Civic Intelligence

Strid Group LLC D/B/A Concentus Wealth Advisors

Plan context: Concentus Wealth Advisors 401(K) Plan

EIN 46-4604655 • Newtown Square, PA • 11 filings • 1 plans

3803 West Chester PikeSuite 225Newtown Square, PA 19073
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,840,733

2024 Contributions

$176,298

Historical Graphs

Total Assets Over Time

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

$3,840,733$1,920,367$0201420192024YearValue
$3,840,733Latest year 2024

Participants Over Time

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

1370201420192024YearValue
12Latest 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
2024112$3,840,733$176,298$14,692iApproximate average salary by contribution assumption: employee only about $367,288 at 4% or $244,858 at 6%; with 50% employer match about $244,858 at 4% or $163,239 at 6%; with 100% employer match about $183,644 at 4% or $122,429 at 6%.
Concentus Wealth Advisors 401(K) Plan-12$3,840,733$176,298$14,692iApproximate average salary by contribution assumption: employee only about $367,288 at 4% or $244,858 at 6%; with 50% employer match about $244,858 at 4% or $163,239 at 6%; with 100% employer match about $183,644 at 4% or $122,429 at 6%.
2023113$3,709,438$189,713$14,593iApproximate average salary by contribution assumption: employee only about $364,833 at 4% or $243,222 at 6%; with 50% employer match about $243,222 at 4% or $162,148 at 6%; with 100% employer match about $182,416 at 4% or $121,611 at 6%.
Concentus Wealth Advisors 401(K) Plan-13$3,709,438$189,713$14,593iApproximate average salary by contribution assumption: employee only about $364,833 at 4% or $243,222 at 6%; with 50% employer match about $243,222 at 4% or $162,148 at 6%; with 100% employer match about $182,416 at 4% or $121,611 at 6%.
2022113$2,918,212$215,935$16,610iApproximate average salary by contribution assumption: employee only about $415,260 at 4% or $276,840 at 6%; with 50% employer match about $276,840 at 4% or $184,560 at 6%; with 100% employer match about $207,630 at 4% or $138,420 at 6%.
Concentus Wealth Advisors 401(K) Plan-13$2,918,212$215,935$16,610iApproximate average salary by contribution assumption: employee only about $415,260 at 4% or $276,840 at 6%; with 50% employer match about $276,840 at 4% or $184,560 at 6%; with 100% employer match about $207,630 at 4% or $138,420 at 6%.
2021112$3,311,686$154,430$12,869iApproximate average salary by contribution assumption: employee only about $321,729 at 4% or $214,486 at 6%; with 50% employer match about $214,486 at 4% or $142,991 at 6%; with 100% employer match about $160,865 at 4% or $107,243 at 6%.
Concentus Wealth Advisors 401(K) Plan-12$3,311,686$154,430$12,869iApproximate average salary by contribution assumption: employee only about $321,729 at 4% or $214,486 at 6%; with 50% employer match about $214,486 at 4% or $142,991 at 6%; with 100% employer match about $160,865 at 4% or $107,243 at 6%.
202019$2,666,626$151,034$16,782iApproximate average salary by contribution assumption: employee only about $419,539 at 4% or $279,693 at 6%; with 50% employer match about $279,693 at 4% or $186,462 at 6%; with 100% employer match about $209,769 at 4% or $139,846 at 6%.
Concentus Wealth Advisors 401(K) Plan-9$2,666,626$151,034$16,782iApproximate average salary by contribution assumption: employee only about $419,539 at 4% or $279,693 at 6%; with 50% employer match about $279,693 at 4% or $186,462 at 6%; with 100% employer match about $209,769 at 4% or $139,846 at 6%.
2019110$2,222,607$152,429$15,243iApproximate average salary by contribution assumption: employee only about $381,073 at 4% or $254,048 at 6%; with 50% employer match about $254,048 at 4% or $169,366 at 6%; with 100% employer match about $190,536 at 4% or $127,024 at 6%.
Concentus Wealth Advisors 401(K) Plan-10$2,222,607$152,429$15,243iApproximate average salary by contribution assumption: employee only about $381,073 at 4% or $254,048 at 6%; with 50% employer match about $254,048 at 4% or $169,366 at 6%; with 100% employer match about $190,536 at 4% or $127,024 at 6%.
2018110$1,661,113$138,556$13,856iApproximate average salary by contribution assumption: employee only about $346,390 at 4% or $230,927 at 6%; with 50% employer match about $230,927 at 4% or $153,951 at 6%; with 100% employer match about $173,195 at 4% or $115,463 at 6%.
Concentus Wealth Advisors 401(K) Plan-10$1,661,113$138,556$13,856iApproximate average salary by contribution assumption: employee only about $346,390 at 4% or $230,927 at 6%; with 50% employer match about $230,927 at 4% or $153,951 at 6%; with 100% employer match about $173,195 at 4% or $115,463 at 6%.
201719$1,655,777$132,525$14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%.
Concentus Wealth Advisors 401(K) Plan-9$1,655,777$132,525$14,725iApproximate average salary by contribution assumption: employee only about $368,125 at 4% or $245,417 at 6%; with 50% employer match about $245,417 at 4% or $163,611 at 6%; with 100% employer match about $184,063 at 4% or $122,708 at 6%.
201618$1,274,162$133,076$16,635iApproximate average salary by contribution assumption: employee only about $415,863 at 4% or $277,242 at 6%; with 50% employer match about $277,242 at 4% or $184,828 at 6%; with 100% employer match about $207,931 at 4% or $138,621 at 6%.
Concentus Wealth Advisors 401(K) Plan-8$1,274,162$133,076$16,635iApproximate average salary by contribution assumption: employee only about $415,863 at 4% or $277,242 at 6%; with 50% employer match about $277,242 at 4% or $184,828 at 6%; with 100% employer match about $207,931 at 4% or $138,621 at 6%.
201518$1,085,454$128,681$16,085iApproximate average salary by contribution assumption: employee only about $402,128 at 4% or $268,085 at 6%; with 50% employer match about $268,085 at 4% or $178,724 at 6%; with 100% employer match about $201,064 at 4% or $134,043 at 6%.
Concentus Wealth Advisors 401(K) Plan-8$1,085,454$128,681$16,085iApproximate average salary by contribution assumption: employee only about $402,128 at 4% or $268,085 at 6%; with 50% employer match about $268,085 at 4% or $178,724 at 6%; with 100% employer match about $201,064 at 4% or $134,043 at 6%.
201418$978,146$973,450$121,681iApproximate average salary by contribution assumption: employee only about $3,042,031 at 4% or $2,028,021 at 6%; with 50% employer match about $2,028,021 at 4% or $1,352,014 at 6%; with 100% employer match about $1,521,016 at 4% or $1,014,010 at 6%.
Concentus Wealth Advisors 401(K) Plan-8$978,146$973,450$121,681iApproximate average salary by contribution assumption: employee only about $3,042,031 at 4% or $2,028,021 at 6%; with 50% employer match about $2,028,021 at 4% or $1,352,014 at 6%; with 100% employer match about $1,521,016 at 4% or $1,014,010 at 6%.