Civic Intelligence

Strategic Wealth Advisors LLC

Plan context: STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN

EIN 86-1009023 • Scottsdale, AZ • 22 filings • 3 plans

9375 E. Shea Blvd, Suite 100Scottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,220,904

2024 Contributions

$665,593

Historical Graphs

Total Assets Over Time

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

$5,220,904$2,610,452$0200920172024YearValue
$5,220,904Latest year 2024

Participants Over Time

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

420200920172024YearValue
4Latest 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
202424$5,220,904$665,593$166,398iApproximate average salary by contribution assumption: employee only about $4,159,956 at 4% or $2,773,304 at 6%; with 50% employer match about $2,773,304 at 4% or $1,848,869 at 6%; with 100% employer match about $2,079,978 at 4% or $1,386,652 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-4$3,420,345$241,593$60,398iApproximate average salary by contribution assumption: employee only about $1,509,956 at 4% or $1,006,638 at 6%; with 50% employer match about $1,006,638 at 4% or $671,092 at 6%; with 100% employer match about $754,978 at 4% or $503,319 at 6%.
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN-4$1,800,559$424,000$106,000iApproximate average salary by contribution assumption: employee only about $2,650,000 at 4% or $1,766,667 at 6%; with 50% employer match about $1,766,667 at 4% or $1,177,778 at 6%; with 100% employer match about $1,325,000 at 4% or $883,333 at 6%.
202324$4,345,750$616,014$154,004iApproximate average salary by contribution assumption: employee only about $3,850,088 at 4% or $2,566,725 at 6%; with 50% employer match about $2,566,725 at 4% or $1,711,150 at 6%; with 100% employer match about $1,925,044 at 4% or $1,283,363 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-4$3,043,396$228,014$57,004iApproximate average salary by contribution assumption: employee only about $1,425,088 at 4% or $950,058 at 6%; with 50% employer match about $950,058 at 4% or $633,372 at 6%; with 100% employer match about $712,544 at 4% or $475,029 at 6%.
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN-4$1,302,354$388,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.
202224$3,402,739$519,242$129,811iApproximate average salary by contribution assumption: employee only about $3,245,263 at 4% or $2,163,508 at 6%; with 50% employer match about $2,163,508 at 4% or $1,442,339 at 6%; with 100% employer match about $1,622,631 at 4% or $1,081,754 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-4$2,544,464$173,733$43,433iApproximate average salary by contribution assumption: employee only about $1,085,831 at 4% or $723,888 at 6%; with 50% employer match about $723,888 at 4% or $482,592 at 6%; with 100% employer match about $542,916 at 4% or $361,944 at 6%.
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN-4$858,275$345,509$86,377iApproximate average salary by contribution assumption: employee only about $2,159,431 at 4% or $1,439,621 at 6%; with 50% employer match about $1,439,621 at 4% or $959,747 at 6%; with 100% employer match about $1,079,716 at 4% or $719,810 at 6%.
202123$3,093,796$504,222$168,074iApproximate average salary by contribution assumption: employee only about $4,201,850 at 4% or $2,801,233 at 6%; with 50% employer match about $2,801,233 at 4% or $1,867,489 at 6%; with 100% employer match about $2,100,925 at 4% or $1,400,617 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$2,572,771$164,222$54,741iApproximate average salary by contribution assumption: employee only about $1,368,517 at 4% or $912,344 at 6%; with 50% employer match about $912,344 at 4% or $608,230 at 6%; with 100% employer match about $684,258 at 4% or $456,172 at 6%.
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$521,025$340,000$113,333iApproximate average salary by contribution assumption: employee only about $2,833,333 at 4% or $1,888,889 at 6%; with 50% employer match about $1,888,889 at 4% or $1,259,259 at 6%; with 100% employer match about $1,416,667 at 4% or $944,444 at 6%.
202023$2,453,730$323,295$107,765iApproximate average salary by contribution assumption: employee only about $2,694,125 at 4% or $1,796,083 at 6%; with 50% employer match about $1,796,083 at 4% or $1,197,389 at 6%; with 100% employer match about $1,347,063 at 4% or $898,042 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$2,276,730$146,295$48,765iApproximate average salary by contribution assumption: employee only about $1,219,125 at 4% or $812,750 at 6%; with 50% employer match about $812,750 at 4% or $541,833 at 6%; with 100% employer match about $609,563 at 4% or $406,375 at 6%.
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$177,000$177,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201913$1,987,101$129,092$43,031iApproximate average salary by contribution assumption: employee only about $1,075,767 at 4% or $717,178 at 6%; with 50% employer match about $717,178 at 4% or $478,119 at 6%; with 100% employer match about $537,883 at 4% or $358,589 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,987,101$129,092$43,031iApproximate average salary by contribution assumption: employee only about $1,075,767 at 4% or $717,178 at 6%; with 50% employer match about $717,178 at 4% or $478,119 at 6%; with 100% employer match about $537,883 at 4% or $358,589 at 6%.
201813$1,684,965$126,069$42,023iApproximate average salary by contribution assumption: employee only about $1,050,575 at 4% or $700,383 at 6%; with 50% employer match about $700,383 at 4% or $466,922 at 6%; with 100% employer match about $525,288 at 4% or $350,192 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,684,965$126,069$42,023iApproximate average salary by contribution assumption: employee only about $1,050,575 at 4% or $700,383 at 6%; with 50% employer match about $700,383 at 4% or $466,922 at 6%; with 100% employer match about $525,288 at 4% or $350,192 at 6%.
201713$1,604,596$120,436$40,145iApproximate average salary by contribution assumption: employee only about $1,003,633 at 4% or $669,089 at 6%; with 50% employer match about $669,089 at 4% or $446,059 at 6%; with 100% employer match about $501,817 at 4% or $334,544 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,604,596$120,436$40,145iApproximate average salary by contribution assumption: employee only about $1,003,633 at 4% or $669,089 at 6%; with 50% employer match about $669,089 at 4% or $446,059 at 6%; with 100% employer match about $501,817 at 4% or $334,544 at 6%.
201613$1,375,567$174,011$58,004iApproximate average salary by contribution assumption: employee only about $1,450,092 at 4% or $966,728 at 6%; with 50% employer match about $966,728 at 4% or $644,485 at 6%; with 100% employer match about $725,046 at 4% or $483,364 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,375,567$174,011$58,004iApproximate average salary by contribution assumption: employee only about $1,450,092 at 4% or $966,728 at 6%; with 50% employer match about $966,728 at 4% or $644,485 at 6%; with 100% employer match about $725,046 at 4% or $483,364 at 6%.
201513$1,102,082$112,492$37,497iApproximate average salary by contribution assumption: employee only about $937,433 at 4% or $624,956 at 6%; with 50% employer match about $624,956 at 4% or $416,637 at 6%; with 100% employer match about $468,717 at 4% or $312,478 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,102,082$112,492$37,497iApproximate average salary by contribution assumption: employee only about $937,433 at 4% or $624,956 at 6%; with 50% employer match about $624,956 at 4% or $416,637 at 6%; with 100% employer match about $468,717 at 4% or $312,478 at 6%.
201413$1,057,012$106,792$35,597iApproximate average salary by contribution assumption: employee only about $889,933 at 4% or $593,289 at 6%; with 50% employer match about $593,289 at 4% or $395,526 at 6%; with 100% employer match about $444,967 at 4% or $296,644 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$1,057,012$106,792$35,597iApproximate average salary by contribution assumption: employee only about $889,933 at 4% or $593,289 at 6%; with 50% employer match about $593,289 at 4% or $395,526 at 6%; with 100% employer match about $444,967 at 4% or $296,644 at 6%.
201314$946,807$93,674$23,419iApproximate average salary by contribution assumption: employee only about $585,463 at 4% or $390,308 at 6%; with 50% employer match about $390,308 at 4% or $260,206 at 6%; with 100% employer match about $292,731 at 4% or $195,154 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-4$946,807$93,674$23,419iApproximate average salary by contribution assumption: employee only about $585,463 at 4% or $390,308 at 6%; with 50% employer match about $390,308 at 4% or $260,206 at 6%; with 100% employer match about $292,731 at 4% or $195,154 at 6%.
201213$813,612$79,030$26,343iApproximate average salary by contribution assumption: employee only about $658,583 at 4% or $439,056 at 6%; with 50% employer match about $439,056 at 4% or $292,704 at 6%; with 100% employer match about $329,292 at 4% or $219,528 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$813,612$79,030$26,343iApproximate average salary by contribution assumption: employee only about $658,583 at 4% or $439,056 at 6%; with 50% employer match about $439,056 at 4% or $292,704 at 6%; with 100% employer match about $329,292 at 4% or $219,528 at 6%.
201113$646,855$78,682$26,227iApproximate average salary by contribution assumption: employee only about $655,683 at 4% or $437,122 at 6%; with 50% employer match about $437,122 at 4% or $291,415 at 6%; with 100% employer match about $327,842 at 4% or $218,561 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$646,855$78,682$26,227iApproximate average salary by contribution assumption: employee only about $655,683 at 4% or $437,122 at 6%; with 50% employer match about $437,122 at 4% or $291,415 at 6%; with 100% employer match about $327,842 at 4% or $218,561 at 6%.
201023$578,727$522,800$174,267iApproximate average salary by contribution assumption: employee only about $4,356,667 at 4% or $2,904,444 at 6%; with 50% employer match about $2,904,444 at 4% or $1,936,296 at 6%; with 100% employer match about $2,178,333 at 4% or $1,452,222 at 6%.
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$578,727$522,800$174,267iApproximate average salary by contribution assumption: employee only about $4,356,667 at 4% or $2,904,444 at 6%; with 50% employer match about $2,904,444 at 4% or $1,936,296 at 6%; with 100% employer match about $2,178,333 at 4% or $1,452,222 at 6%.
Strategic Wealth Advisors LLC Money Purchase Pension Plan-0$0$0-
200913$474,094$3,150$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
Strategic Wealth Advisors LLC Money Purchase Pension Plan-3$474,094$3,150$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.