Strategic Retirement Partners LLC
Plan context: Srp 401(K) and Profit Sharing Plan
EIN 47-5334534 • Shorewood, IL • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
97
2024 Assets
$14,188,862
2024 Contributions
$1,539,002
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 97 | $14,188,862 | $1,539,002 | $15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 97 | $14,188,862 | $1,539,002 | $15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%. |
| 2023 | 1 | 82 | $9,999,231 | $1,738,321 | $21,199iApproximate average salary by contribution assumption: employee only about $529,976 at 4% or $353,317 at 6%; with 50% employer match about $353,317 at 4% or $235,545 at 6%; with 100% employer match about $264,988 at 4% or $176,659 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 82 | $9,999,231 | $1,738,321 | $21,199iApproximate average salary by contribution assumption: employee only about $529,976 at 4% or $353,317 at 6%; with 50% employer match about $353,317 at 4% or $235,545 at 6%; with 100% employer match about $264,988 at 4% or $176,659 at 6%. |
| 2022 | 1 | 68 | $6,956,698 | $1,147,244 | $16,871iApproximate average salary by contribution assumption: employee only about $421,781 at 4% or $281,187 at 6%; with 50% employer match about $281,187 at 4% or $187,458 at 6%; with 100% employer match about $210,890 at 4% or $140,594 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 68 | $6,956,698 | $1,147,244 | $16,871iApproximate average salary by contribution assumption: employee only about $421,781 at 4% or $281,187 at 6%; with 50% employer match about $281,187 at 4% or $187,458 at 6%; with 100% employer match about $210,890 at 4% or $140,594 at 6%. |
| 2021 | 1 | 62 | $7,610,493 | $2,629,135 | $42,405iApproximate average salary by contribution assumption: employee only about $1,060,135 at 4% or $706,757 at 6%; with 50% employer match about $706,757 at 4% or $471,171 at 6%; with 100% employer match about $530,068 at 4% or $353,378 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 62 | $7,610,493 | $2,629,135 | $42,405iApproximate average salary by contribution assumption: employee only about $1,060,135 at 4% or $706,757 at 6%; with 50% employer match about $706,757 at 4% or $471,171 at 6%; with 100% employer match about $530,068 at 4% or $353,378 at 6%. |
| 2020 | 1 | 54 | $4,397,618 | $979,562 | $18,140iApproximate average salary by contribution assumption: employee only about $453,501 at 4% or $302,334 at 6%; with 50% employer match about $302,334 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 54 | $4,397,618 | $979,562 | $18,140iApproximate average salary by contribution assumption: employee only about $453,501 at 4% or $302,334 at 6%; with 50% employer match about $302,334 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%. |
| 2019 | 1 | 46 | $2,951,729 | $767,462 | $16,684iApproximate average salary by contribution assumption: employee only about $417,099 at 4% or $278,066 at 6%; with 50% employer match about $278,066 at 4% or $185,377 at 6%; with 100% employer match about $208,549 at 4% or $139,033 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 46 | $2,951,729 | $767,462 | $16,684iApproximate average salary by contribution assumption: employee only about $417,099 at 4% or $278,066 at 6%; with 50% employer match about $278,066 at 4% or $185,377 at 6%; with 100% employer match about $208,549 at 4% or $139,033 at 6%. |
| 2018 | 1 | 22 | $1,826,873 | $385,471 | $17,521iApproximate average salary by contribution assumption: employee only about $438,035 at 4% or $292,023 at 6%; with 50% employer match about $292,023 at 4% or $194,682 at 6%; with 100% employer match about $219,018 at 4% or $146,012 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 22 | $1,826,873 | $385,471 | $17,521iApproximate average salary by contribution assumption: employee only about $438,035 at 4% or $292,023 at 6%; with 50% employer match about $292,023 at 4% or $194,682 at 6%; with 100% employer match about $219,018 at 4% or $146,012 at 6%. |
| 2017 | 1 | 22 | $1,595,620 | $711,500 | $32,341iApproximate average salary by contribution assumption: employee only about $808,523 at 4% or $539,015 at 6%; with 50% employer match about $539,015 at 4% or $359,343 at 6%; with 100% employer match about $404,261 at 4% or $269,508 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 22 | $1,595,620 | $711,500 | $32,341iApproximate average salary by contribution assumption: employee only about $808,523 at 4% or $539,015 at 6%; with 50% employer match about $539,015 at 4% or $359,343 at 6%; with 100% employer match about $404,261 at 4% or $269,508 at 6%. |
| 2016 | 1 | 15 | $763,650 | $140,723 | $9,382iApproximate average salary by contribution assumption: employee only about $234,538 at 4% or $156,359 at 6%; with 50% employer match about $156,359 at 4% or $104,239 at 6%; with 100% employer match about $117,269 at 4% or $78,179 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 15 | $763,650 | $140,723 | $9,382iApproximate average salary by contribution assumption: employee only about $234,538 at 4% or $156,359 at 6%; with 50% employer match about $156,359 at 4% or $104,239 at 6%; with 100% employer match about $117,269 at 4% or $78,179 at 6%. |
| 2015 | 1 | 10 | $550,849 | $107,435 | $10,744iApproximate average salary by contribution assumption: employee only about $268,588 at 4% or $179,058 at 6%; with 50% employer match about $179,058 at 4% or $119,372 at 6%; with 100% employer match about $134,294 at 4% or $89,529 at 6%. |
| Srp 401(K) and Profit Sharing Plan | - | 10 | $550,849 | $107,435 | $10,744iApproximate average salary by contribution assumption: employee only about $268,588 at 4% or $179,058 at 6%; with 50% employer match about $179,058 at 4% or $119,372 at 6%; with 100% employer match about $134,294 at 4% or $89,529 at 6%. |