Civic Intelligence

STRATEGIC FINANCIAL GROUP, L.L.C.

Plan context: STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN

EIN 35-1984039 • Merrillville, IN • 22 filings • 8 plans

101 East 90th DriveSuite AMerrillville, IN 46410
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,168,559

2024 Contributions

$153,706

Historical Graphs

Total Assets Over Time

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

$7,650,193$3,825,097$0200520152024YearValue
$4,168,559Latest year 2024

Participants Over Time

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

51260200520152024YearValue
7Latest 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
202417$4,168,559$153,706$21,958iApproximate average salary by contribution assumption: employee only about $548,950 at 4% or $365,967 at 6%; with 50% employer match about $365,967 at 4% or $243,978 at 6%; with 100% employer match about $274,475 at 4% or $182,983 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-7$4,168,559$153,706$21,958iApproximate average salary by contribution assumption: employee only about $548,950 at 4% or $365,967 at 6%; with 50% employer match about $365,967 at 4% or $243,978 at 6%; with 100% employer match about $274,475 at 4% or $182,983 at 6%.
2023151$7,650,193$1,012,352$19,850iApproximate average salary by contribution assumption: employee only about $496,251 at 4% or $330,834 at 6%; with 50% employer match about $330,834 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-51$7,650,193$1,012,352$19,850iApproximate average salary by contribution assumption: employee only about $496,251 at 4% or $330,834 at 6%; with 50% employer match about $330,834 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
2022150$5,845,197$938,119$18,762iApproximate average salary by contribution assumption: employee only about $469,060 at 4% or $312,706 at 6%; with 50% employer match about $312,706 at 4% or $208,471 at 6%; with 100% employer match about $234,530 at 4% or $156,353 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-50$5,845,197$938,119$18,762iApproximate average salary by contribution assumption: employee only about $469,060 at 4% or $312,706 at 6%; with 50% employer match about $312,706 at 4% or $208,471 at 6%; with 100% employer match about $234,530 at 4% or $156,353 at 6%.
2021143$6,327,078$733,755$17,064iApproximate average salary by contribution assumption: employee only about $426,602 at 4% or $284,401 at 6%; with 50% employer match about $284,401 at 4% or $189,601 at 6%; with 100% employer match about $213,301 at 4% or $142,201 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-43$6,327,078$733,755$17,064iApproximate average salary by contribution assumption: employee only about $426,602 at 4% or $284,401 at 6%; with 50% employer match about $284,401 at 4% or $189,601 at 6%; with 100% employer match about $213,301 at 4% or $142,201 at 6%.
2020139$5,394,257$631,265$16,186iApproximate average salary by contribution assumption: employee only about $404,657 at 4% or $269,771 at 6%; with 50% employer match about $269,771 at 4% or $179,848 at 6%; with 100% employer match about $202,329 at 4% or $134,886 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-39$5,394,257$631,265$16,186iApproximate average salary by contribution assumption: employee only about $404,657 at 4% or $269,771 at 6%; with 50% employer match about $269,771 at 4% or $179,848 at 6%; with 100% employer match about $202,329 at 4% or $134,886 at 6%.
2019140$4,195,493$535,299$13,382iApproximate average salary by contribution assumption: employee only about $334,562 at 4% or $223,041 at 6%; with 50% employer match about $223,041 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,521 at 6%.
STRATEGIQ FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-40$4,195,493$535,299$13,382iApproximate average salary by contribution assumption: employee only about $334,562 at 4% or $223,041 at 6%; with 50% employer match about $223,041 at 4% or $148,694 at 6%; with 100% employer match about $167,281 at 4% or $111,521 at 6%.
2018140$3,511,372$537,626$13,441iApproximate average salary by contribution assumption: employee only about $336,016 at 4% or $224,011 at 6%; with 50% employer match about $224,011 at 4% or $149,341 at 6%; with 100% employer match about $168,008 at 4% or $112,005 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-40$3,511,372$537,626$13,441iApproximate average salary by contribution assumption: employee only about $336,016 at 4% or $224,011 at 6%; with 50% employer match about $224,011 at 4% or $149,341 at 6%; with 100% employer match about $168,008 at 4% or $112,005 at 6%.
2017138$3,205,961$412,223$10,848iApproximate average salary by contribution assumption: employee only about $271,199 at 4% or $180,800 at 6%; with 50% employer match about $180,800 at 4% or $120,533 at 6%; with 100% employer match about $135,600 at 4% or $90,400 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-38$3,205,961$412,223$10,848iApproximate average salary by contribution assumption: employee only about $271,199 at 4% or $180,800 at 6%; with 50% employer match about $180,800 at 4% or $120,533 at 6%; with 100% employer match about $135,600 at 4% or $90,400 at 6%.
2016140$2,683,417$474,249$11,856iApproximate average salary by contribution assumption: employee only about $296,406 at 4% or $197,604 at 6%; with 50% employer match about $197,604 at 4% or $131,736 at 6%; with 100% employer match about $148,203 at 4% or $98,802 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-40$2,683,417$474,249$11,856iApproximate average salary by contribution assumption: employee only about $296,406 at 4% or $197,604 at 6%; with 50% employer match about $197,604 at 4% or $131,736 at 6%; with 100% employer match about $148,203 at 4% or $98,802 at 6%.
2015136$2,122,275$327,153$9,088iApproximate average salary by contribution assumption: employee only about $227,190 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-36$2,122,275$327,153$9,088iApproximate average salary by contribution assumption: employee only about $227,190 at 4% or $151,460 at 6%; with 50% employer match about $151,460 at 4% or $100,973 at 6%; with 100% employer match about $113,595 at 4% or $75,730 at 6%.
2014142$1,972,253$260,361$6,199iApproximate average salary by contribution assumption: employee only about $154,977 at 4% or $103,318 at 6%; with 50% employer match about $103,318 at 4% or $68,879 at 6%; with 100% employer match about $77,488 at 4% or $51,659 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-42$1,972,253$260,361$6,199iApproximate average salary by contribution assumption: employee only about $154,977 at 4% or $103,318 at 6%; with 50% employer match about $103,318 at 4% or $68,879 at 6%; with 100% employer match about $77,488 at 4% or $51,659 at 6%.
2013132$1,744,836$217,998$6,812iApproximate average salary by contribution assumption: employee only about $170,311 at 4% or $113,541 at 6%; with 50% employer match about $113,541 at 4% or $75,694 at 6%; with 100% employer match about $85,155 at 4% or $56,770 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-32$1,744,836$217,998$6,812iApproximate average salary by contribution assumption: employee only about $170,311 at 4% or $113,541 at 6%; with 50% employer match about $113,541 at 4% or $75,694 at 6%; with 100% employer match about $85,155 at 4% or $56,770 at 6%.
2012132$1,368,875$94,790$2,962iApproximate average salary by contribution assumption: employee only about $74,055 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN-32$1,368,875$94,790$2,962iApproximate average salary by contribution assumption: employee only about $74,055 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
2011132$1,322,325$74,450$2,327iApproximate average salary by contribution assumption: employee only about $58,164 at 4% or $38,776 at 6%; with 50% employer match about $38,776 at 4% or $25,851 at 6%; with 100% employer match about $29,082 at 4% or $19,388 at 6%.
STRATEGIC FINANCIAL GROUP, L.L.C. 401(K) RETIREMENT PLAN-32$1,322,325$74,450$2,327iApproximate average salary by contribution assumption: employee only about $58,164 at 4% or $38,776 at 6%; with 50% employer match about $38,776 at 4% or $25,851 at 6%; with 100% employer match about $29,082 at 4% or $19,388 at 6%.
2010134$1,419,698$58,464$1,720iApproximate average salary by contribution assumption: employee only about $42,988 at 4% or $28,659 at 6%; with 50% employer match about $28,659 at 4% or $19,106 at 6%; with 100% employer match about $21,494 at 4% or $14,329 at 6%.
STRATEGIC FINANCIAL GROUP, L.L.C. 401(K) RETIREMENT PLAN-34$1,419,698$58,464$1,720iApproximate average salary by contribution assumption: employee only about $42,988 at 4% or $28,659 at 6%; with 50% employer match about $28,659 at 4% or $19,106 at 6%; with 100% employer match about $21,494 at 4% or $14,329 at 6%.
2009137$1,240,726$83,354$2,253iApproximate average salary by contribution assumption: employee only about $56,320 at 4% or $37,547 at 6%; with 50% employer match about $37,547 at 4% or $25,031 at 6%; with 100% employer match about $28,160 at 4% or $18,773 at 6%.
STRATEGIC FINANCIAL GROUP, L.L.C. 401(K) PLAN-37$1,240,726$83,354$2,253iApproximate average salary by contribution assumption: employee only about $56,320 at 4% or $37,547 at 6%; with 50% employer match about $37,547 at 4% or $25,031 at 6%; with 100% employer match about $28,160 at 4% or $18,773 at 6%.
2008135$981,043$301,269$8,608iApproximate average salary by contribution assumption: employee only about $215,192 at 4% or $143,461 at 6%; with 50% employer match about $143,461 at 4% or $95,641 at 6%; with 100% employer match about $107,596 at 4% or $71,731 at 6%.
STRATEGIC FINANCIAL GROUP, L.L.C. 401K PLAN-35$981,043$301,269$8,608iApproximate average salary by contribution assumption: employee only about $215,192 at 4% or $143,461 at 6%; with 50% employer match about $143,461 at 4% or $95,641 at 6%; with 100% employer match about $107,596 at 4% or $71,731 at 6%.
2007139$0$0-
STRATEGIC FINANCIAL GROUP, L.L.C. 401K PLAN-39---
2006134$904,382$227,112$6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,220 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%.
STRATEGIC FINANCIAL GROUP, L.L.C. 401K PLAN-34$904,382$227,112$6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,220 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%.
2005128$586,962$551,214$19,686iApproximate average salary by contribution assumption: employee only about $492,155 at 4% or $328,104 at 6%; with 50% employer match about $328,104 at 4% or $218,736 at 6%; with 100% employer match about $246,078 at 4% or $164,052 at 6%.
STRATEGIC FINANCIAL GROUP, LLC 401K RETIREMENT P-28$586,962$551,214$19,686iApproximate average salary by contribution assumption: employee only about $492,155 at 4% or $328,104 at 6%; with 50% employer match about $328,104 at 4% or $218,736 at 6%; with 100% employer match about $246,078 at 4% or $164,052 at 6%.
199920$0$0-
Strategic Investment Group LLC Flexible Benefits Plan-0---
Strategic Investment Group LLC Flexible Benefits Plan-0---