Civic Intelligence

STRATEGIC ENERGY INNOVATIONS, INC.

Plan context: SEI, INC. 403(B) PLAN

EIN 68-0404081 • San Rafael, CA • 7 filings • 2 plans

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100 Smith Ranch RoadSuite 124San Rafael, CA 94903
Current Snapshot

Latest Year

2025

2025 Participants

45

2025 Assets

$2,741,418

2025 Contributions

$384,455

Historical Graphs

Total Assets Over Time

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

$2,741,418$1,370,709$0201920222025YearValue
$2,741,418Latest year 2025

Participants Over Time

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

47240201920222025YearValue
45Latest year 2025

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
2025145$2,741,418$384,455$8,543iApproximate average salary by contribution assumption: employee only about $213,586 at 4% or $142,391 at 6%; with 50% employer match about $142,391 at 4% or $94,927 at 6%; with 100% employer match about $106,793 at 4% or $71,195 at 6%.
SEI, INC. 403(B) PLAN-45$2,741,418$384,455$8,543iApproximate average salary by contribution assumption: employee only about $213,586 at 4% or $142,391 at 6%; with 50% employer match about $142,391 at 4% or $94,927 at 6%; with 100% employer match about $106,793 at 4% or $71,195 at 6%.
2024147$1,977,600$323,457$6,882iApproximate average salary by contribution assumption: employee only about $172,052 at 4% or $114,701 at 6%; with 50% employer match about $114,701 at 4% or $76,467 at 6%; with 100% employer match about $86,026 at 4% or $57,351 at 6%.
SEI, INC. 403(B) PLAN-47$1,977,600$323,457$6,882iApproximate average salary by contribution assumption: employee only about $172,052 at 4% or $114,701 at 6%; with 50% employer match about $114,701 at 4% or $76,467 at 6%; with 100% employer match about $86,026 at 4% or $57,351 at 6%.
2023144$1,608,347$221,845$5,042iApproximate average salary by contribution assumption: employee only about $126,048 at 4% or $84,032 at 6%; with 50% employer match about $84,032 at 4% or $56,021 at 6%; with 100% employer match about $63,024 at 4% or $42,016 at 6%.
STRATEGIC ENERGY INNOVATIONS 403(B) PLAN-44$1,608,347$221,845$5,042iApproximate average salary by contribution assumption: employee only about $126,048 at 4% or $84,032 at 6%; with 50% employer match about $84,032 at 4% or $56,021 at 6%; with 100% employer match about $63,024 at 4% or $42,016 at 6%.
2022130$1,362,502$228,011$7,600iApproximate average salary by contribution assumption: employee only about $190,009 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,449 at 6%; with 100% employer match about $95,005 at 4% or $63,336 at 6%.
STRATEGIC ENERGY INNOVATIONS 403(B) PLAN-30$1,362,502$228,011$7,600iApproximate average salary by contribution assumption: employee only about $190,009 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,449 at 6%; with 100% employer match about $95,005 at 4% or $63,336 at 6%.
2021126$1,376,616$203,797$7,838iApproximate average salary by contribution assumption: employee only about $195,959 at 4% or $130,639 at 6%; with 50% employer match about $130,639 at 4% or $87,093 at 6%; with 100% employer match about $97,979 at 4% or $65,320 at 6%.
STRATEGIC ENERGY INNOVATIONS 403(B) PLAN-26$1,376,616$203,797$7,838iApproximate average salary by contribution assumption: employee only about $195,959 at 4% or $130,639 at 6%; with 50% employer match about $130,639 at 4% or $87,093 at 6%; with 100% employer match about $97,979 at 4% or $65,320 at 6%.
2020125$1,035,739$194,220$7,769iApproximate average salary by contribution assumption: employee only about $194,220 at 4% or $129,480 at 6%; with 50% employer match about $129,480 at 4% or $86,320 at 6%; with 100% employer match about $97,110 at 4% or $64,740 at 6%.
STRATEGIC ENERGY INNOVATIONS 403(B) PLAN-25$1,035,739$194,220$7,769iApproximate average salary by contribution assumption: employee only about $194,220 at 4% or $129,480 at 6%; with 50% employer match about $129,480 at 4% or $86,320 at 6%; with 100% employer match about $97,110 at 4% or $64,740 at 6%.
2019120$722,449$606,037$30,302iApproximate average salary by contribution assumption: employee only about $757,546 at 4% or $505,031 at 6%; with 50% employer match about $505,031 at 4% or $336,687 at 6%; with 100% employer match about $378,773 at 4% or $252,515 at 6%.
STRATEGIC ENERGY INNOVATIONS 403(B) PLAN-20$722,449$606,037$30,302iApproximate average salary by contribution assumption: employee only about $757,546 at 4% or $505,031 at 6%; with 50% employer match about $505,031 at 4% or $336,687 at 6%; with 100% employer match about $378,773 at 4% or $252,515 at 6%.