Civic Intelligence

Sturm Financial Group

Plan context: Sturm Financial Group 401(K) Profit Sharing Plan

EIN 84-1564498 • Denver, CO • 28 filings • 4 plans

3033 E 1st Ave # 201Denver, CO 80206-5617
Current Snapshot

Latest Year

2024

2024 Participants

533

2024 Assets

$49,678,488

2024 Contributions

$3,831,664

Historical Graphs

Total Assets Over Time

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

$49,678,488$24,839,244$0201320192024YearValue
$49,678,488Latest year 2024

Participants Over Time

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

6273140200920172024YearValue
533Latest year 2024

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
20242533$49,678,488$3,831,664$7,189iApproximate average salary by contribution assumption: employee only about $179,722 at 4% or $119,814 at 6%; with 50% employer match about $119,814 at 4% or $79,876 at 6%; with 100% employer match about $89,861 at 4% or $59,907 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-533$49,678,488$3,831,664$7,189iApproximate average salary by contribution assumption: employee only about $179,722 at 4% or $119,814 at 6%; with 50% employer match about $119,814 at 4% or $79,876 at 6%; with 100% employer match about $89,861 at 4% or $59,907 at 6%.
Sturm Financial Group Welfare Benefit Plan-411---
20232512$45,154,688$4,906,968$9,584iApproximate average salary by contribution assumption: employee only about $239,598 at 4% or $159,732 at 6%; with 50% employer match about $159,732 at 4% or $106,488 at 6%; with 100% employer match about $119,799 at 4% or $79,866 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-512$45,154,688$4,906,968$9,584iApproximate average salary by contribution assumption: employee only about $239,598 at 4% or $159,732 at 6%; with 50% employer match about $159,732 at 4% or $106,488 at 6%; with 100% employer match about $119,799 at 4% or $79,866 at 6%.
Sturm Financial Group Welfare Benefit Plan-509---
20222518$37,287,308$5,056,860$9,762iApproximate average salary by contribution assumption: employee only about $244,057 at 4% or $162,705 at 6%; with 50% employer match about $162,705 at 4% or $108,470 at 6%; with 100% employer match about $122,028 at 4% or $81,352 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-518$37,287,308$5,056,860$9,762iApproximate average salary by contribution assumption: employee only about $244,057 at 4% or $162,705 at 6%; with 50% employer match about $162,705 at 4% or $108,470 at 6%; with 100% employer match about $122,028 at 4% or $81,352 at 6%.
Sturm Financial Group Welfare Benefit Plan-518---
20212525$45,905,291$3,792,924$7,225iApproximate average salary by contribution assumption: employee only about $180,615 at 4% or $120,410 at 6%; with 50% employer match about $120,410 at 4% or $80,274 at 6%; with 100% employer match about $90,308 at 4% or $60,205 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-525$45,905,291$3,792,924$7,225iApproximate average salary by contribution assumption: employee only about $180,615 at 4% or $120,410 at 6%; with 50% employer match about $120,410 at 4% or $80,274 at 6%; with 100% employer match about $90,308 at 4% or $60,205 at 6%.
Sturm Financial Group Welfare Benefit Plan-522---
20202537$40,053,128$3,159,315$5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-537$40,053,128$3,159,315$5,883iApproximate average salary by contribution assumption: employee only about $147,082 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,370 at 6%; with 100% employer match about $73,541 at 4% or $49,027 at 6%.
Sturm Financial Group Welfare Benefit Plan-536---
20192556$35,157,329$3,716,394$6,684iApproximate average salary by contribution assumption: employee only about $167,104 at 4% or $111,403 at 6%; with 50% employer match about $111,403 at 4% or $74,268 at 6%; with 100% employer match about $83,552 at 4% or $55,701 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-556$35,157,329$3,716,394$6,684iApproximate average salary by contribution assumption: employee only about $167,104 at 4% or $111,403 at 6%; with 50% employer match about $111,403 at 4% or $74,268 at 6%; with 100% employer match about $83,552 at 4% or $55,701 at 6%.
Sturm Financial Group Welfare Benefit Plan-539---
20182538$27,559,974$4,259,839$7,918iApproximate average salary by contribution assumption: employee only about $197,948 at 4% or $131,965 at 6%; with 50% employer match about $131,965 at 4% or $87,977 at 6%; with 100% employer match about $98,974 at 4% or $65,983 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-538$27,559,974$4,259,839$7,918iApproximate average salary by contribution assumption: employee only about $197,948 at 4% or $131,965 at 6%; with 50% employer match about $131,965 at 4% or $87,977 at 6%; with 100% employer match about $98,974 at 4% or $65,983 at 6%.
Sturm Financial Group Welfare Benefit Plan-538---
20172537$29,370,601$3,256,159$6,064iApproximate average salary by contribution assumption: employee only about $151,590 at 4% or $101,060 at 6%; with 50% employer match about $101,060 at 4% or $67,373 at 6%; with 100% employer match about $75,795 at 4% or $50,530 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-537$29,370,601$3,256,159$6,064iApproximate average salary by contribution assumption: employee only about $151,590 at 4% or $101,060 at 6%; with 50% employer match about $101,060 at 4% or $67,373 at 6%; with 100% employer match about $75,795 at 4% or $50,530 at 6%.
Sturm Financial Group Welfare Benefit Plan-501---
20162533$27,422,079$2,692,455$5,052iApproximate average salary by contribution assumption: employee only about $126,288 at 4% or $84,192 at 6%; with 50% employer match about $84,192 at 4% or $56,128 at 6%; with 100% employer match about $63,144 at 4% or $42,096 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-533$27,422,079$2,692,455$5,052iApproximate average salary by contribution assumption: employee only about $126,288 at 4% or $84,192 at 6%; with 50% employer match about $84,192 at 4% or $56,128 at 6%; with 100% employer match about $63,144 at 4% or $42,096 at 6%.
Sturm Financial Group Welfare Benefit Plan-502---
20152499$25,174,209$2,628,521$5,268iApproximate average salary by contribution assumption: employee only about $131,689 at 4% or $87,793 at 6%; with 50% employer match about $87,793 at 4% or $58,529 at 6%; with 100% employer match about $65,845 at 4% or $43,896 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-499$25,174,209$2,628,521$5,268iApproximate average salary by contribution assumption: employee only about $131,689 at 4% or $87,793 at 6%; with 50% employer match about $87,793 at 4% or $58,529 at 6%; with 100% employer match about $65,845 at 4% or $43,896 at 6%.
Sturm Financial Group Welfare Benefit Plan-489---
20142512$25,582,126$2,981,498$5,823iApproximate average salary by contribution assumption: employee only about $145,581 at 4% or $97,054 at 6%; with 50% employer match about $97,054 at 4% or $64,703 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-512$25,582,126$2,981,498$5,823iApproximate average salary by contribution assumption: employee only about $145,581 at 4% or $97,054 at 6%; with 50% employer match about $97,054 at 4% or $64,703 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%.
Sturm Financial Group Welfare Benefit Plan-491---
20132511$24,659,980$2,173,864$4,254iApproximate average salary by contribution assumption: employee only about $106,353 at 4% or $70,902 at 6%; with 50% employer match about $70,902 at 4% or $47,268 at 6%; with 100% employer match about $53,177 at 4% or $35,451 at 6%.
Sturm Financial Group 401(K) Profit Sharing Plan-511$24,659,980$2,173,864$4,254iApproximate average salary by contribution assumption: employee only about $106,353 at 4% or $70,902 at 6%; with 50% employer match about $70,902 at 4% or $47,268 at 6%; with 100% employer match about $53,177 at 4% or $35,451 at 6%.
Sturm Financial Group Welfare Benefit Plan-498---
20121485$0$0-
Sturm Financial Group Welfare Benefit Plan-485---
20111486$0$0-
Sturm Financial Group Welfare Benefit Plan-486---
20101544$0$0-
Sturm Financial Group Welfare Benefit Plan-544---
20091627$0$0-
Sturm Financial Group Welfare Benefit Plan-627---