Firststrategic LLC
Plan context: Firststrategic LLC 401(K) Plan
EIN 13-4208735 • Phoenix, AZ • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,507,297
2024 Contributions
$95,500
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 | 3 | $2,507,297 | $95,500 | $31,833iApproximate average salary by contribution assumption: employee only about $795,833 at 4% or $530,556 at 6%; with 50% employer match about $530,556 at 4% or $353,704 at 6%; with 100% employer match about $397,917 at 4% or $265,278 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 3 | $2,507,297 | $95,500 | $31,833iApproximate average salary by contribution assumption: employee only about $795,833 at 4% or $530,556 at 6%; with 50% employer match about $530,556 at 4% or $353,704 at 6%; with 100% employer match about $397,917 at 4% or $265,278 at 6%. |
| 2023 | 1 | 4 | $2,200,060 | $82,750 | $20,688iApproximate average salary by contribution assumption: employee only about $517,188 at 4% or $344,792 at 6%; with 50% employer match about $344,792 at 4% or $229,861 at 6%; with 100% employer match about $258,594 at 4% or $172,396 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 4 | $2,200,060 | $82,750 | $20,688iApproximate average salary by contribution assumption: employee only about $517,188 at 4% or $344,792 at 6%; with 50% employer match about $344,792 at 4% or $229,861 at 6%; with 100% employer match about $258,594 at 4% or $172,396 at 6%. |
| 2022 | 1 | 4 | $1,882,826 | $89,000 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 4 | $1,882,826 | $89,000 | $22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%. |
| 2021 | 1 | 5 | $2,053,248 | $73,759 | $14,752iApproximate average salary by contribution assumption: employee only about $368,795 at 4% or $245,863 at 6%; with 50% employer match about $245,863 at 4% or $163,909 at 6%; with 100% employer match about $184,398 at 4% or $122,932 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 5 | $2,053,248 | $73,759 | $14,752iApproximate average salary by contribution assumption: employee only about $368,795 at 4% or $245,863 at 6%; with 50% employer match about $245,863 at 4% or $163,909 at 6%; with 100% employer match about $184,398 at 4% or $122,932 at 6%. |
| 2020 | 1 | 5 | $1,836,924 | $61,278 | $12,256iApproximate average salary by contribution assumption: employee only about $306,390 at 4% or $204,260 at 6%; with 50% employer match about $204,260 at 4% or $136,173 at 6%; with 100% employer match about $153,195 at 4% or $102,130 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 5 | $1,836,924 | $61,278 | $12,256iApproximate average salary by contribution assumption: employee only about $306,390 at 4% or $204,260 at 6%; with 50% employer match about $204,260 at 4% or $136,173 at 6%; with 100% employer match about $153,195 at 4% or $102,130 at 6%. |
| 2019 | 1 | 4 | $1,698,250 | $87,500 | $21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 4 | $1,698,250 | $87,500 | $21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%. |
| 2018 | 1 | 5 | $2,589,037 | $92,900 | $18,580iApproximate average salary by contribution assumption: employee only about $464,500 at 4% or $309,667 at 6%; with 50% employer match about $309,667 at 4% or $206,444 at 6%; with 100% employer match about $232,250 at 4% or $154,833 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 5 | $2,589,037 | $92,900 | $18,580iApproximate average salary by contribution assumption: employee only about $464,500 at 4% or $309,667 at 6%; with 50% employer match about $309,667 at 4% or $206,444 at 6%; with 100% employer match about $232,250 at 4% or $154,833 at 6%. |
| 2017 | 1 | 5 | $2,708,812 | $90,278 | $18,056iApproximate average salary by contribution assumption: employee only about $451,390 at 4% or $300,927 at 6%; with 50% employer match about $300,927 at 4% or $200,618 at 6%; with 100% employer match about $225,695 at 4% or $150,463 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 5 | $2,708,812 | $90,278 | $18,056iApproximate average salary by contribution assumption: employee only about $451,390 at 4% or $300,927 at 6%; with 50% employer match about $300,927 at 4% or $200,618 at 6%; with 100% employer match about $225,695 at 4% or $150,463 at 6%. |
| 2016 | 1 | 7 | $2,337,734 | $192,244 | $27,463iApproximate average salary by contribution assumption: employee only about $686,586 at 4% or $457,724 at 6%; with 50% employer match about $457,724 at 4% or $305,149 at 6%; with 100% employer match about $343,293 at 4% or $228,862 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 7 | $2,337,734 | $192,244 | $27,463iApproximate average salary by contribution assumption: employee only about $686,586 at 4% or $457,724 at 6%; with 50% employer match about $457,724 at 4% or $305,149 at 6%; with 100% employer match about $343,293 at 4% or $228,862 at 6%. |
| 2015 | 1 | 7 | $1,925,310 | $211,222 | $30,175iApproximate average salary by contribution assumption: employee only about $754,364 at 4% or $502,910 at 6%; with 50% employer match about $502,910 at 4% or $335,273 at 6%; with 100% employer match about $377,182 at 4% or $251,455 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 7 | $1,925,310 | $211,222 | $30,175iApproximate average salary by contribution assumption: employee only about $754,364 at 4% or $502,910 at 6%; with 50% employer match about $502,910 at 4% or $335,273 at 6%; with 100% employer match about $377,182 at 4% or $251,455 at 6%. |
| 2014 | 1 | 10 | $1,883,104 | $269,028 | $26,903iApproximate average salary by contribution assumption: employee only about $672,570 at 4% or $448,380 at 6%; with 50% employer match about $448,380 at 4% or $298,920 at 6%; with 100% employer match about $336,285 at 4% or $224,190 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 10 | $1,883,104 | $269,028 | $26,903iApproximate average salary by contribution assumption: employee only about $672,570 at 4% or $448,380 at 6%; with 50% employer match about $448,380 at 4% or $298,920 at 6%; with 100% employer match about $336,285 at 4% or $224,190 at 6%. |
| 2013 | 1 | 10 | $2,357,832 | $245,273 | $24,527iApproximate average salary by contribution assumption: employee only about $613,183 at 4% or $408,788 at 6%; with 50% employer match about $408,788 at 4% or $272,526 at 6%; with 100% employer match about $306,591 at 4% or $204,394 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 10 | $2,357,832 | $245,273 | $24,527iApproximate average salary by contribution assumption: employee only about $613,183 at 4% or $408,788 at 6%; with 50% employer match about $408,788 at 4% or $272,526 at 6%; with 100% employer match about $306,591 at 4% or $204,394 at 6%. |
| 2012 | 1 | 10 | $1,889,700 | $262,557 | $26,256iApproximate average salary by contribution assumption: employee only about $656,393 at 4% or $437,595 at 6%; with 50% employer match about $437,595 at 4% or $291,730 at 6%; with 100% employer match about $328,196 at 4% or $218,798 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 10 | $1,889,700 | $262,557 | $26,256iApproximate average salary by contribution assumption: employee only about $656,393 at 4% or $437,595 at 6%; with 50% employer match about $437,595 at 4% or $291,730 at 6%; with 100% employer match about $328,196 at 4% or $218,798 at 6%. |
| 2011 | 1 | 9 | $1,500,755 | $214,218 | $23,802iApproximate average salary by contribution assumption: employee only about $595,050 at 4% or $396,700 at 6%; with 50% employer match about $396,700 at 4% or $264,467 at 6%; with 100% employer match about $297,525 at 4% or $198,350 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 9 | $1,500,755 | $214,218 | $23,802iApproximate average salary by contribution assumption: employee only about $595,050 at 4% or $396,700 at 6%; with 50% employer match about $396,700 at 4% or $264,467 at 6%; with 100% employer match about $297,525 at 4% or $198,350 at 6%. |
| 2010 | 1 | 9 | $1,366,333 | $236,845 | $26,316iApproximate average salary by contribution assumption: employee only about $657,903 at 4% or $438,602 at 6%; with 50% employer match about $438,602 at 4% or $292,401 at 6%; with 100% employer match about $328,951 at 4% or $219,301 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 9 | $1,366,333 | $236,845 | $26,316iApproximate average salary by contribution assumption: employee only about $657,903 at 4% or $438,602 at 6%; with 50% employer match about $438,602 at 4% or $292,401 at 6%; with 100% employer match about $328,951 at 4% or $219,301 at 6%. |
| 2009 | 1 | 9 | $1,286,585 | $297,322 | $33,036iApproximate average salary by contribution assumption: employee only about $825,894 at 4% or $550,596 at 6%; with 50% employer match about $550,596 at 4% or $367,064 at 6%; with 100% employer match about $412,947 at 4% or $275,298 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 9 | $1,286,585 | $297,322 | $33,036iApproximate average salary by contribution assumption: employee only about $825,894 at 4% or $550,596 at 6%; with 50% employer match about $550,596 at 4% or $367,064 at 6%; with 100% employer match about $412,947 at 4% or $275,298 at 6%. |
| 2008 | 1 | 9 | $796,214 | $249,137 | $27,682iApproximate average salary by contribution assumption: employee only about $692,047 at 4% or $461,365 at 6%; with 50% employer match about $461,365 at 4% or $307,577 at 6%; with 100% employer match about $346,024 at 4% or $230,682 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 9 | $796,214 | $249,137 | $27,682iApproximate average salary by contribution assumption: employee only about $692,047 at 4% or $461,365 at 6%; with 50% employer match about $461,365 at 4% or $307,577 at 6%; with 100% employer match about $346,024 at 4% or $230,682 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Firststrategic LLC 401(K) Plan | - | 7 | - | - | - |
| 2006 | 1 | 9 | $543,002 | $206,522 | $22,947iApproximate average salary by contribution assumption: employee only about $573,672 at 4% or $382,448 at 6%; with 50% employer match about $382,448 at 4% or $254,965 at 6%; with 100% employer match about $286,836 at 4% or $191,224 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 9 | $543,002 | $206,522 | $22,947iApproximate average salary by contribution assumption: employee only about $573,672 at 4% or $382,448 at 6%; with 50% employer match about $382,448 at 4% or $254,965 at 6%; with 100% employer match about $286,836 at 4% or $191,224 at 6%. |
| 2005 | 1 | 7 | $289,453 | $276,912 | $39,559iApproximate average salary by contribution assumption: employee only about $988,971 at 4% or $659,314 at 6%; with 50% employer match about $659,314 at 4% or $439,543 at 6%; with 100% employer match about $494,486 at 4% or $329,657 at 6%. |
| Firststrategic LLC 401(K) Plan | - | 7 | $289,453 | $276,912 | $39,559iApproximate average salary by contribution assumption: employee only about $988,971 at 4% or $659,314 at 6%; with 50% employer match about $659,314 at 4% or $439,543 at 6%; with 100% employer match about $494,486 at 4% or $329,657 at 6%. |
| 2004 | 1 | 6 | $0 | $0 | - |
| Firststrategic LLC 401(K) Plan | - | 6 | - | - | - |