Strategy Mortgage Corp
Plan context: Strategy Mortgage Corp 401K Retirement Plan
EIN 06-1408709 • Greenwich, CT • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$715,945
2024 Contributions
$1,800
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $715,945 | $1,800 | $360iApproximate average salary by contribution assumption: employee only about $9,000 at 4% or $6,000 at 6%; with 50% employer match about $6,000 at 4% or $4,000 at 6%; with 100% employer match about $4,500 at 4% or $3,000 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $715,945 | $1,800 | $360iApproximate average salary by contribution assumption: employee only about $9,000 at 4% or $6,000 at 6%; with 50% employer match about $6,000 at 4% or $4,000 at 6%; with 100% employer match about $4,500 at 4% or $3,000 at 6%. |
| 2023 | 1 | 5 | $674,735 | $9,678 | $1,936iApproximate average salary by contribution assumption: employee only about $48,390 at 4% or $32,260 at 6%; with 50% employer match about $32,260 at 4% or $21,507 at 6%; with 100% employer match about $24,195 at 4% or $16,130 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $674,735 | $9,678 | $1,936iApproximate average salary by contribution assumption: employee only about $48,390 at 4% or $32,260 at 6%; with 50% employer match about $32,260 at 4% or $21,507 at 6%; with 100% employer match about $24,195 at 4% or $16,130 at 6%. |
| 2022 | 1 | 6 | $631,243 | $59,401 | $9,900iApproximate average salary by contribution assumption: employee only about $247,504 at 4% or $165,003 at 6%; with 50% employer match about $165,003 at 4% or $110,002 at 6%; with 100% employer match about $123,752 at 4% or $82,501 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 6 | $631,243 | $59,401 | $9,900iApproximate average salary by contribution assumption: employee only about $247,504 at 4% or $165,003 at 6%; with 50% employer match about $165,003 at 4% or $110,002 at 6%; with 100% employer match about $123,752 at 4% or $82,501 at 6%. |
| 2021 | 1 | 6 | $705,528 | $76,632 | $12,772iApproximate average salary by contribution assumption: employee only about $319,300 at 4% or $212,867 at 6%; with 50% employer match about $212,867 at 4% or $141,911 at 6%; with 100% employer match about $159,650 at 4% or $106,433 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 6 | $705,528 | $76,632 | $12,772iApproximate average salary by contribution assumption: employee only about $319,300 at 4% or $212,867 at 6%; with 50% employer match about $212,867 at 4% or $141,911 at 6%; with 100% employer match about $159,650 at 4% or $106,433 at 6%. |
| 2020 | 1 | 5 | $622,364 | $0 | - |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $622,364 | - | - |
| 2019 | 1 | 5 | $584,471 | $0 | - |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $584,471 | - | - |
| 2018 | 1 | 5 | $570,378 | $0 | - |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $570,378 | - | - |
| 2017 | 1 | 7 | $642,472 | $1 | $0iApproximate average salary by contribution assumption: employee only about $4 at 4% or $2 at 6%; with 50% employer match about $2 at 4% or $2 at 6%; with 100% employer match about $2 at 4% or $1 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $642,472 | $1 | $0iApproximate average salary by contribution assumption: employee only about $4 at 4% or $2 at 6%; with 50% employer match about $2 at 4% or $2 at 6%; with 100% employer match about $2 at 4% or $1 at 6%. |
| 2016 | 1 | 7 | $658,742 | $26,198 | $3,743iApproximate average salary by contribution assumption: employee only about $93,564 at 4% or $62,376 at 6%; with 50% employer match about $62,376 at 4% or $41,584 at 6%; with 100% employer match about $46,782 at 4% or $31,188 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $658,742 | $26,198 | $3,743iApproximate average salary by contribution assumption: employee only about $93,564 at 4% or $62,376 at 6%; with 50% employer match about $62,376 at 4% or $41,584 at 6%; with 100% employer match about $46,782 at 4% or $31,188 at 6%. |
| 2015 | 1 | 7 | $651,884 | $26,950 | $3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $651,884 | $26,950 | $3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%. |
| 2014 | 1 | 6 | $645,498 | $27,170 | $4,528iApproximate average salary by contribution assumption: employee only about $113,208 at 4% or $75,472 at 6%; with 50% employer match about $75,472 at 4% or $50,315 at 6%; with 100% employer match about $56,604 at 4% or $37,736 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 6 | $645,498 | $27,170 | $4,528iApproximate average salary by contribution assumption: employee only about $113,208 at 4% or $75,472 at 6%; with 50% employer match about $75,472 at 4% or $50,315 at 6%; with 100% employer match about $56,604 at 4% or $37,736 at 6%. |
| 2013 | 1 | 7 | $1,160,024 | $100,200 | $14,314iApproximate average salary by contribution assumption: employee only about $357,857 at 4% or $238,571 at 6%; with 50% employer match about $238,571 at 4% or $159,048 at 6%; with 100% employer match about $178,929 at 4% or $119,286 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $1,160,024 | $100,200 | $14,314iApproximate average salary by contribution assumption: employee only about $357,857 at 4% or $238,571 at 6%; with 50% employer match about $238,571 at 4% or $159,048 at 6%; with 100% employer match about $178,929 at 4% or $119,286 at 6%. |
| 2012 | 1 | 7 | $1,077,736 | $206,600 | $29,514iApproximate average salary by contribution assumption: employee only about $737,857 at 4% or $491,905 at 6%; with 50% employer match about $491,905 at 4% or $327,937 at 6%; with 100% employer match about $368,929 at 4% or $245,952 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $1,077,736 | $206,600 | $29,514iApproximate average salary by contribution assumption: employee only about $737,857 at 4% or $491,905 at 6%; with 50% employer match about $491,905 at 4% or $327,937 at 6%; with 100% employer match about $368,929 at 4% or $245,952 at 6%. |
| 2011 | 1 | 7 | $887,374 | $116,500 | $16,643iApproximate average salary by contribution assumption: employee only about $416,071 at 4% or $277,381 at 6%; with 50% employer match about $277,381 at 4% or $184,921 at 6%; with 100% employer match about $208,036 at 4% or $138,690 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $887,374 | $116,500 | $16,643iApproximate average salary by contribution assumption: employee only about $416,071 at 4% or $277,381 at 6%; with 50% employer match about $277,381 at 4% or $184,921 at 6%; with 100% employer match about $208,036 at 4% or $138,690 at 6%. |
| 2010 | 1 | 7 | $781,522 | $96,300 | $13,757iApproximate average salary by contribution assumption: employee only about $343,929 at 4% or $229,286 at 6%; with 50% employer match about $229,286 at 4% or $152,857 at 6%; with 100% employer match about $171,964 at 4% or $114,643 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $781,522 | $96,300 | $13,757iApproximate average salary by contribution assumption: employee only about $343,929 at 4% or $229,286 at 6%; with 50% employer match about $229,286 at 4% or $152,857 at 6%; with 100% employer match about $171,964 at 4% or $114,643 at 6%. |
| 2009 | 1 | 7 | $685,222 | $69,899 | $9,986iApproximate average salary by contribution assumption: employee only about $249,639 at 4% or $166,426 at 6%; with 50% employer match about $166,426 at 4% or $110,951 at 6%; with 100% employer match about $124,820 at 4% or $83,213 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $685,222 | $69,899 | $9,986iApproximate average salary by contribution assumption: employee only about $249,639 at 4% or $166,426 at 6%; with 50% employer match about $166,426 at 4% or $110,951 at 6%; with 100% employer match about $124,820 at 4% or $83,213 at 6%. |
| 2008 | 1 | 7 | $615,241 | $79,900 | $11,414iApproximate average salary by contribution assumption: employee only about $285,357 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,679 at 4% or $95,119 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 7 | $615,241 | $79,900 | $11,414iApproximate average salary by contribution assumption: employee only about $285,357 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,679 at 4% or $95,119 at 6%. |
| 2007 | 1 | 8 | $721,526 | $45,125 | $5,641iApproximate average salary by contribution assumption: employee only about $141,016 at 4% or $94,010 at 6%; with 50% employer match about $94,010 at 4% or $62,674 at 6%; with 100% employer match about $70,508 at 4% or $47,005 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 8 | $721,526 | $45,125 | $5,641iApproximate average salary by contribution assumption: employee only about $141,016 at 4% or $94,010 at 6%; with 50% employer match about $94,010 at 4% or $62,674 at 6%; with 100% employer match about $70,508 at 4% or $47,005 at 6%. |
| 2006 | 1 | 10 | $646,444 | $102,832 | $10,283iApproximate average salary by contribution assumption: employee only about $257,080 at 4% or $171,387 at 6%; with 50% employer match about $171,387 at 4% or $114,258 at 6%; with 100% employer match about $128,540 at 4% or $85,693 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 10 | $646,444 | $102,832 | $10,283iApproximate average salary by contribution assumption: employee only about $257,080 at 4% or $171,387 at 6%; with 50% employer match about $171,387 at 4% or $114,258 at 6%; with 100% employer match about $128,540 at 4% or $85,693 at 6%. |
| 2005 | 1 | 10 | $507,422 | $157,400 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 10 | $507,422 | $157,400 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| 2004 | 1 | 5 | $340,453 | $160,001 | $32,000iApproximate average salary by contribution assumption: employee only about $800,005 at 4% or $533,337 at 6%; with 50% employer match about $533,337 at 4% or $355,558 at 6%; with 100% employer match about $400,003 at 4% or $266,668 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $340,453 | $160,001 | $32,000iApproximate average salary by contribution assumption: employee only about $800,005 at 4% or $533,337 at 6%; with 50% employer match about $533,337 at 4% or $355,558 at 6%; with 100% employer match about $400,003 at 4% or $266,668 at 6%. |
| 2003 | 1 | 5 | $177,141 | $43,854 | $8,771iApproximate average salary by contribution assumption: employee only about $219,270 at 4% or $146,180 at 6%; with 50% employer match about $146,180 at 4% or $97,453 at 6%; with 100% employer match about $109,635 at 4% or $73,090 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | $177,141 | $43,854 | $8,771iApproximate average salary by contribution assumption: employee only about $219,270 at 4% or $146,180 at 6%; with 50% employer match about $146,180 at 4% or $97,453 at 6%; with 100% employer match about $109,635 at 4% or $73,090 at 6%. |
| 2002 | 1 | 4 | $135,147 | $50,560 | $12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,667 at 6%; with 50% employer match about $210,667 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%. |
| Strategy Mortgage Corp 401K Retirement Plan | - | 4 | $135,147 | $50,560 | $12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,667 at 6%; with 50% employer match about $210,667 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Strategy Mortgage Corp 401K Retirement Plan | - | 5 | - | - | - |