Strategy Analytics, Inc.
Plan context: Strategy Analytics 401K Profit Sharing Plan
EIN 04-3330187 • Needham, MA • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
43
2025 Assets
$4,684,577
2025 Contributions
$453,149
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 43 | $4,684,577 | $453,149 | $10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,639 at 6%; with 50% employer match about $175,639 at 4% or $117,093 at 6%; with 100% employer match about $131,729 at 4% or $87,820 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 43 | $4,684,577 | $453,149 | $10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,639 at 6%; with 50% employer match about $175,639 at 4% or $117,093 at 6%; with 100% employer match about $131,729 at 4% or $87,820 at 6%. |
| 2022 | 1 | 43 | $4,684,577 | $453,149 | $10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,639 at 6%; with 50% employer match about $175,639 at 4% or $117,093 at 6%; with 100% employer match about $131,729 at 4% or $87,820 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 43 | $4,684,577 | $453,149 | $10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,639 at 6%; with 50% employer match about $175,639 at 4% or $117,093 at 6%; with 100% employer match about $131,729 at 4% or $87,820 at 6%. |
| 2021 | 1 | 41 | $6,596,526 | $362,695 | $8,846iApproximate average salary by contribution assumption: employee only about $221,155 at 4% or $147,437 at 6%; with 50% employer match about $147,437 at 4% or $98,291 at 6%; with 100% employer match about $110,578 at 4% or $73,718 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 41 | $6,596,526 | $362,695 | $8,846iApproximate average salary by contribution assumption: employee only about $221,155 at 4% or $147,437 at 6%; with 50% employer match about $147,437 at 4% or $98,291 at 6%; with 100% employer match about $110,578 at 4% or $73,718 at 6%. |
| 2020 | 1 | 44 | $5,569,398 | $338,745 | $7,699iApproximate average salary by contribution assumption: employee only about $192,469 at 4% or $128,313 at 6%; with 50% employer match about $128,313 at 4% or $85,542 at 6%; with 100% employer match about $96,234 at 4% or $64,156 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 44 | $5,569,398 | $338,745 | $7,699iApproximate average salary by contribution assumption: employee only about $192,469 at 4% or $128,313 at 6%; with 50% employer match about $128,313 at 4% or $85,542 at 6%; with 100% employer match about $96,234 at 4% or $64,156 at 6%. |
| 2019 | 1 | 44 | $4,584,928 | $364,571 | $8,286iApproximate average salary by contribution assumption: employee only about $207,143 at 4% or $138,095 at 6%; with 50% employer match about $138,095 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,048 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 44 | $4,584,928 | $364,571 | $8,286iApproximate average salary by contribution assumption: employee only about $207,143 at 4% or $138,095 at 6%; with 50% employer match about $138,095 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,048 at 6%. |
| 2018 | 1 | 43 | $3,696,525 | $316,599 | $7,363iApproximate average salary by contribution assumption: employee only about $184,069 at 4% or $122,713 at 6%; with 50% employer match about $122,713 at 4% or $81,809 at 6%; with 100% employer match about $92,035 at 4% or $61,356 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 43 | $3,696,525 | $316,599 | $7,363iApproximate average salary by contribution assumption: employee only about $184,069 at 4% or $122,713 at 6%; with 50% employer match about $122,713 at 4% or $81,809 at 6%; with 100% employer match about $92,035 at 4% or $61,356 at 6%. |
| 2017 | 1 | 31 | $3,644,865 | $302,239 | $9,750iApproximate average salary by contribution assumption: employee only about $243,741 at 4% or $162,494 at 6%; with 50% employer match about $162,494 at 4% or $108,329 at 6%; with 100% employer match about $121,871 at 4% or $81,247 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 31 | $3,644,865 | $302,239 | $9,750iApproximate average salary by contribution assumption: employee only about $243,741 at 4% or $162,494 at 6%; with 50% employer match about $162,494 at 4% or $108,329 at 6%; with 100% employer match about $121,871 at 4% or $81,247 at 6%. |
| 2016 | 1 | 31 | $3,172,078 | $1,009,073 | $32,551iApproximate average salary by contribution assumption: employee only about $813,769 at 4% or $542,512 at 6%; with 50% employer match about $542,512 at 4% or $361,675 at 6%; with 100% employer match about $406,884 at 4% or $271,256 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 31 | $3,172,078 | $1,009,073 | $32,551iApproximate average salary by contribution assumption: employee only about $813,769 at 4% or $542,512 at 6%; with 50% employer match about $542,512 at 4% or $361,675 at 6%; with 100% employer match about $406,884 at 4% or $271,256 at 6%. |
| 2015 | 1 | 31 | $2,508,456 | $393,765 | $12,702iApproximate average salary by contribution assumption: employee only about $317,552 at 4% or $211,702 at 6%; with 50% employer match about $211,702 at 4% or $141,134 at 6%; with 100% employer match about $158,776 at 4% or $105,851 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 31 | $2,508,456 | $393,765 | $12,702iApproximate average salary by contribution assumption: employee only about $317,552 at 4% or $211,702 at 6%; with 50% employer match about $211,702 at 4% or $141,134 at 6%; with 100% employer match about $158,776 at 4% or $105,851 at 6%. |
| 2014 | 1 | 31 | $2,535,581 | $301,191 | $9,716iApproximate average salary by contribution assumption: employee only about $242,896 at 4% or $161,931 at 6%; with 50% employer match about $161,931 at 4% or $107,954 at 6%; with 100% employer match about $121,448 at 4% or $80,965 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 31 | $2,535,581 | $301,191 | $9,716iApproximate average salary by contribution assumption: employee only about $242,896 at 4% or $161,931 at 6%; with 50% employer match about $161,931 at 4% or $107,954 at 6%; with 100% employer match about $121,448 at 4% or $80,965 at 6%. |
| 2013 | 1 | 30 | $2,195,476 | $251,493 | $8,383iApproximate average salary by contribution assumption: employee only about $209,578 at 4% or $139,718 at 6%; with 50% employer match about $139,718 at 4% or $93,146 at 6%; with 100% employer match about $104,789 at 4% or $69,859 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 30 | $2,195,476 | $251,493 | $8,383iApproximate average salary by contribution assumption: employee only about $209,578 at 4% or $139,718 at 6%; with 50% employer match about $139,718 at 4% or $93,146 at 6%; with 100% employer match about $104,789 at 4% or $69,859 at 6%. |
| 2012 | 1 | 28 | $1,789,971 | $311,410 | $11,122iApproximate average salary by contribution assumption: employee only about $278,045 at 4% or $185,363 at 6%; with 50% employer match about $185,363 at 4% or $123,575 at 6%; with 100% employer match about $139,022 at 4% or $92,682 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 28 | $1,789,971 | $311,410 | $11,122iApproximate average salary by contribution assumption: employee only about $278,045 at 4% or $185,363 at 6%; with 50% employer match about $185,363 at 4% or $123,575 at 6%; with 100% employer match about $139,022 at 4% or $92,682 at 6%. |
| 2011 | 1 | 26 | $1,857,868 | $217,646 | $8,371iApproximate average salary by contribution assumption: employee only about $209,275 at 4% or $139,517 at 6%; with 50% employer match about $139,517 at 4% or $93,011 at 6%; with 100% employer match about $104,638 at 4% or $69,758 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 26 | $1,857,868 | $217,646 | $8,371iApproximate average salary by contribution assumption: employee only about $209,275 at 4% or $139,517 at 6%; with 50% employer match about $139,517 at 4% or $93,011 at 6%; with 100% employer match about $104,638 at 4% or $69,758 at 6%. |
| 2010 | 1 | 25 | $1,717,585 | $258,754 | $10,350iApproximate average salary by contribution assumption: employee only about $258,754 at 4% or $172,503 at 6%; with 50% employer match about $172,503 at 4% or $115,002 at 6%; with 100% employer match about $129,377 at 4% or $86,251 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 25 | $1,717,585 | $258,754 | $10,350iApproximate average salary by contribution assumption: employee only about $258,754 at 4% or $172,503 at 6%; with 50% employer match about $172,503 at 4% or $115,002 at 6%; with 100% employer match about $129,377 at 4% or $86,251 at 6%. |
| 2009 | 1 | 26 | $1,283,931 | $185,552 | $7,137iApproximate average salary by contribution assumption: employee only about $178,415 at 4% or $118,944 at 6%; with 50% employer match about $118,944 at 4% or $79,296 at 6%; with 100% employer match about $89,208 at 4% or $59,472 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 26 | $1,283,931 | $185,552 | $7,137iApproximate average salary by contribution assumption: employee only about $178,415 at 4% or $118,944 at 6%; with 50% employer match about $118,944 at 4% or $79,296 at 6%; with 100% employer match about $89,208 at 4% or $59,472 at 6%. |
| 2008 | 1 | 22 | $952,308 | $144,654 | $6,575iApproximate average salary by contribution assumption: employee only about $164,380 at 4% or $109,586 at 6%; with 50% employer match about $109,586 at 4% or $73,058 at 6%; with 100% employer match about $82,190 at 4% or $54,793 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 22 | $952,308 | $144,654 | $6,575iApproximate average salary by contribution assumption: employee only about $164,380 at 4% or $109,586 at 6%; with 50% employer match about $109,586 at 4% or $73,058 at 6%; with 100% employer match about $82,190 at 4% or $54,793 at 6%. |
| 2007 | 1 | 17 | $1,186,062 | $137,844 | $8,108iApproximate average salary by contribution assumption: employee only about $202,712 at 4% or $135,141 at 6%; with 50% employer match about $135,141 at 4% or $90,094 at 6%; with 100% employer match about $101,356 at 4% or $67,571 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 17 | $1,186,062 | $137,844 | $8,108iApproximate average salary by contribution assumption: employee only about $202,712 at 4% or $135,141 at 6%; with 50% employer match about $135,141 at 4% or $90,094 at 6%; with 100% employer match about $101,356 at 4% or $67,571 at 6%. |
| 2006 | 1 | 17 | $948,914 | $124,907 | $7,347iApproximate average salary by contribution assumption: employee only about $183,687 at 4% or $122,458 at 6%; with 50% employer match about $122,458 at 4% or $81,639 at 6%; with 100% employer match about $91,843 at 4% or $61,229 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 17 | $948,914 | $124,907 | $7,347iApproximate average salary by contribution assumption: employee only about $183,687 at 4% or $122,458 at 6%; with 50% employer match about $122,458 at 4% or $81,639 at 6%; with 100% employer match about $91,843 at 4% or $61,229 at 6%. |
| 2005 | 1 | 18 | $769,929 | $115,320 | $6,407iApproximate average salary by contribution assumption: employee only about $160,167 at 4% or $106,778 at 6%; with 50% employer match about $106,778 at 4% or $71,185 at 6%; with 100% employer match about $80,083 at 4% or $53,389 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 18 | $769,929 | $115,320 | $6,407iApproximate average salary by contribution assumption: employee only about $160,167 at 4% or $106,778 at 6%; with 50% employer match about $106,778 at 4% or $71,185 at 6%; with 100% employer match about $80,083 at 4% or $53,389 at 6%. |
| 2004 | 1 | 18 | $606,287 | $98,834 | $5,491iApproximate average salary by contribution assumption: employee only about $137,269 at 4% or $91,513 at 6%; with 50% employer match about $91,513 at 4% or $61,009 at 6%; with 100% employer match about $68,635 at 4% or $45,756 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 18 | $606,287 | $98,834 | $5,491iApproximate average salary by contribution assumption: employee only about $137,269 at 4% or $91,513 at 6%; with 50% employer match about $91,513 at 4% or $61,009 at 6%; with 100% employer match about $68,635 at 4% or $45,756 at 6%. |
| 2003 | 1 | 15 | $457,750 | $87,580 | $5,839iApproximate average salary by contribution assumption: employee only about $145,967 at 4% or $97,311 at 6%; with 50% employer match about $97,311 at 4% or $64,874 at 6%; with 100% employer match about $72,983 at 4% or $48,656 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 15 | $457,750 | $87,580 | $5,839iApproximate average salary by contribution assumption: employee only about $145,967 at 4% or $97,311 at 6%; with 50% employer match about $97,311 at 4% or $64,874 at 6%; with 100% employer match about $72,983 at 4% or $48,656 at 6%. |
| 2002 | 1 | 11 | $285,564 | $73,436 | $6,676iApproximate average salary by contribution assumption: employee only about $166,900 at 4% or $111,267 at 6%; with 50% employer match about $111,267 at 4% or $74,178 at 6%; with 100% employer match about $83,450 at 4% or $55,633 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 11 | $285,564 | $73,436 | $6,676iApproximate average salary by contribution assumption: employee only about $166,900 at 4% or $111,267 at 6%; with 50% employer match about $111,267 at 4% or $74,178 at 6%; with 100% employer match about $83,450 at 4% or $55,633 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Strategy Analytics 401K Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 12 | $268,438 | $65,123 | $5,427iApproximate average salary by contribution assumption: employee only about $135,673 at 4% or $90,449 at 6%; with 50% employer match about $90,449 at 4% or $60,299 at 6%; with 100% employer match about $67,836 at 4% or $45,224 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 12 | $268,438 | $65,123 | $5,427iApproximate average salary by contribution assumption: employee only about $135,673 at 4% or $90,449 at 6%; with 50% employer match about $90,449 at 4% or $60,299 at 6%; with 100% employer match about $67,836 at 4% or $45,224 at 6%. |
| 1999 | 1 | 8 | $229,178 | $142,806 | $17,851iApproximate average salary by contribution assumption: employee only about $446,269 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,134 at 4% or $148,756 at 6%. |
| Strategy Analytics 401K Profit Sharing Plan | - | 8 | $229,178 | $142,806 | $17,851iApproximate average salary by contribution assumption: employee only about $446,269 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,134 at 4% or $148,756 at 6%. |