Strategicsource Inc.
Plan context: Performance Management Group Retirement Plan
EIN 20-1515740 • Savage, MN • 18 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
38
2025 Assets
$2,942,858
2025 Contributions
$347,191
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 | 38 | $2,942,858 | $347,191 | $9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%. |
| Performance Management Group Retirement Plan | - | 38 | $2,942,858 | $347,191 | $9,137iApproximate average salary by contribution assumption: employee only about $228,415 at 4% or $152,277 at 6%; with 50% employer match about $152,277 at 4% or $101,518 at 6%; with 100% employer match about $114,208 at 4% or $76,138 at 6%. |
| 2024 | 1 | 33 | $2,437,603 | $318,544 | $9,653iApproximate average salary by contribution assumption: employee only about $241,321 at 4% or $160,881 at 6%; with 50% employer match about $160,881 at 4% or $107,254 at 6%; with 100% employer match about $120,661 at 4% or $80,440 at 6%. |
| Performance Management Group Retirement Plan | - | 33 | $2,437,603 | $318,544 | $9,653iApproximate average salary by contribution assumption: employee only about $241,321 at 4% or $160,881 at 6%; with 50% employer match about $160,881 at 4% or $107,254 at 6%; with 100% employer match about $120,661 at 4% or $80,440 at 6%. |
| 2023 | 1 | 29 | $1,893,536 | $215,824 | $7,442iApproximate average salary by contribution assumption: employee only about $186,055 at 4% or $124,037 at 6%; with 50% employer match about $124,037 at 4% or $82,691 at 6%; with 100% employer match about $93,028 at 4% or $62,018 at 6%. |
| Performance Management Group Retirement Plan | - | 29 | $1,893,536 | $215,824 | $7,442iApproximate average salary by contribution assumption: employee only about $186,055 at 4% or $124,037 at 6%; with 50% employer match about $124,037 at 4% or $82,691 at 6%; with 100% employer match about $93,028 at 4% or $62,018 at 6%. |
| 2022 | 1 | 23 | $1,487,870 | $160,177 | $6,964iApproximate average salary by contribution assumption: employee only about $174,105 at 4% or $116,070 at 6%; with 50% employer match about $116,070 at 4% or $77,380 at 6%; with 100% employer match about $87,053 at 4% or $58,035 at 6%. |
| Performance Management Group Retirement Plan | - | 23 | $1,487,870 | $160,177 | $6,964iApproximate average salary by contribution assumption: employee only about $174,105 at 4% or $116,070 at 6%; with 50% employer match about $116,070 at 4% or $77,380 at 6%; with 100% employer match about $87,053 at 4% or $58,035 at 6%. |
| 2021 | 1 | 25 | $1,686,039 | $460,741 | $18,430iApproximate average salary by contribution assumption: employee only about $460,741 at 4% or $307,161 at 6%; with 50% employer match about $307,161 at 4% or $204,774 at 6%; with 100% employer match about $230,371 at 4% or $153,580 at 6%. |
| Performance Management Group Retirement Plan | - | 25 | $1,686,039 | $460,741 | $18,430iApproximate average salary by contribution assumption: employee only about $460,741 at 4% or $307,161 at 6%; with 50% employer match about $307,161 at 4% or $204,774 at 6%; with 100% employer match about $230,371 at 4% or $153,580 at 6%. |
| 2020 | 1 | 26 | $1,192,235 | $229,955 | $8,844iApproximate average salary by contribution assumption: employee only about $221,111 at 4% or $147,407 at 6%; with 50% employer match about $147,407 at 4% or $98,271 at 6%; with 100% employer match about $110,555 at 4% or $73,704 at 6%. |
| Performance Management Group Retirement Plan | - | 26 | $1,192,235 | $229,955 | $8,844iApproximate average salary by contribution assumption: employee only about $221,111 at 4% or $147,407 at 6%; with 50% employer match about $147,407 at 4% or $98,271 at 6%; with 100% employer match about $110,555 at 4% or $73,704 at 6%. |
| 2019 | 1 | 32 | $1,247,363 | $269,575 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,404 at 6%; with 50% employer match about $140,404 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| Performance Management Group Retirement Plan | - | 32 | $1,247,363 | $269,575 | $8,424iApproximate average salary by contribution assumption: employee only about $210,605 at 4% or $140,404 at 6%; with 50% employer match about $140,404 at 4% or $93,602 at 6%; with 100% employer match about $105,303 at 4% or $70,202 at 6%. |
| 2018 | 1 | 30 | $808,809 | $229,717 | $7,657iApproximate average salary by contribution assumption: employee only about $191,431 at 4% or $127,621 at 6%; with 50% employer match about $127,621 at 4% or $85,080 at 6%; with 100% employer match about $95,715 at 4% or $63,810 at 6%. |
| Performance Management Group Retirement Plan | - | 30 | $808,809 | $229,717 | $7,657iApproximate average salary by contribution assumption: employee only about $191,431 at 4% or $127,621 at 6%; with 50% employer match about $127,621 at 4% or $85,080 at 6%; with 100% employer match about $95,715 at 4% or $63,810 at 6%. |
| 2017 | 1 | 28 | $886,897 | $210,650 | $7,523iApproximate average salary by contribution assumption: employee only about $188,080 at 4% or $125,387 at 6%; with 50% employer match about $125,387 at 4% or $83,591 at 6%; with 100% employer match about $94,040 at 4% or $62,693 at 6%. |
| Performance Management Group Retirement Plan | - | 28 | $886,897 | $210,650 | $7,523iApproximate average salary by contribution assumption: employee only about $188,080 at 4% or $125,387 at 6%; with 50% employer match about $125,387 at 4% or $83,591 at 6%; with 100% employer match about $94,040 at 4% or $62,693 at 6%. |
| 2016 | 1 | 25 | $616,125 | $159,645 | $6,386iApproximate average salary by contribution assumption: employee only about $159,645 at 4% or $106,430 at 6%; with 50% employer match about $106,430 at 4% or $70,953 at 6%; with 100% employer match about $79,823 at 4% or $53,215 at 6%. |
| Performance Management Group Retirement Plan | - | 25 | $616,125 | $159,645 | $6,386iApproximate average salary by contribution assumption: employee only about $159,645 at 4% or $106,430 at 6%; with 50% employer match about $106,430 at 4% or $70,953 at 6%; with 100% employer match about $79,823 at 4% or $53,215 at 6%. |
| 2015 | 1 | 21 | $471,464 | $106,294 | $5,062iApproximate average salary by contribution assumption: employee only about $126,540 at 4% or $84,360 at 6%; with 50% employer match about $84,360 at 4% or $56,240 at 6%; with 100% employer match about $63,270 at 4% or $42,180 at 6%. |
| Performance Management Group Retirement Plan | - | 21 | $471,464 | $106,294 | $5,062iApproximate average salary by contribution assumption: employee only about $126,540 at 4% or $84,360 at 6%; with 50% employer match about $84,360 at 4% or $56,240 at 6%; with 100% employer match about $63,270 at 4% or $42,180 at 6%. |
| 2014 | 1 | 12 | $383,837 | $80,301 | $6,692iApproximate average salary by contribution assumption: employee only about $167,294 at 4% or $111,529 at 6%; with 50% employer match about $111,529 at 4% or $74,353 at 6%; with 100% employer match about $83,647 at 4% or $55,765 at 6%. |
| Performance Management Group Retirement Plan | - | 12 | $383,837 | $80,301 | $6,692iApproximate average salary by contribution assumption: employee only about $167,294 at 4% or $111,529 at 6%; with 50% employer match about $111,529 at 4% or $74,353 at 6%; with 100% employer match about $83,647 at 4% or $55,765 at 6%. |
| 2013 | 1 | 14 | $390,111 | $81,793 | $5,842iApproximate average salary by contribution assumption: employee only about $146,059 at 4% or $97,373 at 6%; with 50% employer match about $97,373 at 4% or $64,915 at 6%; with 100% employer match about $73,029 at 4% or $48,686 at 6%. |
| Performance Management Group Retirement Plan | - | 14 | $390,111 | $81,793 | $5,842iApproximate average salary by contribution assumption: employee only about $146,059 at 4% or $97,373 at 6%; with 50% employer match about $97,373 at 4% or $64,915 at 6%; with 100% employer match about $73,029 at 4% or $48,686 at 6%. |
| 2012 | 1 | 19 | $265,513 | $77,695 | $4,089iApproximate average salary by contribution assumption: employee only about $102,230 at 4% or $68,154 at 6%; with 50% employer match about $68,154 at 4% or $45,436 at 6%; with 100% employer match about $51,115 at 4% or $34,077 at 6%. |
| Performance Management Group Retirement Plan | - | 19 | $265,513 | $77,695 | $4,089iApproximate average salary by contribution assumption: employee only about $102,230 at 4% or $68,154 at 6%; with 50% employer match about $68,154 at 4% or $45,436 at 6%; with 100% employer match about $51,115 at 4% or $34,077 at 6%. |
| 2011 | 1 | 18 | $167,327 | $68,499 | $3,806iApproximate average salary by contribution assumption: employee only about $95,138 at 4% or $63,425 at 6%; with 50% employer match about $63,425 at 4% or $42,283 at 6%; with 100% employer match about $47,569 at 4% or $31,713 at 6%. |
| Performance Management Group Retirement Plan | - | 18 | $167,327 | $68,499 | $3,806iApproximate average salary by contribution assumption: employee only about $95,138 at 4% or $63,425 at 6%; with 50% employer match about $63,425 at 4% or $42,283 at 6%; with 100% employer match about $47,569 at 4% or $31,713 at 6%. |
| 2010 | 1 | 22 | $152,145 | $63,064 | $2,867iApproximate average salary by contribution assumption: employee only about $71,664 at 4% or $47,776 at 6%; with 50% employer match about $47,776 at 4% or $31,851 at 6%; with 100% employer match about $35,832 at 4% or $23,888 at 6%. |
| Performance Management Group Retirement Plan | - | 22 | $152,145 | $63,064 | $2,867iApproximate average salary by contribution assumption: employee only about $71,664 at 4% or $47,776 at 6%; with 50% employer match about $47,776 at 4% or $31,851 at 6%; with 100% employer match about $35,832 at 4% or $23,888 at 6%. |
| 2009 | 1 | 26 | $148,386 | $63,171 | $2,430iApproximate average salary by contribution assumption: employee only about $60,741 at 4% or $40,494 at 6%; with 50% employer match about $40,494 at 4% or $26,996 at 6%; with 100% employer match about $30,371 at 4% or $20,247 at 6%. |
| Performance Management Group Retirement Plan | - | 26 | $148,386 | $63,171 | $2,430iApproximate average salary by contribution assumption: employee only about $60,741 at 4% or $40,494 at 6%; with 50% employer match about $40,494 at 4% or $26,996 at 6%; with 100% employer match about $30,371 at 4% or $20,247 at 6%. |
| 2008 | 1 | 23 | $68,978 | $89,558 | $3,894iApproximate average salary by contribution assumption: employee only about $97,346 at 4% or $64,897 at 6%; with 50% employer match about $64,897 at 4% or $43,265 at 6%; with 100% employer match about $48,673 at 4% or $32,449 at 6%. |
| Performance Management Group Retirement Plan | - | 23 | $68,978 | $89,558 | $3,894iApproximate average salary by contribution assumption: employee only about $97,346 at 4% or $64,897 at 6%; with 50% employer match about $64,897 at 4% or $43,265 at 6%; with 100% employer match about $48,673 at 4% or $32,449 at 6%. |