Asset Strategy Advisors LLC
Plan context: Asset Strategy Advisors LLC Retirement Plan
EIN 26-0352654 • Natick, MA • 12 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$298,031
2020 Contributions
$168,592
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 11 | $298,031 | $168,592 | $15,327iApproximate average salary by contribution assumption: employee only about $383,164 at 4% or $255,442 at 6%; with 50% employer match about $255,442 at 4% or $170,295 at 6%; with 100% employer match about $191,582 at 4% or $127,721 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 11 | $298,031 | $168,592 | $15,327iApproximate average salary by contribution assumption: employee only about $383,164 at 4% or $255,442 at 6%; with 50% employer match about $255,442 at 4% or $170,295 at 6%; with 100% employer match about $191,582 at 4% or $127,721 at 6%. |
| 2019 | 1 | 7 | $103,003 | $44,857 | $6,408iApproximate average salary by contribution assumption: employee only about $160,204 at 4% or $106,802 at 6%; with 50% employer match about $106,802 at 4% or $71,202 at 6%; with 100% employer match about $80,102 at 4% or $53,401 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 7 | $103,003 | $44,857 | $6,408iApproximate average salary by contribution assumption: employee only about $160,204 at 4% or $106,802 at 6%; with 50% employer match about $106,802 at 4% or $71,202 at 6%; with 100% employer match about $80,102 at 4% or $53,401 at 6%. |
| 2018 | 1 | 5 | $43,263 | $22,291 | $4,458iApproximate average salary by contribution assumption: employee only about $111,455 at 4% or $74,303 at 6%; with 50% employer match about $74,303 at 4% or $49,536 at 6%; with 100% employer match about $55,728 at 4% or $37,152 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 5 | $43,263 | $22,291 | $4,458iApproximate average salary by contribution assumption: employee only about $111,455 at 4% or $74,303 at 6%; with 50% employer match about $74,303 at 4% or $49,536 at 6%; with 100% employer match about $55,728 at 4% or $37,152 at 6%. |
| 2017 | 1 | 6 | $41,242 | $27,675 | $4,613iApproximate average salary by contribution assumption: employee only about $115,313 at 4% or $76,875 at 6%; with 50% employer match about $76,875 at 4% or $51,250 at 6%; with 100% employer match about $57,656 at 4% or $38,438 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 6 | $41,242 | $27,675 | $4,613iApproximate average salary by contribution assumption: employee only about $115,313 at 4% or $76,875 at 6%; with 50% employer match about $76,875 at 4% or $51,250 at 6%; with 100% employer match about $57,656 at 4% or $38,438 at 6%. |
| 2016 | 1 | 4 | $12,968 | $8,329 | $2,082iApproximate average salary by contribution assumption: employee only about $52,056 at 4% or $34,704 at 6%; with 50% employer match about $34,704 at 4% or $23,136 at 6%; with 100% employer match about $26,028 at 4% or $17,352 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 4 | $12,968 | $8,329 | $2,082iApproximate average salary by contribution assumption: employee only about $52,056 at 4% or $34,704 at 6%; with 50% employer match about $34,704 at 4% or $23,136 at 6%; with 100% employer match about $26,028 at 4% or $17,352 at 6%. |
| 2015 | 1 | 2 | $3,900 | $3,935 | $1,968iApproximate average salary by contribution assumption: employee only about $49,188 at 4% or $32,792 at 6%; with 50% employer match about $32,792 at 4% or $21,861 at 6%; with 100% employer match about $24,594 at 4% or $16,396 at 6%. |
| Asset Strategy Advisors LLC Retirement Plan | - | 2 | $3,900 | $3,935 | $1,968iApproximate average salary by contribution assumption: employee only about $49,188 at 4% or $32,792 at 6%; with 50% employer match about $32,792 at 4% or $21,861 at 6%; with 100% employer match about $24,594 at 4% or $16,396 at 6%. |
| 2012 | 1 | 0 | $0 | $1,414 | - |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 0 | $0 | $1,414 | - |
| 2011 | 1 | 1 | $23,946 | $5,077 | $5,077iApproximate average salary by contribution assumption: employee only about $126,925 at 4% or $84,617 at 6%; with 50% employer match about $84,617 at 4% or $56,411 at 6%; with 100% employer match about $63,463 at 4% or $42,308 at 6%. |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 1 | $23,946 | $5,077 | $5,077iApproximate average salary by contribution assumption: employee only about $126,925 at 4% or $84,617 at 6%; with 50% employer match about $84,617 at 4% or $56,411 at 6%; with 100% employer match about $63,463 at 4% or $42,308 at 6%. |
| 2010 | 1 | 1 | $21,929 | $5,744 | $5,744iApproximate average salary by contribution assumption: employee only about $143,600 at 4% or $95,733 at 6%; with 50% employer match about $95,733 at 4% or $63,822 at 6%; with 100% employer match about $71,800 at 4% or $47,867 at 6%. |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 1 | $21,929 | $5,744 | $5,744iApproximate average salary by contribution assumption: employee only about $143,600 at 4% or $95,733 at 6%; with 50% employer match about $95,733 at 4% or $63,822 at 6%; with 100% employer match about $71,800 at 4% or $47,867 at 6%. |
| 2009 | 1 | 1 | $12,723 | $9,476 | $9,476iApproximate average salary by contribution assumption: employee only about $236,900 at 4% or $157,933 at 6%; with 50% employer match about $157,933 at 4% or $105,289 at 6%; with 100% employer match about $118,450 at 4% or $78,967 at 6%. |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 1 | $12,723 | $9,476 | $9,476iApproximate average salary by contribution assumption: employee only about $236,900 at 4% or $157,933 at 6%; with 50% employer match about $157,933 at 4% or $105,289 at 6%; with 100% employer match about $118,450 at 4% or $78,967 at 6%. |
| 2008 | 1 | 1 | $3,247 | $15,710 | $15,710iApproximate average salary by contribution assumption: employee only about $392,750 at 4% or $261,833 at 6%; with 50% employer match about $261,833 at 4% or $174,556 at 6%; with 100% employer match about $196,375 at 4% or $130,917 at 6%. |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 1 | $3,247 | $15,710 | $15,710iApproximate average salary by contribution assumption: employee only about $392,750 at 4% or $261,833 at 6%; with 50% employer match about $261,833 at 4% or $174,556 at 6%; with 100% employer match about $196,375 at 4% or $130,917 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| ASSET STRATEGY RETIREMENT CONSULTANTS, LLC RETIREMENT PLAN | - | 1 | - | - | - |