Civic Intelligence

Strategic Wealth Management LLC

Plan context: Strategic Wealth Management 401K Profit Sharing Plan

EIN 75-2860679 • Bedford, TX • 7 filings • 1 plans

2812 Bedford RoadSuite 200Bedford, TX 76021
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$593,602

2025 Contributions

$59,276

Historical Graphs

Total Assets Over Time

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

$593,602$296,801$0201920222025YearValue
$593,602Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest 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
202515$593,602$59,276$11,855iApproximate average salary by contribution assumption: employee only about $296,380 at 4% or $197,587 at 6%; with 50% employer match about $197,587 at 4% or $131,724 at 6%; with 100% employer match about $148,190 at 4% or $98,793 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$593,602$59,276$11,855iApproximate average salary by contribution assumption: employee only about $296,380 at 4% or $197,587 at 6%; with 50% employer match about $197,587 at 4% or $131,724 at 6%; with 100% employer match about $148,190 at 4% or $98,793 at 6%.
202415$473,293$57,600$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$473,293$57,600$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
202315$410,918$56,913$11,383iApproximate average salary by contribution assumption: employee only about $284,565 at 4% or $189,710 at 6%; with 50% employer match about $189,710 at 4% or $126,473 at 6%; with 100% employer match about $142,283 at 4% or $94,855 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$410,918$56,913$11,383iApproximate average salary by contribution assumption: employee only about $284,565 at 4% or $189,710 at 6%; with 50% employer match about $189,710 at 4% or $126,473 at 6%; with 100% employer match about $142,283 at 4% or $94,855 at 6%.
202215$331,702$59,115$11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$331,702$59,115$11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%.
202115$325,487$70,516$14,103iApproximate average salary by contribution assumption: employee only about $352,580 at 4% or $235,053 at 6%; with 50% employer match about $235,053 at 4% or $156,702 at 6%; with 100% employer match about $176,290 at 4% or $117,527 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$325,487$70,516$14,103iApproximate average salary by contribution assumption: employee only about $352,580 at 4% or $235,053 at 6%; with 50% employer match about $235,053 at 4% or $156,702 at 6%; with 100% employer match about $176,290 at 4% or $117,527 at 6%.
202015$232,334$107,026$21,405iApproximate average salary by contribution assumption: employee only about $535,130 at 4% or $356,753 at 6%; with 50% employer match about $356,753 at 4% or $237,836 at 6%; with 100% employer match about $267,565 at 4% or $178,377 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$232,334$107,026$21,405iApproximate average salary by contribution assumption: employee only about $535,130 at 4% or $356,753 at 6%; with 50% employer match about $356,753 at 4% or $237,836 at 6%; with 100% employer match about $267,565 at 4% or $178,377 at 6%.
201915$157,852$144,921$28,984iApproximate average salary by contribution assumption: employee only about $724,605 at 4% or $483,070 at 6%; with 50% employer match about $483,070 at 4% or $322,047 at 6%; with 100% employer match about $362,303 at 4% or $241,535 at 6%.
Strategic Wealth Management 401K Profit Sharing Plan-5$157,852$144,921$28,984iApproximate average salary by contribution assumption: employee only about $724,605 at 4% or $483,070 at 6%; with 50% employer match about $483,070 at 4% or $322,047 at 6%; with 100% employer match about $362,303 at 4% or $241,535 at 6%.