Strategic Insights Inc.
Plan context: Strategic Insights Inc. Retirement Plan and Trust
EIN 11-2963734 • Port Washington, NY • 15 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
5
2013 Assets
$1,510,831
2013 Contributions
$56,985
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 0 | $0 | $0 | - |
| 2012 | 1 | 5 | $1,510,831 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 5 | $1,510,831 | $0 | - |
| 2011 | 1 | 5 | $1,443,780 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 5 | $1,443,780 | $0 | - |
| 2010 | 1 | 5 | $1,422,361 | $56,985 | $11,397iApproximate average salary by contribution assumption: employee only about $284,925 at 4% or $189,950 at 6%; with 50% employer match about $189,950 at 4% or $126,633 at 6%; with 100% employer match about $142,463 at 4% or $94,975 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 5 | $1,422,361 | $56,985 | $11,397iApproximate average salary by contribution assumption: employee only about $284,925 at 4% or $189,950 at 6%; with 50% employer match about $189,950 at 4% or $126,633 at 6%; with 100% employer match about $142,463 at 4% or $94,975 at 6%. |
| 2009 | 1 | 6 | $1,340,939 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 6 | $1,340,939 | $0 | - |
| 2008 | 1 | 7 | $1,255,852 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $1,255,852 | - | - |
| 2007 | 1 | 7 | $1,444,703 | $64,921 | $9,274iApproximate average salary by contribution assumption: employee only about $231,861 at 4% or $154,574 at 6%; with 50% employer match about $154,574 at 4% or $103,049 at 6%; with 100% employer match about $115,930 at 4% or $77,287 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $1,444,703 | $64,921 | $9,274iApproximate average salary by contribution assumption: employee only about $231,861 at 4% or $154,574 at 6%; with 50% employer match about $154,574 at 4% or $103,049 at 6%; with 100% employer match about $115,930 at 4% or $77,287 at 6%. |
| 2006 | 1 | 7 | $1,299,848 | $66,789 | $9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $1,299,848 | $66,789 | $9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%. |
| 2005 | 1 | 7 | $1,133,746 | $63,931 | $9,133iApproximate average salary by contribution assumption: employee only about $228,325 at 4% or $152,217 at 6%; with 50% employer match about $152,217 at 4% or $101,478 at 6%; with 100% employer match about $114,163 at 4% or $76,108 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $1,133,746 | $63,931 | $9,133iApproximate average salary by contribution assumption: employee only about $228,325 at 4% or $152,217 at 6%; with 50% employer match about $152,217 at 4% or $101,478 at 6%; with 100% employer match about $114,163 at 4% or $76,108 at 6%. |
| 2004 | 1 | 7 | $1,028,439 | $58,000 | $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%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $1,028,439 | $58,000 | $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%. |
| 2003 | 1 | 7 | $910,353 | $61,039 | $8,720iApproximate average salary by contribution assumption: employee only about $217,996 at 4% or $145,331 at 6%; with 50% employer match about $145,331 at 4% or $96,887 at 6%; with 100% employer match about $108,998 at 4% or $72,665 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $910,353 | $61,039 | $8,720iApproximate average salary by contribution assumption: employee only about $217,996 at 4% or $145,331 at 6%; with 50% employer match about $145,331 at 4% or $96,887 at 6%; with 100% employer match about $108,998 at 4% or $72,665 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Strategic Insights Inc. Retirement Plan and Trust | - | 10 | - | - | - |
| 2001 | 1 | 10 | $777,956 | $34,346 | $3,435iApproximate average salary by contribution assumption: employee only about $85,865 at 4% or $57,243 at 6%; with 50% employer match about $57,243 at 4% or $38,162 at 6%; with 100% employer match about $42,933 at 4% or $28,622 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 10 | $777,956 | $34,346 | $3,435iApproximate average salary by contribution assumption: employee only about $85,865 at 4% or $57,243 at 6%; with 50% employer match about $57,243 at 4% or $38,162 at 6%; with 100% employer match about $42,933 at 4% or $28,622 at 6%. |
| 2000 | 1 | 7 | $815,826 | $64,333 | $9,190iApproximate average salary by contribution assumption: employee only about $229,761 at 4% or $153,174 at 6%; with 50% employer match about $153,174 at 4% or $102,116 at 6%; with 100% employer match about $114,880 at 4% or $76,587 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 7 | $815,826 | $64,333 | $9,190iApproximate average salary by contribution assumption: employee only about $229,761 at 4% or $153,174 at 6%; with 50% employer match about $153,174 at 4% or $102,116 at 6%; with 100% employer match about $114,880 at 4% or $76,587 at 6%. |
| 1999 | 1 | 8 | $748,847 | $64,562 | $8,070iApproximate average salary by contribution assumption: employee only about $201,756 at 4% or $134,504 at 6%; with 50% employer match about $134,504 at 4% or $89,669 at 6%; with 100% employer match about $100,878 at 4% or $67,252 at 6%. |
| Strategic Insights Inc. Retirement Plan and Trust | - | 8 | $748,847 | $64,562 | $8,070iApproximate average salary by contribution assumption: employee only about $201,756 at 4% or $134,504 at 6%; with 50% employer match about $134,504 at 4% or $89,669 at 6%; with 100% employer match about $100,878 at 4% or $67,252 at 6%. |