129 at 6%; with 50% employer match about $302,129 at 4% or $201,419 at 6%; with 100% employer match about $226,596 at 4% or $151,064 at 6%.
200419$468,778$133,586$14,843iApproximate average salary by contribution assumption: employee only about $371,072 at 4% or $247,381 at 6%; with 50% employer match about $247,381 at 4% or $164,921 at 6%; with 100% employer match about $185,536 at 4% or $123,691 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-9$468,778$133,586$14,843iApproximate average salary by contribution assumption: employee only about $371,072 at 4% or $247,381 at 6%; with 50% employer match about $247,381 at 4% or $164,921 at 6%; with 100% employer match about $185,536 at 4% or $123,691 at 6%.
200314$338,756$308,405$77,101iApproximate average salary by contribution assumption: employee only about $1,927,531 at 4% or $1,285,021 at 6%; with 50% employer match about $1,285,021 at 4% or $856,681 at 6%; with 100% employer match about $963,766 at 4% or $642,510 at 6%.
Strategic Equity Group 401(K) Profit Sharing Plan Final-4$338,756$308,405$77,101iApproximate average salary by contribution assumption: employee only about $1,927,531 at 4% or $1,285,021 at 6%; with 50% employer match about $1,285,021 at 4% or $856,681 at 6%; with 100% employer match about $963,766 at 4% or $642,510 at 6%.