Civic Intelligence

STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS

Plan context: Strategic Wealth Management Inc. Profit Sharing & 401K Plan

EIN 91-1510392 • Tucson, AZ • 25 filings • 2 plans

4729 E. Sunrise Drive, Pmb 334Tucson, AZ 85718
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$1,659,461

2023 Contributions

$190,475

Historical Graphs

Total Assets Over Time

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

$1,693,611$846,806$0199920122022YearValue
$1,659,461Latest year 2022

Participants Over Time

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

1370199920112022YearValue
5Latest year 2022

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
202310$0$0-
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-0$0$0-
202215$1,659,461$190,475$38,095iApproximate average salary by contribution assumption: employee only about $952,375 at 4% or $634,917 at 6%; with 50% employer match about $634,917 at 4% or $423,278 at 6%; with 100% employer match about $476,188 at 4% or $317,458 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-5$1,659,461$190,475$38,095iApproximate average salary by contribution assumption: employee only about $952,375 at 4% or $634,917 at 6%; with 50% employer match about $634,917 at 4% or $423,278 at 6%; with 100% employer match about $476,188 at 4% or $317,458 at 6%.
202116$1,693,611$187,475$31,246iApproximate average salary by contribution assumption: employee only about $781,146 at 4% or $520,764 at 6%; with 50% employer match about $520,764 at 4% or $347,176 at 6%; with 100% employer match about $390,573 at 4% or $260,382 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-6$1,693,611$187,475$31,246iApproximate average salary by contribution assumption: employee only about $781,146 at 4% or $520,764 at 6%; with 50% employer match about $520,764 at 4% or $347,176 at 6%; with 100% employer match about $390,573 at 4% or $260,382 at 6%.
202019$1,434,359$200,225$22,247iApproximate average salary by contribution assumption: employee only about $556,181 at 4% or $370,787 at 6%; with 50% employer match about $370,787 at 4% or $247,191 at 6%; with 100% employer match about $278,090 at 4% or $185,394 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-9$1,434,359$200,225$22,247iApproximate average salary by contribution assumption: employee only about $556,181 at 4% or $370,787 at 6%; with 50% employer match about $370,787 at 4% or $247,191 at 6%; with 100% employer match about $278,090 at 4% or $185,394 at 6%.
201919$1,214,653$187,470$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-9$1,214,653$187,470$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
2018110$933,068$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$933,068$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
2017110$1,021,350$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$1,021,350$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
2016110$919,772$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$919,772$6,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
2015110$928,544$140,497$14,050iApproximate average salary by contribution assumption: employee only about $351,243 at 4% or $234,162 at 6%; with 50% employer match about $234,162 at 4% or $156,108 at 6%; with 100% employer match about $175,621 at 4% or $117,081 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$928,544$140,497$14,050iApproximate average salary by contribution assumption: employee only about $351,243 at 4% or $234,162 at 6%; with 50% employer match about $234,162 at 4% or $156,108 at 6%; with 100% employer match about $175,621 at 4% or $117,081 at 6%.
2014110$821,549$137,799$13,780iApproximate average salary by contribution assumption: employee only about $344,498 at 4% or $229,665 at 6%; with 50% employer match about $229,665 at 4% or $153,110 at 6%; with 100% employer match about $172,249 at 4% or $114,833 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$821,549$137,799$13,780iApproximate average salary by contribution assumption: employee only about $344,498 at 4% or $229,665 at 6%; with 50% employer match about $229,665 at 4% or $153,110 at 6%; with 100% employer match about $172,249 at 4% or $114,833 at 6%.
2013111$698,195$131,373$11,943iApproximate average salary by contribution assumption: employee only about $298,575 at 4% or $199,050 at 6%; with 50% employer match about $199,050 at 4% or $132,700 at 6%; with 100% employer match about $149,288 at 4% or $99,525 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-11$698,195$131,373$11,943iApproximate average salary by contribution assumption: employee only about $298,575 at 4% or $199,050 at 6%; with 50% employer match about $199,050 at 4% or $132,700 at 6%; with 100% employer match about $149,288 at 4% or $99,525 at 6%.
2012111$543,463$129,218$11,747iApproximate average salary by contribution assumption: employee only about $293,677 at 4% or $195,785 at 6%; with 50% employer match about $195,785 at 4% or $130,523 at 6%; with 100% employer match about $146,839 at 4% or $97,892 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-11$543,463$129,218$11,747iApproximate average salary by contribution assumption: employee only about $293,677 at 4% or $195,785 at 6%; with 50% employer match about $195,785 at 4% or $130,523 at 6%; with 100% employer match about $146,839 at 4% or $97,892 at 6%.
2011111$400,261$98,411$8,946iApproximate average salary by contribution assumption: employee only about $223,661 at 4% or $149,108 at 6%; with 50% employer match about $149,108 at 4% or $99,405 at 6%; with 100% employer match about $111,831 at 4% or $74,554 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-11$400,261$98,411$8,946iApproximate average salary by contribution assumption: employee only about $223,661 at 4% or $149,108 at 6%; with 50% employer match about $149,108 at 4% or $99,405 at 6%; with 100% employer match about $111,831 at 4% or $74,554 at 6%.
2010110$328,621$33,150$3,315iApproximate average salary by contribution assumption: employee only about $82,875 at 4% or $55,250 at 6%; with 50% employer match about $55,250 at 4% or $36,833 at 6%; with 100% employer match about $41,438 at 4% or $27,625 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$328,621$33,150$3,315iApproximate average salary by contribution assumption: employee only about $82,875 at 4% or $55,250 at 6%; with 50% employer match about $55,250 at 4% or $36,833 at 6%; with 100% employer match about $41,438 at 4% or $27,625 at 6%.
200919$252,798$2,400$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-9$252,798$2,400$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
200818$366,424$3,680$460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-8$366,424$3,680$460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%.
200718$0$0-
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-8---
200617$759,167$51,260$7,323iApproximate average salary by contribution assumption: employee only about $183,071 at 4% or $122,048 at 6%; with 50% employer match about $122,048 at 4% or $81,365 at 6%; with 100% employer match about $91,536 at 4% or $61,024 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-7$759,167$51,260$7,323iApproximate average salary by contribution assumption: employee only about $183,071 at 4% or $122,048 at 6%; with 50% employer match about $122,048 at 4% or $81,365 at 6%; with 100% employer match about $91,536 at 4% or $61,024 at 6%.
2005112$626,554$66,538$5,545iApproximate average salary by contribution assumption: employee only about $138,621 at 4% or $92,414 at 6%; with 50% employer match about $92,414 at 4% or $61,609 at 6%; with 100% employer match about $69,310 at 4% or $46,207 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-12$626,554$66,538$5,545iApproximate average salary by contribution assumption: employee only about $138,621 at 4% or $92,414 at 6%; with 50% employer match about $92,414 at 4% or $61,609 at 6%; with 100% employer match about $69,310 at 4% or $46,207 at 6%.
2004112$519,211$47,095$3,925iApproximate average salary by contribution assumption: employee only about $98,115 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,705 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-12$519,211$47,095$3,925iApproximate average salary by contribution assumption: employee only about $98,115 at 4% or $65,410 at 6%; with 50% employer match about $65,410 at 4% or $43,606 at 6%; with 100% employer match about $49,057 at 4% or $32,705 at 6%.
2003113$470,725$56,971$4,382iApproximate average salary by contribution assumption: employee only about $109,560 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-13$470,725$56,971$4,382iApproximate average salary by contribution assumption: employee only about $109,560 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%.
2002112$324,441$85,120$7,093iApproximate average salary by contribution assumption: employee only about $177,333 at 4% or $118,222 at 6%; with 50% employer match about $118,222 at 4% or $78,815 at 6%; with 100% employer match about $88,667 at 4% or $59,111 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-12$324,441$85,120$7,093iApproximate average salary by contribution assumption: employee only about $177,333 at 4% or $118,222 at 6%; with 50% employer match about $118,222 at 4% or $78,815 at 6%; with 100% employer match about $88,667 at 4% or $59,111 at 6%.
2001111$0$0-
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-11---
2000110$266,527$92,430$9,243iApproximate average salary by contribution assumption: employee only about $231,075 at 4% or $154,050 at 6%; with 50% employer match about $154,050 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-10$266,527$92,430$9,243iApproximate average salary by contribution assumption: employee only about $231,075 at 4% or $154,050 at 6%; with 50% employer match about $154,050 at 4% or $102,700 at 6%; with 100% employer match about $115,538 at 4% or $77,025 at 6%.
1999111$234,413$118,781$10,798iApproximate average salary by contribution assumption: employee only about $269,957 at 4% or $179,971 at 6%; with 50% employer match about $179,971 at 4% or $119,981 at 6%; with 100% employer match about $134,978 at 4% or $89,986 at 6%.
Strategic Wealth Management Inc. Profit Sharing & 401K Plan-11$234,413$118,781$10,798iApproximate average salary by contribution assumption: employee only about $269,957 at 4% or $179,971 at 6%; with 50% employer match about $179,971 at 4% or $119,981 at 6%; with 100% employer match about $134,978 at 4% or $89,986 at 6%.