Civic Intelligence

Denk Strategic Wealth Partners

Plan context: Denk Strategic Wealth Partners 401(K) Plan

EIN 86-0971875 • Phoenix, AZ • 30 filings • 5 plans

1403 W Orangewood AvePhoenix, AZ 85021
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,008,087

2024 Contributions

$71,912

Historical Graphs

Total Assets Over Time

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

$1,253,824$626,912$0199920122024YearValue
$1,008,087Latest year 2024

Participants Over Time

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

630199920122024YearValue
2Latest 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
202412$1,008,087$71,912$35,956iApproximate average salary by contribution assumption: employee only about $898,900 at 4% or $599,267 at 6%; with 50% employer match about $599,267 at 4% or $399,511 at 6%; with 100% employer match about $449,450 at 4% or $299,633 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-2$1,008,087$71,912$35,956iApproximate average salary by contribution assumption: employee only about $898,900 at 4% or $599,267 at 6%; with 50% employer match about $599,267 at 4% or $399,511 at 6%; with 100% employer match about $449,450 at 4% or $299,633 at 6%.
202314$1,253,824$144,872$36,218iApproximate average salary by contribution assumption: employee only about $905,450 at 4% or $603,633 at 6%; with 50% employer match about $603,633 at 4% or $402,422 at 6%; with 100% employer match about $452,725 at 4% or $301,817 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$1,253,824$144,872$36,218iApproximate average salary by contribution assumption: employee only about $905,450 at 4% or $603,633 at 6%; with 50% employer match about $603,633 at 4% or $402,422 at 6%; with 100% employer match about $452,725 at 4% or $301,817 at 6%.
202214$1,097,882-$101,165-
Denk Strategic Wealth Partners 401(K) Plan-4$1,097,882-$101,165-
202114$1,235,670$96,762$24,191iApproximate average salary by contribution assumption: employee only about $604,763 at 4% or $403,175 at 6%; with 50% employer match about $403,175 at 4% or $268,783 at 6%; with 100% employer match about $302,381 at 4% or $201,588 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$1,235,670$96,762$24,191iApproximate average salary by contribution assumption: employee only about $604,763 at 4% or $403,175 at 6%; with 50% employer match about $403,175 at 4% or $268,783 at 6%; with 100% employer match about $302,381 at 4% or $201,588 at 6%.
202014$1,168,715$89,423$22,356iApproximate average salary by contribution assumption: employee only about $558,894 at 4% or $372,596 at 6%; with 50% employer match about $372,596 at 4% or $248,397 at 6%; with 100% employer match about $279,447 at 4% or $186,298 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$1,168,715$89,423$22,356iApproximate average salary by contribution assumption: employee only about $558,894 at 4% or $372,596 at 6%; with 50% employer match about $372,596 at 4% or $248,397 at 6%; with 100% employer match about $279,447 at 4% or $186,298 at 6%.
201914$749,532$83,185$20,796iApproximate average salary by contribution assumption: employee only about $519,906 at 4% or $346,604 at 6%; with 50% employer match about $346,604 at 4% or $231,069 at 6%; with 100% employer match about $259,953 at 4% or $173,302 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$749,532$83,185$20,796iApproximate average salary by contribution assumption: employee only about $519,906 at 4% or $346,604 at 6%; with 50% employer match about $346,604 at 4% or $231,069 at 6%; with 100% employer match about $259,953 at 4% or $173,302 at 6%.
201813$558,032$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-3$558,032$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201714$1,011,473$54,376$13,594iApproximate average salary by contribution assumption: employee only about $339,850 at 4% or $226,567 at 6%; with 50% employer match about $226,567 at 4% or $151,044 at 6%; with 100% employer match about $169,925 at 4% or $113,283 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$1,011,473$54,376$13,594iApproximate average salary by contribution assumption: employee only about $339,850 at 4% or $226,567 at 6%; with 50% employer match about $226,567 at 4% or $151,044 at 6%; with 100% employer match about $169,925 at 4% or $113,283 at 6%.
201614$821,092$36,780$9,195iApproximate average salary by contribution assumption: employee only about $229,875 at 4% or $153,250 at 6%; with 50% employer match about $153,250 at 4% or $102,167 at 6%; with 100% employer match about $114,938 at 4% or $76,625 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$821,092$36,780$9,195iApproximate average salary by contribution assumption: employee only about $229,875 at 4% or $153,250 at 6%; with 50% employer match about $153,250 at 4% or $102,167 at 6%; with 100% employer match about $114,938 at 4% or $76,625 at 6%.
201514$805,798$28,614$7,154iApproximate average salary by contribution assumption: employee only about $178,838 at 4% or $119,225 at 6%; with 50% employer match about $119,225 at 4% or $79,483 at 6%; with 100% employer match about $89,419 at 4% or $59,613 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$805,798$28,614$7,154iApproximate average salary by contribution assumption: employee only about $178,838 at 4% or $119,225 at 6%; with 50% employer match about $119,225 at 4% or $79,483 at 6%; with 100% employer match about $89,419 at 4% or $59,613 at 6%.
201414$800,897$405,249$101,312iApproximate average salary by contribution assumption: employee only about $2,532,806 at 4% or $1,688,538 at 6%; with 50% employer match about $1,688,538 at 4% or $1,125,692 at 6%; with 100% employer match about $1,266,403 at 4% or $844,269 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$800,897$405,249$101,312iApproximate average salary by contribution assumption: employee only about $2,532,806 at 4% or $1,688,538 at 6%; with 50% employer match about $1,688,538 at 4% or $1,125,692 at 6%; with 100% employer match about $1,266,403 at 4% or $844,269 at 6%.
201316$360,843$26,446$4,408iApproximate average salary by contribution assumption: employee only about $110,192 at 4% or $73,461 at 6%; with 50% employer match about $73,461 at 4% or $48,974 at 6%; with 100% employer match about $55,096 at 4% or $36,731 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-6$360,843$26,446$4,408iApproximate average salary by contribution assumption: employee only about $110,192 at 4% or $73,461 at 6%; with 50% employer match about $73,461 at 4% or $48,974 at 6%; with 100% employer match about $55,096 at 4% or $36,731 at 6%.
201214$324,081$30,173$7,543iApproximate average salary by contribution assumption: employee only about $188,581 at 4% or $125,721 at 6%; with 50% employer match about $125,721 at 4% or $83,814 at 6%; with 100% employer match about $94,291 at 4% or $62,860 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$324,081$30,173$7,543iApproximate average salary by contribution assumption: employee only about $188,581 at 4% or $125,721 at 6%; with 50% employer match about $125,721 at 4% or $83,814 at 6%; with 100% employer match about $94,291 at 4% or $62,860 at 6%.
201114$294,142$31,507$7,877iApproximate average salary by contribution assumption: employee only about $196,919 at 4% or $131,279 at 6%; with 50% employer match about $131,279 at 4% or $87,519 at 6%; with 100% employer match about $98,459 at 4% or $65,640 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$294,142$31,507$7,877iApproximate average salary by contribution assumption: employee only about $196,919 at 4% or $131,279 at 6%; with 50% employer match about $131,279 at 4% or $87,519 at 6%; with 100% employer match about $98,459 at 4% or $65,640 at 6%.
201014$302,563$28,462$7,116iApproximate average salary by contribution assumption: employee only about $177,888 at 4% or $118,592 at 6%; with 50% employer match about $118,592 at 4% or $79,061 at 6%; with 100% employer match about $88,944 at 4% or $59,296 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$302,563$28,462$7,116iApproximate average salary by contribution assumption: employee only about $177,888 at 4% or $118,592 at 6%; with 50% employer match about $118,592 at 4% or $79,061 at 6%; with 100% employer match about $88,944 at 4% or $59,296 at 6%.
200916$291,227$37,012$6,169iApproximate average salary by contribution assumption: employee only about $154,217 at 4% or $102,811 at 6%; with 50% employer match about $102,811 at 4% or $68,541 at 6%; with 100% employer match about $77,108 at 4% or $51,406 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-6$291,227$37,012$6,169iApproximate average salary by contribution assumption: employee only about $154,217 at 4% or $102,811 at 6%; with 50% employer match about $102,811 at 4% or $68,541 at 6%; with 100% employer match about $77,108 at 4% or $51,406 at 6%.
200815$206,583$34,035$6,807iApproximate average salary by contribution assumption: employee only about $170,175 at 4% or $113,450 at 6%; with 50% employer match about $113,450 at 4% or $75,633 at 6%; with 100% employer match about $85,088 at 4% or $56,725 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-5$206,583$34,035$6,807iApproximate average salary by contribution assumption: employee only about $170,175 at 4% or $113,450 at 6%; with 50% employer match about $113,450 at 4% or $75,633 at 6%; with 100% employer match about $85,088 at 4% or $56,725 at 6%.
200714$293,418$37,092$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$293,418$37,092$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
200616$265,393$48,171$8,029iApproximate average salary by contribution assumption: employee only about $200,713 at 4% or $133,808 at 6%; with 50% employer match about $133,808 at 4% or $89,206 at 6%; with 100% employer match about $100,356 at 4% or $66,904 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-6$265,393$48,171$8,029iApproximate average salary by contribution assumption: employee only about $200,713 at 4% or $133,808 at 6%; with 50% employer match about $133,808 at 4% or $89,206 at 6%; with 100% employer match about $100,356 at 4% or $66,904 at 6%.
200524$183,206$41,530$10,383iApproximate average salary by contribution assumption: employee only about $259,563 at 4% or $173,042 at 6%; with 50% employer match about $173,042 at 4% or $115,361 at 6%; with 100% employer match about $129,781 at 4% or $86,521 at 6%.
Denk Strategic Wealth Partners 401(K) Plan-4$183,206$41,530$10,383iApproximate average salary by contribution assumption: employee only about $259,563 at 4% or $173,042 at 6%; with 50% employer match about $173,042 at 4% or $115,361 at 6%; with 100% employer match about $129,781 at 4% or $86,521 at 6%.
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-0---
200415$124,627$42,636$8,527iApproximate average salary by contribution assumption: employee only about $213,180 at 4% or $142,120 at 6%; with 50% employer match about $142,120 at 4% or $94,747 at 6%; with 100% employer match about $106,590 at 4% or $71,060 at 6%.
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-5$124,627$42,636$8,527iApproximate average salary by contribution assumption: employee only about $213,180 at 4% or $142,120 at 6%; with 50% employer match about $142,120 at 4% or $94,747 at 6%; with 100% employer match about $106,590 at 4% or $71,060 at 6%.
200324$65,421$29,942$7,486iApproximate average salary by contribution assumption: employee only about $187,138 at 4% or $124,758 at 6%; with 50% employer match about $124,758 at 4% or $83,172 at 6%; with 100% employer match about $93,569 at 4% or $62,379 at 6%.
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-4$65,421$29,942$7,486iApproximate average salary by contribution assumption: employee only about $187,138 at 4% or $124,758 at 6%; with 50% employer match about $124,758 at 4% or $83,172 at 6%; with 100% employer match about $93,569 at 4% or $62,379 at 6%.
DENK INVESTMENT 401K PLAN-0---
200225$37,801$24,245$4,849iApproximate average salary by contribution assumption: employee only about $121,225 at 4% or $80,817 at 6%; with 50% employer match about $80,817 at 4% or $53,878 at 6%; with 100% employer match about $60,613 at 4% or $40,408 at 6%.
DENK INVESTMENT 401K PLAN-4$36,801$24,245$6,061iApproximate average salary by contribution assumption: employee only about $151,531 at 4% or $101,021 at 6%; with 50% employer match about $101,021 at 4% or $67,347 at 6%; with 100% employer match about $75,766 at 4% or $50,510 at 6%.
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-5$1,000--
200124$19,126$15,459$3,865iApproximate average salary by contribution assumption: employee only about $96,619 at 4% or $64,413 at 6%; with 50% employer match about $64,413 at 4% or $42,942 at 6%; with 100% employer match about $48,309 at 4% or $32,206 at 6%.
DENK INVESTMENT 401K PLAN-4$19,126$15,459$3,865iApproximate average salary by contribution assumption: employee only about $96,619 at 4% or $64,413 at 6%; with 50% employer match about $64,413 at 4% or $42,942 at 6%; with 100% employer match about $48,309 at 4% or $32,206 at 6%.
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-3---
200013$0$0-
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-3---
199915$1,000$0-
Denk Investment Advisory Services Ltd. Employee Stock Ownership Plan and Trust-5$1,000--