Civic Intelligence

Strategic Equity Management Inc.

Plan context: Strategic Equity Management Inc. 401(K) Plan

EIN 86-0708597 • Tucson, AZ • 20 filings • 3 plans

7367 E Tanque VerdeTucson, AZ 85715
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,139,632

2025 Contributions

$164,124

Historical Graphs

Total Assets Over Time

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

$3,833,541$1,916,771$0201220192025YearValue
$2,139,632Latest year 2025

Participants Over Time

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

1260201220192025YearValue
12Latest 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
2025112$2,139,632$164,124$13,677iApproximate average salary by contribution assumption: employee only about $341,925 at 4% or $227,950 at 6%; with 50% employer match about $227,950 at 4% or $151,967 at 6%; with 100% employer match about $170,963 at 4% or $113,975 at 6%.
Strategic Equity Management Inc. 401(K) Plan-12$2,139,632$164,124$13,677iApproximate average salary by contribution assumption: employee only about $341,925 at 4% or $227,950 at 6%; with 50% employer match about $227,950 at 4% or $151,967 at 6%; with 100% employer match about $170,963 at 4% or $113,975 at 6%.
2024112$1,802,145$160,418$13,368iApproximate average salary by contribution assumption: employee only about $334,204 at 4% or $222,803 at 6%; with 50% employer match about $222,803 at 4% or $148,535 at 6%; with 100% employer match about $167,102 at 4% or $111,401 at 6%.
Strategic Equity Management Inc. 401(K) Plan-12$1,802,145$160,418$13,368iApproximate average salary by contribution assumption: employee only about $334,204 at 4% or $222,803 at 6%; with 50% employer match about $222,803 at 4% or $148,535 at 6%; with 100% employer match about $167,102 at 4% or $111,401 at 6%.
2023112$1,608,394$137,510$11,459iApproximate average salary by contribution assumption: employee only about $286,479 at 4% or $190,986 at 6%; with 50% employer match about $190,986 at 4% or $127,324 at 6%; with 100% employer match about $143,240 at 4% or $95,493 at 6%.
Strategic Equity Management Inc. 401(K) Plan-12$1,608,394$137,510$11,459iApproximate average salary by contribution assumption: employee only about $286,479 at 4% or $190,986 at 6%; with 50% employer match about $190,986 at 4% or $127,324 at 6%; with 100% employer match about $143,240 at 4% or $95,493 at 6%.
2022111$1,337,113$126,804$11,528iApproximate average salary by contribution assumption: employee only about $288,191 at 4% or $192,127 at 6%; with 50% employer match about $192,127 at 4% or $128,085 at 6%; with 100% employer match about $144,095 at 4% or $96,064 at 6%.
Strategic Equity Management Inc. 401(K) Plan-11$1,337,113$126,804$11,528iApproximate average salary by contribution assumption: employee only about $288,191 at 4% or $192,127 at 6%; with 50% employer match about $192,127 at 4% or $128,085 at 6%; with 100% employer match about $144,095 at 4% or $96,064 at 6%.
2021111$1,342,609$116,477$10,589iApproximate average salary by contribution assumption: employee only about $264,720 at 4% or $176,480 at 6%; with 50% employer match about $176,480 at 4% or $117,654 at 6%; with 100% employer match about $132,360 at 4% or $88,240 at 6%.
Strategic Equity Management Inc. 401(K) Plan-11$1,342,609$116,477$10,589iApproximate average salary by contribution assumption: employee only about $264,720 at 4% or $176,480 at 6%; with 50% employer match about $176,480 at 4% or $117,654 at 6%; with 100% employer match about $132,360 at 4% or $88,240 at 6%.
2020111$1,171,869$107,717$9,792iApproximate average salary by contribution assumption: employee only about $244,811 at 4% or $163,208 at 6%; with 50% employer match about $163,208 at 4% or $108,805 at 6%; with 100% employer match about $122,406 at 4% or $81,604 at 6%.
Strategic Equity Management Inc. 401(K) Plan-11$1,171,869$107,717$9,792iApproximate average salary by contribution assumption: employee only about $244,811 at 4% or $163,208 at 6%; with 50% employer match about $163,208 at 4% or $108,805 at 6%; with 100% employer match about $122,406 at 4% or $81,604 at 6%.
201918$1,034,895$109,860$13,733iApproximate average salary by contribution assumption: employee only about $343,313 at 4% or $228,875 at 6%; with 50% employer match about $228,875 at 4% or $152,583 at 6%; with 100% employer match about $171,656 at 4% or $114,438 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$1,034,895$109,860$13,733iApproximate average salary by contribution assumption: employee only about $343,313 at 4% or $228,875 at 6%; with 50% employer match about $228,875 at 4% or $152,583 at 6%; with 100% employer match about $171,656 at 4% or $114,438 at 6%.
2018110$780,474$107,387$10,739iApproximate average salary by contribution assumption: employee only about $268,468 at 4% or $178,978 at 6%; with 50% employer match about $178,978 at 4% or $119,319 at 6%; with 100% employer match about $134,234 at 4% or $89,489 at 6%.
Strategic Equity Management Inc. 401(K) Plan-10$780,474$107,387$10,739iApproximate average salary by contribution assumption: employee only about $268,468 at 4% or $178,978 at 6%; with 50% employer match about $178,978 at 4% or $119,319 at 6%; with 100% employer match about $134,234 at 4% or $89,489 at 6%.
201729$3,833,541$607,349$67,483iApproximate average salary by contribution assumption: employee only about $1,687,081 at 4% or $1,124,720 at 6%; with 50% employer match about $1,124,720 at 4% or $749,814 at 6%; with 100% employer match about $843,540 at 4% or $562,360 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$3,137,979$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Strategic Equity Management Inc. 401(K) Plan-9$695,562$107,349$11,928iApproximate average salary by contribution assumption: employee only about $298,192 at 4% or $198,794 at 6%; with 50% employer match about $198,794 at 4% or $132,530 at 6%; with 100% employer match about $149,096 at 4% or $99,397 at 6%.
201628$3,212,389$618,271$77,284iApproximate average salary by contribution assumption: employee only about $1,932,097 at 4% or $1,288,065 at 6%; with 50% employer match about $1,288,065 at 4% or $858,710 at 6%; with 100% employer match about $966,048 at 4% or $644,032 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$2,620,199$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$592,190$118,271$14,784iApproximate average salary by contribution assumption: employee only about $369,597 at 4% or $246,398 at 6%; with 50% employer match about $246,398 at 4% or $164,265 at 6%; with 100% employer match about $184,798 at 4% or $123,199 at 6%.
201528$2,354,142$615,157$76,895iApproximate average salary by contribution assumption: employee only about $1,922,366 at 4% or $1,281,577 at 6%; with 50% employer match about $1,281,577 at 4% or $854,385 at 6%; with 100% employer match about $961,183 at 4% or $640,789 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$1,917,723$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$436,419$115,157$14,395iApproximate average salary by contribution assumption: employee only about $359,866 at 4% or $239,910 at 6%; with 50% employer match about $239,910 at 4% or $159,940 at 6%; with 100% employer match about $179,933 at 4% or $119,955 at 6%.
201428$1,747,131$552,212$69,027iApproximate average salary by contribution assumption: employee only about $1,725,663 at 4% or $1,150,442 at 6%; with 50% employer match about $1,150,442 at 4% or $766,961 at 6%; with 100% employer match about $862,831 at 4% or $575,221 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$1,417,806$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$329,325$102,212$12,777iApproximate average salary by contribution assumption: employee only about $319,413 at 4% or $212,942 at 6%; with 50% employer match about $212,942 at 4% or $141,961 at 6%; with 100% employer match about $159,706 at 4% or $106,471 at 6%.
201328$1,163,537$551,712$68,964iApproximate average salary by contribution assumption: employee only about $1,724,100 at 4% or $1,149,400 at 6%; with 50% employer match about $1,149,400 at 4% or $766,267 at 6%; with 100% employer match about $862,050 at 4% or $574,700 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$946,654$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$216,883$101,712$12,714iApproximate average salary by contribution assumption: employee only about $317,850 at 4% or $211,900 at 6%; with 50% employer match about $211,900 at 4% or $141,267 at 6%; with 100% employer match about $158,925 at 4% or $105,950 at 6%.
201228$565,770$557,696$69,712iApproximate average salary by contribution assumption: employee only about $1,742,800 at 4% or $1,161,867 at 6%; with 50% employer match about $1,161,867 at 4% or $774,578 at 6%; with 100% employer match about $871,400 at 4% or $580,933 at 6%.
Strategic Equity Management Inc. Retirement Plan-4$462,919$462,919$115,730iApproximate average salary by contribution assumption: employee only about $2,893,244 at 4% or $1,928,829 at 6%; with 50% employer match about $1,928,829 at 4% or $1,285,886 at 6%; with 100% employer match about $1,446,622 at 4% or $964,415 at 6%.
Strategic Equity Management Inc. 401(K) Plan-8$102,851$94,777$11,847iApproximate average salary by contribution assumption: employee only about $296,178 at 4% or $197,452 at 6%; with 50% employer match about $197,452 at 4% or $131,635 at 6%; with 100% employer match about $148,089 at 4% or $98,726 at 6%.