Civic Intelligence

The Access Strategies Fund Inc.

Plan context: The Access Strategies Fund Inc. 401(K) Plan

EIN 04-3464581 • Cambridge, MA • 16 filings • 2 plans

678 Massachusetts Ave.7th FloorCambridge, MA 02139
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$69,677

2024 Contributions

$519

Historical Graphs

Total Assets Over Time

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

$75,298$37,649$0200920162023YearValue
$69,677Latest year 2023

Participants Over Time

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

210200920162023YearValue
2Latest year 2023

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
202410$0$0-
The Access Strategies Fund Inc. 401(K) Plan-0$0--
202312$69,677$0-
The Access Strategies Fund Inc. 401(K) Plan-2$69,677--
202212$62,603$519$260iApproximate average salary by contribution assumption: employee only about $6,488 at 4% or $4,325 at 6%; with 50% employer match about $4,325 at 4% or $2,883 at 6%; with 100% employer match about $3,244 at 4% or $2,163 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$62,603$519$260iApproximate average salary by contribution assumption: employee only about $6,488 at 4% or $4,325 at 6%; with 50% employer match about $4,325 at 4% or $2,883 at 6%; with 100% employer match about $3,244 at 4% or $2,163 at 6%.
202112$75,298$8,571$4,286iApproximate average salary by contribution assumption: employee only about $107,138 at 4% or $71,425 at 6%; with 50% employer match about $71,425 at 4% or $47,617 at 6%; with 100% employer match about $53,569 at 4% or $35,713 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$75,298$8,571$4,286iApproximate average salary by contribution assumption: employee only about $107,138 at 4% or $71,425 at 6%; with 50% employer match about $71,425 at 4% or $47,617 at 6%; with 100% employer match about $53,569 at 4% or $35,713 at 6%.
202012$62,202$23,241$11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$62,202$23,241$11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%.
201911$32,939$16,548$16,548iApproximate average salary by contribution assumption: employee only about $413,700 at 4% or $275,800 at 6%; with 50% employer match about $275,800 at 4% or $183,867 at 6%; with 100% employer match about $206,850 at 4% or $137,900 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-1$32,939$16,548$16,548iApproximate average salary by contribution assumption: employee only about $413,700 at 4% or $275,800 at 6%; with 50% employer match about $275,800 at 4% or $183,867 at 6%; with 100% employer match about $206,850 at 4% or $137,900 at 6%.
201811$48,343$16,127$16,127iApproximate average salary by contribution assumption: employee only about $403,175 at 4% or $268,783 at 6%; with 50% employer match about $268,783 at 4% or $179,189 at 6%; with 100% employer match about $201,588 at 4% or $134,392 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-1$48,343$16,127$16,127iApproximate average salary by contribution assumption: employee only about $403,175 at 4% or $268,783 at 6%; with 50% employer match about $268,783 at 4% or $179,189 at 6%; with 100% employer match about $201,588 at 4% or $134,392 at 6%.
201711$35,635$16,267$16,267iApproximate average salary by contribution assumption: employee only about $406,675 at 4% or $271,117 at 6%; with 50% employer match about $271,117 at 4% or $180,744 at 6%; with 100% employer match about $203,338 at 4% or $135,558 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-1$35,635$16,267$16,267iApproximate average salary by contribution assumption: employee only about $406,675 at 4% or $271,117 at 6%; with 50% employer match about $271,117 at 4% or $180,744 at 6%; with 100% employer match about $203,338 at 4% or $135,558 at 6%.
201612$34,906$13,277$6,639iApproximate average salary by contribution assumption: employee only about $165,963 at 4% or $110,642 at 6%; with 50% employer match about $110,642 at 4% or $73,761 at 6%; with 100% employer match about $82,981 at 4% or $55,321 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$34,906$13,277$6,639iApproximate average salary by contribution assumption: employee only about $165,963 at 4% or $110,642 at 6%; with 50% employer match about $110,642 at 4% or $73,761 at 6%; with 100% employer match about $82,981 at 4% or $55,321 at 6%.
201512$25,270$6,163$3,082iApproximate average salary by contribution assumption: employee only about $77,038 at 4% or $51,358 at 6%; with 50% employer match about $51,358 at 4% or $34,239 at 6%; with 100% employer match about $38,519 at 4% or $25,679 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$25,270$6,163$3,082iApproximate average salary by contribution assumption: employee only about $77,038 at 4% or $51,358 at 6%; with 50% employer match about $51,358 at 4% or $34,239 at 6%; with 100% employer match about $38,519 at 4% or $25,679 at 6%.
201412$35,330$2,349$1,175iApproximate average salary by contribution assumption: employee only about $29,363 at 4% or $19,575 at 6%; with 50% employer match about $19,575 at 4% or $13,050 at 6%; with 100% employer match about $14,681 at 4% or $9,788 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$35,330$2,349$1,175iApproximate average salary by contribution assumption: employee only about $29,363 at 4% or $19,575 at 6%; with 50% employer match about $19,575 at 4% or $13,050 at 6%; with 100% employer match about $14,681 at 4% or $9,788 at 6%.
201312$32,299$2,264$1,132iApproximate average salary by contribution assumption: employee only about $28,300 at 4% or $18,867 at 6%; with 50% employer match about $18,867 at 4% or $12,578 at 6%; with 100% employer match about $14,150 at 4% or $9,433 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$32,299$2,264$1,132iApproximate average salary by contribution assumption: employee only about $28,300 at 4% or $18,867 at 6%; with 50% employer match about $18,867 at 4% or $12,578 at 6%; with 100% employer match about $14,150 at 4% or $9,433 at 6%.
201212$26,552$6,731$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$26,552$6,731$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
201112$18,193$6,755$3,378iApproximate average salary by contribution assumption: employee only about $84,438 at 4% or $56,292 at 6%; with 50% employer match about $56,292 at 4% or $37,528 at 6%; with 100% employer match about $42,219 at 4% or $28,146 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$18,193$6,755$3,378iApproximate average salary by contribution assumption: employee only about $84,438 at 4% or $56,292 at 6%; with 50% employer match about $56,292 at 4% or $37,528 at 6%; with 100% employer match about $42,219 at 4% or $28,146 at 6%.
201012$12,070$6,498$3,249iApproximate average salary by contribution assumption: employee only about $81,225 at 4% or $54,150 at 6%; with 50% employer match about $54,150 at 4% or $36,100 at 6%; with 100% employer match about $40,613 at 4% or $27,075 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$12,070$6,498$3,249iApproximate average salary by contribution assumption: employee only about $81,225 at 4% or $54,150 at 6%; with 50% employer match about $54,150 at 4% or $36,100 at 6%; with 100% employer match about $40,613 at 4% or $27,075 at 6%.
200912$4,662$4,658$2,329iApproximate average salary by contribution assumption: employee only about $58,225 at 4% or $38,817 at 6%; with 50% employer match about $38,817 at 4% or $25,878 at 6%; with 100% employer match about $29,113 at 4% or $19,408 at 6%.
The Access Strategies Fund Inc. 401(K) Plan-2$4,662$4,658$2,329iApproximate average salary by contribution assumption: employee only about $58,225 at 4% or $38,817 at 6%; with 50% employer match about $38,817 at 4% or $25,878 at 6%; with 100% employer match about $29,113 at 4% or $19,408 at 6%.