Civic Intelligence

STEERWISE INC.

Plan context: STEERWISE INC. 401(K) PLAN

EIN 37-1860631 • Plano, TX • 8 filings • 1 plans

7800 Preston Rd, Suite 151Plano, TX 75024
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$254,670

2025 Contributions

$23,494

Historical Graphs

Total Assets Over Time

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

$315,795$157,898$0201820222025YearValue
$254,670Latest year 2025

Participants Over Time

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

20100201820222025YearValue
20Latest 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
2025120$254,670$23,494$1,175iApproximate average salary by contribution assumption: employee only about $29,368 at 4% or $19,578 at 6%; with 50% employer match about $19,578 at 4% or $13,052 at 6%; with 100% employer match about $14,684 at 4% or $9,789 at 6%.
STEERWISE INC. 401(K) PLAN-20$254,670$23,494$1,175iApproximate average salary by contribution assumption: employee only about $29,368 at 4% or $19,578 at 6%; with 50% employer match about $19,578 at 4% or $13,052 at 6%; with 100% employer match about $14,684 at 4% or $9,789 at 6%.
2024117$204,872$15,470$910iApproximate average salary by contribution assumption: employee only about $22,750 at 4% or $15,167 at 6%; with 50% employer match about $15,167 at 4% or $10,111 at 6%; with 100% employer match about $11,375 at 4% or $7,583 at 6%.
STEERWISE INC. 401(K) PLAN-17$204,872$15,470$910iApproximate average salary by contribution assumption: employee only about $22,750 at 4% or $15,167 at 6%; with 50% employer match about $15,167 at 4% or $10,111 at 6%; with 100% employer match about $11,375 at 4% or $7,583 at 6%.
2023119$295,828$28,025$1,475iApproximate average salary by contribution assumption: employee only about $36,875 at 4% or $24,583 at 6%; with 50% employer match about $24,583 at 4% or $16,389 at 6%; with 100% employer match about $18,438 at 4% or $12,292 at 6%.
STEERWISE INC. 401(K) PLAN-19$295,828$28,025$1,475iApproximate average salary by contribution assumption: employee only about $36,875 at 4% or $24,583 at 6%; with 50% employer match about $24,583 at 4% or $16,389 at 6%; with 100% employer match about $18,438 at 4% or $12,292 at 6%.
2022119$225,585$29,338$1,544iApproximate average salary by contribution assumption: employee only about $38,603 at 4% or $25,735 at 6%; with 50% employer match about $25,735 at 4% or $17,157 at 6%; with 100% employer match about $19,301 at 4% or $12,868 at 6%.
STEERWISE INC. 401(K) PLAN-19$225,585$29,338$1,544iApproximate average salary by contribution assumption: employee only about $38,603 at 4% or $25,735 at 6%; with 50% employer match about $25,735 at 4% or $17,157 at 6%; with 100% employer match about $19,301 at 4% or $12,868 at 6%.
2021113$270,664$44,909$3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
STEERWISE INC. 401(K) PLAN-13$270,664$44,909$3,455iApproximate average salary by contribution assumption: employee only about $86,363 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
2020115$315,795$85,409$5,694iApproximate average salary by contribution assumption: employee only about $142,348 at 4% or $94,899 at 6%; with 50% employer match about $94,899 at 4% or $63,266 at 6%; with 100% employer match about $71,174 at 4% or $47,449 at 6%.
STEERWISE INC. 401(K) PLAN-15$315,795$85,409$5,694iApproximate average salary by contribution assumption: employee only about $142,348 at 4% or $94,899 at 6%; with 50% employer match about $94,899 at 4% or $63,266 at 6%; with 100% employer match about $71,174 at 4% or $47,449 at 6%.
2019114$226,653$122,011$8,715iApproximate average salary by contribution assumption: employee only about $217,877 at 4% or $145,251 at 6%; with 50% employer match about $145,251 at 4% or $96,834 at 6%; with 100% employer match about $108,938 at 4% or $72,626 at 6%.
STEERWISE INC. 401(K) PLAN-14$226,653$122,011$8,715iApproximate average salary by contribution assumption: employee only about $217,877 at 4% or $145,251 at 6%; with 50% employer match about $145,251 at 4% or $96,834 at 6%; with 100% employer match about $108,938 at 4% or $72,626 at 6%.
2018114$102,647$118,165$8,440iApproximate average salary by contribution assumption: employee only about $211,009 at 4% or $140,673 at 6%; with 50% employer match about $140,673 at 4% or $93,782 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.
STEERWISE INC. 401(K) PLAN-14$102,647$118,165$8,440iApproximate average salary by contribution assumption: employee only about $211,009 at 4% or $140,673 at 6%; with 50% employer match about $140,673 at 4% or $93,782 at 6%; with 100% employer match about $105,504 at 4% or $70,336 at 6%.