STRATEGIC DESIGNWORKS, INC.
Plan context: Financial Concepts Inc. Profit Sharing Plan
EIN 04-2501264 • North Reading, MA • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$74,917
2020 Contributions
$169,722
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 1 | $74,917 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 1 | $74,917 | $0 | - |
| 2018 | 1 | 2 | $84,172 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 2 | $84,172 | $0 | - |
| 2017 | 1 | 2 | $83,343 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 2 | $83,343 | $0 | - |
| 2016 | 1 | 2 | $83,965 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 2 | $83,965 | $0 | - |
| 2015 | 1 | 3 | $85,395 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 3 | $85,395 | $0 | - |
| 2014 | 1 | 4 | $106,865 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 4 | $106,865 | $0 | - |
| 2013 | 1 | 7 | $225,841 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 7 | $225,841 | $0 | - |
| 2012 | 1 | 11 | $1,022,489 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 11 | $1,022,489 | $0 | - |
| 2011 | 1 | 12 | $947,891 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 12 | $947,891 | $0 | - |
| 2010 | 1 | 13 | $961,859 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 13 | $961,859 | $0 | - |
| 2009 | 1 | 16 | $942,786 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 16 | $942,786 | $0 | - |
| 2008 | 1 | 9 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 18 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 18 | - | - | - |
| 2006 | 1 | 15 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 15 | - | - | - |
| 2005 | 1 | 16 | $4,059,062 | $169,722 | $10,608iApproximate average salary by contribution assumption: employee only about $265,191 at 4% or $176,794 at 6%; with 50% employer match about $176,794 at 4% or $117,863 at 6%; with 100% employer match about $132,595 at 4% or $88,397 at 6%. |
| Financial Concepts Inc. Profit Sharing Plan | - | 16 | $4,059,062 | $169,722 | $10,608iApproximate average salary by contribution assumption: employee only about $265,191 at 4% or $176,794 at 6%; with 50% employer match about $176,794 at 4% or $117,863 at 6%; with 100% employer match about $132,595 at 4% or $88,397 at 6%. |
| 2004 | 1 | 15 | $3,950,499 | $91,392 | $6,093iApproximate average salary by contribution assumption: employee only about $152,320 at 4% or $101,547 at 6%; with 50% employer match about $101,547 at 4% or $67,698 at 6%; with 100% employer match about $76,160 at 4% or $50,773 at 6%. |
| Financial Concepts Inc. Profit Sharing Plan | - | 15 | $3,950,499 | $91,392 | $6,093iApproximate average salary by contribution assumption: employee only about $152,320 at 4% or $101,547 at 6%; with 50% employer match about $101,547 at 4% or $67,698 at 6%; with 100% employer match about $76,160 at 4% or $50,773 at 6%. |
| 2003 | 1 | 15 | $3,765,549 | $86,667 | $5,778iApproximate average salary by contribution assumption: employee only about $144,445 at 4% or $96,297 at 6%; with 50% employer match about $96,297 at 4% or $64,198 at 6%; with 100% employer match about $72,223 at 4% or $48,148 at 6%. |
| Financial Concepts Inc. Profit Sharing Plan | - | 15 | $3,765,549 | $86,667 | $5,778iApproximate average salary by contribution assumption: employee only about $144,445 at 4% or $96,297 at 6%; with 50% employer match about $96,297 at 4% or $64,198 at 6%; with 100% employer match about $72,223 at 4% or $48,148 at 6%. |
| 2002 | 1 | 18 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 18 | - | - | - |
| 2001 | 1 | 19 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 19 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Financial Concepts Inc. Profit Sharing Plan | - | 18 | - | - | - |
| 1999 | 1 | 20 | $4,427,535 | $211,576 | $10,579iApproximate average salary by contribution assumption: employee only about $264,470 at 4% or $176,313 at 6%; with 50% employer match about $176,313 at 4% or $117,542 at 6%; with 100% employer match about $132,235 at 4% or $88,157 at 6%. |
| Financial Concepts Inc. Profit Sharing Plan | - | 20 | $4,427,535 | $211,576 | $10,579iApproximate average salary by contribution assumption: employee only about $264,470 at 4% or $176,313 at 6%; with 50% employer match about $176,313 at 4% or $117,542 at 6%; with 100% employer match about $132,235 at 4% or $88,157 at 6%. |