Civic Intelligence

Strategic Wealth Management Group LLC

Plan context: Strategic Wealth Management Group LLC Retirement Trust

EIN 52-2295943 • Fulton, MD • 18 filings • 4 plans

8170 Maple Lawn Blvd, Suite 100Fulton, MD 20759
Current Snapshot

Latest Year

2020

2020 Participants

35

2020 Assets

$7,527,829

2020 Contributions

$619,433

Historical Graphs

Total Assets Over Time

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

$7,527,829$3,763,915$0200320112019YearValue
$7,527,829Latest year 2019

Participants Over Time

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

36180200320112019YearValue
35Latest year 2019

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
202010$0$0-
Strategic Wealth Management Group LLC Retirement Trust-0$0$0-
2019135$7,527,829$619,433$17,698iApproximate average salary by contribution assumption: employee only about $442,452 at 4% or $294,968 at 6%; with 50% employer match about $294,968 at 4% or $196,645 at 6%; with 100% employer match about $221,226 at 4% or $147,484 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-35$7,527,829$619,433$17,698iApproximate average salary by contribution assumption: employee only about $442,452 at 4% or $294,968 at 6%; with 50% employer match about $294,968 at 4% or $196,645 at 6%; with 100% employer match about $221,226 at 4% or $147,484 at 6%.
2018131$5,898,415$753,359$24,302iApproximate average salary by contribution assumption: employee only about $607,548 at 4% or $405,032 at 6%; with 50% employer match about $405,032 at 4% or $270,021 at 6%; with 100% employer match about $303,774 at 4% or $202,516 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-31$5,898,415$753,359$24,302iApproximate average salary by contribution assumption: employee only about $607,548 at 4% or $405,032 at 6%; with 50% employer match about $405,032 at 4% or $270,021 at 6%; with 100% employer match about $303,774 at 4% or $202,516 at 6%.
2017127$5,659,336$372,564$13,799iApproximate average salary by contribution assumption: employee only about $344,967 at 4% or $229,978 at 6%; with 50% employer match about $229,978 at 4% or $153,319 at 6%; with 100% employer match about $172,483 at 4% or $114,989 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-27$5,659,336$372,564$13,799iApproximate average salary by contribution assumption: employee only about $344,967 at 4% or $229,978 at 6%; with 50% employer match about $229,978 at 4% or $153,319 at 6%; with 100% employer match about $172,483 at 4% or $114,989 at 6%.
2016132$5,497,698$308,521$9,641iApproximate average salary by contribution assumption: employee only about $241,032 at 4% or $160,688 at 6%; with 50% employer match about $160,688 at 4% or $107,125 at 6%; with 100% employer match about $120,516 at 4% or $80,344 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-32$5,497,698$308,521$9,641iApproximate average salary by contribution assumption: employee only about $241,032 at 4% or $160,688 at 6%; with 50% employer match about $160,688 at 4% or $107,125 at 6%; with 100% employer match about $120,516 at 4% or $80,344 at 6%.
2015136$4,821,859$370,575$10,294iApproximate average salary by contribution assumption: employee only about $257,344 at 4% or $171,563 at 6%; with 50% employer match about $171,563 at 4% or $114,375 at 6%; with 100% employer match about $128,672 at 4% or $85,781 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-36$4,821,859$370,575$10,294iApproximate average salary by contribution assumption: employee only about $257,344 at 4% or $171,563 at 6%; with 50% employer match about $171,563 at 4% or $114,375 at 6%; with 100% employer match about $128,672 at 4% or $85,781 at 6%.
2014136$4,664,069$391,662$10,880iApproximate average salary by contribution assumption: employee only about $271,988 at 4% or $181,325 at 6%; with 50% employer match about $181,325 at 4% or $120,883 at 6%; with 100% employer match about $135,994 at 4% or $90,663 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-36$4,664,069$391,662$10,880iApproximate average salary by contribution assumption: employee only about $271,988 at 4% or $181,325 at 6%; with 50% employer match about $181,325 at 4% or $120,883 at 6%; with 100% employer match about $135,994 at 4% or $90,663 at 6%.
2013129$4,232,268$564,470$19,464iApproximate average salary by contribution assumption: employee only about $486,612 at 4% or $324,408 at 6%; with 50% employer match about $324,408 at 4% or $216,272 at 6%; with 100% employer match about $243,306 at 4% or $162,204 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-29$4,232,268$564,470$19,464iApproximate average salary by contribution assumption: employee only about $486,612 at 4% or $324,408 at 6%; with 50% employer match about $324,408 at 4% or $216,272 at 6%; with 100% employer match about $243,306 at 4% or $162,204 at 6%.
2012123$2,930,839$298,523$12,979iApproximate average salary by contribution assumption: employee only about $324,482 at 4% or $216,321 at 6%; with 50% employer match about $216,321 at 4% or $144,214 at 6%; with 100% employer match about $162,241 at 4% or $108,161 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-23$2,930,839$298,523$12,979iApproximate average salary by contribution assumption: employee only about $324,482 at 4% or $216,321 at 6%; with 50% employer match about $216,321 at 4% or $144,214 at 6%; with 100% employer match about $162,241 at 4% or $108,161 at 6%.
2011123$2,279,586$301,679$13,116iApproximate average salary by contribution assumption: employee only about $327,912 at 4% or $218,608 at 6%; with 50% employer match about $218,608 at 4% or $145,739 at 6%; with 100% employer match about $163,956 at 4% or $109,304 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-23$2,279,586$301,679$13,116iApproximate average salary by contribution assumption: employee only about $327,912 at 4% or $218,608 at 6%; with 50% employer match about $218,608 at 4% or $145,739 at 6%; with 100% employer match about $163,956 at 4% or $109,304 at 6%.
2010123$2,172,754$364,725$15,858iApproximate average salary by contribution assumption: employee only about $396,440 at 4% or $264,293 at 6%; with 50% employer match about $264,293 at 4% or $176,196 at 6%; with 100% employer match about $198,220 at 4% or $132,147 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-23$2,172,754$364,725$15,858iApproximate average salary by contribution assumption: employee only about $396,440 at 4% or $264,293 at 6%; with 50% employer match about $264,293 at 4% or $176,196 at 6%; with 100% employer match about $198,220 at 4% or $132,147 at 6%.
2009121$1,542,818$295,364$14,065iApproximate average salary by contribution assumption: employee only about $351,624 at 4% or $234,416 at 6%; with 50% employer match about $234,416 at 4% or $156,277 at 6%; with 100% employer match about $175,812 at 4% or $117,208 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-21$1,542,818$295,364$14,065iApproximate average salary by contribution assumption: employee only about $351,624 at 4% or $234,416 at 6%; with 50% employer match about $234,416 at 4% or $156,277 at 6%; with 100% employer match about $175,812 at 4% or $117,208 at 6%.
2008120$904,595$284,636$14,232iApproximate average salary by contribution assumption: employee only about $355,795 at 4% or $237,197 at 6%; with 50% employer match about $237,197 at 4% or $158,131 at 6%; with 100% employer match about $177,898 at 4% or $118,598 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-20$904,595$284,636$14,232iApproximate average salary by contribution assumption: employee only about $355,795 at 4% or $237,197 at 6%; with 50% employer match about $237,197 at 4% or $158,131 at 6%; with 100% employer match about $177,898 at 4% or $118,598 at 6%.
2007118$1,313,743$255,855$14,214iApproximate average salary by contribution assumption: employee only about $355,354 at 4% or $236,903 at 6%; with 50% employer match about $236,903 at 4% or $157,935 at 6%; with 100% employer match about $177,677 at 4% or $118,451 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-18$1,313,743$255,855$14,214iApproximate average salary by contribution assumption: employee only about $355,354 at 4% or $236,903 at 6%; with 50% employer match about $236,903 at 4% or $157,935 at 6%; with 100% employer match about $177,677 at 4% or $118,451 at 6%.
2006116$965,005$226,216$14,139iApproximate average salary by contribution assumption: employee only about $353,463 at 4% or $235,642 at 6%; with 50% employer match about $235,642 at 4% or $157,094 at 6%; with 100% employer match about $176,731 at 4% or $117,821 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-16$965,005$226,216$14,139iApproximate average salary by contribution assumption: employee only about $353,463 at 4% or $235,642 at 6%; with 50% employer match about $235,642 at 4% or $157,094 at 6%; with 100% employer match about $176,731 at 4% or $117,821 at 6%.
2005116$633,952$231,728$14,483iApproximate average salary by contribution assumption: employee only about $362,075 at 4% or $241,383 at 6%; with 50% employer match about $241,383 at 4% or $160,922 at 6%; with 100% employer match about $181,038 at 4% or $120,692 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-16$633,952$231,728$14,483iApproximate average salary by contribution assumption: employee only about $362,075 at 4% or $241,383 at 6%; with 50% employer match about $241,383 at 4% or $160,922 at 6%; with 100% employer match about $181,038 at 4% or $120,692 at 6%.
2004117$377,240$187,537$11,032iApproximate average salary by contribution assumption: employee only about $275,790 at 4% or $183,860 at 6%; with 50% employer match about $183,860 at 4% or $122,573 at 6%; with 100% employer match about $137,895 at 4% or $91,930 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-17$377,240$187,537$11,032iApproximate average salary by contribution assumption: employee only about $275,790 at 4% or $183,860 at 6%; with 50% employer match about $183,860 at 4% or $122,573 at 6%; with 100% employer match about $137,895 at 4% or $91,930 at 6%.
2003113$180,623$163,657$12,589iApproximate average salary by contribution assumption: employee only about $314,725 at 4% or $209,817 at 6%; with 50% employer match about $209,817 at 4% or $139,878 at 6%; with 100% employer match about $157,363 at 4% or $104,908 at 6%.
Strategic Wealth Management Group LLC Retirement Trust-13$180,623$163,657$12,589iApproximate average salary by contribution assumption: employee only about $314,725 at 4% or $209,817 at 6%; with 50% employer match about $209,817 at 4% or $139,878 at 6%; with 100% employer match about $157,363 at 4% or $104,908 at 6%.