Documentation Strategies Inc.
Plan context: Documentation Strategies Inc. 401(K) Plan
EIN 14-1657145 • Rensselaer, NY • 24 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$611,750
2025 Contributions
$105,661
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 | 15 | $611,750 | $105,661 | $7,044iApproximate average salary by contribution assumption: employee only about $176,102 at 4% or $117,401 at 6%; with 50% employer match about $117,401 at 4% or $78,267 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 15 | $611,750 | $105,661 | $7,044iApproximate average salary by contribution assumption: employee only about $176,102 at 4% or $117,401 at 6%; with 50% employer match about $117,401 at 4% or $78,267 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%. |
| 2024 | 1 | 15 | $505,426 | $77,735 | $5,182iApproximate average salary by contribution assumption: employee only about $129,558 at 4% or $86,372 at 6%; with 50% employer match about $86,372 at 4% or $57,581 at 6%; with 100% employer match about $64,779 at 4% or $43,186 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 15 | $505,426 | $77,735 | $5,182iApproximate average salary by contribution assumption: employee only about $129,558 at 4% or $86,372 at 6%; with 50% employer match about $86,372 at 4% or $57,581 at 6%; with 100% employer match about $64,779 at 4% or $43,186 at 6%. |
| 2023 | 1 | 15 | $964,298 | $106,028 | $7,069iApproximate average salary by contribution assumption: employee only about $176,713 at 4% or $117,809 at 6%; with 50% employer match about $117,809 at 4% or $78,539 at 6%; with 100% employer match about $88,357 at 4% or $58,904 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 15 | $964,298 | $106,028 | $7,069iApproximate average salary by contribution assumption: employee only about $176,713 at 4% or $117,809 at 6%; with 50% employer match about $117,809 at 4% or $78,539 at 6%; with 100% employer match about $88,357 at 4% or $58,904 at 6%. |
| 2022 | 1 | 14 | $848,486 | $127,441 | $9,103iApproximate average salary by contribution assumption: employee only about $227,573 at 4% or $151,715 at 6%; with 50% employer match about $151,715 at 4% or $101,144 at 6%; with 100% employer match about $113,787 at 4% or $75,858 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 14 | $848,486 | $127,441 | $9,103iApproximate average salary by contribution assumption: employee only about $227,573 at 4% or $151,715 at 6%; with 50% employer match about $151,715 at 4% or $101,144 at 6%; with 100% employer match about $113,787 at 4% or $75,858 at 6%. |
| 2021 | 1 | 15 | $1,018,160 | $130,184 | $8,679iApproximate average salary by contribution assumption: employee only about $216,973 at 4% or $144,649 at 6%; with 50% employer match about $144,649 at 4% or $96,433 at 6%; with 100% employer match about $108,487 at 4% or $72,324 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 15 | $1,018,160 | $130,184 | $8,679iApproximate average salary by contribution assumption: employee only about $216,973 at 4% or $144,649 at 6%; with 50% employer match about $144,649 at 4% or $96,433 at 6%; with 100% employer match about $108,487 at 4% or $72,324 at 6%. |
| 2020 | 1 | 16 | $827,531 | $94,767 | $5,923iApproximate average salary by contribution assumption: employee only about $148,073 at 4% or $98,716 at 6%; with 50% employer match about $98,716 at 4% or $65,810 at 6%; with 100% employer match about $74,037 at 4% or $49,358 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 16 | $827,531 | $94,767 | $5,923iApproximate average salary by contribution assumption: employee only about $148,073 at 4% or $98,716 at 6%; with 50% employer match about $98,716 at 4% or $65,810 at 6%; with 100% employer match about $74,037 at 4% or $49,358 at 6%. |
| 2019 | 1 | 13 | $707,377 | $56,807 | $4,370iApproximate average salary by contribution assumption: employee only about $109,244 at 4% or $72,829 at 6%; with 50% employer match about $72,829 at 4% or $48,553 at 6%; with 100% employer match about $54,622 at 4% or $36,415 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 13 | $707,377 | $56,807 | $4,370iApproximate average salary by contribution assumption: employee only about $109,244 at 4% or $72,829 at 6%; with 50% employer match about $72,829 at 4% or $48,553 at 6%; with 100% employer match about $54,622 at 4% or $36,415 at 6%. |
| 2018 | 1 | 13 | $575,367 | $47,764 | $3,674iApproximate average salary by contribution assumption: employee only about $91,854 at 4% or $61,236 at 6%; with 50% employer match about $61,236 at 4% or $40,824 at 6%; with 100% employer match about $45,927 at 4% or $30,618 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 13 | $575,367 | $47,764 | $3,674iApproximate average salary by contribution assumption: employee only about $91,854 at 4% or $61,236 at 6%; with 50% employer match about $61,236 at 4% or $40,824 at 6%; with 100% employer match about $45,927 at 4% or $30,618 at 6%. |
| 2017 | 1 | 18 | $767,435 | $527,897 | $29,328iApproximate average salary by contribution assumption: employee only about $733,190 at 4% or $488,794 at 6%; with 50% employer match about $488,794 at 4% or $325,862 at 6%; with 100% employer match about $366,595 at 4% or $244,397 at 6%. |
| Documentation Strategies Inc. 401(K) Plan | - | 18 | $767,435 | $527,897 | $29,328iApproximate average salary by contribution assumption: employee only about $733,190 at 4% or $488,794 at 6%; with 50% employer match about $488,794 at 4% or $325,862 at 6%; with 100% employer match about $366,595 at 4% or $244,397 at 6%. |
| 2016 | 1 | 10 | $203,552 | $195,594 | $19,559iApproximate average salary by contribution assumption: employee only about $488,985 at 4% or $325,990 at 6%; with 50% employer match about $325,990 at 4% or $217,327 at 6%; with 100% employer match about $244,493 at 4% or $162,995 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 10 | $203,552 | $195,594 | $19,559iApproximate average salary by contribution assumption: employee only about $488,985 at 4% or $325,990 at 6%; with 50% employer match about $325,990 at 4% or $217,327 at 6%; with 100% employer match about $244,493 at 4% or $162,995 at 6%. |
| 2013 | 1 | 0 | $0 | $0 | - |
| Documentation Strategies Inc 401(K) Plan | - | 0 | $0 | - | - |
| 2012 | 1 | 3 | $43,249 | $0 | - |
| Documentation Strategies Inc 401(K) Plan | - | 3 | $43,249 | - | - |
| 2011 | 1 | 12 | $144,623 | $24,457 | $2,038iApproximate average salary by contribution assumption: employee only about $50,952 at 4% or $33,968 at 6%; with 50% employer match about $33,968 at 4% or $22,645 at 6%; with 100% employer match about $25,476 at 4% or $16,984 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 12 | $144,623 | $24,457 | $2,038iApproximate average salary by contribution assumption: employee only about $50,952 at 4% or $33,968 at 6%; with 50% employer match about $33,968 at 4% or $22,645 at 6%; with 100% employer match about $25,476 at 4% or $16,984 at 6%. |
| 2010 | 1 | 9 | $126,548 | $15,692 | $1,744iApproximate average salary by contribution assumption: employee only about $43,589 at 4% or $29,059 at 6%; with 50% employer match about $29,059 at 4% or $19,373 at 6%; with 100% employer match about $21,794 at 4% or $14,530 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 9 | $126,548 | $15,692 | $1,744iApproximate average salary by contribution assumption: employee only about $43,589 at 4% or $29,059 at 6%; with 50% employer match about $29,059 at 4% or $19,373 at 6%; with 100% employer match about $21,794 at 4% or $14,530 at 6%. |
| 2009 | 1 | 3 | $95,365 | $13,378 | $4,459iApproximate average salary by contribution assumption: employee only about $111,483 at 4% or $74,322 at 6%; with 50% employer match about $74,322 at 4% or $49,548 at 6%; with 100% employer match about $55,742 at 4% or $37,161 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 3 | $95,365 | $13,378 | $4,459iApproximate average salary by contribution assumption: employee only about $111,483 at 4% or $74,322 at 6%; with 50% employer match about $74,322 at 4% or $49,548 at 6%; with 100% employer match about $55,742 at 4% or $37,161 at 6%. |
| 2008 | 1 | 6 | $61,604 | $20,926 | $3,488iApproximate average salary by contribution assumption: employee only about $87,192 at 4% or $58,128 at 6%; with 50% employer match about $58,128 at 4% or $38,752 at 6%; with 100% employer match about $43,596 at 4% or $29,064 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 6 | $61,604 | $20,926 | $3,488iApproximate average salary by contribution assumption: employee only about $87,192 at 4% or $58,128 at 6%; with 50% employer match about $58,128 at 4% or $38,752 at 6%; with 100% employer match about $43,596 at 4% or $29,064 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Documentation Strategies Inc 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $61,808 | $3,455 | $864iApproximate average salary by contribution assumption: employee only about $21,594 at 4% or $14,396 at 6%; with 50% employer match about $14,396 at 4% or $9,597 at 6%; with 100% employer match about $10,797 at 4% or $7,198 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 4 | $61,808 | $3,455 | $864iApproximate average salary by contribution assumption: employee only about $21,594 at 4% or $14,396 at 6%; with 50% employer match about $14,396 at 4% or $9,597 at 6%; with 100% employer match about $10,797 at 4% or $7,198 at 6%. |
| 2005 | 1 | 4 | $50,612 | $3,435 | $859iApproximate average salary by contribution assumption: employee only about $21,469 at 4% or $14,313 at 6%; with 50% employer match about $14,313 at 4% or $9,542 at 6%; with 100% employer match about $10,734 at 4% or $7,156 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 4 | $50,612 | $3,435 | $859iApproximate average salary by contribution assumption: employee only about $21,469 at 4% or $14,313 at 6%; with 50% employer match about $14,313 at 4% or $9,542 at 6%; with 100% employer match about $10,734 at 4% or $7,156 at 6%. |
| 2004 | 1 | 3 | $44,521 | $11,553 | $3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 3 | $44,521 | $11,553 | $3,851iApproximate average salary by contribution assumption: employee only about $96,275 at 4% or $64,183 at 6%; with 50% employer match about $64,183 at 4% or $42,789 at 6%; with 100% employer match about $48,138 at 4% or $32,092 at 6%. |
| 2003 | 1 | 7 | $165,566 | $16,211 | $2,316iApproximate average salary by contribution assumption: employee only about $57,896 at 4% or $38,598 at 6%; with 50% employer match about $38,598 at 4% or $25,732 at 6%; with 100% employer match about $28,948 at 4% or $19,299 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 7 | $165,566 | $16,211 | $2,316iApproximate average salary by contribution assumption: employee only about $57,896 at 4% or $38,598 at 6%; with 50% employer match about $38,598 at 4% or $25,732 at 6%; with 100% employer match about $28,948 at 4% or $19,299 at 6%. |
| 2002 | 1 | 24 | $194,782 | $32,610 | $1,359iApproximate average salary by contribution assumption: employee only about $33,969 at 4% or $22,646 at 6%; with 50% employer match about $22,646 at 4% or $15,097 at 6%; with 100% employer match about $16,984 at 4% or $11,323 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 24 | $194,782 | $32,610 | $1,359iApproximate average salary by contribution assumption: employee only about $33,969 at 4% or $22,646 at 6%; with 50% employer match about $22,646 at 4% or $15,097 at 6%; with 100% employer match about $16,984 at 4% or $11,323 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| Documentation Strategies Inc 401(K) Plan | - | 22 | - | - | - |
| 2000 | 1 | 16 | $268,177 | $68,747 | $4,297iApproximate average salary by contribution assumption: employee only about $107,417 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,741 at 6%; with 100% employer match about $53,709 at 4% or $35,806 at 6%. |
| Documentation Strategies Inc 401(K) Plan | - | 16 | $268,177 | $68,747 | $4,297iApproximate average salary by contribution assumption: employee only about $107,417 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,741 at 6%; with 100% employer match about $53,709 at 4% or $35,806 at 6%. |