Civic Intelligence

Strata Financial Group LLC

Plan context: Strata Financial Group LLC 401(K) Profit Sharing Plan

EIN 34-1884410 • Sheffield Village, OH • 18 filings • 2 plans

5058 Waterford DriveSheffield Village, OH 44035-1497
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,328,639

2025 Contributions

$247,534

Historical Graphs

Total Assets Over Time

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

$2,328,639$1,164,320$0200820172025YearValue
$2,328,639Latest year 2025

Participants Over Time

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

740200820172025YearValue
7Latest year 2025

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
202517$2,328,639$247,534$35,362iApproximate average salary by contribution assumption: employee only about $884,050 at 4% or $589,367 at 6%; with 50% employer match about $589,367 at 4% or $392,911 at 6%; with 100% employer match about $442,025 at 4% or $294,683 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-7$2,328,639$247,534$35,362iApproximate average salary by contribution assumption: employee only about $884,050 at 4% or $589,367 at 6%; with 50% employer match about $589,367 at 4% or $392,911 at 6%; with 100% employer match about $442,025 at 4% or $294,683 at 6%.
202417$1,897,274$231,584$33,083iApproximate average salary by contribution assumption: employee only about $827,086 at 4% or $551,390 at 6%; with 50% employer match about $551,390 at 4% or $367,594 at 6%; with 100% employer match about $413,543 at 4% or $275,695 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-7$1,897,274$231,584$33,083iApproximate average salary by contribution assumption: employee only about $827,086 at 4% or $551,390 at 6%; with 50% employer match about $551,390 at 4% or $367,594 at 6%; with 100% employer match about $413,543 at 4% or $275,695 at 6%.
202316$1,410,012$143,480$23,913iApproximate average salary by contribution assumption: employee only about $597,833 at 4% or $398,556 at 6%; with 50% employer match about $398,556 at 4% or $265,704 at 6%; with 100% employer match about $298,917 at 4% or $199,278 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-6$1,410,012$143,480$23,913iApproximate average salary by contribution assumption: employee only about $597,833 at 4% or $398,556 at 6%; with 50% employer match about $398,556 at 4% or $265,704 at 6%; with 100% employer match about $298,917 at 4% or $199,278 at 6%.
202215$1,084,501$138,867$27,773iApproximate average salary by contribution assumption: employee only about $694,335 at 4% or $462,890 at 6%; with 50% employer match about $462,890 at 4% or $308,593 at 6%; with 100% employer match about $347,168 at 4% or $231,445 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$1,084,501$138,867$27,773iApproximate average salary by contribution assumption: employee only about $694,335 at 4% or $462,890 at 6%; with 50% employer match about $462,890 at 4% or $308,593 at 6%; with 100% employer match about $347,168 at 4% or $231,445 at 6%.
202115$1,215,351$169,024$33,805iApproximate average salary by contribution assumption: employee only about $845,120 at 4% or $563,413 at 6%; with 50% employer match about $563,413 at 4% or $375,609 at 6%; with 100% employer match about $422,560 at 4% or $281,707 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$1,215,351$169,024$33,805iApproximate average salary by contribution assumption: employee only about $845,120 at 4% or $563,413 at 6%; with 50% employer match about $563,413 at 4% or $375,609 at 6%; with 100% employer match about $422,560 at 4% or $281,707 at 6%.
202015$1,038,380$133,447$26,689iApproximate average salary by contribution assumption: employee only about $667,235 at 4% or $444,823 at 6%; with 50% employer match about $444,823 at 4% or $296,549 at 6%; with 100% employer match about $333,618 at 4% or $222,412 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$1,038,380$133,447$26,689iApproximate average salary by contribution assumption: employee only about $667,235 at 4% or $444,823 at 6%; with 50% employer match about $444,823 at 4% or $296,549 at 6%; with 100% employer match about $333,618 at 4% or $222,412 at 6%.
201915$1,185,687$117,272$23,454iApproximate average salary by contribution assumption: employee only about $586,360 at 4% or $390,907 at 6%; with 50% employer match about $390,907 at 4% or $260,604 at 6%; with 100% employer match about $293,180 at 4% or $195,453 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$1,185,687$117,272$23,454iApproximate average salary by contribution assumption: employee only about $586,360 at 4% or $390,907 at 6%; with 50% employer match about $390,907 at 4% or $260,604 at 6%; with 100% employer match about $293,180 at 4% or $195,453 at 6%.
201815$975,133$164,604$32,921iApproximate average salary by contribution assumption: employee only about $823,020 at 4% or $548,680 at 6%; with 50% employer match about $548,680 at 4% or $365,787 at 6%; with 100% employer match about $411,510 at 4% or $274,340 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$975,133$164,604$32,921iApproximate average salary by contribution assumption: employee only about $823,020 at 4% or $548,680 at 6%; with 50% employer match about $548,680 at 4% or $365,787 at 6%; with 100% employer match about $411,510 at 4% or $274,340 at 6%.
201715$850,068$133,998$26,800iApproximate average salary by contribution assumption: employee only about $669,990 at 4% or $446,660 at 6%; with 50% employer match about $446,660 at 4% or $297,773 at 6%; with 100% employer match about $334,995 at 4% or $223,330 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-5$850,068$133,998$26,800iApproximate average salary by contribution assumption: employee only about $669,990 at 4% or $446,660 at 6%; with 50% employer match about $446,660 at 4% or $297,773 at 6%; with 100% employer match about $334,995 at 4% or $223,330 at 6%.
201614$614,401$115,680$28,920iApproximate average salary by contribution assumption: employee only about $723,000 at 4% or $482,000 at 6%; with 50% employer match about $482,000 at 4% or $321,333 at 6%; with 100% employer match about $361,500 at 4% or $241,000 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$614,401$115,680$28,920iApproximate average salary by contribution assumption: employee only about $723,000 at 4% or $482,000 at 6%; with 50% employer match about $482,000 at 4% or $321,333 at 6%; with 100% employer match about $361,500 at 4% or $241,000 at 6%.
201514$492,643$61,700$15,425iApproximate average salary by contribution assumption: employee only about $385,625 at 4% or $257,083 at 6%; with 50% employer match about $257,083 at 4% or $171,389 at 6%; with 100% employer match about $192,813 at 4% or $128,542 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$492,643$61,700$15,425iApproximate average salary by contribution assumption: employee only about $385,625 at 4% or $257,083 at 6%; with 50% employer match about $257,083 at 4% or $171,389 at 6%; with 100% employer match about $192,813 at 4% or $128,542 at 6%.
201413$453,452$75,004$25,001iApproximate average salary by contribution assumption: employee only about $625,033 at 4% or $416,689 at 6%; with 50% employer match about $416,689 at 4% or $277,793 at 6%; with 100% employer match about $312,517 at 4% or $208,344 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-3$453,452$75,004$25,001iApproximate average salary by contribution assumption: employee only about $625,033 at 4% or $416,689 at 6%; with 50% employer match about $416,689 at 4% or $277,793 at 6%; with 100% employer match about $312,517 at 4% or $208,344 at 6%.
201314$374,970$62,862$15,716iApproximate average salary by contribution assumption: employee only about $392,888 at 4% or $261,925 at 6%; with 50% employer match about $261,925 at 4% or $174,617 at 6%; with 100% employer match about $196,444 at 4% or $130,963 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$374,970$62,862$15,716iApproximate average salary by contribution assumption: employee only about $392,888 at 4% or $261,925 at 6%; with 50% employer match about $261,925 at 4% or $174,617 at 6%; with 100% employer match about $196,444 at 4% or $130,963 at 6%.
201214$287,925$59,413$14,853iApproximate average salary by contribution assumption: employee only about $371,331 at 4% or $247,554 at 6%; with 50% employer match about $247,554 at 4% or $165,036 at 6%; with 100% employer match about $185,666 at 4% or $123,777 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$287,925$59,413$14,853iApproximate average salary by contribution assumption: employee only about $371,331 at 4% or $247,554 at 6%; with 50% employer match about $247,554 at 4% or $165,036 at 6%; with 100% employer match about $185,666 at 4% or $123,777 at 6%.
201114$224,628$46,380$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$224,628$46,380$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
201014$187,092$39,145$9,786iApproximate average salary by contribution assumption: employee only about $244,656 at 4% or $163,104 at 6%; with 50% employer match about $163,104 at 4% or $108,736 at 6%; with 100% employer match about $122,328 at 4% or $81,552 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$187,092$39,145$9,786iApproximate average salary by contribution assumption: employee only about $244,656 at 4% or $163,104 at 6%; with 50% employer match about $163,104 at 4% or $108,736 at 6%; with 100% employer match about $122,328 at 4% or $81,552 at 6%.
200914$128,264$21,907$5,477iApproximate average salary by contribution assumption: employee only about $136,919 at 4% or $91,279 at 6%; with 50% employer match about $91,279 at 4% or $60,853 at 6%; with 100% employer match about $68,459 at 4% or $45,640 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-4$128,264$21,907$5,477iApproximate average salary by contribution assumption: employee only about $136,919 at 4% or $91,279 at 6%; with 50% employer match about $91,279 at 4% or $60,853 at 6%; with 100% employer match about $68,459 at 4% or $45,640 at 6%.
200813$94,654$73,484$24,495iApproximate average salary by contribution assumption: employee only about $612,367 at 4% or $408,244 at 6%; with 50% employer match about $408,244 at 4% or $272,163 at 6%; with 100% employer match about $306,183 at 4% or $204,122 at 6%.
Strata Financial Group LLC 401(K) Profit Sharing Plan-3$94,654$73,484$24,495iApproximate average salary by contribution assumption: employee only about $612,367 at 4% or $408,244 at 6%; with 50% employer match about $408,244 at 4% or $272,163 at 6%; with 100% employer match about $306,183 at 4% or $204,122 at 6%.