Civic Intelligence

STRATEGIC FINANCIAL GROUP

Plan context: SFG VISION 401(K) PROFIT SHARING PLAN & TRUST

EIN 80-0259677 • DE Pere, WI • 12 filings • 2 plans

380 Main Ave Ste 2DE Pere, WI 54115-2203
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$683,939

2025 Contributions

$90,393

Historical Graphs

Total Assets Over Time

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

$683,939$341,970$0201420202025YearValue
$683,939Latest year 2025

Participants Over Time

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

1260201420202025YearValue
10Latest 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
2025110$683,939$90,393$9,039iApproximate average salary by contribution assumption: employee only about $225,982 at 4% or $150,655 at 6%; with 50% employer match about $150,655 at 4% or $100,437 at 6%; with 100% employer match about $112,991 at 4% or $75,328 at 6%.
SFG VISION 401(K) PROFIT SHARING PLAN & TRUST-10$683,939$90,393$9,039iApproximate average salary by contribution assumption: employee only about $225,982 at 4% or $150,655 at 6%; with 50% employer match about $150,655 at 4% or $100,437 at 6%; with 100% employer match about $112,991 at 4% or $75,328 at 6%.
2024110$526,780$91,533$9,153iApproximate average salary by contribution assumption: employee only about $228,832 at 4% or $152,555 at 6%; with 50% employer match about $152,555 at 4% or $101,703 at 6%; with 100% employer match about $114,416 at 4% or $76,278 at 6%.
SFG VISION 401(K) PROFIT SHARING PLAN & TRUST-10$526,780$91,533$9,153iApproximate average salary by contribution assumption: employee only about $228,832 at 4% or $152,555 at 6%; with 50% employer match about $152,555 at 4% or $101,703 at 6%; with 100% employer match about $114,416 at 4% or $76,278 at 6%.
2023112$614,041$57,181$4,765iApproximate average salary by contribution assumption: employee only about $119,127 at 4% or $79,418 at 6%; with 50% employer match about $79,418 at 4% or $52,945 at 6%; with 100% employer match about $59,564 at 4% or $39,709 at 6%.
SFG VISION 401(K) PROFIT SHARING PLAN & TRUST-12$614,041$57,181$4,765iApproximate average salary by contribution assumption: employee only about $119,127 at 4% or $79,418 at 6%; with 50% employer match about $79,418 at 4% or $52,945 at 6%; with 100% employer match about $59,564 at 4% or $39,709 at 6%.
202218$603,870$76,983$9,623iApproximate average salary by contribution assumption: employee only about $240,572 at 4% or $160,381 at 6%; with 50% employer match about $160,381 at 4% or $106,921 at 6%; with 100% employer match about $120,286 at 4% or $80,191 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-8$603,870$76,983$9,623iApproximate average salary by contribution assumption: employee only about $240,572 at 4% or $160,381 at 6%; with 50% employer match about $160,381 at 4% or $106,921 at 6%; with 100% employer match about $120,286 at 4% or $80,191 at 6%.
202117$637,480$78,187$11,170iApproximate average salary by contribution assumption: employee only about $279,239 at 4% or $186,160 at 6%; with 50% employer match about $186,160 at 4% or $124,106 at 6%; with 100% employer match about $139,620 at 4% or $93,080 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-7$637,480$78,187$11,170iApproximate average salary by contribution assumption: employee only about $279,239 at 4% or $186,160 at 6%; with 50% employer match about $186,160 at 4% or $124,106 at 6%; with 100% employer match about $139,620 at 4% or $93,080 at 6%.
202015$467,422$63,256$12,651iApproximate average salary by contribution assumption: employee only about $316,280 at 4% or $210,853 at 6%; with 50% employer match about $210,853 at 4% or $140,569 at 6%; with 100% employer match about $158,140 at 4% or $105,427 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-5$467,422$63,256$12,651iApproximate average salary by contribution assumption: employee only about $316,280 at 4% or $210,853 at 6%; with 50% employer match about $210,853 at 4% or $140,569 at 6%; with 100% employer match about $158,140 at 4% or $105,427 at 6%.
201915$345,942$54,835$10,967iApproximate average salary by contribution assumption: employee only about $274,175 at 4% or $182,783 at 6%; with 50% employer match about $182,783 at 4% or $121,856 at 6%; with 100% employer match about $137,088 at 4% or $91,392 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-5$345,942$54,835$10,967iApproximate average salary by contribution assumption: employee only about $274,175 at 4% or $182,783 at 6%; with 50% employer match about $182,783 at 4% or $121,856 at 6%; with 100% employer match about $137,088 at 4% or $91,392 at 6%.
201815$233,911$66,983$13,397iApproximate average salary by contribution assumption: employee only about $334,915 at 4% or $223,277 at 6%; with 50% employer match about $223,277 at 4% or $148,851 at 6%; with 100% employer match about $167,458 at 4% or $111,638 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-5$233,911$66,983$13,397iApproximate average salary by contribution assumption: employee only about $334,915 at 4% or $223,277 at 6%; with 50% employer match about $223,277 at 4% or $148,851 at 6%; with 100% employer match about $167,458 at 4% or $111,638 at 6%.
201715$233,402$72,053$14,411iApproximate average salary by contribution assumption: employee only about $360,265 at 4% or $240,177 at 6%; with 50% employer match about $240,177 at 4% or $160,118 at 6%; with 100% employer match about $180,133 at 4% or $120,088 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-5$233,402$72,053$14,411iApproximate average salary by contribution assumption: employee only about $360,265 at 4% or $240,177 at 6%; with 50% employer match about $240,177 at 4% or $160,118 at 6%; with 100% employer match about $180,133 at 4% or $120,088 at 6%.
201613$131,146$40,265$13,422iApproximate average salary by contribution assumption: employee only about $335,542 at 4% or $223,694 at 6%; with 50% employer match about $223,694 at 4% or $149,130 at 6%; with 100% employer match about $167,771 at 4% or $111,847 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-3$131,146$40,265$13,422iApproximate average salary by contribution assumption: employee only about $335,542 at 4% or $223,694 at 6%; with 50% employer match about $223,694 at 4% or $149,130 at 6%; with 100% employer match about $167,771 at 4% or $111,847 at 6%.
201513$81,570$29,257$9,752iApproximate average salary by contribution assumption: employee only about $243,808 at 4% or $162,539 at 6%; with 50% employer match about $162,539 at 4% or $108,359 at 6%; with 100% employer match about $121,904 at 4% or $81,269 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-3$81,570$29,257$9,752iApproximate average salary by contribution assumption: employee only about $243,808 at 4% or $162,539 at 6%; with 50% employer match about $162,539 at 4% or $108,359 at 6%; with 100% employer match about $121,904 at 4% or $81,269 at 6%.
201412$52,477$50,628$25,314iApproximate average salary by contribution assumption: employee only about $632,850 at 4% or $421,900 at 6%; with 50% employer match about $421,900 at 4% or $281,267 at 6%; with 100% employer match about $316,425 at 4% or $210,950 at 6%.
STRATEGIC FINANCIAL GROUP 401(K) P/S PLAN-2$52,477$50,628$25,314iApproximate average salary by contribution assumption: employee only about $632,850 at 4% or $421,900 at 6%; with 50% employer match about $421,900 at 4% or $281,267 at 6%; with 100% employer match about $316,425 at 4% or $210,950 at 6%.