Civic Intelligence

The Strategic Advisor Group LLC

Plan context: The Strategic Advisor Group LLC 401(K) Profit Sharing Plan

EIN 46-0658202 • Marion, OH • 6 filings • 1 plans

255 Executive DriveMarion, OH 43302
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$380,665

2018 Contributions

$58,747

Historical Graphs

Total Assets Over Time

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

$380,665$190,333$0201320162018YearValue
$380,665Latest year 2018

Participants Over Time

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

320201320162018YearValue
3Latest year 2018

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
201813$380,665$58,747$19,582iApproximate average salary by contribution assumption: employee only about $489,558 at 4% or $326,372 at 6%; with 50% employer match about $326,372 at 4% or $217,581 at 6%; with 100% employer match about $244,779 at 4% or $163,186 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-3$380,665$58,747$19,582iApproximate average salary by contribution assumption: employee only about $489,558 at 4% or $326,372 at 6%; with 50% employer match about $326,372 at 4% or $217,581 at 6%; with 100% employer match about $244,779 at 4% or $163,186 at 6%.
201713$360,738$69,122$23,041iApproximate average salary by contribution assumption: employee only about $576,017 at 4% or $384,011 at 6%; with 50% employer match about $384,011 at 4% or $256,007 at 6%; with 100% employer match about $288,008 at 4% or $192,006 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-3$360,738$69,122$23,041iApproximate average salary by contribution assumption: employee only about $576,017 at 4% or $384,011 at 6%; with 50% employer match about $384,011 at 4% or $256,007 at 6%; with 100% employer match about $288,008 at 4% or $192,006 at 6%.
201613$249,770$70,008$23,336iApproximate average salary by contribution assumption: employee only about $583,400 at 4% or $388,933 at 6%; with 50% employer match about $388,933 at 4% or $259,289 at 6%; with 100% employer match about $291,700 at 4% or $194,467 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-3$249,770$70,008$23,336iApproximate average salary by contribution assumption: employee only about $583,400 at 4% or $388,933 at 6%; with 50% employer match about $388,933 at 4% or $259,289 at 6%; with 100% employer match about $291,700 at 4% or $194,467 at 6%.
201513$160,686$68,950$22,983iApproximate average salary by contribution assumption: employee only about $574,583 at 4% or $383,056 at 6%; with 50% employer match about $383,056 at 4% or $255,370 at 6%; with 100% employer match about $287,292 at 4% or $191,528 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-3$160,686$68,950$22,983iApproximate average salary by contribution assumption: employee only about $574,583 at 4% or $383,056 at 6%; with 50% employer match about $383,056 at 4% or $255,370 at 6%; with 100% employer match about $287,292 at 4% or $191,528 at 6%.
201412$99,091$63,957$31,979iApproximate average salary by contribution assumption: employee only about $799,463 at 4% or $532,975 at 6%; with 50% employer match about $532,975 at 4% or $355,317 at 6%; with 100% employer match about $399,731 at 4% or $266,488 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-2$99,091$63,957$31,979iApproximate average salary by contribution assumption: employee only about $799,463 at 4% or $532,975 at 6%; with 50% employer match about $532,975 at 4% or $355,317 at 6%; with 100% employer match about $399,731 at 4% or $266,488 at 6%.
201312$31,943$31,615$15,808iApproximate average salary by contribution assumption: employee only about $395,188 at 4% or $263,458 at 6%; with 50% employer match about $263,458 at 4% or $175,639 at 6%; with 100% employer match about $197,594 at 4% or $131,729 at 6%.
The Strategic Advisor Group LLC 401(K) Profit Sharing Plan-2$31,943$31,615$15,808iApproximate average salary by contribution assumption: employee only about $395,188 at 4% or $263,458 at 6%; with 50% employer match about $263,458 at 4% or $175,639 at 6%; with 100% employer match about $197,594 at 4% or $131,729 at 6%.