Civic Intelligence

Stradum Inc.

Plan context: Stradum Inc. Employees Retirement Plan & Trust

EIN 34-1216901 • Naples, FL • 21 filings • 4 plans

4001 Tamiami Trail North, Ste. 404Naples, FL 34103
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$507,033

2015 Contributions

$7,487

Historical Graphs

Total Assets Over Time

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

$507,033$253,517$0199920072014YearValue
$507,033Latest year 2014

Participants Over Time

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

110199920072014YearValue
1Latest year 2014

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
201510$0$7,487-
Stradum Inc. Employees Retirement Plan & Trust-0$0$7,487-
201411$507,033$8,623$8,623iApproximate average salary by contribution assumption: employee only about $215,575 at 4% or $143,717 at 6%; with 50% employer match about $143,717 at 4% or $95,811 at 6%; with 100% employer match about $107,788 at 4% or $71,858 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$507,033$8,623$8,623iApproximate average salary by contribution assumption: employee only about $215,575 at 4% or $143,717 at 6%; with 50% employer match about $143,717 at 4% or $95,811 at 6%; with 100% employer match about $107,788 at 4% or $71,858 at 6%.
201311$466,418$8,614$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$466,418$8,614$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
201211$402,614$8,614$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$402,614$8,614$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
201111$358,289$8,476$8,476iApproximate average salary by contribution assumption: employee only about $211,900 at 4% or $141,267 at 6%; with 50% employer match about $141,267 at 4% or $94,178 at 6%; with 100% employer match about $105,950 at 4% or $70,633 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$358,289$8,476$8,476iApproximate average salary by contribution assumption: employee only about $211,900 at 4% or $141,267 at 6%; with 50% employer match about $141,267 at 4% or $94,178 at 6%; with 100% employer match about $105,950 at 4% or $70,633 at 6%.
201011$340,681$8,190$8,190iApproximate average salary by contribution assumption: employee only about $204,750 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$340,681$8,190$8,190iApproximate average salary by contribution assumption: employee only about $204,750 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
200911$299,584$8,190$8,190iApproximate average salary by contribution assumption: employee only about $204,750 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$299,584$8,190$8,190iApproximate average salary by contribution assumption: employee only about $204,750 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
200811$257,637$8,030$8,030iApproximate average salary by contribution assumption: employee only about $200,750 at 4% or $133,833 at 6%; with 50% employer match about $133,833 at 4% or $89,222 at 6%; with 100% employer match about $100,375 at 4% or $66,917 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$257,637$8,030$8,030iApproximate average salary by contribution assumption: employee only about $200,750 at 4% or $133,833 at 6%; with 50% employer match about $133,833 at 4% or $89,222 at 6%; with 100% employer match about $100,375 at 4% or $66,917 at 6%.
200711$320,745$7,658$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$320,745$7,658$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
200611$292,682$6,907$6,907iApproximate average salary by contribution assumption: employee only about $172,675 at 4% or $115,117 at 6%; with 50% employer match about $115,117 at 4% or $76,744 at 6%; with 100% employer match about $86,338 at 4% or $57,558 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$292,682$6,907$6,907iApproximate average salary by contribution assumption: employee only about $172,675 at 4% or $115,117 at 6%; with 50% employer match about $115,117 at 4% or $76,744 at 6%; with 100% employer match about $86,338 at 4% or $57,558 at 6%.
200511$253,084$7,400$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$253,084$7,400$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
200411$232,224$6,424$6,424iApproximate average salary by contribution assumption: employee only about $160,600 at 4% or $107,067 at 6%; with 50% employer match about $107,067 at 4% or $71,378 at 6%; with 100% employer match about $80,300 at 4% or $53,533 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$232,224$6,424$6,424iApproximate average salary by contribution assumption: employee only about $160,600 at 4% or $107,067 at 6%; with 50% employer match about $107,067 at 4% or $71,378 at 6%; with 100% employer match about $80,300 at 4% or $53,533 at 6%.
200311$205,754$5,684$5,684iApproximate average salary by contribution assumption: employee only about $142,100 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,156 at 6%; with 100% employer match about $71,050 at 4% or $47,367 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$205,754$5,684$5,684iApproximate average salary by contribution assumption: employee only about $142,100 at 4% or $94,733 at 6%; with 50% employer match about $94,733 at 4% or $63,156 at 6%; with 100% employer match about $71,050 at 4% or $47,367 at 6%.
200221$166,986$8,417$8,417iApproximate average salary by contribution assumption: employee only about $210,425 at 4% or $140,283 at 6%; with 50% employer match about $140,283 at 4% or $93,522 at 6%; with 100% employer match about $105,213 at 4% or $70,142 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$166,986$3,750$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Stradum Inc. Money Purchase Pension Plan & Trust-0-$4,667-
200121$176,151$7,433$7,433iApproximate average salary by contribution assumption: employee only about $185,825 at 4% or $123,883 at 6%; with 50% employer match about $123,883 at 4% or $82,589 at 6%; with 100% employer match about $92,913 at 4% or $61,942 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$162,014$2,766$2,766iApproximate average salary by contribution assumption: employee only about $69,150 at 4% or $46,100 at 6%; with 50% employer match about $46,100 at 4% or $30,733 at 6%; with 100% employer match about $34,575 at 4% or $23,050 at 6%.
Stradum Inc. Money Purchase Pension Plan & Trust-1$14,137$4,667$4,667iApproximate average salary by contribution assumption: employee only about $116,675 at 4% or $77,783 at 6%; with 50% employer match about $77,783 at 4% or $51,856 at 6%; with 100% employer match about $58,338 at 4% or $38,892 at 6%.
200021$464,049$6,699$6,699iApproximate average salary by contribution assumption: employee only about $167,475 at 4% or $111,650 at 6%; with 50% employer match about $111,650 at 4% or $74,433 at 6%; with 100% employer match about $83,738 at 4% or $55,825 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$449,232$2,233$2,233iApproximate average salary by contribution assumption: employee only about $55,825 at 4% or $37,217 at 6%; with 50% employer match about $37,217 at 4% or $24,811 at 6%; with 100% employer match about $27,913 at 4% or $18,608 at 6%.
Stradum Inc. Money Purchase Pension Plan & Trust-1$14,817$4,466$4,466iApproximate average salary by contribution assumption: employee only about $111,650 at 4% or $74,433 at 6%; with 50% employer match about $74,433 at 4% or $49,622 at 6%; with 100% employer match about $55,825 at 4% or $37,217 at 6%.
199921$485,541$7,105$7,105iApproximate average salary by contribution assumption: employee only about $177,625 at 4% or $118,417 at 6%; with 50% employer match about $118,417 at 4% or $78,944 at 6%; with 100% employer match about $88,813 at 4% or $59,208 at 6%.
Stradum Inc. Employees Retirement Plan & Trust-1$473,627$3,172$3,172iApproximate average salary by contribution assumption: employee only about $79,300 at 4% or $52,867 at 6%; with 50% employer match about $52,867 at 4% or $35,244 at 6%; with 100% employer match about $39,650 at 4% or $26,433 at 6%.
Stradum Inc. Money Purchase Pension Plan & Trust-1$11,914$3,933$3,933iApproximate average salary by contribution assumption: employee only about $98,325 at 4% or $65,550 at 6%; with 50% employer match about $65,550 at 4% or $43,700 at 6%; with 100% employer match about $49,163 at 4% or $32,775 at 6%.