Civic Intelligence

Strategic Advisory Group LLC

Plan context: Strategic Advisory Group LLC Profit Sharing Plan and Trust

EIN 58-2374680 • Duluth, GA • 22 filings • 10 plans

3848 Saint Annes CTDuluth, GA 30096-3161
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$2,095,798

2016 Contributions

$101,760

Historical Graphs

Total Assets Over Time

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

$2,112,208$1,056,104$0199920092015YearValue
$2,095,798Latest year 2015

Participants Over Time

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

630199920072015YearValue
5Latest year 2015

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
201610$0$101,760-
Strategic Advisory Group LLC Profit Sharing Plan and Trust-0$0$101,760-
201515$2,095,798$260,847$52,169iApproximate average salary by contribution assumption: employee only about $1,304,235 at 4% or $869,490 at 6%; with 50% employer match about $869,490 at 4% or $579,660 at 6%; with 100% employer match about $652,118 at 4% or $434,745 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5$2,095,798$260,847$52,169iApproximate average salary by contribution assumption: employee only about $1,304,235 at 4% or $869,490 at 6%; with 50% employer match about $869,490 at 4% or $579,660 at 6%; with 100% employer match about $652,118 at 4% or $434,745 at 6%.
201415$2,112,208$121,701$24,340iApproximate average salary by contribution assumption: employee only about $608,505 at 4% or $405,670 at 6%; with 50% employer match about $405,670 at 4% or $270,447 at 6%; with 100% employer match about $304,253 at 4% or $202,835 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5$2,112,208$121,701$24,340iApproximate average salary by contribution assumption: employee only about $608,505 at 4% or $405,670 at 6%; with 50% employer match about $405,670 at 4% or $270,447 at 6%; with 100% employer match about $304,253 at 4% or $202,835 at 6%.
201315$2,084,375$77,261$15,452iApproximate average salary by contribution assumption: employee only about $386,305 at 4% or $257,537 at 6%; with 50% employer match about $257,537 at 4% or $171,691 at 6%; with 100% employer match about $193,153 at 4% or $128,768 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5$2,084,375$77,261$15,452iApproximate average salary by contribution assumption: employee only about $386,305 at 4% or $257,537 at 6%; with 50% employer match about $257,537 at 4% or $171,691 at 6%; with 100% employer match about $193,153 at 4% or $128,768 at 6%.
201214$1,648,314$94,373$23,593iApproximate average salary by contribution assumption: employee only about $589,831 at 4% or $393,221 at 6%; with 50% employer match about $393,221 at 4% or $262,147 at 6%; with 100% employer match about $294,916 at 4% or $196,610 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4$1,648,314$94,373$23,593iApproximate average salary by contribution assumption: employee only about $589,831 at 4% or $393,221 at 6%; with 50% employer match about $393,221 at 4% or $262,147 at 6%; with 100% employer match about $294,916 at 4% or $196,610 at 6%.
201114$1,496,073$106,354$26,589iApproximate average salary by contribution assumption: employee only about $664,713 at 4% or $443,142 at 6%; with 50% employer match about $443,142 at 4% or $295,428 at 6%; with 100% employer match about $332,356 at 4% or $221,571 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4$1,496,073$106,354$26,589iApproximate average salary by contribution assumption: employee only about $664,713 at 4% or $443,142 at 6%; with 50% employer match about $443,142 at 4% or $295,428 at 6%; with 100% employer match about $332,356 at 4% or $221,571 at 6%.
201014$1,392,212$89,932$22,483iApproximate average salary by contribution assumption: employee only about $562,075 at 4% or $374,717 at 6%; with 50% employer match about $374,717 at 4% or $249,811 at 6%; with 100% employer match about $281,038 at 4% or $187,358 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4$1,392,212$89,932$22,483iApproximate average salary by contribution assumption: employee only about $562,075 at 4% or $374,717 at 6%; with 50% employer match about $374,717 at 4% or $249,811 at 6%; with 100% employer match about $281,038 at 4% or $187,358 at 6%.
200914$1,119,805$103,917$25,979iApproximate average salary by contribution assumption: employee only about $649,481 at 4% or $432,988 at 6%; with 50% employer match about $432,988 at 4% or $288,658 at 6%; with 100% employer match about $324,741 at 4% or $216,494 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4$1,119,805$103,917$25,979iApproximate average salary by contribution assumption: employee only about $649,481 at 4% or $432,988 at 6%; with 50% employer match about $432,988 at 4% or $288,658 at 6%; with 100% employer match about $324,741 at 4% or $216,494 at 6%.
200814$0$0-
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4---
200714$0$0-
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4---
200614$956,802$125,353$31,338iApproximate average salary by contribution assumption: employee only about $783,456 at 4% or $522,304 at 6%; with 50% employer match about $522,304 at 4% or $348,203 at 6%; with 100% employer match about $391,728 at 4% or $261,152 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-4$956,802$125,353$31,338iApproximate average salary by contribution assumption: employee only about $783,456 at 4% or $522,304 at 6%; with 50% employer match about $522,304 at 4% or $348,203 at 6%; with 100% employer match about $391,728 at 4% or $261,152 at 6%.
200515$835,238$116,405$23,281iApproximate average salary by contribution assumption: employee only about $582,025 at 4% or $388,017 at 6%; with 50% employer match about $388,017 at 4% or $258,678 at 6%; with 100% employer match about $291,013 at 4% or $194,008 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5$835,238$116,405$23,281iApproximate average salary by contribution assumption: employee only about $582,025 at 4% or $388,017 at 6%; with 50% employer match about $388,017 at 4% or $258,678 at 6%; with 100% employer match about $291,013 at 4% or $194,008 at 6%.
200416$775,289$175,354$29,226iApproximate average salary by contribution assumption: employee only about $730,642 at 4% or $487,094 at 6%; with 50% employer match about $487,094 at 4% or $324,730 at 6%; with 100% employer match about $365,321 at 4% or $243,547 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-6$775,289$175,354$29,226iApproximate average salary by contribution assumption: employee only about $730,642 at 4% or $487,094 at 6%; with 50% employer match about $487,094 at 4% or $324,730 at 6%; with 100% employer match about $365,321 at 4% or $243,547 at 6%.
200316$589,455$163,831$27,305iApproximate average salary by contribution assumption: employee only about $682,629 at 4% or $455,086 at 6%; with 50% employer match about $455,086 at 4% or $303,391 at 6%; with 100% employer match about $341,315 at 4% or $227,543 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-6$589,455$163,831$27,305iApproximate average salary by contribution assumption: employee only about $682,629 at 4% or $455,086 at 6%; with 50% employer match about $455,086 at 4% or $303,391 at 6%; with 100% employer match about $341,315 at 4% or $227,543 at 6%.
200225$0$0-
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5---
Strategic Advisory Group LLC Money Purchase Pension Plan and Trust-0---
200125$0$0-
Strategic Advisory Group LLC Profit Sharing Plan and Trust-5---
Strategic Advisory Group LLC Money Purchase Pension Plan and Trust-5---
200023$179,123$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-3$94,560$42,749$14,250iApproximate average salary by contribution assumption: employee only about $356,242 at 4% or $237,494 at 6%; with 50% employer match about $237,494 at 4% or $158,330 at 6%; with 100% employer match about $178,121 at 4% or $118,747 at 6%.
Strategic Advisory Group LLC Money Purchase Pension Plan and Trust-3$84,563$47,251$15,750iApproximate average salary by contribution assumption: employee only about $393,758 at 4% or $262,506 at 6%; with 50% employer match about $262,506 at 4% or $175,004 at 6%; with 100% employer match about $196,879 at 4% or $131,253 at 6%.
199923$173,067$81,580$27,193iApproximate average salary by contribution assumption: employee only about $679,833 at 4% or $453,222 at 6%; with 50% employer match about $453,222 at 4% or $302,148 at 6%; with 100% employer match about $339,917 at 4% or $226,611 at 6%.
Strategic Advisory Group LLC Profit Sharing Plan and Trust-3$96,931$44,329$14,776iApproximate average salary by contribution assumption: employee only about $369,408 at 4% or $246,272 at 6%; with 50% employer match about $246,272 at 4% or $164,181 at 6%; with 100% employer match about $184,704 at 4% or $123,136 at 6%.
Strategic Advisory Group LLC Money Purchase Pension Plan and Trust-3$76,136$37,251$12,417iApproximate average salary by contribution assumption: employee only about $310,425 at 4% or $206,950 at 6%; with 50% employer match about $206,950 at 4% or $137,967 at 6%; with 100% employer match about $155,213 at 4% or $103,475 at 6%.