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401k Sponsoring company profile

STRATEGIC EQUITY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC EQUITY MANAGEMENT, INC.
Employer identification number (EIN):860708597
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Mailing Address
6969 E. SUNRISE DR SUITE 200
TUCSON
AZ
85750
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
6969 E. SUNRISE DR. SUITE 200
TUCSON
AZ
85750
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Mailing Address
7367 E TANQUE VERDE
TUCSON
AZ
85715
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
7367 E TANQUE VERDE
TUCSON
AZ
85715
Date first seen: 2007-01-01
Date last seen: 2024-06-30

STRATEGIC EQUITY MANAGEMENT, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002STRATEGIC EQUITY MANAGEMENT, INC. 401(K) PLAN2015-01-01 2012-01-01
001STRATEGIC EQUITY MANAGEMENT, INC. RETIREMENT PLAN2015-01-01 2012-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2018-04-12Employer Contributions $ 500,000
2018-04-12Employee Contributions $ 500,000
2016-11-18Employer Contributions $ 200,000
2016-11-18Employee Contributions $ 200,000
2016-05-03Employer Contributions $ 300,000
2016-05-03Employee Contributions $ 300,000
2015-12-03Employer Contributions $ 300,000 8 $ 37,500
2015-12-03Employee Contributions $ 300,000 8 $ 37,500
2015-02-13Employer Contributions $ 200,000 8 $ 25,000
2015-02-13Employee Contributions $ 200,000 8 $ 25,000
2014-04-30Employer Contributions $ 300,000 4 $ 75,000
2014-04-30Employee Contributions $ 300,000 4 $ 75,000
2014-03-31Employer Contributions $ 250,000 4 $ 62,500
2014-03-31Employee Contributions $ 250,000 4 $ 62,500
2013-07-24Employer Contributions $ 200,000 8 $ 25,000
2013-07-24Employee Contributions $ 200,000 8 $ 25,000
2013-02-08Employer Contributions $ 462,919 8 $ 57,865
2013-02-08Employee Contributions $ 462,919 8 $ 57,865

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