Health Strategy LLC
Plan context: Health Strategy 401(K) Plan
EIN 20-4944393 • Peoria, IL • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
58
2024 Assets
$15,728,314
2024 Contributions
$3,030,101
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 | 58 | $15,728,314 | $3,030,101 | $52,243iApproximate average salary by contribution assumption: employee only about $1,306,078 at 4% or $870,719 at 6%; with 50% employer match about $870,719 at 4% or $580,479 at 6%; with 100% employer match about $653,039 at 4% or $435,359 at 6%. |
| Health Strategy 401(K) Plan | - | 58 | $15,728,314 | $3,030,101 | $52,243iApproximate average salary by contribution assumption: employee only about $1,306,078 at 4% or $870,719 at 6%; with 50% employer match about $870,719 at 4% or $580,479 at 6%; with 100% employer match about $653,039 at 4% or $435,359 at 6%. |
| 2023 | 1 | 52 | $11,506,016 | $2,340,701 | $45,013iApproximate average salary by contribution assumption: employee only about $1,125,337 at 4% or $750,225 at 6%; with 50% employer match about $750,225 at 4% or $500,150 at 6%; with 100% employer match about $562,669 at 4% or $375,112 at 6%. |
| Health Strategy 401(K) Plan | - | 52 | $11,506,016 | $2,340,701 | $45,013iApproximate average salary by contribution assumption: employee only about $1,125,337 at 4% or $750,225 at 6%; with 50% employer match about $750,225 at 4% or $500,150 at 6%; with 100% employer match about $562,669 at 4% or $375,112 at 6%. |
| 2022 | 1 | 41 | $9,431,234 | $1,545,288 | $37,690iApproximate average salary by contribution assumption: employee only about $942,249 at 4% or $628,166 at 6%; with 50% employer match about $628,166 at 4% or $418,777 at 6%; with 100% employer match about $471,124 at 4% or $314,083 at 6%. |
| Health Strategy 401(K) Plan | - | 41 | $9,431,234 | $1,545,288 | $37,690iApproximate average salary by contribution assumption: employee only about $942,249 at 4% or $628,166 at 6%; with 50% employer match about $628,166 at 4% or $418,777 at 6%; with 100% employer match about $471,124 at 4% or $314,083 at 6%. |
| 2021 | 1 | 32 | $9,849,045 | $1,136,418 | $35,513iApproximate average salary by contribution assumption: employee only about $887,827 at 4% or $591,884 at 6%; with 50% employer match about $591,884 at 4% or $394,590 at 6%; with 100% employer match about $443,913 at 4% or $295,942 at 6%. |
| Health Strategy 401(K) Plan | - | 32 | $9,849,045 | $1,136,418 | $35,513iApproximate average salary by contribution assumption: employee only about $887,827 at 4% or $591,884 at 6%; with 50% employer match about $591,884 at 4% or $394,590 at 6%; with 100% employer match about $443,913 at 4% or $295,942 at 6%. |
| 2020 | 1 | 35 | $7,992,025 | $1,058,576 | $30,245iApproximate average salary by contribution assumption: employee only about $756,126 at 4% or $504,084 at 6%; with 50% employer match about $504,084 at 4% or $336,056 at 6%; with 100% employer match about $378,063 at 4% or $252,042 at 6%. |
| Health Strategy 401(K) Plan | - | 35 | $7,992,025 | $1,058,576 | $30,245iApproximate average salary by contribution assumption: employee only about $756,126 at 4% or $504,084 at 6%; with 50% employer match about $504,084 at 4% or $336,056 at 6%; with 100% employer match about $378,063 at 4% or $252,042 at 6%. |
| 2019 | 1 | 30 | $5,885,330 | $1,171,028 | $39,034iApproximate average salary by contribution assumption: employee only about $975,857 at 4% or $650,571 at 6%; with 50% employer match about $650,571 at 4% or $433,714 at 6%; with 100% employer match about $487,928 at 4% or $325,286 at 6%. |
| Health Strategy 401(K) Plan | - | 30 | $5,885,330 | $1,171,028 | $39,034iApproximate average salary by contribution assumption: employee only about $975,857 at 4% or $650,571 at 6%; with 50% employer match about $650,571 at 4% or $433,714 at 6%; with 100% employer match about $487,928 at 4% or $325,286 at 6%. |
| 2018 | 1 | 25 | $3,913,906 | $670,941 | $26,838iApproximate average salary by contribution assumption: employee only about $670,941 at 4% or $447,294 at 6%; with 50% employer match about $447,294 at 4% or $298,196 at 6%; with 100% employer match about $335,471 at 4% or $223,647 at 6%. |
| Health Strategy 401(K) Plan | - | 25 | $3,913,906 | $670,941 | $26,838iApproximate average salary by contribution assumption: employee only about $670,941 at 4% or $447,294 at 6%; with 50% employer match about $447,294 at 4% or $298,196 at 6%; with 100% employer match about $335,471 at 4% or $223,647 at 6%. |
| 2017 | 1 | 20 | $4,014,954 | $675,571 | $33,779iApproximate average salary by contribution assumption: employee only about $844,464 at 4% or $562,976 at 6%; with 50% employer match about $562,976 at 4% or $375,317 at 6%; with 100% employer match about $422,232 at 4% or $281,488 at 6%. |
| Health Strategy 401(K) Plan | - | 20 | $4,014,954 | $675,571 | $33,779iApproximate average salary by contribution assumption: employee only about $844,464 at 4% or $562,976 at 6%; with 50% employer match about $562,976 at 4% or $375,317 at 6%; with 100% employer match about $422,232 at 4% or $281,488 at 6%. |
| 2016 | 1 | 17 | $2,882,004 | $559,377 | $32,905iApproximate average salary by contribution assumption: employee only about $822,613 at 4% or $548,409 at 6%; with 50% employer match about $548,409 at 4% or $365,606 at 6%; with 100% employer match about $411,307 at 4% or $274,204 at 6%. |
| Health Strategy 401(K) Plan | - | 17 | $2,882,004 | $559,377 | $32,905iApproximate average salary by contribution assumption: employee only about $822,613 at 4% or $548,409 at 6%; with 50% employer match about $548,409 at 4% or $365,606 at 6%; with 100% employer match about $411,307 at 4% or $274,204 at 6%. |
| 2015 | 1 | 14 | $2,260,703 | $495,565 | $35,398iApproximate average salary by contribution assumption: employee only about $884,938 at 4% or $589,958 at 6%; with 50% employer match about $589,958 at 4% or $393,306 at 6%; with 100% employer match about $442,469 at 4% or $294,979 at 6%. |
| Health Strategy 401(K) Plan | - | 14 | $2,260,703 | $495,565 | $35,398iApproximate average salary by contribution assumption: employee only about $884,938 at 4% or $589,958 at 6%; with 50% employer match about $589,958 at 4% or $393,306 at 6%; with 100% employer match about $442,469 at 4% or $294,979 at 6%. |
| 2014 | 1 | 11 | $1,839,634 | $410,556 | $37,323iApproximate average salary by contribution assumption: employee only about $933,082 at 4% or $622,055 at 6%; with 50% employer match about $622,055 at 4% or $414,703 at 6%; with 100% employer match about $466,541 at 4% or $311,027 at 6%. |
| Health Strategy 401(K) Plan | - | 11 | $1,839,634 | $410,556 | $37,323iApproximate average salary by contribution assumption: employee only about $933,082 at 4% or $622,055 at 6%; with 50% employer match about $622,055 at 4% or $414,703 at 6%; with 100% employer match about $466,541 at 4% or $311,027 at 6%. |
| 2013 | 1 | 11 | $1,417,500 | $395,424 | $35,948iApproximate average salary by contribution assumption: employee only about $898,691 at 4% or $599,127 at 6%; with 50% employer match about $599,127 at 4% or $399,418 at 6%; with 100% employer match about $449,345 at 4% or $299,564 at 6%. |
| Health Strategy 401(K) Plan | - | 11 | $1,417,500 | $395,424 | $35,948iApproximate average salary by contribution assumption: employee only about $898,691 at 4% or $599,127 at 6%; with 50% employer match about $599,127 at 4% or $399,418 at 6%; with 100% employer match about $449,345 at 4% or $299,564 at 6%. |
| 2012 | 1 | 11 | $857,344 | $330,430 | $30,039iApproximate average salary by contribution assumption: employee only about $750,977 at 4% or $500,652 at 6%; with 50% employer match about $500,652 at 4% or $333,768 at 6%; with 100% employer match about $375,489 at 4% or $250,326 at 6%. |
| Health Strategy 401(K) Plan | - | 11 | $857,344 | $330,430 | $30,039iApproximate average salary by contribution assumption: employee only about $750,977 at 4% or $500,652 at 6%; with 50% employer match about $500,652 at 4% or $333,768 at 6%; with 100% employer match about $375,489 at 4% or $250,326 at 6%. |
| 2011 | 1 | 9 | $466,563 | $271,684 | $30,187iApproximate average salary by contribution assumption: employee only about $754,678 at 4% or $503,119 at 6%; with 50% employer match about $503,119 at 4% or $335,412 at 6%; with 100% employer match about $377,339 at 4% or $251,559 at 6%. |
| Health Strategy 401(K) Plan | - | 9 | $466,563 | $271,684 | $30,187iApproximate average salary by contribution assumption: employee only about $754,678 at 4% or $503,119 at 6%; with 50% employer match about $503,119 at 4% or $335,412 at 6%; with 100% employer match about $377,339 at 4% or $251,559 at 6%. |
| 2010 | 1 | 6 | $236,359 | $167,257 | $27,876iApproximate average salary by contribution assumption: employee only about $696,904 at 4% or $464,603 at 6%; with 50% employer match about $464,603 at 4% or $309,735 at 6%; with 100% employer match about $348,452 at 4% or $232,301 at 6%. |
| Health Strategy 401(K) Plan | - | 6 | $236,359 | $167,257 | $27,876iApproximate average salary by contribution assumption: employee only about $696,904 at 4% or $464,603 at 6%; with 50% employer match about $464,603 at 4% or $309,735 at 6%; with 100% employer match about $348,452 at 4% or $232,301 at 6%. |
| 2009 | 1 | 4 | $53,650 | $50,580 | $12,645iApproximate average salary by contribution assumption: employee only about $316,125 at 4% or $210,750 at 6%; with 50% employer match about $210,750 at 4% or $140,500 at 6%; with 100% employer match about $158,063 at 4% or $105,375 at 6%. |
| Health Strategy 401(K) Plan | - | 4 | $53,650 | $50,580 | $12,645iApproximate average salary by contribution assumption: employee only about $316,125 at 4% or $210,750 at 6%; with 50% employer match about $210,750 at 4% or $140,500 at 6%; with 100% employer match about $158,063 at 4% or $105,375 at 6%. |