Civic Intelligence

Strategas Securities, LLC

Plan context: Strategas Securities 401(K) Plan

EIN 26-2808341 • New York, NY • 17 filings • 4 plans

52 Vanderbilt Ave FL 8New York, NY 10017-3845
Current Snapshot

Latest Year

2023

2023 Participants

58

2023 Assets

$9,712,877

2023 Contributions

$641,824

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,514,821$5,757,411$0200920162022YearValue
$9,712,877Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

69350200920162022YearValue
58Latest year 2022

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$0-
Strategas Securities 401(K) Plan-0$0$0-
2022158$9,712,877$641,824$11,066iApproximate average salary by contribution assumption: employee only about $276,648 at 4% or $184,432 at 6%; with 50% employer match about $184,432 at 4% or $122,955 at 6%; with 100% employer match about $138,324 at 4% or $92,216 at 6%.
Strategas Securities 401(K) Plan-58$9,712,877$641,824$11,066iApproximate average salary by contribution assumption: employee only about $276,648 at 4% or $184,432 at 6%; with 50% employer match about $184,432 at 4% or $122,955 at 6%; with 100% employer match about $138,324 at 4% or $92,216 at 6%.
2021159$11,514,821$857,330$14,531iApproximate average salary by contribution assumption: employee only about $363,275 at 4% or $242,184 at 6%; with 50% employer match about $242,184 at 4% or $161,456 at 6%; with 100% employer match about $181,638 at 4% or $121,092 at 6%.
Strategas Securities 401(K) Plan-59$11,514,821$857,330$14,531iApproximate average salary by contribution assumption: employee only about $363,275 at 4% or $242,184 at 6%; with 50% employer match about $242,184 at 4% or $161,456 at 6%; with 100% employer match about $181,638 at 4% or $121,092 at 6%.
2020155$10,305,398$566,661$10,303iApproximate average salary by contribution assumption: employee only about $257,573 at 4% or $171,715 at 6%; with 50% employer match about $171,715 at 4% or $114,477 at 6%; with 100% employer match about $128,787 at 4% or $85,858 at 6%.
Strategas Securities 401(K) Plan-55$10,305,398$566,661$10,303iApproximate average salary by contribution assumption: employee only about $257,573 at 4% or $171,715 at 6%; with 50% employer match about $171,715 at 4% or $114,477 at 6%; with 100% employer match about $128,787 at 4% or $85,858 at 6%.
2019160$8,763,939$539,909$8,998iApproximate average salary by contribution assumption: employee only about $224,962 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,987 at 6%.
Strategas Securities 401(K) Plan-60$8,763,939$539,909$8,998iApproximate average salary by contribution assumption: employee only about $224,962 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,987 at 6%.
2018153$6,747,074$835,988$15,773iApproximate average salary by contribution assumption: employee only about $394,334 at 4% or $262,889 at 6%; with 50% employer match about $262,889 at 4% or $175,260 at 6%; with 100% employer match about $197,167 at 4% or $131,445 at 6%.
Strategas Securities 401(K) Plan-53$6,747,074$835,988$15,773iApproximate average salary by contribution assumption: employee only about $394,334 at 4% or $262,889 at 6%; with 50% employer match about $262,889 at 4% or $175,260 at 6%; with 100% employer match about $197,167 at 4% or $131,445 at 6%.
2017252$6,479,056$533,480$10,259iApproximate average salary by contribution assumption: employee only about $256,481 at 4% or $170,987 at 6%; with 50% employer match about $170,987 at 4% or $113,991 at 6%; with 100% employer match about $128,240 at 4% or $85,494 at 6%.
Strategas Securities 401(K) Plan-52$6,479,056$533,480$10,259iApproximate average salary by contribution assumption: employee only about $256,481 at 4% or $170,987 at 6%; with 50% employer match about $170,987 at 4% or $113,991 at 6%; with 100% employer match about $128,240 at 4% or $85,494 at 6%.
STRATEGAS SECURITIES, LLC CASH BALANCE PLAN-0---
2016269$5,692,429$1,224,296$17,743iApproximate average salary by contribution assumption: employee only about $443,586 at 4% or $295,724 at 6%; with 50% employer match about $295,724 at 4% or $197,149 at 6%; with 100% employer match about $221,793 at 4% or $147,862 at 6%.
Strategas Securities 401(K) Plan-69$5,292,429$824,296$11,946iApproximate average salary by contribution assumption: employee only about $298,658 at 4% or $199,105 at 6%; with 50% employer match about $199,105 at 4% or $132,737 at 6%; with 100% employer match about $149,329 at 4% or $99,553 at 6%.
STRATEGAS SECURITIES, LLC CASH BALANCE PLAN-22$400,000$400,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2015155$4,537,062$652,625$11,866iApproximate average salary by contribution assumption: employee only about $296,648 at 4% or $197,765 at 6%; with 50% employer match about $197,765 at 4% or $131,843 at 6%; with 100% employer match about $148,324 at 4% or $98,883 at 6%.
Strategas Securities 401(K) Plan-55$4,537,062$652,625$11,866iApproximate average salary by contribution assumption: employee only about $296,648 at 4% or $197,765 at 6%; with 50% employer match about $197,765 at 4% or $131,843 at 6%; with 100% employer match about $148,324 at 4% or $98,883 at 6%.
2014163$4,071,363$673,635$10,693iApproximate average salary by contribution assumption: employee only about $267,315 at 4% or $178,210 at 6%; with 50% employer match about $178,210 at 4% or $118,807 at 6%; with 100% employer match about $133,658 at 4% or $89,105 at 6%.
Strategas Securities 401(K) Plan-63$4,071,363$673,635$10,693iApproximate average salary by contribution assumption: employee only about $267,315 at 4% or $178,210 at 6%; with 50% employer match about $178,210 at 4% or $118,807 at 6%; with 100% employer match about $133,658 at 4% or $89,105 at 6%.
2013140$3,291,343$537,481$13,437iApproximate average salary by contribution assumption: employee only about $335,926 at 4% or $223,950 at 6%; with 50% employer match about $223,950 at 4% or $149,300 at 6%; with 100% employer match about $167,963 at 4% or $111,975 at 6%.
Strategas Securities 401(K) Plan-40$3,291,343$537,481$13,437iApproximate average salary by contribution assumption: employee only about $335,926 at 4% or $223,950 at 6%; with 50% employer match about $223,950 at 4% or $149,300 at 6%; with 100% employer match about $167,963 at 4% or $111,975 at 6%.
2012131$2,329,002$510,968$16,483iApproximate average salary by contribution assumption: employee only about $412,071 at 4% or $274,714 at 6%; with 50% employer match about $274,714 at 4% or $183,143 at 6%; with 100% employer match about $206,035 at 4% or $137,357 at 6%.
Strategas Securities 401(K) Plan-31$2,329,002$510,968$16,483iApproximate average salary by contribution assumption: employee only about $412,071 at 4% or $274,714 at 6%; with 50% employer match about $274,714 at 4% or $183,143 at 6%; with 100% employer match about $206,035 at 4% or $137,357 at 6%.
2011129$1,642,379$523,776$18,061iApproximate average salary by contribution assumption: employee only about $451,531 at 4% or $301,021 at 6%; with 50% employer match about $301,021 at 4% or $200,680 at 6%; with 100% employer match about $225,766 at 4% or $150,510 at 6%.
Strategas Securities 401(K) Plan-29$1,642,379$523,776$18,061iApproximate average salary by contribution assumption: employee only about $451,531 at 4% or $301,021 at 6%; with 50% employer match about $301,021 at 4% or $200,680 at 6%; with 100% employer match about $225,766 at 4% or $150,510 at 6%.
2010124$1,409,539$692,953$28,873iApproximate average salary by contribution assumption: employee only about $721,826 at 4% or $481,217 at 6%; with 50% employer match about $481,217 at 4% or $320,812 at 6%; with 100% employer match about $360,913 at 4% or $240,609 at 6%.
Strategas Securities 401(K) Plan-24$1,409,539$692,953$28,873iApproximate average salary by contribution assumption: employee only about $721,826 at 4% or $481,217 at 6%; with 50% employer match about $481,217 at 4% or $320,812 at 6%; with 100% employer match about $360,913 at 4% or $240,609 at 6%.
2009119$567,317$307,650$16,192iApproximate average salary by contribution assumption: employee only about $404,803 at 4% or $269,868 at 6%; with 50% employer match about $269,868 at 4% or $179,912 at 6%; with 100% employer match about $202,401 at 4% or $134,934 at 6%.
Strategas Securities 401(K) Plan-19$567,317$307,650$16,192iApproximate average salary by contribution assumption: employee only about $404,803 at 4% or $269,868 at 6%; with 50% employer match about $269,868 at 4% or $179,912 at 6%; with 100% employer match about $202,401 at 4% or $134,934 at 6%.